Why investors are shifting positions on the energy transition episode artwork

EPISODE · Oct 3, 2025 · 15 MIN

Why investors are shifting positions on the energy transition

from Dealcast: The M&A Podcast

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.

Episode metadata supplied by the publisher feed · Published Oct 3, 2025

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Why investors are shifting positions on the energy transition

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