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. 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

Blackstone announces agreement to acquire Enverus
Energy Analytics
ByAmyra Mardhani, Enverus Intelligence® | Research (EIR) Contributor

Gevo recently announced the sale of carbon dioxide removal (CDR) credits from its North Dakota facility for the first time, following the acquisition of an ethanol plant with carbon capture capabilities nearly a year ago. This is one of several...

Enverus Intelligence® Research Press Release - Waha prices expected to go negative (again)
Midstream
ByEnverus

Midstream is caught between a rock and a hard place. On one hand, gathering and pipeline operators, processors, storage and energy marketers face abundant opportunities and challenges when meeting customer demand.

Enverus Press Release - Speed through records with Enverus Instant Analyst™ - Courthouse
Midstream
ByDaniel Steffy

Let’s be honest:How many spreadsheets are you using to forecast production? If the answer is more than one, you’re not alone — and you might be stuck in what many teams experience as spreadsheet chaos. Every team has their own...

Enverus Intelligence Research Press Release - Upstream M&A sails to $17 billion in 1Q25
Energy Transition
ByAdam Robinson, Enverus Intelligence® | Research (EIR) Contributor

The White House recently released its AI Action Plan, a broad policy roadmap designed to cement American leadership in artificial intelligence. The plan includes sweeping executive orders aimed at removing regulatory barriers to accelerate infrastructure development, particularly in energy and...

Enverus_Press_Release_Power_Energy_Transition_MandA_Thumbnail
Energy Transition
ByAdam Robinson, Enverus Intelligence® | Research (EIR) Contributor

A combined $92 billion in energy and artificial intelligence (AI)-related investments were announced across Pennsylvania last week, with projects ranging from new data centers to natural gas plants and grid modernization efforts.

Enverus Press Release - Welcome to EVOLVE 2025: Where visionaries converge to shape the future of energy
Power and Renewables
ByColton Wright

As demand for AI, cloud computing and digital infrastructure continues to surge, hyperscale data centers have quickly become some of the largest and fastest-growing energy consumers in North America. For developers, grid operators and investors, knowing where the biggest loads are concentrated...

Breaking news alert on the impact on oil prices due to Israel attacking Iran
Power and Renewables
ByColton Wright

The One Big Beautiful Bill Act (OBBBA) has changed the game for renewable energy developers. With fewer subsidies to fall back on, developers are being pushed to rethink where and how they build projects. It’s no longer about chasing tax...

Enverus Intelligence Research Press Release - Upstream M&A sails to $17 billion in 1Q25
Power and Renewables
ByPascale Abou Moussa

Have you ever wanted to instantly move, add or delete structures in your solar designs and get real-time data about how those adjustments affect your DC output? Do you wish you could reposition roads and electrical routes or play with...

Enverus Press Release - Enverus releases Investor Analytics: Refined, actionable financial insights at your fingertips
Power and Renewables
ByDaniel Manfre Jaimes

In the dynamic landscape of energy markets, accurate load forecasting is essential for informed decision-making. Enverus power forecasting solutions have consistently demonstrated exceptional performance, particularly during extreme weather events and critical peak demand periods. Complementing this reliability, our ongoing commitment...

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