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.
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.
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.
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.