Private Equity Firms Pursue Clean Energy Acquisitions Following 2025 Market Drop
After a decline in 2025, US clean-energy dealmaking is rebounding, with BlackRock and EQT planning to acquire AES Corp. Other firms like KKR and Energy Impact Partners are also seeking investments. The market is shifting as sellers adjust price expectations, and demand from AI data centers is rising. Challenges remain, especially in wind energy, but investor interest is high, supported by the ability of clean energy projects to be deployed faster. The outlook for battery storage and solar remains positive despite tariff risks.
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US clean-energy dealmaking is recovering after a significant downturn in 2025. BlackRock Inc. and EQT AB are reportedly planning to acquire AES Corp., which primarily generates renewable energy. Other firms, including KKR & Co. and Energy Impact Partners, are exploring acquisitions as seller price expectations decrease.
The demand for renewable energy is bolstered by the projected tripling of electricity consumption from AI data centers by 2035. Despite some challenges, particularly in wind energy, investor interest is strong, with private equity firms and tech companies, such as Amazon, actively pursuing acquisitions. The ability to deploy renewable projects quickly enhances their attractiveness, while risks related to tariffs on supplies from China are noted.
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