-
Summary
With demand growth starting to hit US electricity markets and much more in store, power plant transaction announcements have gained steam. Driven in equal parts by the scramble for generation access and by green energy value capture, asset values are poised for solid appreciation after languishing in competitive, lower growth environment of the early 2020s. Much of this appreciation has been centered around markets experiencing rapid growth of the hyperscale datacenter segment, itself an active player in generation procurement. This webinar will highlight several transactions announced so far, and the regional value drivers behind each transaction.
- The pivot to gas generation: If you can’t build it, buy it
- Renewable value capture: A rising tide that lifts all boats
- Corporate energy procurement: Still eyeing net-zero?
Moderator
S&P Global Energy
Arsalan Gul
S&P Global Energy
Senior Product Manager, Energy
Arsalan Gul is a Product Manager within S&P Global Commodities Insights. He has been with the company since 2015. Arsalan has been supporting the energy product within CapIQ pro, helping with client queries and building energy transition financial models. As a product manager, he works on developing the energy product roadmap and building enhancements for new markets.
Arsalan received MSc. Finance & Business Economics from Manchester Business School.
Speakers
S&P Global Energy
Steve Piper
S&P Global Energy
Research Director, North America Power & Renewables Research
Steve Piper is Director of Energy Research with S&P Global Market Intelligence. He has been with the company since 2009. Steve specializes in market price forecasting, economic feasibility assessment, demand forecasting and environmental analysis. Steve manages strategic research and forecasting for SNL Energy’s clients in the utilities, natural gas and coal industries.
Prior to his role at S&P Market Intelligence, Steve held positions at Platts, RDI and RCG/HaglerBailly.
Steve earned a Bachelor of Arts from Grinnell College and an Master in Project Management from the School of Public Affairs at University of Maryland-College Park.
S&P Global Energy
Kristin Larson, PhD
S&P Global Energy
Principal of Energy Research
Kristin Larson has used her extensive data science and programming experience to add depth and insight to the Market Intelligence Power Forecast, which estimates generating asset value in U.S. markets. Her publications cover renewable energy, capacity markets, power plant profitability, and energy storage. Previously, Dr. Larson spent over fifteen years in the renewable energy forecasting industry at start-up companies and made long term demand forecasts for Seattle City Light. Her Ph.D. is in Atmospheric Science from the University of Washington and she has a Bachelor of Science in Engineering from Princeton University.
S&P Global Energy
Tony Lenoir
S&P Global Energy
Senior Analyst, Energy Research
Tony Lenoir is an analyst with the S&P Global Energy Energy Research team.
Specializing in the US renewables space, he has published research on the expansion of solar and wind energy and also of battery storage; the REC market; and energy communities as defined by the Inflation Reduction Act, among other topics.
Tony holds an MBA with a specialization in international finance from the Middlebury Institute of International Studies at Monterey.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.