Newton Investment Management’s Post

Value over volume? We discuss energy companies’ shift in focus and the potential value for investors. Read our latest blog 👉 https://bit.ly/43jyOBz #EnergySector #ValueCreation

Wednesday's morning thought, and the frequent question for energy professionals forecasting demand investment across territories, markets, and industrial sectors: "Change is Coming, But Who Will Take the Lead?" Good read. #energy #emergingtech #innovation #trends2024 #powerindustry https://lnkd.in/gB5gmUCe

I'm looking forward to my conversation on April 16th with Marina Severinovsky, Paul Lamacraft and Giulia Hallqvist of Schroders. We will be discussing, among other things, the political reality in the U.S. of broad-based support across party lines to push significant investment in renewable energy forward, with most of Inflation Reduction Act (IRA) capital allocation taking place in Red states. #schrodersgreencoat #renewableenergymarkerts #InflationReductionAct

#Energy, #utilities and #resources sectors will be a bright spot for M&A activity in 2024 as the #energytransition continues to attract investor interest. Very insightful article outlining the expected M&A trends for 2024 in this sectors as #climatechange, #regulation, #marketconsolidation remain hot topics. #PwCDeals #Energy

My colleagues Mauro Erriquez, Álvaro González, Diego Hernandez Diaz, and Humayun Tai have written an interesting read on how industrials can reduce energy costs, accommodate market volatility, and achieve ambitious decarbonization targets by upgrading their energy strategies

As companies in the #energy and natural resources industries rebalance their M&A strategies to reinforce the core to fuel investments during the energy transition, we’ve identified five things they can do to improve their odds of success.

The path to a low-carbon future now looks less straightforward, rockier, and more expensive than it did just a few years ago. As companies across the #energy and natural resources industries rebalance their M&A strategies to reinforce the core and fuel investments during the energy transition, we explore five things they can do to improve their odds of success. https://atbain.co/42PvSN0

For professional investors only. The decarbonisation process could be the biggest capital cycle in our lifetime. As we develop the next generation of energy, @Keith White, @Daouii Abouchere and @Megan Galligan explore how investors can make the most of this structural opportunity.

Investing in energy is changing. The short-term high inflation/interest rate, supply chain risk environment with the medium-term pragmatism and necessity to move away from stranded assets.... Balancing both can be difficult, but how can investors navigate this? • Consider opportunity for firming technologies. Essentially these maintain stable output from a power source for a given time - e.g. when the sun doesn't shine or wind doesn't blow. • Transition from investing in renewable projects but purchasing renewable energy for larger projects. A key example is IFM Investors, as owners of infrastructure they will buy 500 GwH of wind and solar per annum from Squadron Energy and Iberdrola. A key example of de-risking which can help meet interim net-zero goals. • Backing microgrids for remote communities. They can solve capacity constraints on the grid and help decarbonise mining operations. Importantly, the smart meters, through price signals can better identify "daytime solar surpluses" creating more efficient supply of energy. Yet, the world of finance relies on investor expectations. Time horizons, stranded assets, interest rates, geopolitical shocks, design of green bonds are a host of known unknowns, which affect the take-off green energy. The question is not if, but when and who will cash in.

Collaboration and grid investment key to making 2024 a turning point in SA’s power crisis #swagefast #energy #loadshedding #climatechange https://zurl.co/17PF