Value Add’s Post

Interesting interview on how FGP engages with energy companies on ESG!

Looking forward to speaking at the upcoming Infocast Energy Storage Finance & Investment Summit on May 29. My fellow panelists and I will talk about the Opportunities and Challenges for Storage in US Power Markets. #Infocast #EnergyStorage #RenewableEnergy

👉 🇺🇸 Energy Transition USA Last Tuesday, 16th, and Wednesday 17th April, at the BloombergNEF New York Summit 16th edition…   It was a very good agenda on the main hot topics of the energy transition.  Likewise, it was a good opportunity to meet colleagues and clients and to hear from market experts their different perspectives on the challenges and opportunities in #Sustainable Finance, Sustainable mobility, Energy transition, Innovation, and new technologies in our sector.    ⚡AtZ Investment Partners is a M&A and debt advisory boutique in #energy and #infrastructure specialized in pre-COD transactions in USA, #LatinAmerica and #Europe    #AtZInvestmentPartners #AtZ #mergersandacquisitions #BNEFSummit #cleanenergy #cleanenergyfuture #cleanelectricitytechnologies #netzero #renewables #pv #onshorewind #offshorewind #bess #innovation #investment #energyprojects #infra #finance #NY #USA

P&I's Hazel Bradford asking Schroders Greencoat LLP important questions about the US #energytransition. The only free lunch in financial markets is diversification, and cash flows from operational renewable energy infrastructure assets provide plenty of it: (1) Stable operating margins as there is no need to hedge / buy commodities to generate electrons, (2) Convexity: power is both demand and price inelastic (attractive attributes during economic downturns), (3) long-term off-take contracts with IG-rated buyers provide investors non-cyclical, long duration yield, and a relatively low re-investment risk. Private markets investors should consider the attractive risk premium currently offered by these assets, especially during a time when risk spreads for various other asset classes and strategies are pretty tight.

This article discusses: BP seems to be transitioning back towards greater investment in oil and gas, according to Bluebell Capital Partners. However, this shift in policy is reportedly being executed too subtly, which isn't benefiting the company's share price. This move marks a strategic change for BP, one of the key players in the energy industry. Considering this scenario, one might ask how BP's discreet approach towards this policy shift aligns with its overall business strategy and how it could impact its standing in the sustainable energy sector? #BPinvestment #OilAndGas #PolicyShift https://lnkd.in/g_BWJXmG https://lnkd.in/gjJnEgJc ---------------------------------- Go Rogue and focus on the WHY on Energy Markets…. Rogue Edge® Members already know…. Sign up here: https://lnkd.in/gvPx5WDr About Energy Rogue: https://energyrogue.com/ Energy Rogue® provides a state of the art fundamental and technical analytics platform for the energy industry focused on Oil, Natural Gas, Power and Natural Gas Liquids. Risk ---------------------------------- If you want to learn more: 1. drop us a line at [email protected] 2. join Rogue Edge TODAY: https://lnkd.in/gvPx5WDr Disclaimer - The summary and image provided here are generated using artificial intelligence (AI) based on the content of the original article.

“Pursuing the energy transition is critical, but we need to reframe the conversation from how we manage risk to how we create value.” Joanne Salih outlines three ways that the oil and gas industry can bolster the commercial case for the energy transition. 1. Refine investment focus and prove the value: “What we do is just as important as what we don’t do.”  2. Make targets a reality and ensure capital is available to deploy: “... Understand the value and not just the risk created from optionality of integrated portfolios”  3. Support from the financial services industry and regulators: “Not all those pursuing the transition have the size and balance sheet that can support unleveraged capital deployment.”  You can watch her video and the full Oliver Wyman Takes On series at the link. #energytransition #renewableenergy #oilandgas 

The #energytransition is being advanced by an unprecedented level of investments in projects, innovation and new technologies. Focusing in on energy transition #financing further reinforces the tremendous complexity and uncertainty on the path to #netzero. S&P Global Commodity Insights President Saugata Saha writes about how capital is reshaping the energy landscape: https://okt.to/lvxB7E

RT @energyintel: Low-Carbon Investment Tracker: Signs of Slowdown https://buff.ly/3sm0esb Our research shows the value of announced low-carbon spending by oil and gas firms last quarter fell below $9 billion, far lower than in recent quarters... #energytransition #cleanenergy #corporatestrategy

Today our CEO, Monica Reid, is joining the panel on Energy Transition hosted by the Structured Finance Association. Monica is sharing insights on opportunities for electric utilities and others to use Rate Reduction Bonds to finance activities to address Transition Risk and lower emissions. https://lnkd.in/ggnEN7pQ #munibonds #electricutilities #transitionrisk #structuredfinance #renewables #ABS #corporatebonds #strandedassets #stormrecovery

This year’s edition of the International Energy Agency (IEA) World Energy Investment provides a full update on the investment picture in 2022 and an initial reading of the emerging picture for 2023. The report provides a global benchmark for tracking capital flows in the energy sector and examines how investors are assessing risks and opportunities across all areas of fuel and electricity supply, critical minerals, efficiency, research and development and energy finance. #energytransition #esginvesting #infrastructureinvestment #electricity #energy #finance