Energy Finance and M&A

​Renewable Energy
NJ expects 50% renewables by 2030. 150 EV charging stations.
MA SMART program expects 1.6 GW solar and storage. Replaces SRECs.
 
Energy Storage
3 GW of annual deployments of energy storage by 2023.
Energy storage earning ITC when added to existing clean energy.
100% clean energy goals will depend on storage replacing thermal power.
Growth of renewables and storage will marginalize gas-fired generation.
Energy majors investing in C&I renewables and offering solar + storage.
Energy management company for storage and microgrids.
 
Latest  News
YTD 2018 M&A $3.3 TN highest since 2007. Investor appetite for renewable energy platforms. US $1.5 TN Infrastructure Plan, China “One Belt, One Road", and EU 500 BN Juncker Plan. Boutiques strategy to focus on sell-side advisory as opposed to offering credit. Every time since 1960 the yield curve has inverted, a recession has followed. Many economists believe it will invert next year. Build-transfer opportunities with utilities. China will add US-sized fleet to coal capacity. Energy Desk. Brent oil at 5-year high. Forecast of $80 and $90+. EU hydrogen production facilities for use in trains.