We Are Salt Consultancy’s Post

An interesting article, providing some thoughts on M&A activity in the energy industry, and some of the differences in said activity between oil and gas and renewables companies. Although there is once again appetite for oilfield services businesses, valuations may be tempered unless these companies show tangible evidence that they have the ability to transition. Businesses developing new technologies to drive decarbonisation can prove attractive to investors. Intellectual Property (IP) is often the most valuable asset of a business, which plays important role in determining the price in an M&A deal. Therefore, a well structured IP strategy can add value and attract inward investment. #intellectualproperty #energy #oilandgas #mergersandacquisitions #investment

Macquarie Asset Management has made headlines by announcing its intention to acquire 100% ownership of ZITON A/S a prominent Danish provider of offshore wind operations and maintenance services. This acquisition is a significant development in the offshore wind sector, especially as the demand for reliable O&M services grows alongside the increasing number of offshore wind farms across Europe. Source: Offshore Wind Biz. The move reflects a broader trend in the industry, where established investment firms see the value in strengthening their capabilities in the renewable energy space. As offshore wind contributes to the global shift towards sustainable energy, having a robust O&M framework in place will be vital for maximising operational efficiency and maintaining the longevity of wind projects. The investment from Macquarie can also drive innovation and improve service delivery within the sector. As the offshore wind landscape continues to evolve, we’re eager to see how this acquisition will influence the competitive dynamics in Denmark and beyond. How do you think acquisitions like this will shape the future of offshore wind O&M? Are we witnessing a pivotal moment for growth and innovation in the renewable energy sector? Let's engage in this discussion and explore the opportunities that lie ahead. 🌊💨 Feel free to share your thoughts! #OffshoreWind #RenewableEnergy #Sustainability #Investment

I recently sat down with Andres van der Linden, Senior Advisor Responsible Investment PGGM Investments on The Energy Council's Investor Insights Series to discuss appetite from pension funds for continued investment in Oil & Gas companies. During the episode, Andres talks about how pension funds can assess whether or not Oil & Gas companies are aligned with the Paris agreement, and what Oil & Gas companies need to do from a reporting perspective to make it easy for investors like PGGM Investments to pick out top quartile performers from the rest. Andres also shares his views on how can Oil & Gas management teams can go about aligning corporate lobbying goals with their science-based emissions targets to develop partnerships capable of delivering the regulatory environment required to achieve their transition plans and win investor support. Check out the full episode here: https://lnkd.in/eR3jPSjd #energytransition #sustainableinvestment #oilandgasindustry

https://lnkd.in/efv7gTDU Macquarie Asset Management's plan to gain full control of the Lynn and Inner Dowsing wind farms demonstrates commitment to more sustainable energy. Just looking into it, by increasing their stake in these established wind farms, they not only enhance their renewable portfolio but also contribute significantly to the UK's green energy targets. Good move! #renewables #renewableenergy

Australia Macquarie Asset Management subsidiary Corio Generation is investing $50 billion over the next 7 years into offshore wind energy projects in United States (New York, New Jersey), England, Scotland, Ireland & Taiwan, partneringwith France oil giant TotalEnergies for the projects. Macquarie had been sued by United States Kansas state for manipulating natural gas prices in 2021 to take advantage of winter storm. Read - https://lnkd.in/dMhv_edt follow Caproasia | Driving the future of Asia Australia Macquarie Asset Management subsidiary Corio Generation is investing$50 billion over the next 7 years into offshore wind energy projects in United States (New York, New Jersey), England, Scotland, Ireland & Taiwan, partnering with France oil giant TotalEnergies for the projects. Macquarie had been sued by United States Kansas state for manipulating natural gas prices in 2021 to take advantage of winter storm. Earlier in February 2024, Australia Macquarie Group Head of Commodities & Global Markets Nick O’Kane resigned after a 28-year career and receiving a record $37.3 million salary (AUD 57.6 million) in 2023 and $23.4 million salary (AUD 36.2 million) in 2022. Nick O’Kane is succeeded by Simon Wright who has been with Macquarie Group for 35 years. Macquarie Group has a 54-year record of profitability. Macquarie Group

In the discussion between Brian Boulanger and Heather Stephens there's a recognition of the trend of divestment from oil and gas investments, particularly by long-term funds. The focus is on the changing landscape where short-term investors seek quick returns and financial institutions, driven by energy transition checklists, are moving away from the sector. The conversation revolves around the challenge of luring back investment into the oil and gas industry, exploring the factors such as trust, actions, and the potential role of technology in adapting existing assets to other uses. There's a recognition that divestment is occurring, with some investors choosing not to reinvest rather than outright selling. #OilAndGasDivestment #EnergyTransition #InvestmentChallenge

Navigating the complexities of wind farm operations is now easier with #gpmhorizon. GPM Horizon is more than a #renewableenergy asset management solution; it's a #troubleshooting powerhouse. Request a demo here 👉 https://dnv.social/563 Develop a robust strategy to identify and address the root causes of issues efficiently, contributing to the overall reliability and performance of your #windfarms. #energytransition Dirk Oehlmann Alexey Bakulin Daniel Torres Michael Sherry

The objective of the fund is to offer investors the potential for long-term capital appreciation by investing in equity and equity-related instruments. These instruments focus on companies involved in activities related to traditional and new energy, including exploration, production, distribution, transportation, and processing. The fund covers a wide range of industries and sectors, such as oil & gas, utilities, and power. However, like all investments, there’s no guarantee that the fund will achieve its investment objective. Call On: 9334805395 Visit: https://lnkd.in/dwGVNxmJ #mutualfunds #retirementplanning #goals #financialgoals #taxsavings #wealthcreationstrategies #financialplanning #financialadvisor #savingsgoals #savingplans #LoanAgainstProperty #investments #investmentideas #investmentportfolio #sawafinancialjsr #sawafinancialdistribution

The Weston Oil & Gas Mutual Fund The Weston Oils & Gas Fund was established to increase local involvement in Ghana’s burgeoning oil and gas industry and to and to assist domestic enterprises in the sector to increase their financial capacity. The Weston Oil and Gas Mutual Fund is an open-ended mutual fund approved, licensed and regulated by the Securities and Exchange Commission with the aim to achieve growth in income and capital by investing primarily in a diversified portfolio of listed equities and fixed income instruments. The fund is Ghana’s first sector focused fund which is creating avenue for individuals and corporate entities to participate in the oil and gas industry. The fund focuses on investing in majority-owned Ghanaian companies that provide services to the oil and gas industry. The Weston Oil & Gas Fund’s investment strategy for 2024 will focus on diversifying away from Government of Ghana securities by investing in equity and money market securities to improve performance. This approach aligns with the fund’s objective of supporting local participation in the oil and gas industry by building the capacity of local companies operating in the sector. The fund’s focus on majority-owned Ghanaian companies that provide services to the oil and gas industry is a strategic move to drive local participation and retain value within the Ghanaian economy. The fund is currently managed by the EcoCapital Africa-Mkt Advisors LLC & EcoCapital Investment Management Limited. #oilansgasfund #mutualfund #economy #sectorfocused

Silver Hill Energy Partners has successfully closed its fourth fund, Silver Hill Energy Partners IV, with a remarkable $1.13 billion in capital commitments, highlighting strong investor confidence. This fund, focusing on direct ownership and operation of onshore oil and natural gas assets, was notably oversubscribed, attracting a diverse group of institutional investors. Silver Hill's commitment to responsible development and environmental sustainability is reflected in its strategic approach to asset management, which emphasizes reduced emissions and improved carbon footprints. With a cumulative $2.8 billion raised since 2011, Silver Hill's track record in developing large-scale oil and gas assets continues to attract significant interest. 🔗 For further insights into Silver Hill's investment strategy and its impact on the energy sector, read the full article on Alternatives Watch: https://lnkd.in/emp4utDR #EnergyInvestment #PrivateEquity #OnshoreOil #NaturalGas