Category: Market Views
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For decades, infrastructure meant highways, airports and toll bridges. Stable.Predictable.Yield-driven. That definition is outdated. Energy — especially renewable energy — has become the new global infrastructure backbone. And Brazil is one of its most compelling stages. From Roads to Renewable Grids Institutional capital is reallocating. Pension funds.Insurance companies.Sovereign wealth funds.Family offices. They are not just…
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Brasilien prüft aktuell den Einsatz von Small Modular Reactors (SMRs), um seine Energieversorgung langfristig zu stabilisieren und CO₂-intensive thermische Kraftwerke zu ersetzen. Laut einem Bericht von BNamericas evaluieren brasilianische Entscheidungsträger den Einsatz kleiner Nuklearreaktoren insbesondere für abgelegene Regionen und industrielle Anwendungen unter Einbeziehung internationaler Technologieanbieter. Quelle: BNamericas, „Brazil eyeing small nuclear reactors“ Diese Entwicklung ist…
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Kommentar von Mats Lundin, Associate Partner & Executive Director Nordics, BlackSwan Capital Ägypten setzt mit der Unterzeichnung von Projekten im Umfang von 1,8 Milliarden US-Dollar ein klares Signal an internationale Energie- und Kapitalmärkte. Die Vereinbarungen mit Scatec und Sungrow kombinieren großskalige Solarstromerzeugung mit industrieller Batteriespeicherung – ein entscheidender Schritt für Netzstabilität, Versorgungssicherheit und langfristige Dekarbonisierung…
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Battery projects are clearly gaining momentum across Europe and the United Kingdom—more than 1.5 GWh are currently in the pipeline. What stands out is that there is currently no single “hot spot” dominating the market. Instead, new Battery Energy Storage Systems (BESS) are being developed broadly across many countries and grid regions. This suggests that…
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After two years of heightened volatility, the M&A market in the DACH region is entering a phase of normalization at the turn of the year 2024/2025. While geopolitical uncertainties, regulatory requirements, and financing costs remain relevant influencing factors, both buyers and sellers are increasingly willing to actively pursue transactions again. The market is therefore shifting away from a purely wait-and-see stance toward…
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In 2024, the M&A market in the DACH region (Germany, Austria, Switzerland) showed a mix of challenges and opportunities. While the macroeconomic environment was shaped by high interest rates, geopolitical uncertainty, and a fluctuating economic cycle, mergers and acquisitions activity remained notably resilient—albeit below the long-term average. Overall activity and the number of deals…
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The M&A market in the DACH region (Germany, Austria, Switzerland) in 2023 was shaped by a challenging macroeconomic environment. Rising interest rates, tighter financing markets, and valuation resets led to lower overall transaction momentum. At the same time, the market proved resilient: strategic buyers and private equity investors remained active—with a clear focus on quality, cash flows, and robust business models. Deal count and market activity. In…
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The global photovoltaic market is reaching new record levels in installation volumes—while module prices are at historic lows. In the third quarter of 2023, BloombergNEF once again revised its deployment forecasts upward. Key drivers include the massive expansion in China, as well as continued strong momentum in established markets worldwide. At the same time, the market is marked by structural tensions: while polysilicon producers have…
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Alfredo dos Santos (Executive Director Brazil | Project Development Brazil, BlackSwan Capital) highlights Brazil’s exceptional solar energy potential. Owing to its geographic location and high solar irradiation, Brazil has a very strong solar resource. The country lies close to the equator and therefore receives high levels of solar radiation throughout the year—…
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According to McKinsey & Company, Brazil has solar power potential that is comparable to that of desert countries and is also one of the most attractive markets for onshore wind. For developers and investors, the message is clear: the market offers substantial upside—but the decisive factors are robust project fundamentals, a clear grid-connection pathway, and bankable structuring. Growth in solar has been…
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BlackSwan Capital: Why grid expansion is the key to transforming Brazil’s energy mix.The planned shift in Brazil’s energy mix toward more decentralized renewable generation hinges on the expansion and modernization of the transmission grid. Michael Neswal, Partner and Senior Executive Director Projects at BlackSwan Capital, emphasizes: if a country decentralizes energy production more strongly, …
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Brasiliens Solarenergiepotenzial ist nahezu so hoch wie das von Wüstenländern Laut McKinsey & Company verfügt Brasilien über ein Solarenergiepotenzial, das nahezu an das von Wüstenländern heranreicht, und zählt zugleich zu den attraktivsten Standorten für Onshore-Windprojekte. Für Entwickler und Investoren eröffnet das erhebliche Chancen – vorausgesetzt, Projekte werden technisch sauber aufgebaut und finanziell bankfähig strukturiert. Das…
