Infralogic Investors Forum New York 2023

In-person registration is now closed as we have reached venue capacity. Please select the virtual pass option to stream the event.

The Plaza, New York

27 Apr

Renewables: making returns amidst unparalleled energy volatility

Digging further into renewables, the M&A market remained hot for the sector for much of 2022. Infrastructure funds and well-capitalized strategics are squaring off in a quest for high-quality renewables assets, keeping valuations high even as they contend with supply chain constraints and higher interest rates. Project finance in the renewables sector decreased in 2022, especially for bond financing. However, more money has been flowing into greenfield financing, where investors found more opportunities in the past year. The top-performing subsector was Solar PV, carried by large transactions such as Gemini Solar + Storage in Nevada, Arica Solar + Storage in California, and Texas Solar Nova 1 and 2 projects.

  • How have supply chain issues hampered prospects for investment in renewables? 
  • Will the Inflation Reduction Act accelerate investment flows into US renewables? 
  • Has the higher cost of capital from higher interest rates created winners and losers in renewables investment? 
  • How can returns be made given the unparalleled energy volatility?
image image image image image
  • Speakers keyboard_arrow_down
    Saurabh Anand Managing Director, Global Infrastructure The Carlyle Group Bio
    Corey Lewis Managing Director, Transaction Solutions Aon Bio
    Keith Derman Partner & Co-Head of Infrastructure Opportunities ARES MANAGEMENT Bio
    Jorge Camina Partner & Head of Sustainable Infrastructure Credit Denham Capital Management Bio
    Raymond Azar Partner White & Case LLP Bio