Energy Transition Financial Services

Capital Currents | Financing the Energy Transition 

byRyan Notacker

Enverus Intelligence® Research’s (EIR) recent The Ways to Play | Energy Transition Opportunities for Financial Participants report offers an in-depth analysis of the current landscape for financial stakeholders in the energy transition. The report provides strategic guidance for both advising and directly investing in this evolving sector. It delineates the essential investment criteria specific to each type of capital pool and aligns these with appropriate energy transition technologies. The report delves into the primary investment drivers for hedge funds, asset managers, investment banks, private equity, private credit and tax equity investors, aligning them with the most suitable energy transition technologies. This framework helps firms determine where to focus their efforts when considering capital allocation and coverage.

Research Highlights

(You must be an Enverus Intelligence® Research subscriber to access links below.)

  • The Ways to Play – Energy Transition Opportunities for Financial Participants – This report continues the framework established in our “The Ways to Play” series. Financial services are the keystone of connecting capital for nascent energy transition technologies; however, the plethora of opportunities is staggering and makes deploying smart capital challenging. Deciphering the risk profiles of these technologies is critical for firms that seek to invest in and advise on the ongoing energy transition.
  • Summertime Sizzle –EIR’s update to oil and gas balances through 2030. The team compares and contrasts our oil view to the IEA’s most recent 2024 Oil Market Report.
  • Global Energy Transition | Infrastructure Dominates 2Q24 Themes – This presentation, shown at the Enverus EVOLVE 2024 Conference, delves into how emissions are being captured today and the global emissions monitoring landscape. We examine what technologies we believe will enhance emission visibility and how to expect those technologies to be deployed.

Global private equity dry powder soared to a record high $2.6 trillion at the end of 2023. Data assessed by EIR confirms that this amount has risen throughout the first two quarters of the year.

About Enverus Intelligence®| Research
Enverus Intelligence® | Research, Inc. (EIR) is a subsidiary of Enverus that publishes energy-sector research focused on the oil, natural gas, power and renewable industries. EIR publishes reports including asset and company valuations, resource assessments, technical evaluations, and macro-economic forecasts and helps make intelligent connections for energy industry participants, service companies, and capital providers worldwide. EIR is registered with the U.S. Securities and Exchange Commission as a foreign investment adviser. Click here to learn more.

Picture of Ryan Notacker

Ryan Notacker

As an EIR Analyst on the Energy Transition Research team at Enverus, Ryan is the lead on biofuels and energy transition equities. He was previously an energy investment banking analyst at an American independent broker-dealer and has spent time in refined products and low-carbon fuels commodity trading. His education in commerce at the University of Calgary focused on finance.

Subscribe to the Enverus Blog

A weekly update on the latest “no-fluff” insight and analysis of the energy industry.

Related Content

Enverus Press Release - Canadian oil sands: Back in the limelight
Power and Renewables
ByRob Allerman

Summer season outlook for the ERCOT, PJM, and MISO power markets

Enverus Press Release - Surfing Europe’s green wave
Power and Renewables
ByRob Allerman

Welcome to our summer outlook for Southwest Power Pool (SPP) for the summer of 2024. We’ll be looking at insights into weather forecasts, load predictions, renewable energy expectations, transmission updates and potential congestion issues and break down the information by...

power-grid-congestion-3
Energy Transition Financial Services
ByRyan Notacker

A look at the capital pools available to different energy transition technologies.

operators
Energy Analytics Operators
ByAndrew Dittmar

Joining a hyperactive M&A market, Devon Energy (ranked ninth on Enverus Top Public Operators list) is acquiring EnCap Investments’ Grayson Mill Energy for $5 billion in cash and stock.

Enverus Press Release - Canadian oil sands: Back in the limelight
Power and Renewables
ByRob Allerman

As we approach the middle of summer 2024, the California Independent System Operator (CAISO) region is slated for a season of dynamic weather, shifting energy demands and evolving renewable energy contributions.

Enverus News Release - Who’s making the connection in southern Louisiana?
Financial Services Midstream
ByRebekah Mitchell

Learn how Enverus inventory solutions adapt to new extraction technologies and market dynamics to better evaluate and capitalize on remaining hydrocarbon reserves.

Enverus press release - Renewing Alberta’s path for renewables
Power and Renewables
ByCarla Rodriguez

The power trading landscape is rapidly evolving with the significant growth of renewable energy sources such as wind and solar.

Enverus Blog
Power and Renewables
ByManas Trivedi

Northeastern parts of the U.S. faced a major heatwave June 17-21. New England saw record-high temperatures across the region for several days.

ev-image
Energy Transition Power and Renewables
ByCarson Kearl

China has proven itself to be a leader in clean energy development across the board, with the nation installing more than 200 GW of solar capacity, surpassing the combined efforts of the rest of the world.

Let’s get started!

We’ll follow up right away to show you a quick product tour.

Let’s get started!

We’ll follow up right away to show you a quick product tour.

Sign up for our Blog

Register Today

Sign Up

Power Your Insights

Connect with an Expert

Access Product Tour

Speak to an Expert