Renewables deals: 2012 outlook and 2011 review

Renewables Deals is our annual analysis of deal activity in the renewable power and related clean technology sectors. We publish our outlook on the prospects for dealmaking in the year ahead. We also take a look at what’s been happening in the last 12 months and in the different main markets around the world.

This year for the first time, we open our report with our discussion of the outlook for the year ahead and identify some of the main themes we expect to be at work.

Looking ahead, the sector is undergoing a growing maturity and consolidation phase. This evolution inclines us to believe that deal flow will remain significant in 2012. In part, though, this will depend on how the Eurozone crisis unfolds. We assume a continuation of a ‘rolling uncertainty’ scenario affecting the Eurozone and wider world sentiment. But, if there are significant adverse events that turn Eurozone ‘rolling uncertainty’ into deeper crisis, deal flow is likely to be dampened.