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M&A: Current Market Conditions

September 2, 2026

Topics power, renewables, M&A, data centers, speed to power, discount rates, preferred equity, platform sales, powered land, valuations, development pipelines

August 26, 2026

Topics China, tariffs, storage, BESS, battery, risk, FEOC, data center, tolling agreement, long duration, arbitrage

August 21, 2026

Topics solar, wind, data centers, tariffs, FEOC, nuclear, electricity prices, developer returns, SMRs, US generating capacity

August 20, 2026

Topics solar, wind, projects, renewables, electricity, construction, developer, supply chain, data center, EPC bids, RFPs, local opposition, DNH approvals

July 31, 2026

Topics gas, renewables, California, storage, data center, opposition, regulatory concerns, bankability, anger, electricity prices, power industry effects

June 9, 2026

Topics solar, wind, construction start, tax equity, tariffs, physical work, debt, interest rates, FEOC, market pause

February 18, 2026

Topics solar, wind, tariffs, Trump, permitting reform, Congress, federal approvals, Burgum, mid-term elections, nuclear

January 29, 2026

Topics Cost of Capital, Tax credit sales, tax equity, data centers, debt, bridge loans, spreads, volume, interest rates, DSCR, private credit, preferred equity partnership

January 16, 2026

Topics Renewable Energy, solar, wind, data centers, federal permits, Trump, electricity demand, FEOC, construction-start headlines, Interior

September 1, 2025

Topics solar, wind, renewables, data centers, Trump, outlook, post-2026, 2027, OBBBA