Currents Ep282: CRC-IB on the US Renewables Market in 2025
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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.
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Renewables M&A Market Slowdown
- The US renewables M&A market is currently weaker than in 2021-22, despite overall industry strength.
- Deployment and investments are increasing, but M&A activity is paused pending new administration impacts.
Impact of Political Uncertainty
- Uncertainty around the new administration is impacting corporate platform deals.
- Sellers with long-term pipeline valuations are pausing processes due to policy uncertainty.
Structured Deals for Uncertainty
- Earn-outs and structured deals are being used to manage uncertainty in renewables M&A.
- This helps bridge valuation gaps due to factors like IRA impacts and policy changes.