While the wind sector has been heavily disrupted by cost and planning pressures, solar continues to scale at a remarkable pace. The U.S. energy market experienced rising demand for the first time in two decades last year and the Federal Energy Regulatory Commission reported that solar accounted for approximately 75% of new generation. U.S. energy demand will grow again this year and the need for 24/7 power is becoming increasingly acute for users such as data center operators. The low cost and speed of inst ...

President Trump has set back solar and wind while boosting fossil fuel, letting his fiercest critics claim the banner of energy affordability https://t.co/Y58CEeH2fx ...

Core Viewpoint - Acciona Energía has entered into an agreement to sell a 49% stake in its U.S. solar portfolio and 100% ownership of two wind farms in Mexico for approximately $1 billion, reflecting a strategic move to recycle capital while maintaining operational control in key markets [1][4]. Group 1: Transaction Details - The U.S. solar portfolio consists of four large-scale photovoltaic projects with a total capacity of 1.3 gigawatts, including Red Tailed Hawk (458 MWp), Fort Bend Solar (316 MWp), High Point Solar Farm (127 MWp), and Union Solar (415 MWp) [2]. - In Mexico, the transaction includes the full divestment of the El Cortijo (183 MW) and Santa Cruz (138 MW) wind farms, totaling 321 MW of installed capacity [3]. - The deal is expected to close in the first half of 2026, pending regulatory approvals and financing arrangements by the buyer [3]. Group 2: Strategic Implications - This transaction is part of Acciona Energía's capital recycling strategy, aimed at unlocking value from operating assets while retaining control in core markets [4]. - By keeping a 51% controlling stake in the U.S. solar portfolio, the company ensures continued exposure to long-term cash flows in a priority growth region while freeing up capital [4][5]. - Since mid-2024, Acciona Energía has sold nearly 1.7 GW of renewable capacity across various countries, generating proceeds of around €2.4 billion, which further strengthens its balance sheet [5]. Group 3: Market Context - The deal reflects ongoing investor interest in contracted renewable infrastructure in the U.S. and Mexico, despite challenges such as higher interest rates and regulatory uncertainties [6]. - Infrastructure funds are increasingly focusing on operating assets with stable cash flows rather than development-stage projects, indicating a shift in investment strategy [6]. - In Mexico, the sale occurs in a cautious investment climate, where private capital remains selective but active in established renewable operations [7].

Core Insights - GE Vernova Inc. (NYSE:GEV) is recognized as one of the best-performing IPOs in the last two years, with a consensus rating of Buy from 35 analysts following positive second-quarter results and strategic acquisitions [1][3]. Financial Performance - For the second quarter of 2025, GE Vernova reported a revenue of $9.11 billion, reflecting an 11% increase compared to the same quarter in 2024 [2]. - The company's backlog has increased by over $5.2 billion sequentially, enhancing the stock's attractiveness [2]. - Since its IPO, GE Vernova has experienced a remarkable growth of 359.73% as of September 16, 2025 [3]. Strategic Moves - The acquisition of Proficy manufacturing software business by TPG for $600 million indicates GE Vernova's access to potential capital for future operations [2]. - GE Vernova is a spin-off of General Electric's energy businesses, founded in 2024, with a mission to electrify and decarbonize the world through a variety of power, wind, and electrification solutions [4].