Currents
Ep282: CRC-IB on the US Renewables Market in 2025
Jan 31, 2025
Britta von Oesen, Partner and Managing Director at CRC-IB, dives into the US renewables market's complexities, particularly around M&A activity. She discusses the impact of political changes on the industry and the shift in financial strategies for investors. Britta highlights evolving tax credit dynamics, the maturing role of investment banks, and how insurers are adapting to meet new challenges. The conversation sheds light on opportunities for growth in carbon capture technology and the increasing sophistication of funding strategies.
27:52
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Quick takeaways
- The US renewables market is poised for growth driven by creative financing, investment influx, and supportive government policies despite subdued M&A activity.
- Market stakeholders are navigating uncertainties from political changes by adopting cautious approaches to M&A, favoring proven assets with clearer value propositions.
Deep dives
Current State of the Renewables Market
The renewables market is experiencing robust growth, with an increasing amount of gigawatts being deployed across the U.S. Despite this vitality, M&A activity remains subdued compared to the peak periods of 2021-2022, where activity levels were significantly higher. Factors such as creative financing options, new investments, and government policies are contributing to a positive outlook for the renewables industry over the coming years. However, uncertainty stemming from changes in administration and federal policies has led to some delays in M&A processes, as stakeholders await further clarity before committing to transactions.
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