Despite challenging headwinds, capital markets activity in the U.S. renewables sector remained resilient in 2024. Across the board, market participants faced a high interest environment, supply chain constraints and increased policy uncertainty with an active election cycle; however, the Inflation Reduction Act (“IRA”) continued to provide a baseline level of support, with extended and increased […]
Acute power shortages and mounting resource adequacy challenges have emerged as existential threats to the AI race. Hyperscale and colocation data centers — among the most energy- intensive digital infrastructures — depend on reliable, 24/7 electricity to sustain AI workloads and cloud computing. However, intermittent, non-dispatchable generation resources dominate the interconnection queues; power constraints stall […]
Ambitious federal and state goals for electric vehicle (“EV”) deployment and commercialization, bolstered by government programs and funding, have drawn considerable private investment in the EV value chain. Billions were raised in the space at the start of this decade, with some companies trading up to multiple billion-dollar valuations. Recently, however, EV companies have lost […]