“You have big developers talking about 30 GW in their pipeline…. Is that a good use of time and capital to be trying to manage a pipeline of that size?”

Many of the projects that were slated for construction in 2024-2026 were delayed by the volatility of the past few years to 2027 and beyond. This has created a glut of projects with post-2027 construction dates, but a shortage of those that could be completed in the next two to three years.

Renewable energy asset acquisitions slowed significantly in late August and early September of 2023, according to LevelTen Energy.

given the increased cost of capital, developers are now taking a more strategic approach to project acquisitions



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