March 10, 2025
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 […]
February 27, 2025
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 […]
December 9, 2024
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 […]
November 4, 2024
Aviation has proven to be one of the most difficult subsectors for emissions abatement in the transportation industry. The lack of feasible substitutes for fuel-consuming turbine engines for long-distance travel places great dependence on sustainable aviation fuel (“SAF”) for the decarbonization of the sector.
June 17, 2024
As the data center (“DC”) industry grapples with transformation and unprecedented growth, most recently driven by the deployment of generative artificial intelligence (“AI”) at scale, it stands at an important inflection point. Given a rapid convergence of trends across the digital infrastructure, technology and energy sectors, the DC industry is rapidly evolving to secure remaining power in a constrained market to build the new, massive facilities needed to house AI workloads.
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.
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 […]
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 […]
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.
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.