Why investors are shifting positions on the energy transition

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Recorded03 Oct 2025

Publisherfast.wistia.com ↗

Handlerec:6530753

Show notes

Carlos Martinez, Mergermarket’s energy editor in the Americas, joins Dealcast host Julie-Anna Needham to discuss the energy landscape including:Which sponsors are investing in a wider range of energy assets, like BlackRock’s recent agreement to purchase utility company AES for USD 38bnWhy the changing approach to utilities investments may spark state-level policy pushback in the USWhy more renewable energy-focused investors may begin to look toward opportunities in CanadaHow strategics are circling energy investments by funding plants and entering into power purchase agreementsAll this and more in this week’s Dealcast.

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