Switched On Powering Ahead: The Future of US Renewable Investment
May 7, 2025
Andrew Gongaware, Managing Director at BMO Capital Markets, shares his optimism about clean energy investments despite market challenges. Corinne Still, Partner at Apollo Global Management, discusses finding opportunities during uncertainty and the commitment to energy transition. Matt Ransweiler, Senior Vice President at Invenergy, highlights strategies for project execution and securing financing. The conversation dives into crucial topics like battery storage, regulatory landscapes, and innovative models necessary to sustain momentum in the U.S. renewable energy sector.
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Managing Uncertainty in Renewables
- Uncertainty is the greatest risk in the US renewable sector today, affecting investment decisions deeply.\n- Success depends on high-quality teams who skillfully manage these uncertainties and regulatory shifts.
Invest Amid Uncertainty
- Deploy capital even amid uncertainty by focusing on near-operating assets and prudent development underwriting.\n- The long-term demand for renewables remains strong, making investment attractive despite short-term challenges.
Strong Demand Meets Due Diligence
- There remains a huge US market for renewable projects despite headwinds.\n- Project finance demands thorough due diligence and credible contingency plans to secure approval for funding.