Mohamed Jameel Al Ramahi’s Post

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

🌍🔋 Simmons & Simmons Leads on Landmark Energy Transaction 🔋🌍 Our team has successfully advised Masdar, a frontrunner in the UAE renewable energy sector, on its monumental acquisition of Terna Energy. This deal, valued at €3.2bn, marks a significant milestone as the largest energy transaction on the Athens Stock Exchange and a major movement within the EU renewables sector. 🌱 Key Highlights of the Deal: 🌱 Acquisition Value: €3.2 billion (enterprise value). Stake: Masdar acquires an initial 67% of Terna Energy’s outstanding shares. Impact: This acquisition is set to bolster Masdar’s European presence, driving substantial capital investment across Greece and other EU nations, thereby enhancing renewable energy capacity and contributing to the EU's net zero by 2050 ambitions. Sector: Terna Energy stands at the forefront of the European clean energy sector, with a robust focus on wind, solar, hydroelectric, and pumped storage projects. 🌞 Masdar’s Vision: 🌞 Masdar continues to solidify its position as a global leader in renewable energy, with projects spanning over 40 countries and a combined investment value exceeding US$30 billion. This acquisition is a testament to Masdar’s commitment to accelerating the global energy transition. 👥 Simmons & Simmons Advisory Team: 👥 The transaction was spearheaded by Raghav Ghai, partner in our UK Corporate practice, and Corinne Noel, nee Laurensou, Of Counsel in our ENRI (Energy, Natural Resources and Infrastructure) practice. Their expertise and dedication were instrumental in navigating the complexities of this cross-border deal. #RenewableEnergy #CleanEnergy #EnergyTransition #Masdar #TernaEnergy #SimmonsAndSimmons #LegalExcellence #GlobalImpact

Cap10 Partners LLP are delighted to announce that Cap10 portfolio company Sureserve Group has acquired Duality Group Limited, marking the company’s second major acquisition in less than a year, following its acquisition of Swale Heating Limited in November. The acquisition includes Duality’s subsidiaries Gas Call Services Ltd, WRB Gas (Contracts) Ltd, and Dyson Energy Services Limited, which focus on delivering renewable energy and heating solutions to the social housing sector and residential clients across Scotland and England and delivers on Sureserve’s mission to be the trusted partner of choice to social housing and within the public sector delivering essential and affordable heating, energy savings and compliance solutions. Fabrice Nottin, Founding Partner of Cap10 Partners LLP, said: “We are delighted to announce that Sureserve Group has completed the strategic acquisition of Duality Group Limited. We are investing heavily into growing Sureserve, and today’s announcement is a significant step to ensuring the company reaches its full potential.” Read the Press Release here: https://lnkd.in/dZ5TCTVS #Acquisition #Renewables #Heating #Growth #PrivateEquity #Cap10

Ørsted and ENGIE have signed a share purchase agreement under which Engie will acquire Ørsted’s onshore wind and solar business in France including OSTWIND International SAS, Ostwind Engineering SA, and its subsidiaries (jointly Ostwind France). This move is part of Ørsted's strategic shift to prioritize other European markets such as the UK, Ireland, Germany, and Spain for onshore wind and solar projects. The sale includes Ostwind France, which has been developing renewable projects for over two decades and currently operates 54MW of capacity with an additional 24MW under construction. Ørsted acquired Ostwind France in 2022 as part of a larger acquisition from Ostwind AG. With this divestment, Ørsted will exit the French market entirely, while Engie sees it as an opportunity to expand its renewable energy portfolio in France. Engie Green's Managing Director, WILLIAM ARKWRIGHT, expressed enthusiasm for the acquisition, highlighting the addition of high-quality wind and solar assets and a significant pipeline of projects in development. #Engie #Orsted #OdinGlobal https://lnkd.in/eBzjbWEK

Brookfield Asset Management is set to become the largest owner and operator of renewable energy in Australia with a massive $10 billion bid to acquire France’s Neoen. Neoen, known for its Victorian Big Battery near Geelong, has a robust project pipeline of nearly 10 gigawatts expected to come online over the next decade. This acquisition, backed by Neoen's board, highlights the growing demand for sustainable power solutions. Despite challenges in the renewable sector, Brookfield remains undeterred, viewing these as mere speed bumps in the 20-year megatrend towards low-cost clean energy. Recent successes, such as the deal to supply 10.5 gigawatts of renewables to Microsoft, showcase this unwavering commitment. Neoen CEO Xavier Barbaro expressed enthusiasm about partnering with Brookfield to propel Neoen’s growth further. With regulatory approvals pending, this acquisition marks a significant step forward in Brookfield's renewable energy strategy. Brookfield's acquisition of Neoen is a milestone for renewable energy in Australia and beyond. It demonstrates a robust commitment to sustainable development and positions Brookfield as a key player in the global shift towards cleaner, greener energy. #renewableenergy #sustainability #cleanenergy #brookfield #neoen #greenfuture #australia #evoegy

📢 We have advised VALOREM, a leading independent renewable energy operator, as well as its founders and its reference shareholder 3i Infrastructure plc, on a 550M€ deal to accelerate its growth and development VALOREM, received a firm offer for (i) the sale by 3i Infrastructure plc of its entire stake of c.33% in VALOREM to AIP Management for approximately 309M€, and (ii) a fundraising by VALOREM of approximately 200M€ from a consortium composed of @AIP Management and IDIA Capital Investissement. The Clifford Chance team worked on this deal consisting of Benjamin de Blegiers and Gilles Lebreton, partners, Benjamin Saada, senior associate, and Marie Silvain, associate, on the corporate / M&A aspects, Florence Aubonnet, partner, and Clémentine Marçais, associate, on the employment aspects, as well as Quentin Hervé, senior associate, on the financing aspects. Read more: https://okt.to/uzSwiD #PrivateEquity #Infrastructure #RenewableEnergy #EnergyTransition

We are excited to announce the expansion of OWC #OnshoreRenewables in the 📍 USA, under the new direction of West-Coast based and leading consultant in #SolarPV and #EnergyStorage, Rubin Sidhu, taking on the new role of Managing Director for Onshore Renewables for the Americas. 🌎 📢 Read our PR announcement in full 👉🏼 https://lnkd.in/d_3akNJF "Rubin brings extensive experience in the US renewables market, coupled with technical expertise in Solar PV and energy storage. Added to our already established OWC presence in the market, this makes us a natural choice to support project developers, lenders, and investors in their transactions," comments Managing Director for OWC Onshore Renewables, Richard Abrams. Under Sidhu's leadership, OWC plans on the strategic growth of its already established operations in New York, USA, to a new West Coast office in time - taking OWC's #RenewableEnergyConsultancy expertise coast-to-coast. Sidhu brings a wealth of technical knowledge in supporting equity investments, mergers & acquisitions (M&A), and #TechnicalDueDiligence - to boost investment in the grid-scale development of renewables. "The industry is gaining momentum with support from the Inflation Reduction Act of 2022, but significant challenges remain as we deploy renewables at a scale needed to decarbonize the electric grid and meet net-zero targets. (...) I am looking forward to putting my own market experience into driving OWC's onshore renewables growth in the US and broader Americas." comments Rubin Sidhu, Managing Director Onshore Renewables, OWC Americas. Catch up with Sidhu and the rest of the OWC delegation to next week's #Cleanpower2024, 📍 Minneapolis, USA, 📅 6-9 May 👉🏼 https://lnkd.in/dZE6U6UY #TheRenewableEnergyConsultants #USCleanPower #SolarPV #BatteryEnergyStorageSystem #BESS #Grid #Electrification #EnergyTransition

🚀 EEW Renewables' $400mn SPAC Deal – Why Is The UK-based Developer Bidding for a Nasdaq Listing Again? Analyse with Enerdatics! EEW Renewables Ltd entered into a business combination agreement with Compass Digital Acquisition Corp. (CDAC), a special purpose acquisition company, for a pro forma EV of $386mn. Upon closing, the combined company is expected to be listed on Nasdaq. This follows EEW’s previous agreement with ClimateRock for a similar deal at a proposed equity value of $650mn in Oct '22. However, this agreement was terminated in Nov '23. Why is EEW trying SPAC again? The key reason lies in EEW’s ambition to shift from being a developer, generating revenue by selling projects at RTB or CoD stage, to becoming an independent power producer (IPP), generating recurring revenue from power sales. Through the business combination, EEW is set to benefit from a capital injection, including $25mn in gross cash proceeds from the SPAC trust at closing, and the strategic support of CDAC’s management team to realize EEW’s long-term vision. 🚀 Diversified Portfolio: EEW’s transition to IPP focuses on advancing its development portfolio, which includes 3.2 GW Solar PV, 4.1 GWh BESS, and 1.75 GWh green hydrogen and ammonia pipeline, located across Australia, UK, Spain, Sweden, Italy, and Morocco. 🌱 Expanding into High-Growth Markets: EEW is also actively looking to expand into high-growth markets. Earlier this month, EEW launched a US subsidiary and opened an office in New York City. The company plans to grow its utility-scale solar PV pipeline through greenfield developments and pursue selective acquisitions nationwide. #SPACDeal #RenewableEnergy #NasdaqListing #SolarPV #GreenHydrogen #EnergyTransition #BESS #CleanEnergy #IPPs #SustainableGrowth #MergersAndAcquisitions #ClimateAction #GreenInvestments #svantekumlin #infrastructure #sustainablefuture #eew

GoldenPeaks Capital Expands Portfolio With The Acquisition Of 400 MW Ready-To-Build Assets From December To January GoldenPeaks Capital, a leading independent green energy producer in Europe, has strengthened its presence in Poland’s solar energy sector by acquiring 400 MW of ready-to-build (RTB) solar assets between December 2024 and January 2025. Known for its rapid growth and extensive portfolio, GoldenPeaks Capital is a significant player in renewable energy, with a strong footprint in Poland and Hungary. Adriano Agosti, Founder and President of GoldenPeaks Capital, stated “These further acquisitions confirm our firm base of execution, with the aim of exceeding 1GW of solar projects in Poland in 2025.” The newly acquired projects include a mix of planned purchases […] Read the full story here: https://lnkd.in/dknVdZgV #solarenergy #alternativeenergy #solarpv #pvsolar #photovoltaic #cleanenergy #cleantech #climatechange #acquisition #cleanenergy #europe #goldenpeakscapital #hungary #poland #renewableenergy #renewableenergy #solarasset #solarenergy #solarproject

The billion-dollar Genex Power takeover by Japanese energy giant J-Power is ready to be presented to shareholders, after the deal got the tick of approval from the foreign investment watchdog. The Foreign Investment Review Board (FIRB) was the final regulatory hurdle Genex and J-Power had to jump through before the scheme of arrangement goes to a shareholder vote on 16 July. Genex, the last listed company on the ASX specialising in wind, solar and storage, agreed to J-Power’s 27.5 cents a share offer in April, after a month of tussling over the price. The offer values Genex’s equity at $380 million and the company at more than $1 billion on an enterprise value basis. #GENEXPOWER #JAPANESE #RENEWABLEENERGY #SOLARFARM #WINDFARM #BP #FS #INVESTMENTS #FIRB #ASX #Rachelewilliamson