Season 1 · Episode 1
Why investors are shifting positions on the energy transition
Dealcast: The M&A Podcast · Anthony Phillips
October 3, 202515m 40s
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Show Notes
Carlos Martinez, Mergermarket’s energy editor in the Americas, joins Dealcast host Julie-Anna Needham to discuss the energy landscape including:
- Which sponsors are investing in a wider range of energy assets, like BlackRock’s recent agreement to purchase utility company AES for USD 38bn
- Why the changing approach to utilities investments may spark state-level policy pushback in the US
- Why more renewable energy-focused investors may begin to look toward opportunities in Canada
- How strategics are circling energy investments by funding plants and entering into power purchase agreements
All this and more in this week’s Dealcast.