Enerdatics' US M&A Outlook for 2024-2026 reveals critical trends that will shape deal activity in solar, wind, and storage assets. The report highlights a surge in M&A interest for on-site and distributed solar projects, driven by corporate decarbonization goals and residential adoption. PE acquisitions are expected to dominate the sub-utility scale solar market, accounting for 75-80% of deals. In the wind sector, mature onshore assets, particularly in ERCOT, remain attractive due to price hedging benefits. Battery storage M&A is diversifying, with ERCOT-focused assets leading, yet caution is advised as market saturation looms. With insights sourced from Enerdatics' Energy Transition M&A Database, this outlook offers a strategic guide for investors navigating the evolving energy landscape.
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