The Future of Energy M&A and PPA Deals: Risks, Costs, and Market Shifts

With demand for clean energy projects outstripped by supply in most markets, PPA and BESS tolling rates often reflect project costs and cost of capital rather than value to off-takers.  

Looking ahead, CapEx learning curves, the expiration of tax credits under the One Big Beautiful Bill Act, and a shifting supply/demand balance for equipment and labor will heavily influence pricing. Energy storage and hybrid M&A activity has shifted from growth-driven deals in 2021–22 to asset-specific transactions focused on development risk and portfolio optimization.

In this webinar, Dr. Michael Fisher, Director of Valuation Services at Ascend Analytics, joined Rahm Orenstein, Managing Director of Ascend Energy Exchange, and Anthony Boukarim, Director of Resource Planning & Power Procurement, and provided insights for developers, independent power providers (IPPs), load serving entities, and corporations into clean energy procurement and M&A trends, including asset valuations across all regions.

Access this webinar now, or read more about how Ascend offers guidance on how to proceed in an environment of highly competitive PPA procurements and a solidly recovering M&A market.