Renewable energy ownership strategies

Driven by robust capital markets, favorable policy and an increasing interest toward broader decarbonization efforts, energy market players continue to invest in renewable projects globally at a rapid pace. Yet, factors such as stubbornly low wholesale power prices, phasing down of subsidies, and more broader emerging themes such as storage and electric vehicles (EVs) suggest that investors should recognize these larger market trends and adjust their strategies accordingly. In this report, we explore: • What is the overview of the macro environment globally and how are investors changing their strategies? • How is increasing renewable competition and low power pricing impacting the extraction of value from project development? • What role will Institutional investors play in renewable energy asset ownership? • What are the potential pre-market entry risk mitigation strategies, financing dynamics, and cost of capital trends globally?