Renewables are The Largest Global Energy Opportunity

Early stages of a low-carbon energy transition being driven by consumer demand and broad public/private interest in renewing greenhouse gas emissions. Renewables represent a large and growing infrastructure investment opportunity outpacing traditional carbon-based power by 2-to-1 in recent years. As experienced infrastructure investors who have manage through multiple cycles, Kayne’s renewable infrastructure investment team offers a well-grounded perspective on assessing renewable projects at various development stages.

Renewable Infrastructure Demand is Driven by Several Factors

Supportive Government Policy

Near-term through Federal tax credits and longer-term through state renewable portfolio standards

Corporate Mandates

Large global corporations increasingly establishing goals of sourcing 100% of power from renewables

Environmental Impact

Renewables are reducing greenhouse gas emission from electricity generation and replacing retired coal plants

Unit Cost Improvements

Increasingly cost comparative with coal/gas; requirement for subsidy support declining globally

Technological Advancements

Investments in smart grids, battery storage and other technologies help enhance the validity of renewables

Solar

Making an Impact

Existing project pipeline will generate ~170 billion Kilowatt-hours of electricity during forecasted project lives Represents ANNUAL CO2 or greenhouse emission reductions equal to:

338 million gallons of gasoline

7.5 billion passenger car miles

1.7 million tons of coal burned

CO2 sequestered by 3.9 million acres of U.S. forests