에 대한 최신 뉴스 Brookfield Renewable (NYSE:BEP) 주식

Brookfield Renewable

Brookfield Renewable is a globally diversified, multitechnology owner and operator of clean energy assets. The company's portfolio consists of hydroelectric, wind, solar, and storage facilities in North America, South America, Europe, and Asia and totals over 20 gigawatts of installed capacity. Brookfield Renewable invests in assets directly, as well as with institutional partners, joint venture partners, and through other arrangements. The company offers two separate listings for investors: Brookfield Renewable Partners and Brookfield Renewable Corp.

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Markets

Analyst Ratings

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BEPC

FSLR

Hannon Armstrong Sustainable Infrastructure Capital

HASI

2024년은 청정(클린) 에너지 주식에게 힘든 한 해였던 반면, JP모건의 애널리스트 마크 스트라우스(Mark Strouse)는 2025년을 이 섹터에서 선택적인 기회의 해로 보고 있다. 스트라우스는 투자자들이 청정 에너지 잠재력을 탐색할 수 있는 최고의 주식으로 퍼스트 솔라(NASDAQ:FSLR), 넥스트래커(NASDAQ:NXT), HA 서스테이너블 인프라 캐피털(NYSE:HASI) 및 브룩필드 리뉴어블(NYSE:BEP) (NYSE:BEPC) 네 개를 지목하고 있다.

2025년 청정 에너지의 부활: 분석가가 시장의 동요 속에 숨겨진 4가지 보석을 공개

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브룩필드 에셋 매니지먼트 주식회사 (NYSE:BAM)이 프랑스 법인 노엔(Neoen)의 주요 지분에 대한 주식 매수 계약을 체결했다고 밝혔습니다.



이 트랜잭션(블록 매각)은 Neoen이 자사의 작업 협의회 정보와 상담 절차를 완료한 후에 체결되었습니다.



브룩필드의 오퍼는 합의가치 61억 유로의 주식 자본을 내포하도록 되어있다는 점을 감안할 때, 이 오퍼는 브룩필드가 Neoen 주식

브룩필드, 프랑스의 역량있는 기업인 네온의 주요 지분 확보를 완료함.

Brookfield Renewable Partners L.P. Limited Partnership Units

Brookfield Renewable Partners LP

Brookfield Renewable Corporation Brookfield Renewable Corporation Class A Subordinate Voting Shares

Brookfield Renewable Corp

Brookfield BRP Holdings (Canada) Inc. 4.625% Perpetual Subordinated Notes

Brookfield BRP Holdings (Canada) Inc. 4.875% Perpetual Subordinated Notes

Brookfield BRP Holdings (Canada) Inc. 7.250% Perpetual Subordinated Notes

BEPRO Network

Beach Energy Ltd

Brookfield Renewable Partners L.P. 5.25% Class A Preferred Limited Partnership Units, Series 17

NextEra Energy Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>) is ready to report its fourth-quarter earnings on Friday <a href="https://www.benzinga.com/quote/NEE/earnings">before the market opens</a>. Analysts expect the energy giant to report earnings per share (EPS) of 52 cents and revenues of $7.53 billion.
Despite recent setbacks—the company&#8217;s stock is down 4.31% over the past six months and 3.64% year-to-date—NextEra Energy has a lot to prove as it faces increasing competition in the renewable energy space.
JPMorgan&#8217;s Mark Strouse believes that the growth-oriented strategy of NextEra's subsidiary, Nextera Energy Partners LP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEP#NYSE">NEP</a>), could help stabilize its long-term outlook, despite challenges with financing and project development. 
Investors should pay attention to cash flow visibility, U.S.-based manufacturing and diversified end markets when considering <a href="https://www.benzinga.com/topic/clean-energy">clean energy stocks</a> in the current environment. 
Read Also: <a href="https://www.benzinga.com/etfs/sector-etfs/25/01/42974006/utilities-rebound-as-ai-powers-energy-demand-3-etfs-to-watch">Utilities Rebound As AI Powers Energy Demand: 3 ETFs To Watch</a>
<h2 class="wp-block-heading">What's Ahead For Clean Energy?</h2>
NextEra Energy's stock isn&#8217;t the only clean energy stock on a rocky ride lately. Brookfield Renewable Partners LP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>) and Brookfield Renewable Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEPC#NYSE">BEPC</a>) are two names that investors have been eyeing. JPMorgan maintains an "Overweight" rating on both. The bank has a price target of $28 for BEP and $32 for BEPC by December 2025.
Meanwhile, Enphase Energy Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), another clean energy player, is expected to continue its growth with a price target of $91, although analysts have reduced the target from a previous $112.
But not all players are in favor—Nextera Energy Partners LP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEP#NYSE">NEP</a>), with its reliance on NextEra, remains a bit of a wildcard. With JPMorgan&#8217;s neutral rating and a revised price target of $20 for NEP, it's clear that the market views some caution as warranted.
In contrast, Nextracker Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXT#NASDAQ">NXT</a>), a leader in solar energy, has seen an "Overweight" rating with a target price of $58 by December 2025.
<h2 class="wp-block-heading">Is the Clean Energy Rally Losing Steam?</h2>
Despite these targets, NextEra's recent struggles and broader market conditions, including interest rates and potential delays in new projects, suggest that clean energy stocks may face a bumpy ride ahead. 
Still, with renewable energy's long-term growth prospects and NextEra's vast footprint in solar and wind generation, there's reason to believe that the utility will continue to be a cornerstone in any clean energy-focused portfolio.
As NextEra prepares to deliver its fourth-quarter results, all eyes will be on whether the company can deliver on expectations.
Could a surprise earnings beat turn the tide for NextEra? Despite its diversified business model and massive scale in renewable energy, NextEra Energy's short-term prospects remain tied to broader market dynamics at play.
Read Next: 
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<li><a href="https://www.benzinga.com/25/01/43108615/southern-power-grids-face-historic-winter-test-as-snow-blankets-gulf">Southern Power Grids Face Historic Winter Test As Snow Blankets Gulf Coast: 5 Utilities To Watch</a></li>
</ul>
Image: Shutterstock

Previews

ENPH

NextEra Energy: Charging Into Q4 Earnings — Will Clean Energy's Powerhouse Keep Its Momentum?

Scotiabank analyst Robert Hope maintains Brookfield Renewable (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>) with a Sector Outperform and lowers the price target from $32 to $28.

Price Target

Scotiabank Maintains Sector Outperform on Brookfield Renewable, Lowers Price Target to $28

JP Morgan analyst Mark Strouse maintains Brookfield Renewable (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>) with a Overweight and lowers the price target from $30 to $28.

JP Morgan Maintains Overweight on Brookfield Renewable, Lowers Price Target to $28

CIBC analyst Mark Jarvi maintains Brookfield Renewable (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>) with a Outperformer and lowers the price target from $34 to $32.

CIBC Maintains Outperformer on Brookfield Renewable, Lowers Price Target to $32

Brookfield Renewable today announced that the Toronto Stock Exchange (the "TSX") has accepted notices filed by
<ol>
<li>Brookfield Renewable Partners L.P. ((TSX:<a href="https://www.benzinga.com/stock/BEP#TSX">BEP</a>.UN, NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>), (TSX:<a class="ticker" href="https://www.benzinga.com/stock/BEP#TSX">BEP</a>, NYSE:<a href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>)) ("BEP") of its intention to renew its normal course issuer bids for its limited partnership units ("LP Units") and Class A preferred limited partnership units ("Preferred Units"); &nbsp;</li>
<li>Brookfield Renewable Corporation ((TSX:<a href="https://www.benzinga.com/stock/BEPC#TSX">BEPC</a>, NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEPC#NYSE">BEPC</a>), (TSX:<a class="ticker" href="https://www.benzinga.com/stock/BEPC#TSX">BEPC</a>, NYSE:<a href="https://www.benzinga.com/stock/BEPC#NYSE">BEPC</a>)) ("BEPC" and together with BEP, "Brookfield Renewable") of its intention to renew its normal course issuer bid for its outstanding class A exchangeable subordinate voting shares ("Exchangeable Shares"); and &nbsp;</li>
<li>Brookfield Renewable Power Preferred Equity Inc. ("BRP Equity") of its intention to renew its normal course issuer bid for its outstanding Class A preference shares ("Preferred Shares"). BRP Equity is a wholly-owned subsidiary of BEP. &nbsp;</li>
</ol>
Brookfield Renewable believes that the renewed normal course issuer bid will provide the flexibility to use available funds to purchase LP Units, Preferred Units, Exchangeable Shares or Preferred Shares, as applicable, should they be trading in price ranges that do not fully reflect their value, representing an attractive use of available funds. There are currently three series of Preferred Units and five series of Preferred Shares outstanding and listed on the TSX.
Under BEP's normal course issuer bid for LP Units, BEP is authorized to repurchase up to 14,255,578 LP Units, representing 5% of its issued and outstanding LP Units. At the close of business on December 5, 2024, there were 285,111,569 LP Units issued and outstanding. Under BEP's normal course issuer bid, it may repurchase up to 74,937 LP Units on the TSX during any trading day, which represents 25% of the average daily trading volume of 299,749 LP Units for the six months ended November 30, 2024.
Under BEPC's normal course issuer bid for Exchangeable Shares, BEPC is authorized to repurchase up to 8,982,042 Exchangeable Shares, representing 5% of its issued and outstanding Exchangeable Shares. At the close of business on December 5, 2024, there were 179,640,851 Exchangeable Shares issued and outstanding. Under BEPC's normal course issuer bid, it may repurchase up to 70,747 Exchangeable Shares on the TSX during any trading day, which represents 25% of the average daily trading volume of 282,988 Exchangeable Shares for the six months ended November 30, 2024.

Buybacks

TSX:BEP

TSX:BEPC

Brookfield Renewable Announces Renewal Of Normal Course Issuer Bids Of Up To 14,255,578 LP Units, Representing 5% Of Its Issued And Outstanding LP Units

While 2024 has been rough for <a href="https://www.benzinga.com/topic/clean-energy">clean energy stocks</a>, JPMorgan analyst Mark Strouse sees 2025 as a year for selective opportunities in the sector. 
Strouse points to four standout stocks &#8211; First Solar Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), Nextracker Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXT#NASDAQ">NXT</a>), HA Sustainable Infrastructure Capital Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HASI#NYSE">HASI</a>), and Brookfield Renewable (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEPC#NYSE">BEPC</a>). As top picks for investors looking to unwrap some green energy potential.
<h2 class="wp-block-heading">First Solar: A Bright Spot Despite Political Clouds</h2>
First Solar's strong foothold in domestic manufacturing and likely retention of IRA 45X credits makes it a top contender. 
Strouse notes that potential U.S. import tariffs or regulations could disadvantage foreign competitors, giving First Solar a unique edge. With resumed bookings activity expected in 2025, this solar giant could shine even brighter, according to Strouse.
Price target: $282 by December 2025.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41880110/solar-renewables-stocks-crash-after-trump-win-should-you-buy-now-at-cheap-valuations">Solar, Renewables Stocks Crash After Trump Win: Should You Buy Now At Cheap Valuations?</a>
<h2 class="wp-block-heading">Nextracker: Tracking Success With Superior Execution</h2>
Since its IPO, Nextracker has outperformed its peers with margin resiliency and geographic diversification. 
Its exposure to 45X tax credits and safe harbor orders positions it for potential upside in 2025. For investors searching for a dependable player in utility-scale solar solutions, Nextracker offers a compelling value proposition with significant potential for long-term returns, the analyst says.
Price target: $58 by December 2025.
<h2 class="wp-block-heading">Hannon Armstrong: Diversified &amp; Investment-Grade Ready</h2>
Strouse highlights Hannon Armstrong&#8217;s strategic resilience, citing its robust end-market diversification and newly secured investment-grade rating as key differentiators in a volatile economic landscape. 
The analyst sees the company&#8217;s potential for a lower cost of capital and consistent operational execution as critical catalysts for future growth, signaling a promising trajectory amid complex market conditions.
Price target: $42 by December 2025.
<h2 class="wp-block-heading">Brookfield Renewable: A Safe Haven In Clean Energy</h2>
Brookfield Renewable stands out by offering unprecedented scale and strategic diversification in a volatile market, capitalizing on the growing appetite for de-risked assets. 
The analyst points to the company&#8217;s record-breaking capital recycling strategy and consistent dividend payments as key attributes that position Brookfield Renewable as an especially compelling option for risk-averse investors seeking stability in the clean energy sector.
Price targets: $30 for BEP and $34 for BEPC by December 2025.
<h2 class="wp-block-heading">Why Now?</h2>
Despite lingering macro headwinds and political uncertainties, Strouse believes clean energy's long-term fundamentals remain solid. Lower costs per watt and increasing power demand underpin the sector&#8217;s growth, offering compelling entry points for discerning investors.
Read Next: 
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<li><a href="https://www.benzinga.com/government/regulations/24/11/41926301/sustainable-investment-under-trump-performance-matters-far-more-than-politics-jpmorgan-analyst-says">Sustainable Investment Under Trump: &#8216;Performance Matters Far More Than Politics,&#8217; JPMorgan Analyst Says</a></li>
</ul>
Photo: Shutterstock

Clean Energy's 2025 Comeback: Analyst Reveals 4 Gems Hidden In Market Turbulence

JP Morgan analyst Mark Strouse upgrades Brookfield Renewable (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>) from Neutral to Overweight and announces $30 price target.

Upgrades

JP Morgan Upgrades Brookfield Renewable to Overweight, Announces $30 Price Target

Reported Earlier, Brookfield Renewable Launches C$200M Green Hybrid Notes With 5.450% Initial Interest Rate, Resetting Every Five Years

<ul>
<li>10-year PPA to deliver power from Argo and Brookfield's Smoky Mountain Hydro Facilities located in east Tennessee and western North Carolina</li>
<li>The hydro facilities will provide 377 MW of reliable, clean energy to meet demand growth in TVA's service territory</li>
<li>The PPA will support TVA's energy transition goal to achieve net-zero by 2050</li>
</ul>
Tennessee Valley Authority ("TVA") together with Argo Infrastructure Partners, LP ("Argo") and Brookfield Asset Management ("Brookfield") (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAM#NYSE">BAM</a>, TSX:<a class="ticker" href="https://www.benzinga.com/stock/BAM#TSX">BAM</a>), with its listed affiliate Brookfield Renewable (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>, BEPC, TSX:<a class="ticker" href="https://www.benzinga.com/stock/BEP#TSX">BEP</a>, BEPC))) today announced the signing of a landmark 10-year power purchase agreement ("PPA") with power to be delivered by the Cheoah, Calderwood, Chilhowee and Santeetlah dams, together known as the Smoky Mountain Hydroelectric facilities ("Smoky"), which is jointly owned by Argo and Brookfield.
This press release features multimedia. View the full release here: <a href="https://www.businesswire.com/news/home/20241119725256/en/">https://www.businesswire.com/news/home/20241119725256/en/</a>
Smoky will begin delivering power through the PPA starting in 2025 and over the next decade, will supply more than 14 gigawatt hours of carbon-free energy to TVA customers, advancing TVA's transition towards its 2050 net-zero goal.
Smoky currently owns and operates a 377-megawatt portfolio of four hydroelectric power facilities across east Tennessee and western North Carolina. This portfolio generates an annual average of 1.4 million megawatt-hours of carbon-free energy—equivalent to approximately 1.1 million tons of CO2 emissions avoided each year.

Contracts

TSX:BAM

Tennessee Valley Authority Together With Argo Infrastructure Partners And Brookfield Asset Management, With Its Listed Affiliate Brookfield Renewable Announces The Signing Of A Landmark 10-Year PPA With Power To Be Delivered By The Smoky Mountain Hydroelectric Facilities, Which Is Jointly Owned By Argo And Brookfield

Earnings

Earnings Beats

Earnings Misses

Brookfield Renewable Q3 2024 FFO $0.42 Misses $0.43 Estimate, Sales $1.470B Beat $1.365B Estimate

Brookfield Renewable (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>) is gearing up to announce its quarterly earnings on Friday, 2024-11-08. Here's a quick overview of what investors should know before the release.
Analysts are estimating that Brookfield Renewable will report an earnings per share (EPS) of $-0.26.
Brookfield Renewable bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.
New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
<h3>Earnings Track Record</h3>
In the previous earnings release, the company missed EPS by $0.08, leading to a 0.0% drop in the share price the following trading session.
Here's a look at Brookfield Renewable's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
<th>Q3 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>-0.20</td>
<td>-0.17</td>
<td>-0.04</td>
<td>0.04</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>-0.28</td>
<td>-0.23</td>
<td>0.01</td>
<td>-0.14</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-1.0%</td>
<td>5.0%</td>
<td>-3.0%</td>
<td>-1.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2024/1730988261_0.png" alt="eps graph" />
<h3>Market Performance of Brookfield Renewable's Stock</h3>
Shares of Brookfield Renewable were trading at $25.21 as of November 05. Over the last 52-week period, shares are up 15.06%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release. 
<a href="https://www.benzinga.com/quote/BEP/earnings">To track all earnings releases for Brookfield Renewable visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Preview: Brookfield Renewable's Earnings

Brookfield Signed An Agreement To Acquire 12.45% Minority Stakes In Four Of Ørsted's Operational UK Offshore Wind Farms For An Enterprise Value Of $2.3B

CIBC analyst Mark Jarvi maintains Brookfield Renewable (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>) with a Outperformer and raises the price target from $33 to $34.

CIBC Maintains Outperformer on Brookfield Renewable, Raises Price Target to $34

RBC Capital analyst Nelson Ng reiterates Brookfield Renewable (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>) with a Outperform and maintains $31 price target.

Reiteration

RBC Capital Reiterates Outperform on Brookfield Renewable, Maintains $31 Price Target

UBS analyst William Grippin upgrades Brookfield Renewable (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>) from Neutral to Buy and raises the price target from $24 to $31.

UBS Upgrades Brookfield Renewable to Buy, Raises Price Target to $31

JP Morgan analyst Mark Strouse maintains Brookfield Renewable (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>) with a Neutral and raises the price target from $30 to $31.

JP Morgan Maintains Neutral on Brookfield Renewable, Raises Price Target to $31

Brookfield Renewable Partners L.P. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>) and its institutional partners disclosed the sale of&nbsp;Saeta Yield to Masdar, Abu Dhabi Future Energy Company PJSC, for an implied enterprise <a target="_blank" href="https://www.benzinga.com/pressreleases/24/09/n40999345/masdar-to-acquire-saeta-from-brookfield-for-1-4-billion" rel="noreferrer noopener">value of around $1.4 billion (€1.2 billion)</a>.
The acquisition includes a portfolio of 745 megawatts (MW) of primarily wind assets—538 MW in Spain, 144 MW in Portugal, and 63 MW of solar PV in Spain—along with a 1.6 gigawatt (GW) development pipeline.
The deal excludes 350 MW of concentrated solar power assets, which Brookfield will retain and operate.
The transaction is expected to close by the end of 2024, pending customary approvals.
Also Read: <a href="https://www.benzinga.com/markets/equities/24/09/40798749/brookfield-plans-to-invest-up-to-1-1b-in-efuels-details" target="_blank" rel="noreferrer noopener">Brookfield Plans To Invest Up To $1.1B in eFuels: Details</a>
Connor Teskey, chief executive officer of Brookfield Renewable Partners, said, &#8220;We are pleased to have successfully supported Saeta throughout our ownership, having worked closely with the business to scale and optimize its renewable portfolio across Iberia.&#8221;
&#8220;The company has a strong development pipeline and a top-tier management team, and is well positioned to continue delivering incremental renewable energy to the region over the coming years under Masdar&#8217;s sponsorship,&#8221; he added.
Apart from this, Brookfield Asset Management Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAM#NYSE">BAM</a>), together with Brookfield Renewable and other institutional partners, has agreed to sell a 25% stake in First Hydro Company, a key electricity generation and<a target="_blank" href="https://www.benzinga.com/pressreleases/24/09/n40996353/cdpq-acquires-25-of-uks-first-hydro-company-from-brookfield" rel="noreferrer noopener"> storage facility in the United Kingdom, to CDPQ</a>.
Notably, ENGIE SA (OTC:<a class="ticker" href="https://www.benzinga.com/stock/ENGQF#OTC">ENGQF</a>) is the majority shareholder of First Hydro Company, holding the remaining 75% of the company.
&#8220;We are pleased to have supported First Hydro throughout our ownership period including securing its long-term future through active management of the business. First Hydro will continue to provide considerable renewable power to the U.K. long into the future,&#8221; said Ignacio Gomez-Acebo, managing director at Brookfield.
Price Action: BEP shares are up 0.63% at $27.00 premarket at the last check Tuesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/government/24/08/40603785/clean-energy-jobs-grow-twice-as-fast-as-overall-job-market-in-2023-our-policies-are-working" target="_blank" rel="noreferrer noopener">Clean Energy Jobs Grow Twice As Fast As Overall Job Market In 2023: &#8216;Our Policies Are Working&#8217;</a></li>
</ul>
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo: Shutterstock

Global

ENGQF

Brookfield Divests Saeta Yield To Masdar In $1.4B Deal, Keeps Key Solar Assets

GCM Grosvenor (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GCMG#NASDAQ">GCMG</a>), a leading global alternative asset management firm, today announced that its Infrastructure Advantage Strategy has acquired a 25% equity interest in Shepherds Flat (the "Transaction"), the largest repowered wind farm in North America, from Brookfield Asset Management (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAM#NYSE">BAM</a>, TSX:<a class="ticker" href="https://www.benzinga.com/stock/BAM#TSX">BAM</a>) and its institutional partners, including its listed affiliate Brookfield Renewable (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>, BEPC, TSX:<a class="ticker" href="https://www.benzinga.com/stock/BEP#TSX">BEP</a>, BEPC)))) ("Brookfield"). &nbsp;
Shepherds Flat, located in north central Oregon, is a fully contracted 338-turbine wind farm with a nameplate capacity of 845 MW. The wind farm produces in excess of 2,000 GWh of electricity annually, which is enough to power ~185,000 average U.S. households and is fully supported by a long-term contract with a large-scale utility.

GCMG

GCM Grosvenor Announces That Its Infrastructure Advantage Strategy Has Acquired A 25% Equity Interest In Shepherds Flat, From Brookfield Asset Management And Its Institutional Partners, Including Its Listed Affiliate Brookfield Renewable

Saeta is a developer, owner and operator of renewable power assets with capabilities across the entire value-chain. The transaction consists of a portfolio of 745 megawatts (MW) of predominantly wind assets &ndash; 538 MW of wind assets in Spain, 144 MW of wind assets in Portugal and 63 MW solar PV assets in Spain &ndash; and includes a 1.6 gigawatt (GW) development pipeline.
The transaction excludes a regulated portfolio of 350 MW of concentrated solar power assets, which Brookfield will retain and continue to operate.

Masdar Reveals Proposed Acquisition Of Saeta Yield From Brookfield Renewable For An Implied Enterprise Value Of c. $1.4B

Clean energy jobs grew at <a href="https://www.benzinga.com/news/earnings/24/07/40051107/first-solar-reports-strong-q2-results-eps-beat-sales-up-24">twice the rate </a>of overall jobs in the U.S. in 2023, according to a report from the U.S. Department of Energy (DOE) released on Wednesday.
Jobs in that sector grew by 4.2%, or 142,000 positions, last year, compared to a job growth rate of 2.0% in the overall economy, the 2024 U.S. Energy and Employment Report (USEER) showed.
The report also revealed that unionization rates in clean energy reached 12.4% in 2023, surpassing a unionization rate of 11% for the entire energy sector, which added 250,000 jobs last year.
Clean energy sectors that experienced the greatest growth last year were zero-emission vehicle and renewable energy, as well as transmission, distribution and storage, according to the report.
 "Our policies are working. We are now starting to see the job impacts of investments made through the infrastructure and inflation reduction laws &#8211; first in construction and as America builds more of these factories, we'll see hundreds of thousands more," U.S. Secretary of Energy Jennifer M. Granholm said in a statement.
Read Also: <a href="https://www.benzinga.com/etfs/sector-etfs/24/07/39993019/everythings-bigger-in-texas-lone-star-state-will-build-more-clean-energy-than-next-10-states-com">Everything&#8217;s Bigger In Texas: Lone Star State Will Build More Clean Energy Than Next 10 States Combined</a>
"The data clearly show that clean energy means jobs – good jobs, union jobs, and jobs retained – in communities across the country as we race to dominate the global clean energy economy," Granholm added.
Clean energy jobs grew in all 50 states and the District of Columbia in 2023, led by a 7.7% increase in Idaho, followed by Texas at 6.0%, and New Mexico at 5.9%.
The solar and wind sectors reported respective job growth of 5.3% and 4.5% in 2023, the report stated.
 The DOE projects that the Inflation Reduction Act will double the share of electricity generation from clean sources by 2030, driven by growth in solar and wind. 
The report also said that there were 28,000 jobs in the U.S. last year that involved building new battery and solar module factories, ports for offshore wind, and warehouses to store and transport clean energy products.
&#8220;Thanks to the Biden-Harris administration&#8217;s historic investments, clean energy jobs are booming in every single state,&#8221; AFL-CIO President Liz Shuler said in a statement.
Price Action: Solar and wind companies are trending in both directions as of Wednesday&#8217;s early-morning trading.
<ul>
<li>Enphase Energy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) declined 0.05% to $122.53</li>
<li>Brookfield Renewables L.P. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>) gained 0.16% to $25.05</li>
<li>GE Vernova Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>) slipped 1.40% to $182.96</li>
<li>Vestas Wind Systems A/S (OTCPK: VWDRY) ticked up 0.13% to $7.62I</li>
</ul>
Exchange-traded funds that hold these stocks also saw gains and losses on Wednesday morning.
<ul>
<li>IShares Global Clean Energy ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ICLN#NASDAQ">ICLN</a>) gained 0.21%</li>
<li>First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRID#NASDAQ">GRID</a>) slipped 0.03%</li>
<li>Invesco Solar ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) ticked down 0.42%</li>
</ul>
Read Now: 
<ul>
<li><a href="https://www.benzinga.com/top-stories/24/08/40585808/tesla-energy-highlights-texas-record-breaking-battery-power-milestone-could-powerwall-have-its-momen">Tesla Energy Highlights Texas Battery Power Milestone: Could Powerwall Have Moment In Spotlight?</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Government

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First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Fund

GRID

iShares S&P Global Clean Energy Index Fund

ICLN

VWDRY

Clean Energy Jobs Grow Twice As Fast As Overall Job Market In 2023: 'Our Policies Are Working'

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If I Could Only Retire With 5 Investments Today

J.P. Morgan analyst Mark Strouse maintained a Buy rating on Brookfield Renewable Partners (BEP – Research Report) yesterday and set a price target ...

Brookfield Renewable Partners (BEP) Receives a Buy from J.P. Morgan

JPMorgan analyst Mark Strouse lowered the firm's price target on Brookfield Renewable Partners (BEP) to $28 from $30 and keeps an Overweight rating...

Brookfield Renewable Partners price target lowered to $28 from $30 at JPMorgan

Morgan Stanley analyst Robert Kad initiated coverage of Brookfield Renewable (BEPC) Partners (BEP) with an Overweight rating and $32 price target. ...

Brookfield Renewable Partners initiated with an Overweight at Morgan Stanley

Morgan Stanley initiated coverage of Brookfield Infrastructure (BIPC) Partners (BIP) with an Equal Weight rating and $39 price target. The firm, wh...

Brookfield Infrastructure Partners initiated with an Equal Weight at Morgan Stanley

Scotiabank lowered the firm's price target on Brookfield Renewable Partners (BEP) to $28 from $32 and keeps an Outperform rating on the shares as p...

Brookfield Renewable price target lowered to $28 from $32 at Scotiabank

BBUC

BEPH

BEPI

BEPJ

BIPC

BRENF

BXSL

GLDM

JEPI

JEPQ

SCHD

Press Releases

Brookfield Renewable Announces Reorganization of Brookfield Renewable Corporation

Brookfield Acquires Share of Four UK Offshore Wind Farms from Ørsted

Brookfield Renewable Announces Record Third Quarter Results

Management

HealthEquity Announces Retirement of CEO Jon Kessler; Scott Cutler Appointed Successor

TerraForm Power Names Mark Noyes as CEO

TVA Enters 10-year Power Purchase Agreement with Argo and Brookfield's Smoky Mountain Hydro Facilities

Financing

Brookfield Renewable to Issue C$200 Million of Green Subordinated Hybrid Notes

Brookfield Renewable Announces Renewal of Normal Course Issuer Bids

Brookfield Renewable Announces Closing Date of Reorganization

Brookfield Renewable to Host Fourth Quarter 2024 Results Conference Call

TSX:BEP-UN

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JP Morgan

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2024년은 <a href="https://www.benzinga.com/topic/clean-energy">청정(클린) 에너지 주식</a>에게 힘든 한 해였던 반면, JP모건의 애널리스트 마크 스트라우스(Mark Strouse)는 2025년을 이 섹터에서 선택적인 기회의 해로 보고 있다.
스트라우스는 투자자들이 청정 에너지 잠재력을 탐색할 수 있는 최고의 주식으로 퍼스트 솔라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), 넥스트래커(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXT#NASDAQ">NXT</a>), HA 서스테이너블 인프라 캐피털(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HASI#NYSE">HASI</a>) 및 브룩필드 리뉴어블(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEPC#NYSE">BEPC</a>) 네 개를 지목하고 있다.
<h2 class="wp-block-heading">퍼스트 솔라: 정치적 구름 속에서도 빛나는 주식</h2>
퍼스트 솔라는 국내 제조에서 강력한 입지를 다지고 있으며, IRA 45X 크레딧 유지 가능성 덕분에 주요 경쟁자로 자리잡고 있다.
스트라우스는 잠재적인 미국 수입 관세나 규제가 외국 경쟁자에게 불리하게 작용할 수 있어 퍼스트 솔라에게 독특한 우위를 제공할 수 있다고 언급했다. 2025년에는 예약 활동이 재개될 것으로 예상되어, 이 태양광 거인은 더욱 밝게 빛날 수 있다.
목표 주가: 2025년 12월까지 282달러.
이 주식은 금요일 1.71% 상승한 199.67달러에 마감했다. 올해 들어 15.90% 상승했다.
또한 읽기: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41880110/solar-renewables-stocks-crash-after-trump-win-should-you-buy-now-at-cheap-valuations">트럼프 당선 후 태양광 및 재생 에너지 주식 폭락: 지금 저평가된 주식을 사야 할까?</a>
<h2 class="wp-block-heading">넥스트래커: 탁월한 실행력으로 성공 추적</h2>
넥스트래커는 IPO 이후 동종 업계에서 마진 회복력과 지리적 다양성을 바탕으로 동료들을 능가했다.
45배의 세금 공제와 면책 명령에 노출되어 2025년에 잠재적인 상승 여력이 있다. 유틸리티 규모의 태양광 솔루션에서 신뢰할 수 있는 플레이어를 찾는 투자자들에게 넥스트래커는 장기적인 수익 잠재력이 큰 매력적인 가치 제안을 제공한다.
목표 주가: 2025년 12월까지 58달러.
이 주식은 금요일 0.74% 상승한 35.47달러에 마감되었다. 올해 들어 24.29% 하락했다.
<h2 class="wp-block-heading">해넌 암스트롱: 다각화 및 투자 등급 확보</h2>
스트라우스는 해넌 암스트롱(Hannon Armstrong)의 전략적 회복력을 강조하며, 강력한 최종 시장 다각화와 새로 확보한 투자 등급이 변동성이 큰 경제 환경에서 주요 차별화 요소가 되었다고 밝혔다.
이 애널리스트는 회사의 낮은 자본 비용과 일관된 운영 실행이 미래 성장의 중요한 촉매제가 될 것으로 보아, 복잡한 시장 상황 속에서도 유망한 경로를 나타낸다고 분석했다.
목표 주가: 2025년 12월까지 42달러.
이 주식은 금요일 0.93% 하한 29.75달러에 마감되었다. 올해 들어 7.87% 하락했다
<h2 class="wp-block-heading">브룩필드 리뉴어블: 청정 에너지의 안전한 피난처</h2>
브룩필드 리뉴어블은 전례 없는 규모와 전략적 다각화를 제공하여 변동성이 큰 시장에서 두드러진 성과를 보이고 있으며, 리스크가 줄어든 자산에 대한 수요 증가를 활용하고 있다.
이 애널리스트는 회사의 기록적인 자본 재활용 전략과 일관된 배당금 지급이 브룩필드 리뉴어블을 청정 에너지 섹터에서 안정성을 추구하는 위험 회피 투자자들에게 특히 매력적인 선택지로 만든다고 지적했다.
목표 주가: BEP은 30달러, BEPC는 34달러로 2025년 12월까지 예상.
BEP는 금요일 0.17% 하락한 23.79달러에 마감되었으며, 반명 BEPC는 0.64% 상승한 29.75달러에 마쳤다.
<h2 class="wp-block-heading">왜 지금인가?</h2>
거시적인 역풍과 정치적 불확실성이 지속되고 있지만, 스트라우스는 청정 에너지의 장기적인 펀더멘털이 여전히 견고하다고 믿고 있다. 와트당 비용 절감과 증가하는 전력 수요는 이 섹터의 성장을 뒷받침하며, 신중한 투자자에게 매력적인 진입점을 제공한다.
다음 읽기:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%ED%8A%B8%EB%9F%BC%ED%94%84-%EC%A0%95%EB%B6%80-%ED%95%98%EC%9D%98-%EC%A7%80%EC%86%8D-%EA%B0%80%EB%8A%A5%ED%95%9C-%ED%88%AC%EC%9E%90-%EC%84%B1%EA%B3%BC%EA%B0%80-%EC%A0%95%EC%B9%98%EB%B3%B4%EB%8B%A4/" target="_blank" rel="noopener">트럼프 하의 지속 가능한 투자: &#8216;성과가 정치보다 훨씬 중요하다&#8217; &#8211; JP모건 애널리스트 발언</a></li>
</ul>
사진: Shutterstock
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브룩필드 에셋 매니지먼트 주식회사 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAM#NYSE">BAM</a>)이 프랑스 법인 노엔(Neoen)의 주요 지분에 대한 주식 매수 계약을 체결했다고 밝혔습니다.
이 트랜잭션(블록 매각)은 Neoen이 자사의 작업 협의회 정보와 상담 절차를 완료한 후에 체결되었습니다.
브룩필드의 오퍼는 합의가치 61억 유로의 주식 자본을 내포하도록 되어있다는 점을 감안할 때, 이 오퍼는 브룩필드가 Neoen 주식 100%에 대한 자본금을 내놓는다는 뜻입니다.
브룩필드는 특히 퍼포먼스와 관련된 이슈로 Impala, ISALT가 관리하는 Fonds Stratégique de Participations, Cartusia, Xavier Barbaro 및 다른 주주와 약 1주당 39.85 유로에 대한 Neoen 53.12% 정도의 우량주의 주식매수계약을 체결했습니다. 
브룩필드는 BPi 프랑스(Bpifrance)의 ETI 2020 펀드와도 텐더 계약을 맺었습니다. 브룩필드가 블록 매각을 완료하면 BPi 프랑스는 브룩필드의 텐더 오퍼를 위해 Neoen의 4.36% 지분을 내놓기로 합의했습니다.
특별히 5월에 브룩필드 에셋 매니지먼트는 브룩필드 리뉴어블 파트너스(Brookfield Renewable Partners) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>) 및 템아섹(Temasek)과 함께 노엔의 53.32% 지분을 사들이기 위해 스페셜 프로젝트를 통하여 의결권 행사를 위한 독점협상을 체결했습니다.
블록 매각의 완료는 반독점 및 외국 투자 승인을 포함한 관행에 따라 규제상의 승인에 달려 있습니다.
블록 매각의 종료를 통해 예상되는 바에 따르면 브룩필드는 노엔의 모든 잔여 주식과 우량 변동 채권에 대한 올캐시 의무 텐더 오퍼를 제출할 것으로 예상되며, 이는 스퀴즈 아웃을 시행하는 의도의 일환입니다. 
회사는 2024년 4분기까지 규제 승인을, 2025년 1분기에 텐더 오퍼를 제출할 것으로 예상하고 있습니다.
2023년 3월 말 기준 브룩필드는 26억 달러의 현금 및 현금동등물을 보유하고 있었습니다.
주가 움직임: 이 기사 체크 시 사전 시장에서 BAM의 주식은 38.54달러에 0.68% 상승하였습니다.
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