Redrawing the Deal Map: Energy M&A and PPAs in a Post-OBBBA World

PPA and BESS tolling rates often reflect project costs and cost of capital rather than value delivered to off-takers, while CapEx learning curves, the expiration of tax credits under the One Big Beautiful Bill Act, and shifting supply-and-demand dynamics for equipment and labor will heavily influence pricing.

Ascend’s recent M&A survey indicates an expected increase in transaction volume in 2026, driven by load growth, developers’ need to recycle capital, and greater policy clarity once OBBBA uncertainty settles. We will discuss where to expect development and M&A activity, the spread of development fees across regions, and much more.

If you’re a Developer, IPP, LSE, Corporate buyer, or Investor seeking insights into clean energy procurement and M&A trends, join this webinar.

Speakers

Rahm Orenstein, Managing Director of the Ascend Energy Exchange

Anthony Boukarim, Director of Resource Planning & Valuation

Mike Fisher, PhD, Director of Valuation Services

Redrawing the Deal Map: Energy M&A and PPAs in a Post-OBBBA World

March 26, 2026

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Webinars

If you’re a Developer, IPP, LSE, Corporate buyer, or Investor seeking insights into clean energy procurement and M&A trends, join this webinar.

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About Ascend Analytics

Ascend Analytics is the leading provider of market intelligence and analytics solutions for the power industry. The company’s offerings enable decision makers in power supply, procurement, and investment markets to plan, operate, monetize, and manage risk across any energy asset portfolio. From real-time to 30-year horizons, their forecasts and insights are at the foundation of over $50 billion in project financing assessments. Ascend provides energy market stakeholders with the clarity and confidence to successfully navigate the rapidly shifting energy landscape.