What we learned from conversations with power and renewables investors in 2024

Over the past few months, I have spoken to more than two dozen investors about policy risks, data centres, load growth and investment opportunities in the power and renewables segment.

Fill out the form at the top of the page to download your free copy of our recent whitepaper; ‘Conversations with Power & Renewables Principal Investors in 2024’, which covers 10 of my biggest takeaways from the discussions. Or, read on for a very short sneak peek at just 3 of those takeaways: 

1. Questions around data centre related power market implications dominated conversations 

Some investors alluded to almost 50-70GW of additional power generation capacity requirements to meet demand from hyper scalers by 2030, while others stated that it’s all hype and utility request submissions are duplicative.

2. The Amazon-Talen deal and the relevant complaint filed by Exelon are worth watching over the next 6-10 months

The technical conference held by FERC might set the pace for further Behind-the-Meter (BTM) data center partnerships. 

3. BTM or FTM, nuclear remains a very important part of the discussion regarding powering data centres

Adding new capacity is challenging. 

Learn more 

For more detailed analysis and insights into the above themes, and for seven more of our biggest takeaways, fill out the form at the top of the page to download your complimentary copy of the full whitepaper.