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Consolidation: The Pathway to Enduring Impact

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It is easy to be disoriented by the swing from exuberance to pessimism that has defined the clean energy sector in recent years. Yet these moments are precisely when opportunity is greatest. Beneath the headlines are clear indicators of tremendous potential in the U.S. energy transition. The challenge is to separate fundamentals from sentiment, to acknowledge and fix the mistakes that we have made, and to chart a path to scale rooted in discipline, operational excellence, and commercial reality.

Meeting load growth with clean, flexible power

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In the wake of the One Big Beautiful Bill, load growth remains a clear and steady tailwind for renewable energy. Renewables remain the cheapest source of power and the quickest to install, ensuring a bright outlook for the industry despite the shortened available window for some tax incentives. Over the last twenty years, annual investment in renewable energy in the U.S. increased from $5 billion to $100 billion (BloombergNEF, 1H 2025 Renewable Energy Investment Tracker). Compelling economics and flexible demand has the potential to unlock even greater investment in the sector: powering new load with electricity that would otherwise be wasted boosts project economics, ensures quick access to power, and delivers system-wide benefits.

Transition Acceleration Framework: A new approach for private markets

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Left unchecked, climate change has the potential to destroy trillions of dollars in invested value through increased frequency and severity of a range of extreme weather events, chronic impacts like sea level rise and water scarcity, and degradation to critical infrastructure from heat stress. Successfully mitigating these impacts requires a global reallocation of capital that is both productive for investors and effective in reducing greenhouse gas emissions.

Market Trends: American Power at a Crossroads

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Our latest report builds on previous Generate: Intelligence market analysis to examine the needs and opportunities of the U.S. energy infrastructure landscape within the context of the ongoing conversations about the budget reconciliation bill. A few key findings include: While our view is consistent with industry voices and our own past reporting, we believe it’s

Tariff Updates: From Chaos to Convention

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What We Know: The future of President Trump’s “Liberation Day” tariffs hit a significant obstacle last week. On May 28, the U.S. Court of International Trade (CIT) struck down core pieces of the so-called reciprocal tariffs, ruling that the President had overstepped his authority under the International Emergency Economic Powers Act (IEEPA) of 1977. Some of President

House Tax Bill: From Politics to Practicalities

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The tax credit changes themselves have been covered extensively in other outlets (see here, here) so we won’t recap the details here. As the Senate debates the details, there are a few things we know:  To put some numbers on this: A May ICF report estimated that U.S. electricity demand will increase 25% by 2030 (ICF). The authors

Looking beyond the headlines of corporate decarbonization 

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Many of today’s headlines about the state of corporate decarbonization paint a bleak picture, in which the world’s most influential companies are pulling back from their net zero ambitions (Harvard Business Review, Financial Times, Reuters). Alongside a broader backlash against ESG, companies who remain committed to decarbonization are also finding the process more difficult than anticipated, due in

Investing in U.S. infrastructure for a decade of demand

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Despite the near-term uncertainty, the fundamentals of the U.S. infrastructure and energy markets remain attractive for long-term investors. Structural tailwinds such as the need to replace ageing infrastructure, generational load growth, and compelling economics define the landscape. In this environment, renewable energy, distributed generation, and energy storage are essential solutions. For investors focused on long-term

What investment committees often miss: Investing with an operator’s mindset

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For investors who are committed to the energy transition, this can be particularly challenging. From installing renewables to introducing electric vehicle fleets, financing the infrastructure transition requires an operator’s mindset that prioritizes lifecycle thinking and stakeholder integration. It’s about asking the hard questions and solving the hard problems: How will this serve our customers for