Featuring: James Gutman
The power sector’s deal flow is shifting. After years of gas‑fired assets dominating M&A, 2026 is shaping up to be the year solar steps forward. Policy stability, rising valuations, motivated sellers, and strong corporate balance sheets are all setting the stage for a wave of consolidation in one of the most fragmented parts of the energy landscape.
Want the full picture of what’s driving the next phase of renewable deal making?
Check out the latest insights on S&P Global Energy RedThread.