Power Investment Outlook: Where Policy Creates Opportunity

Join Enverus Intelligence® for an exclusive executive breakfast briefing designed for senior leaders across investment banks, private equity firms and hedge funds. Our analysts will break down how recent policy changes are altering project economics, regional investment opportunities and long-term portfolio value.

The policy landscape for U.S. power markets has shifted more in the last year than at any point in recent memory. Tax credit changes, FERC's large-load interconnection reforms, ERCOT's Batch Zero process and PJM's reliability initiatives are reshaping where capital can be deployed and which assets are positioned to outperform.

Rather than focusing on policy alone, we'll examine where these changes are creating investable opportunities, which markets are accelerating, where risks are increasing and what investors should be watching next.

Hear directly from Enverus Intelligence analysts Carson Kearl, Sr. Analyst, and Juan Arteaga, PHD, Principal Analyst, as they share the latest research and market outlook to help inform investment strategy heading into 2027.

Key Takeaways:

• Understand how recent U.S. policy changes are reshaping power investment opportunities.
• Identify which generation technologies and power markets stand to benefit and which face increasing headwinds.
• Learn how large-load interconnection reforms are changing project timelines, costs and investment risk.
• Gain insight into regional opportunities across ERCOT, PJM and other key North American power markets.
• Discover how leading investors are evaluating policy-driven shifts before they are reflected in asset valuations.
• Ask questions directly to Enverus Intelligence analysts during an interactive discussion.