Russia using Latin American decoy to gain control of U.S. energy assets

Summary: Venezuela recently gave Russia’s oil company a lien on its U.S. assets — one of the ten largest refinery companies in the country — in exchange for what seems at first glance a remarkably small loan. Upon its inevitable default, Russia will have control over strategic energy assets in the U.S. This geopolitical gambit will have signifiant repercussions for all Latin America.

About the Author: Carlos St. James is a leading advisor to energy investors and developers in emerging markets since 2005 through Santiago & Sinclair, LLC. He co-founded and presided over the Argentine Renewable Energies Chamber from 2005-2011; has been a board member of the Latin American & Caribbean Council on Renewable Energy since 2010; and publishes the Latin American Energy Review in his free time to help generate debate on the industry’s issues.

He will speak at next year’s LAC-CORE Clean Energy Finance Summit to be held in June 13-15, 2017 in Miami, Florida, as well as at the Mexico International Renewable Energy Congress on May 8-12.

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U.S. policies will accelerate investment in renewable energy – in emerging markets

Summary: The new U.S. administration’s policies will result in a temporary decline in investment in renewable energy in the United States. This will prove a boon to emerging markets, hungry for more capital. But perhaps most significant is that these decisions open the door to what may be the most significant geopolitical opportunity of the 21st century: leadership in clean energy.

Carlos St James 2016About the AuthorCarlos St. James is Managing Director of Santiago & Sinclair, LLC, a research and financial advisory firm to energy investors in emerging markets. He is a co-founder of the Argentine Renewable Energies Chamber; has been a board member of the Latin American & Caribbean Council on Renewable Energy since 2010; and publishes the Latin American Energy Review in his free time.

He will speak at next year’s LAC-CORE Finance Summit to be held in June 2017 in Miami, Florida.

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Chilean government makes life harder for its renewable energy sector

Summary: Chile has a longstanding love of free markets — far more than anyone else in the region. And while this trait is one of the reasons clean energy investors have flocked to the country in the past, it has also led to losses, misapplied capital, and missed opportunities for growth. Investors are now thinking twice, as there seems to be inadequate support to allow for a coherent investment framework to take place.

Carlos St James 2016About the AuthorCarlos St. James is Managing Director of Santiago & Sinclair, LLC, an advisor to energy investors and developers in emerging markets. He co-founded the Argentine Renewable Energies Chamber in 2005; has been a board member of the Latin American & Caribbean Council on Renewable Energy since 2010; and publishes the Latin American Energy Review in his free time.

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Argentina’s renewable energy tender: Chinese supply chain finance wins the day

Summary: Argentina’s RenovAr Round One was a success, with 1109 MW of projects approved at credible prices for 20 year PPAs. But perhaps most noteworthy is that more than half of the winners are tied to Chinese firms, whose cost of technology and capital may set benchmarks that could be hard to match in future tenders.

carlos-miami-2016-croppedAbout the AuthorCarlos St. James is an advisor to energy investors and developers in emerging markets. He co-founded the Argentine Renewable Energies Chamber in 2005; has been a board member of the Latin American & Caribbean Council on Renewable Energy since 2010; and publishes the Latin American Energy Review in his free time.

 He will be speaking at the upcoming Chile International Renewable Energy Conference in Santiago on October 17-20.

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Why the explosive growth in LatAm’s renewable energy M&A activity is a good sign

Summary: Mergers and acquisitions (M&A) of Latin American renewable energy assets were up more than 180% to almost $8 billion in 2015, a sign of rapidly growing new capital sources to the region and industry. This in turn will make earlier-stage capital easier to access and facilitate the construction of new assets. The timing couldn’t be better.

Carlos St James closeupAbout the AuthorCarlos St. James is an advisor to energy investors and developers in emerging markets. He founded the Argentine Renewable Energies Chamber in 2005; has been a board member of the Latin American & Caribbean Council on Renewable Energy since 2010; founded the Middle East-Americas Energy Council in 2014; and is publisher of the Latin American Energy Review.

 He was recently named Summit Chairman of the upcoming LAC-CORE Finance Summit in Miami, Florida in September 2016.

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