Enerdatics

💡A deep dive into the IRA’s 45V and 45Q Hydrogen Production Tax Credits💰 Enerdatics is publishing its second article in collaboration with Alexander Economides. In this one, we explore how the IRA’s 45V and 45Q Tax Credits will incentivize new hydrogen-production investments. 📊 Up to $3.00 per kg of hydrogen can be saved under 45V, while 45Q incentivizes carbon sequestration with $0.85 per kg of hydrogen produced, making low-carbon hydrogen more competitive. But there's a catch—the Treasury’s strict guidelines present challenges around location, energy sourcing, and project timelines. What does this mean for developers? 👉 Discover how these incentives can drive or hinder hydrogen growth in our full article. We look forward to comments on our insights. Enerdatics is currently offering limited trial access to a proprietary levelized cost calculator, that leverages methodologies consistent with CREST, DOE and Lazard to assess the price per kilogram of producing hydrogen across various technologies and geographies. To know more and secure trial access, kindly reach out to Mohit Kaul 📩 #HydrogenEconomy #CleanEnergy #LevelizedCost #EnergyTransition #HydrogenProduction #RenewableEnergy #GreenHydrogen #EnergyInnovation #HydrogenTechnology #SustainableFuture #EnergyResearch #NetZero

💥 $3.5bn in Solar Tax Equity Deals YTD 2024 – What’s Next for the US Market as Investment Momentum for Tax Credits Builds? The US solar market is on fire 🔥 with $3.6bn in tax equity financing already secured for 2024, edging closer to last year’s total. The latest highlight is J.P. Morgan-led $260mn deal for BrightNight’s and Cordeilo Power's solar project in Arizona. Here’s what you need to know: 🔑 Big money, big projects: Investments are majorly flowing into large-scale solar projects (100+ MW). ⚡ Focus on De-risked Assets: 75% of deals are focused on operational assets or projects nearing commercial operation. 🗺️ Regional hotspots: Texas, Illinois, New York, Arizona, and California are leading the charge. But the big question: What’s next for investors and developers? 🏦 Multinational Corporates Set to Expand Tax Equity Holdings As Basel III Looms: Amid ongoing uncertainty in the banking sector surrounding Basel III, which is set for US implementation in Q2 2025, large multinational corporations such as Google and Nestle are expected to expand their investments in the tax equity space as banks will be revaluate their strategies to comply with the updated guidelines. 📈 Transferability Deals to Surge: Expect a boom in tax credit transfer deals, thanks to lower complexities and faster timelines. Through this, corporations will challenge the traditional tax equity financing model, which is dominated by large financial institutions 🏞️ Focus on ‘Energy Communities’: Projects in energy community zones are set to grow, qualifying for a lucrative 40% tax credit bonus (30% ITC + 10% bonus), thereby driving more tax equity and tax credit transfer deals. Enerdatics recently conducted an in-depth analysis on this theme, and the image below highlights our key findings 👇. 💬 What’s your take? Share your thoughts in the comments. 🔗 Want to access data behind key insights on US tax equity space? Connect with us and discover how Enerdatics can support your next move. 🤝 #SolarEnergy #TaxEquity #RenewableEnergy #CleanEnergyFinance #EnergyTransition #Sustainability #BaselIII #EnergyCommunities #SolarProjects #ClimateAction #InvestmentStrategies #EnergyFinance #GreenEnergy #CorporateInvesting #SolarTaxCredits

Why Has BayWa r.e. Sold Over 1 GW Since 2023? 🌍 Unpacking the Strategy Behind Their Sales Streak! 🔍 Since 2023, BayWa r.e. Global has sold over 1 GW of renewables across 18 deals. Curious how they’re pulling this off? Here’s what our data at Enerdatics reveals: 💡Key Takeaways: ⚡ Divestments focussed on sub-100 MW solar and wind assets  ⚡ Most assets are either operational or near commercial operation  ⚡ Sales concentrated in key markets—UK, Germany, and Spain 🚀Recent Example: BayWa r.e. sold three wind projects totaling 56 MW in Germany. 🤔What's the Strategy Behind these Sales? This isn’t a sudden shift. BayWa r.e. has consistently pursued a strategy of selling de-risked assets since the late 2010s. By doing so, they tap into market demand for stable, low-risk investments and use the proceeds to fuel the development of their 22 GW pipeline. It’s all about capital recycling and scaling up their portfolio to hit ambitious targets. 🔮What’s next? Enerdatics forecasts that BayWa r.e. will continue to sell assets in major markets to fund new developments. There could even be a full platform sale - similar to recent moves by OX2 and Encavis - with Energy Infrastructure Partners (who currently own 49% stake in the company) reportedly eyeing a complete buyout. 👀 🌱What do you think BayWa r.e.’s next move will be? Share your thoughts below. Access the granular data behind this analysis and explore similar trends that could shape your strategy. Reach out to us now! #RenewableEnergy #SolarPower #WindEnergy #MergersAndAcquisitions #EnergyTransition #BayWaRe #SustainableGrowth #CleanEnergy #EnergyInvestments #GreenInvestments #EnergyStrategy #AssetDivestment

💡Enerdatics Forecasts €20bn+ of Debt Financing for Solar, Wind and BESS Projects in Europe during 2024 Enerdatics has analyzed the debt financing activity for solar, wind, and BESS in Europe during 2024 and forecasts over €20bn in activity during this year. Here are the key insights: 🔋 €8.5bn Raised in Mature Markets: Spain, Germany, Italy, and the UK have secured €8.5bn for renewables, driven by PE firms like Bruc, Copenhagen Infrastructure Partners, Masdar (Abu Dhabi Future Energy Company), and Enfinity Global. A brighter outlook is expected in the coming years as interest rates are expected to dip to 2.40% during 2025-26. ⚡ €3bn Boost from Emerging Markets: Greece, Romania, and Lithuania are seeing a surge with €3bn raised, supported by rising energy demand and ambitious renewable targets. 💬 What’s your take on these financing trends? Share your thoughts in the comments! 📊 Want deeper insights into the data driving these forecasts? Connect with us to access this data and explore how it can power your next strategic move! #DebtFinancing #SolarPower #WindEnergy #EnergyStorage #CleanEnergy #SustainableFinance #GreenInvesting #ClimateAction #EnergyTransition

The Insights You Need: Weekly Energy Recap! US Solar M&A: Deal Activity for Early-Stage Assets Starts to Rebound, While Interest in Late-Stage Remains Stable https://lnkd.in/gK3K5rcw Why Did Equinor Just Invest $3.2bn on Ørsted? Enerdatics Uncovers the Strategy Behind This Major Deal https://lnkd.in/gZt4gu_N #EnergyRecap #Renewables #MergersAndAcquisitions #HydrogenEconomy #BatteryStorage #CleanEnergy #GreenEnergy #EnergyTransition

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🎉 A Warm Welcome to Shivane! 🎉 We’re thrilled to welcome Shivane Sampath to our M&A team at Enerdatics! She brings vibrant enthusiasm for sustainable solutions and a strong potential to enhance our efforts in supporting clients with critical deal-making data. 🌿 With Shivane on board, we’re excited to continue leading the way in providing top-tier data and insights for M&A in the renewable energy space. Her curiosity and passion for the energy sector make her an ideal addition to our team, and we’re eager to see the impact she’ll make. Please join us in giving Shivane a warm Enerdatics welcome! #Welcome #RenewableEnergy #Enerdatics #NewHire #EnergyAnalytics

Happy birthday Enerdatics!

Why Did Equinor Just Invest $3.2bn on Ørsted? Enerdatics Uncovers the Strategy Behind This Major Deal 💥 Equinor has made a bold move, acquiring a 10% stake in Ørsted and becoming its second-largest shareholder. But why now? 🔍 Here’s what you need to know: Ørsted’s share price drop from DKK 1351.5 in Jan '21 to DKK 418 in Oct '24 presents a value-accretive opportunity for strategic investors. Despite challenges in the offshore wind sector, Ørsted remains a key player with over 10 GW in operation, making it a strong fit for Equinor’s renewable energy goals. Equinor’s stake acquisition isn’t just about lower valuations—it’s a strategic move to strengthen its offshore wind portfolio, aligning with Orsted’s expertise. This positions Equinor for value-driven growth as it targets 12-16 GW of installed renewable capacity by 2030. 📊 This deal follows a series of similar transactions, all driven by the same underlying factors: – May’24: ECP’s $7.5bn deal for Atlantica Sustainable Infrastructure – May’24: GIP’s & CPPIB’s $6bn takeover of Allete – Mar’24: KKR’s $5.1bn deal for Encavis Enerdatics recently conducted an in-depth analysis on this theme, and the image below highlights the key findings 👇. What’s your take? Share your thoughts in the comments Looking to dive deeper into the data behind this analysis and discover more insights like these? Let’s connect! 🤝 #RenewableEnergy #OffshoreWind #Equinor #Orsted #MergersAndAcquisitions #EnergyTransition #CleanEnergy #WindPower #EnergyInvestments #SustainableEnergy #ClimateAction #GreenEnergy #EnergyDeals #Renewables

US Solar M&A: Deal Activity for Early-Stage Assets Starts to Rebound, While Interest in Late-Stage Remains Stable Enerdatics has closely analysed the shifting M&A landscape for solar assets under development in the US. Here are the key insights driving 2024 deal trends: 🌱 Early-Stage Assets Rebound: After a slowdown in H2 2023, early-stage solar deals are back on track. Stabilized power prices and anticipated rate cuts are fueling renewed interest, following a period of cautious buying due to market volatility. ⚡ Late-Stage Assets Hold Steady: Demand for late-stage assets with secured interconnections and PPAs remains high. Firms like Treaty Oak Clean Energy and AMPYR Energy are snapping up these de-risked projects, capitalizing on easier financing options. 🔍 With early-stage momentum building and late-stage interest unwavering, 2024 promises an exciting year for US solar M&A. 🌟 Want access to the data behind this analysis and much more? Connect with us! #Solar #mergersandacquisitions #RenewableEnergy #CleanEnergyDeals #PrivateEquity #SolarPower #EnergyTransition #ProjectFinance #PowerPurchaseAgreements #USRenewables #EnergyInvestments #SustainableInvesting