Investment Management & Private Equity: Energy Sector
Assess your energy portfolios and investments to uncover opportunities and risks in the volatile energy sector with essential intelligence on S&P Capital IQ Pro.
Unlock the True Value of Your Energy Investments With S&P Capital IQ Pro
As the energy transition accelerates, how do you stay informed of the changing energy market dynamics and current market conditions for investment in any region? What are the implications of the ever-changing energy regulatory landscape on your investments? How do you value and benchmark your energy portfolio for investment and divestments? Would the next energy investment align with your net-zero strategy? Discover how Capital IQ Pro can help you make well-informed investment decisions in the energy sector.
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Power Market Analysis
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Investment Research & Analysis
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Portfolio Construction
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Risk Management
Integrate US and global power plant asset level data to your investment analysis
Aggregate plant data to understand energy markets across regions.
- Breakdown historical and future capacity trends by state, technology, and fuel type to understand the course of the energy market.
- Identify a country’s energy mix to discover the potential for renewable energy growth and investments.
- Visualize power plants across countries on our interactive mapping platform to further inform investment strategy
Evaluate opportunities across the energy value chain
- Stay up to date on the latest news on the energy industry, key developments and prospecting opportunities.
- Create a heat map of LMP prices to identify regions that require new transmission lines and substation resources for potential investments.
- Map projects and demographic data to locate installation and investment opportunities for solar distributed generation by state.
Work with several data sets and countless metrics for your investment analysis
Modify your inputs method with company financials and fundamentals
- Factor in energy company fundamentals, power plant financial and operational metrics, estimates, indices, and other inputs for quantamental investment models and research.
- Conduct research on the utility and IPP business models, asset portfolio, ownership, competitive positioning, and regulatory and policy changes for qualitative analysis.
- Incorporate our comprehensive historical utility financials for fundamental analysis to assist in selection of investment positions.
Refine your analysis with securities, funds, and transactions research
- Screen private markets for funds interested in energy infrastructure investments.
- Use our advanced charting tool to point out technical indicators on public securities performance and benchmarking.
- Scan energy transactions across geographies such as buybacks and asset M&As to identify potential investments.
Develop a portfolio that aligns with your clients’ investment strategy
Investigate our vast database of public and private fundamentals for portfolio construction
- Access energy company financials across regions with historical data for portfolio back-testing and strategy evaluation.
- Survey the private funds market to align your portfolio with investments in renewable or traditional energy assets.
- Examine fixed income instruments and equity investments for potential portfolio re-balancing.
Diversify your investment portfolio with energy asset operational and financial data.
- Filter for wind, solar, and storage facilities alongside their ownership and operational data for physical risk scores and sustainable financing.
- Perform oil, coal, and natural gas power plant valuations alongside company fundamentals for potential asset allocations and management.
- Utilize pre-built models on power generation and midstream natural gas for valuation analysis and benchmarking for portfolio selection.
Develop risk management frameworks for portfolio monitoring and performance.
Enhance your risk assessment to mitigate financial impact on your investment decisions.
- Integrate utility credit ratings, asset ownership and financial and operational forecasts to limit counterparty exposure and credit risk of potential targets.
- Extract energy company financials to measure liquidity risk and potential cash flow for private and public companies.
- Leverage power and natural gas spot prices, forwards, and futures for calculating commodity risk for hedging and speculation.
Monitor risk across markets and companies to help minimize potential loss of value
- Review transcripts, key developments, news, and sustainable analysis for controversies that may have a material impact on your investment performance.
- Stay abreast of commission profiles, policy developments, rate case changes, and ROE adjustments for regulatory risk analysis.
- Optimize your risk analysis with economic data such as foreign exchange rates, country regional risk scores, GDP, and debt.
Power Evaluator
Market-defining power plant valuation suite
Power Evaluator is a cutting-edge valuation suite on S&P Capital IQ Pro that integrates with our best-in-class asset-level data, 40,000+ machine-learning-powered nodal forecasts, and physical risk metrics to deliver reliable, lightning-fast valuations. Built with multiple power forecasting scenarios and adjustable financial assumptions, our completely customizable valuation suite unlocks the true value of your power plant investments from start to finish:
- Screen for power projects, portfolios, and companies
- Build and analyze potential new power plants and portfolios
- Simulate a project or portfolio sale
- Track portfolio progress to net-zero
Global Energy Company Coverage
Our comprehensive energy industry coverage includes 4,300+ public and 118,000+ private energy companies worldwide.
71K+ Power Plants
58K+ Utilities
17K+ Renewables Electricity
7K+ IPPs & Energy Traders
70K+ Oil & Gas
10K+ Coal & Fuels
Explore Our Solutions
Build a pipeline of quality renewable energy projects quickly with reliable power sector data and timely insights. We can help you understand where these opportunities are, how the projects could add value to your operations, and monitor the latest energy market and regulatory developments.
Catch our solutions in action today.
Evaluate Global Power Plants and Projects
Generate a pipeline of power plants, conduct reliable valuations, benchmark performance, and gain critical insights into the energy market and regulatory changes, all on a single platform.
Fast-track Power Plant Valuations
Power Evaluator is a cutting-edge valuation suite on S&P Capital IQ Pro that integrates with our best-in-class asset-level data, 40,000+ machine-learning-powered nodal forecasts, and physical risk metrics to deliver reliable, lightning-fast valuations.
Project Finance Scorecard
Our Project Finance Suite provides a general framework for the analysis of Project Finance transactions of the power sector with the use of well-established project finance debt rating criteria.
Assess Physical Risk
Over a third of the world’s largest companies have at least one asset at high financial risk due to climate physical hazard exposure by the 2050s. Assess your physical risk exposure for actionable financial impact analysis.
Energy Industry Analysis
Gain vital insights into the changing world of energy with critical energy news and research insights to make well-informed decisions.
Client Case Studies
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