Insights

U.S. Renewable Energy M&A: Review of 2023 and Outlook for 2024

March 22, 2024

As we look forward to 2024, we anticipate various factors will drive increased M&A activity in the renewable energy sector. Relative to previous years, a higher cost of capital, influenced by both base rates and widening lender margins, will continue to put pressure on project viability and investor returns. Smaller developers, which are more affected by elevated rates and more susceptible to increased cost and delays, may be forced to sell projects, portfolios, or their entire platform as they seek liquidity or an outright exit.

Turbulent Waters – Current Developments in the U.S. Offshore Wind Industry

January 30, 2024

A relative newcomer to the global offshore wind market, the United States has set an ambitious goal for the development of the industry with strong support at both federal and state levels. While important milestones have been achieved and several large projects are now under or approaching construction, the industry is facing substantial headwinds, including […]

China’s Export Controls on Critical Minerals

December 12, 2023

Gallium, Germanium and Graphite On August 1, 2023, China began restricting exports of gallium and germanium, followed more recently, on December 1, with new export controls on high-grade graphite. China has justified these measures on the grounds of national security; however, gallium and germanium have broad applications in a range of industries, including electronics and […]

How Extreme Weather Events Have Bankrupted Utility Players

September 25, 2023

In this article, experts from FTI Consulting’s Power, Renewables & Energy Transition (“PRET”) practice draw upon their experience in climate risk-related bankruptcy, dispute advisory, restructuring and resource strategies to summarize the regulatory, operational and financial impacts of recent extreme weather events on electric utilities. This article will discuss the implications of strengthening physical and financial asset performance in a rapidly evolving electric grid.

Chilean Government’s Lithium Industry Plan

June 1, 2023

The announcement by President Gabriel Boric on April 20, 2023, that private companies will need to partner with the state to extract lithium is the latest sign that the Chilean government is attempting to increasingly control Chile’s mining industry.

How Electric and Gas Utilities Can Prepare for Three Policy Futures

May 23, 2023

Why should utilities prepare for three different policy futures? Climate policy in the United States has been volatile and unpredictable for the past decade. Nowhere is turbulent climate
policy more evident than in the utility sector. The authors will examine three distinct possible climate policy scenarios that may occur through 2030.

NPM Interconnections – Episode 68: Chris LeWand

May 22, 2023

Chris LeWand, Senior Managing Director and Global Practice Leader of FTI’s Power, Renewables & Energy Transition (PRET) Practice joins NPM Managing Editor Jon Berke to weigh in on the ramifications of President Biden’s recent veto of Congress attempts to repeal the two-year moratorium on solar tariffs, why Texas is pursuing a natural gas regime under recent legislation proposals and what needs to be done to grow transmission as an asset class in the US.

The Resilient Project Value Stack

March 24, 2023

Over the past couple of decades, electric utility investments were driven primarily in response to an aging infrastructure and increasing customer expectations for reliability. Recently, the increased frequency of storm-driven outages coupled with the need for operational uptime and work-from-home practices have only served to sharpen this focus, with regulators and utilities developing new approaches to meet this need.

NPM Interconnections – Episode 58: RJ Arsenault

February 20, 2023

RJ Arsenault recently sits down with NPM (New Project Media) to discuss new guidance released by the IRS related to the Inflation Reduction Act of 2022 and the different clean energy strategies that developers are deploying to low-income communities.

U.S. Renewable Energy M&A: Review of 2022 and Outlook for 2023

February 16, 2023

With ongoing supply chain issues, legislative challenges in Washington and a rising interest rate environment, many renewable energy investors prepared for a cooler start to 2022. As we move through 2023, we expect deal flow to remain strong as developers look to monetize opportunities and benefits driven by the IRA.

CFOs Hold the Key to Unlocking ESG Value

November 3, 2022

With new ESG (environmental, social, and governance) regulations from both the Securities and Exchange Commission and the European Union under consideration, the CFO and the finance function will play an increasingly important role in unlocking value across organizations.

NPM Interconnections – Episode 50: Justin Pugh

October 31, 2022

FTI Consulting’s Justin Pugh, Senior Managing Director, sits down with NPM Managing Editor, Jon Berke to highlight some of the major incentives introduced in the Inflation Reduction Act of 2022 and in particular how he envisions a domestic supply chain growing under the IRA.

Private Equity Must Make ESG Strategy a High Priority

August 1, 2022

Environmental, Social and Governance (ESG) and sustainability has evolved from a niche “trend” into a seismic culture shift embraced by the global business community as a defining metric of success.

NPM Interconnections – Episode 39: Dr. Michael Bakunin

July 5, 2022

Dr. Michael Bakunin joins us on the first NPM Interconnections podcast sponsored by FTI Consulting to discuss the rise of electric vehicles in the US and the related infrastructure that will be necessary to support them.

Fundamentals & Supply Diversification in the N.E. Market | Eric Schiffer

June 13, 2022

FTI Consulting’s Eric Schiffer joins other renewable energy experts on a panel to examine N.E. natural gas fundamentals, with a particular focus on diversification in the supply planning process, as well as implications of renewable energy sources in the market and LNG exports including foreign price index dynamics.

ESG

ESG: A New Lens for Value Creation

April 11, 2022

From private equity funds looking to drive portfolio value and engage their partners to companies utilizing ESG screens to de-risk operations, our clients are embracing ESG as a powerful tool rather than a passing fad.

ESG

Six Strategies for Building the E in ESG

July 27, 2021

Holistic approaches to managing risk, engaging stakeholders, adapting to change and taking on new opportunities are keys to leveraging this business and social imperative

SPAC to the Future

November 30, 2020

SPACs burst on the scene in 2020 and became an integral tool for power and renewable companies to go public.