Where AI Meets Energy : Aura Solution Company Limited

As the world moves toward a climate-neutral future, the energy industry finds itself at the nexus of transformation—challenged by the imperatives of decarbonisation, shifting regulation, and digital acceleration. The rise of renewable energy, the overhaul of heating infrastructure, and the growing prominence of artificial intelligence (AI) and the Internet of Things (IoT) are dramatically reshaping the energy landscape.

Navigating Turbulence: The Impact of Tariffs and Global Conflicts on Energy — Aura’s Strategic Approach

In today’s interconnected world, the energy sector faces unprecedented challenges shaped by escalating global trade tensions and geopolitical conflicts. Tariffs and wars disrupt supply chains, raise costs, and inject uncertainty into investment decisions—threatening the stability of energy markets at a time when the world’s transition to clean, reliable power is more urgent than ever.

At Aura Solution Company Limited, we understand that navigating these complex headwinds requires not only vigilance but also strategic agility. Through our global expertise, diversified portfolio approach, and proactive stakeholder engagement, Aura helps clients balance risk and opportunity amid uncertainty.

The Ripple Effects of Tariffs and Global Conflicts on Energy

Tariff Barriers: Raising Costs and Reducing Fluidity

Trade tariffs, whether imposed on solar panels, critical minerals, equipment, or chemical feedstocks, have multifaceted effects:

• Increased Capital Expenditure: Tariffs on renewable energy equipment can raise project costs, slowing deployment.

• Supply Chain Disruptions: Restrictions on imports and exports complicate logistics, delay timelines, and increase operational risk.

• Shifting Competitive Dynamics: Domestic producers may benefit short term, but overall market inefficiencies reduce global innovation pace.

For example, tariffs on solar PV modules between major economies have created pricing volatility and investment hesitancy—impacting project pipelines worldwide.

Global Conflicts: Instability and Energy Security Challenges

Ongoing conflicts such as the war in Eastern Europe or tensions in key energy-producing regions affect:

• Commodity Price Volatility: Oil, gas, and critical mineral prices swing sharply, undermining forecasting.

• Supply Chain Vulnerabilities: Disrupted transportation routes and sanctions affect availability of fuels and materials.

• Policy Uncertainty: Governments may pivot abruptly in response to security imperatives, altering subsidies and regulatory frameworks.

These factors collectively pressure energy companies to rethink sourcing, diversify portfolios, and build resilience.

Aura’s Strategy: Balancing Risk and Opportunity

1. Portfolio Diversification Across Geographies and Technologies

Aura strategically invests in a broad mix of assets—spanning renewables, traditional energy, critical minerals, and digital infrastructure—across multiple regions. This diversification reduces exposure to localized tariff shocks or conflict zones, ensuring more stable overall returns.

2. Engaging with Governments and Policy Makers

We actively engage with regulatory bodies and trade organizations to stay ahead of evolving tariffs and sanctions. Our advocacy promotes:

• Predictable, transparent trade policies

• Supportive frameworks for clean energy deployment

• International cooperation to safeguard critical supply chains

This dialogue helps mitigate abrupt policy risks for our investments.

3. Fostering Local Supply Chains and Resilience

Aura supports initiatives to develop localized manufacturing and processing facilities, reducing dependency on vulnerable global supply chains. For example:

• Investing in regional battery production hubs

• Supporting domestic critical mineral processing

• Financing on-site renewable energy generation

These moves enhance energy security and buffer tariff impacts.

4. Leveraging Financial Innovation

To address cost pressures and market volatility, Aura employs sophisticated financial instruments, including:

• Hedging strategies to manage commodity price swings

• Structured finance for tariff-exposed equipment procurement

• Private credit vehicles enabling flexible capital access amid market uncertainty

These tools ensure liquidity and resilience.

5. Scenario Planning and Risk Analytics

Aura leverages proprietary risk modeling and scenario analysis to forecast tariff and conflict impacts on portfolios. This informs proactive decision-making on asset allocation, contract negotiation, and partnership formation—allowing us to pivot rapidly as global dynamics evolve.

Looking Ahead: Seizing Opportunity in a Challenging Landscape

While tariffs and geopolitical conflicts present undeniable risks, they also catalyze innovation and strategic recalibration:

• Accelerating energy independence drives investment in renewables and storage.

• Supply chain realignment fosters regional economic growth and new manufacturing hubs.

• Heightened risk awareness encourages partnerships and diversification, strengthening sector resilience.

Aura’s comprehensive approach ensures clients not only survive but thrive by transforming challenges into strategic advantages.

Conclusion

In a world shaped by tariff disputes and geopolitical uncertainty, the energy sector must balance agility with conviction. Aura Solution Company Limited stands ready to guide investors, operators, and policymakers through this complexity—offering integrated solutions that safeguard capital, advance the energy transition, and build a more secure, sustainable future.

To navigate this transition effectively, energy producers and utilities must embrace innovation, integrate cross-sector technologies, and reinvent business models. In this context, Aura Solution Company Limited stands as a trusted partner—providing the global insight, strategic foresight, and transactional execution needed to thrive amid complexity.

Navigating Change: Global M&A Trends in Energy, Utilities & Resources (EU&R)

In the second half of 2025 and into 2026, strategic M&A in energy, utilities, and resources is expected to unlock "value in motion"—as companies realign portfolios to meet surging demand and transition goals. While short-term macroeconomic uncertainty persists, long-term fundamentals remain solid: the global push for electrification, energy security, and digitisation continues to accelerate.

The convergence of these forces is driving sector-defining investments. Yet regional policy divergence, geopolitical tension, and rising capital needs are forcing companies to be more strategic, selective, and agile.

Powering the Future: Key Global Dynamics

Energy Security, Digitisation, and Regulation Drive Deal Flow

The first half of 2025 saw nine megadeals (>$5bn) and continued M&A activity despite ‘wait-and-see’ sentiment in some markets. This reflects a structural pivot—where players are building resilience, strengthening supply chains, and targeting value across the energy transition.

To support infrastructure at scale, private capital and public policy must align. From hyperscale data centres to electrified mobility and decentralized grids, future energy systems are multi-layered and integrated. M&A is the bridge connecting capital with innovation—and value with impact.

At a glance, here’s how 2025 M&A is unfolding across EU&R subsectors:

• Mining & Metals: Resource nationalism and the critical minerals race are prompting divestitures and consolidation.

• Oil & Gas: Upstream deals are focused on reserve security and capital efficiency.

• Power & Utilities: Surging data centre demand is pushing investment into grid upgrades, on-site generation, and storage.

• Chemicals: M&A targets sustainable and specialty segments aligned with reshoring and industrial policy.

Future-Proofing Infrastructure Investments

Aura’s “Value in Motion” framework identifies six interconnected investment domains. One, “How We Fuel and Power,” is projected to reach $6.19 trillion by 2035, shaped by demand from AI, cloud computing, and transport electrification.

Key Highlights:

• In Canada, CDPQ proposed a $10bn acquisition of Innergex, targeting renewable power and battery storage.

• Sitka Power acquired assets from Saturn Power, including solar and BESS projects.

• The Mitsui Terminals deal (March 2025) will enable ammonia and CO₂ transport, underpinning energy transition logistics.

These deals signal a broader trend: convergence. Boundaries between technology, energy, and industrials are blurring. Companies that integrate capabilities across sectors will gain a first-mover advantage. In chemicals, we see similar integration—especially in reshoring supply chains and supporting energy transition logistics. The U.S. market is booming with M&A as companies reposition to benefit from federal industrial incentives. “In 2025, capital is crossing sectors to fund resilience, decarbonisation, and digitalisation. M&A aligned with these priorities will determine tomorrow’s market leaders.”

Four Themes Shaping EU&R M&A in H2 2025

1. Energy Security Takes Centre Stage

In North America, oil & gas companies are consolidating upstream to secure reserves. For example:

• EOG Resources acquired Encino Acquisition Partners for $5.6bn, expanding its position in Ohio’s Utica Shale.

• Capital Power acquired Hummel Station and Rolling Hills plants for $2.2bn, adding 2.2 GW of gas-fired generation in PJM—the largest U.S. power market.

In Europe, where energy self-sufficiency is limited, the strategy focuses on transition:

• Investments in offshore wind, battery storage, and LNG imports continue.

• Norway is advancing wind and carbon capture (e.g., Utsira Nord tender launched May 2025).

Asia Pacific—particularly India—is emerging as a hotspot:

• India targets 500 GW of non-fossil energy and 336 GWh of storage by 2030.

• Deals like JSW Neo’s acquisition of O2 (4.6 GW) and ONGC NTPC Green’s Ayana platform (4.1 GW) reflect surging appetite.

2. Diverging Regional Energy Paths

While North America pursues consolidation and grid resilience, Europe remains laser-focused on clean energy leadership:

• High rates, permitting delays, and complex regulations are cooling offshore wind and CCS activity—making Europe a buyer’s market.

• Germany’s LNG imports and solar manufacturing incentives point to decoupling from Russian dependency.

Asia Pacific is fueling growth through domestic innovation:

• The Indian government’s biogas grid integration and solar DCR policy reinforce its manufacturing base and M&A appeal.

• Hybrid models (wind + storage) are gaining traction with strong policy support.

3. Digital Infrastructure Powers Demand

Hyperscalers are entering power markets directly, investing in on-site renewable generation and negotiating long-term PPAs for low-carbon power:

• Energy-intensive digital infrastructure—AI training clusters, edge computing, and 24/7 uptime—requires advanced power procurement strategies.

Behind-the-meter solutions, such as thermal energy storage and AI-optimised grid controls, are becoming investment themes, not just operational add-ons.

4. Capital Deployment for Transition Technologies

From low-carbon fuels to green hydrogen, greenfield investments are still early-stage but inevitable. Obstacles remain—such as the lack of market-based pricing and complex transportation logistics—but first movers are securing positions.

These assets will underpin the next M&A cycle as returns become more quantifiable and regulations more defined.

Aura’s Outlook: Invest with Foresight

As we enter the second half of 2025, it’s clear: EU&R is not only undergoing change—it is leading it.

M&A in this space is no longer about incremental growth. It’s about strategic reinvention. Companies that anticipate value migration, embrace sector convergence, and act decisively will lead the transformation.

At Aura, we are helping clients across the value chain—from producers and utilities to funds and developers—reshape their portfolios, identify breakthrough opportunities, and build future-proof operations.

Whether you're navigating a complex cross-border transaction, evaluating digital infrastructure exposure, or looking to scale low-carbon investments, our expertise is your advantage.

Where AI Meets Energy

The convergence of artificial intelligence (AI) and energy infrastructure is reshaping the global investment landscape. As AI adoption accelerates across industries, the demand for reliable, low-carbon power to support data centres and digital infrastructure has become a critical consideration—one that is influencing capital flows, asset allocation, and the strategic direction of energy and utilities players worldwide.

The Power Behind Intelligence: A Global Shift

AI’s growing appetite for energy is pushing boundaries. Data centres, the backbone of AI applications, are expanding rapidly and consuming an increasing share of electricity. In response, operators and governments are looking beyond traditional grid-based solutions, opting instead for innovative models such as on-site renewable generation, advanced energy storage systems, and cooling technologies designed to meet growing energy demands sustainably.

In the United States—home to nearly half of the world’s data centres—major technology companies are leading the charge toward clean energy adoption. Microsoft’s groundbreaking partnership with Brookfield to deliver 10.5 GW of new renewable energy capacity globally by 2030 is emblematic of this shift. Meanwhile, Saudi Arabia’s DataVolt announced in May 2025 its intent to invest $20 billion in AI data centre and energy infrastructure projects across the U.S., underscoring a global trend of capital-intensive moves in this arena.

Similarly, in January 2025, a landmark partnership between CATL and Masdar was unveiled to establish the world’s first large-scale, round-the-clock gigascale renewable energy project in Abu Dhabi, integrating 5.2 GW of solar capacity with 19 GWh of energy storage. This signals a new era for the Middle East, not only as a hub for hydrocarbons but as a trailblazer in digital energy transformation.

Asia Pacific’s Green Digital Leap

In Asia Pacific, India is rising rapidly as a key player in the data centre race, following China’s well-established lead. The Indian government’s regulatory push to localise data storage and support digital sovereignty has catalysed a wave of greenfield investments. Forecasts indicate India’s IT load capacity may reach 4.5 GW by 2030, presenting significant opportunities for both local and global infrastructure investors.

Infrastructure Bottlenecks Prompt Innovation

However, as demand surges, grid capacity constraints have emerged as a critical barrier in many regions. In the United Kingdom, for example, a staggering 1,700 grid connection applications were submitted between 2023 and 2024—up from a historical average of just 40–50 annually. In response, regulators like Ofgem and the Electricity System Operator (ESO) have initiated sweeping legislative reforms to accelerate renewable energy and battery storage integration.

Globally, this pressure is stimulating investment in distributed generation, behind-the-meter power solutions, and cutting-edge cooling technologies. While these infrastructure challenges are not yet the primary driver of mergers and acquisitions (M&A), they are increasingly shaping site selection, deal strategy, and capital planning in the energy, utilities, and resources (EU&R) sector.

M&A Pulse Check: Trends in Energy & Utilities

Despite geopolitical instability, regulatory headwinds, and rising financing costs, M&A activity in EU&R remained resilient in early 2025. The sector recorded 2,322 transactions globally in H1 2025—a slight 2% decline from the same period in 2024. While deal volumes dipped in oil & gas and mining & metals, activity picked up in the chemicals and power & utilities segments.

Notably, deal value surged by 30%, driven by nine megadeals (transactions exceeding $5 billion). Leading the pack is Constellation Energy’s proposed $26.6 billion acquisition of Calpine Corp, a move that could create the largest clean-energy provider in the United States. This underscores a continued investor appetite for scale, efficiency, and decarbonisation.

Other megadeals have spanned a wide swath of the value chain—from upstream oil and gas to downstream distribution, from fuel retail to chemical production—reflecting the sector’s dynamic repositioning.

Renewables and Restructuring: A Mixed Outlook

Renewable energy M&A remains uneven, as transaction volumes and valuations are dictated by region-specific dynamics such as electricity pricing, offtake agreements, permitting bottlenecks, and interconnection delays. For developers, especially those with extensive capital spending pipelines and limited liquidity, restructuring is becoming a necessary path to unlock value.

Nonetheless, the long-term fundamentals remain unchanged: the global march toward clean power, critical infrastructure, and AI-integrated grids is underway and immune to short-term political cycles.

Private Capital’s Role in the Transition

Institutional investors are stepping up. In H1 2025, Blackstone launched the Blackstone Private Multi-Asset Credit and Income Fund (BMACX), while Brookfield announced plans to raise its fourth infrastructure debt fund (BID IV). These vehicles are designed to meet soaring capital needs by channeling private wealth into large-scale infrastructure projects with predictable, stable returns—a perfect fit for long-term investors seeking greenfield exposure with a risk-adjusted profile.

A Roadmap for the Second Half of 2025

The latter half of the year is expected to be dominated by portfolio rebalancing, divestitures, and strategic consolidations, as EU&R players seek to monetise non-core assets and fund next-generation growth across electrification, decarbonisation, and digital infrastructure.

Financial investors are increasingly looking to span the full value chain, from energy production and photovoltaic (PV) development to battery storage and AI-integrated utilities. While the market remains fragmented, with numerous pure-play operators, the real competitive edge lies in business model reinvention—integrating diverse capabilities, embracing optionality, and accepting measured risk to unlock superior returns.

Conclusion: Innovate to Accelerate

To succeed in this fast-evolving environment, companies must realign portfolios, embrace technological convergence, and invest boldly across the nexus of AI, energy, and infrastructure. The next wave of value creation will be driven by those who can anticipate change, reimagine their business models, and lead in a world where digital intelligence and sustainable energy are no longer separate domains—but two halves of the same coin.

Future-Proofing Infrastructure Investments

As we enter a pivotal phase of global transformation, infrastructure investment is no longer just about building capacity—it’s about building resilience. Amid growing geopolitical tensions, accelerating digitalisation, and an urgent climate agenda, dealmakers are shifting focus toward long-term value creation that can endure disruption and fuel sustainable growth.

At Aura Solution Company Limited, our latest global research—"Value in Motion"—offers a forward-looking framework to identify and capture emerging domains of growth that transcend traditional sector boundaries. These insights are critical as energy, utilities, and resources (EU&R) players reimagine their role in powering the next era of industrial and technological advancement.

Unlocking Value Across New Frontiers

Our analysis identified six interconnected domains shaping the future of infrastructure. Of particular relevance is the "How We Fuel and Power" domain, projected to generate $6.19 trillion in value by 2035. This domain is being reshaped by the global race to deliver clean, reliable, and scalable energy to meet the explosive demands of AI, electrified transport, and rapidly expanding data centre networks.

The intersection of energy, technology, and industry is redefining merger and acquisition (M&A) dynamics in 2025. As the digital economy grows, hyperscalers, infrastructure developers, and tech operators are becoming active participants in the power sector, directly procuring energy and investing in grid connectivity to secure low-carbon electricity for their global footprints.

Emerging M&A Signals: Where Strategy Meets Execution

Strategic M&A aligned with this transformation is already gaining momentum. In Canada, for instance, significant transactions in renewables and battery storage signal a clear move toward energy innovation. Notable examples include:

• CDPQ’s proposed $10 billion acquisition of Innergex, a leader in wind, hydro, and solar power;

• Sitka Power’s acquisition of a diversified portfolio of renewable generation and battery storage assets from Saturn Power.

Similarly, cross-sector deals such as Mitsui’s March 2025 acquisition of key terminal assets reflect growing investment in enabling the transport of transition fuels like ammonia and CO₂—critical components in decarbonising heavy industry.

Chemicals and the Rebirth of Manufacturing

This trend is mirrored in the chemicals sector, where the integration of specialty chemicals into broader supply chains is supporting the reshoring of manufacturing and the evolution of sustainable production systems. In the United States, industrial policy incentives are accelerating M&A activity, as businesses seek to rebuild resilient, localized supply chains aligned with green energy goals.

A Structural Shift in Value Creation

Together, these developments represent more than sectoral adjustments—they signal a structural transformation. The future of value creation in EU&R hinges on the ability to integrate capabilities across formerly siloed industries. As barriers between energy, technology, and manufacturing dissolve, new opportunities are emerging at the convergence point.

At Aura, we believe the winners in this transition will be those who can:

• Anticipate where value is moving;

• Proactively realign portfolios;

• Balance risk through diversification;

• Act decisively to capture cross-sector synergies.

Our Commitment

Aura Solution Company Limited stands ready to guide clients through this transformation—leveraging deep industry expertise, global reach, and an unwavering commitment to long-term value. As the energy and infrastructure ecosystem evolves, so too must the strategies that shape it.

A Sector in Transition

The global energy sector is experiencing a once-in-a-century transformation, shaped by the converging forces of decarbonisation and digitisation. This dual transition is not just reconfiguring the way energy is produced and consumed—it’s redefining the future of global infrastructure, investment, and industry.

At Aura Solution Company Limited, we support our clients through this paradigm shift by offering strategic partnerships, innovative capital solutions, and targeted M&A strategies that enable long-term value creation and sustainable growth.

The Role of Strategic M&A

Aligning capital with purpose

Strategic mergers and acquisitions (M&A) are central to the evolution of the energy, utilities, and resources (EU&R) sector. As companies race to meet growing energy demand while aligning with climate goals, portfolio realignment has become a necessity.

From scaling clean energy platforms to divesting legacy fossil-based assets, M&A is unlocking value in motion—helping companies balance risk, optimize capital allocation, and drive forward transformation.

Aura remains a trusted advisor in this landscape, helping clients navigate:

• Sector convergence between energy and tech

• Infrastructure acquisition and divestiture

• Structuring deals aligned with ESG imperatives

• Cross-border regulatory complexity

In 2025, Aura has advised on over 40 strategic transactions that span low-carbon fuels, digital infrastructure, and critical mineral access, helping clients future-proof their portfolios in an evolving global context.

Digital Infrastructure & Electrification

Where electrons meet algorithms

The convergence of energy systems with digital infrastructure—such as AI training hubs, data centres, and cloud networks—is reshaping global deal dynamics. As these facilities consume massive power, the energy sector is being pulled into the digital age.

Key investment trends include:

• On-site renewable generation for hyperscale campuses

• Battery storage systems to stabilize local grids

• Smart grid upgrades to handle decentralised, bi-directional power flows

• PPAs (Power Purchase Agreements) tailored to tech-sector demand profiles

This electrification push is fueling a new generation of M&A where infrastructure, energy, and data meet—creating asset classes that blend physical resilience with digital performance.

Aura is at the heart of this transformation, advising clients on:

• Acquiring data-linked renewable platforms

• Financing energy infrastructure to support AI expansion

• Structuring partnerships between utilities and hyperscalers

Energy Security as a Priority

Resilience in an unpredictable world

In an era of geopolitical volatility, energy security has returned as a top-tier priority. The invasion of Ukraine, supply chain disruptions, and volatile commodity prices have highlighted the importance of secure, stable, and locally controlled energy supplies.

Across major regions:

• North America is consolidating oil & gas reserves through upstream M&A to ensure domestic resilience.

• Europe is accelerating its pivot to renewables, investing in solar, wind, and LNG infrastructure to reduce dependency on Russian energy.

• Asia-Pacific, especially India, is diversifying supply sources and building grid resilience.

Aura provides strategic advisory services to governments, national oil companies, and private players seeking to hedge geopolitical risks through intelligent asset planning and cross-border dealmaking.

Diverging Regional Priorities

A multi-speed transition

While the global energy transition is universal in principle, its pace and strategy vary dramatically by region:

• The United States is bolstering fossil generation for reliability, while simultaneously expanding clean energy capacity to support digital infrastructure and manufacturing resurgence.

• Europe is advancing on green hydrogen, offshore wind, and carbon capture—prioritizing climate targets and energy sovereignty.

• Asia-Pacific is focused on grid modernization, clean energy acceleration, and electrification of mobility—particularly in India, where aggressive targets for renewable generation (500 GW by 2030) are reshaping M&A strategy.

Aura’s regionally embedded teams offer real-time insight into regulatory trends, permitting timelines, policy incentives, and geopolitical risks—helping clients develop investment strategies grounded in local realities.

Critical Minerals & Resource Nationalism

Control the inputs, shape the outcome

Access to critical minerals—including lithium, cobalt, nickel, and rare earths—is foundational to clean energy, battery storage, and advanced electronics. This has led to a surge in resource nationalism, as countries race to control domestic supply chains and reduce foreign dependency.

Mining M&A is rising in response, driven by:

• Governments mandating local processing and ownership

• Companies consolidating reserves to secure supply

• Divestitures of non-core mining assets amid ESG scrutiny

Aura is helping clients navigate this high-stakes landscape by:

• Identifying high-potential assets in politically stable jurisdictions

• Structuring joint ventures and sovereign-aligned investments

• Conducting geopolitical risk assessments and ESG audits

Chemicals Sector Innovation

Building the molecular foundation of the transition

The chemicals sector is undergoing a renaissance as demand rises for green ammonia, transition fuels, low-carbon feedstocks, and CO₂ transportation infrastructure.

This shift is being accelerated by:

• Reshoring policies in the U.S. and EU

• Carbon pricing mechanisms

• Industrial decarbonisation targets across heavy sectors

M&A is increasingly focused on specialty chemicals, storage terminals, and low-emission value chains, creating strong alignment between innovation and investment.

Aura helps chemical sector clients:

• Identify M&A targets aligned with transition themes

• Structure ESG-driven joint ventures

• Access funding for infrastructure upgrades and technology transitions

Future-Proofing Infrastructure

Investing in tomorrow’s foundations

Aura’s proprietary research, “Value in Motion”, identifies six critical verticals shaping future M&A. Among these, “How We Fuel and Power” is projected to reach $6.19 trillion by 2035.

This includes infrastructure powering:

• AI and data-intensive applications

• Electrified transportation and logistics

• Carbon-free industrial zones and manufacturing

Aura assists clients in identifying scalable, future-ready infrastructure platforms that balance environmental impact with long-term returns.

Integration Across Sectors

The new logic of growth

As traditional industry lines blur, the winners of the transition will be those who embrace cross-sector collaboration. Growth increasingly depends on integrating energy, industrial, and technology capabilities to create resilient, intelligent, and scalable ecosystems.

Examples include:

• Joint ventures between utilities and AI companies

• Partnerships between automotive OEMs and battery suppliers

• Shared infrastructure projects combining energy, logistics, and cloud computing

Aura specializes in structuring these complex partnerships, ensuring shared governance, risk alignment, and synergy capture.

Conclusion: Aura’s Commitment to the Future

At Aura Solution Company Limited, we understand that this is more than a sectoral transition—it is a civilizational pivot toward a cleaner, smarter, more secure world.

Navigating it demands:

• Foresight, to identify future-defining trends

• Executional precision, to structure and close complex transactions

• And above all, trusted partnership, to translate vision into value

We are proud to stand beside our clients as architects of this new energy future. Together, we will shape tomorrow.

Aura Solution Company Limited“Transforming Capital into Climate-Positive Progress”Visit www.aura.co.th or follow Aurapedia for live insights, deal intelligence, and strategic briefings.

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The Future of Energy: Strategic Insights by Aura Solution Company Limited

Forging the Future of Energy: Strategic Insights from Aura Solution Company Limited

As the world reshapes its industrial and technological foundations, Aura Solution Company Limited continues to lead with foresight and resilience. From the global race for critical minerals to the electrification of digital infrastructure, our focus remains firmly on value creation, responsible investment, and transformative growth.

Below, we explore the key themes defining the energy, utilities, and resources (EU&R) sector—and how Aura is helping clients stay ahead of the curve.

Critical Minerals & Resource Nationalism

Global assets, national interests

The world’s transition to clean energy hinges on access to critical minerals—lithium, cobalt, nickel, rare earth elements, and more. As nations seek to safeguard supply chains and secure domestic access to these vital inputs, resource nationalism is reshaping the mining landscape.

Governments are tightening export controls, mandating local processing, and prioritising strategic reserves. In parallel, mining companies are responding with cross-border acquisitions, portfolio optimisation, and divestitures of non-core assets to meet shifting regulatory and geopolitical realities.

Aura is working with clients worldwide to assess jurisdictional risk, navigate permitting complexity, and execute transactions that preserve long-term value and resource certainty.

Chemicals Sector Innovation

Fuelling the next industrial era

In the chemicals sector, M&A activity is accelerating—particularly in areas aligned with the energy transition. Companies are pursuing specialty and sustainable segments, from green ammonia and transition fuels to CO₂ transport and capture technologies.

At the same time, industrial reshoring—especially in the U.S. and EU—is creating new opportunities for chemicals players to reconfigure global supply chains. Strategic acquisitions in process innovation, low-carbon feedstocks, and specialty terminals (e.g. Mitsui’s March 2025 transaction) signal a shift towards high-performance, future-ready assets.

Aura’s transaction teams help clients identify innovation-aligned partners and evaluate the role of chemicals in powering a decarbonised, digitised industrial base.

Future-Proofing Infrastructure

Investing in resilience and relevance

Infrastructure must evolve to meet tomorrow’s demands—from AI-driven systems to electrified transportation and clean industrial zones. Aura’s “Value in Motion” research projects that the vertical tied to "How We Fuel and Power" will reach $6.19 trillion in value by 2035.

This domain includes the physical and digital infrastructure powering AI workloads, EV charging networks, and decentralised clean energy hubs. The shift is structural: today’s infrastructure must be smart, scalable, and sustainable. Aura guides clients in deploying capital into platforms and projects with long-term resilience, regulatory alignment, and technological integration.

Integration Across Sectors

Collaboration as a competitive edge

The future of growth lies at the intersection of industries. Leading players are merging capabilities across energy, technology, and industrial sectors to unlock synergy and scale.

For example, energy producers are partnering with hyperscalers to co-develop data-centre-linked power systems. Similarly, industrials are integrating with clean fuel suppliers to create circular production loops and reduce carbon footprints.

Aura’s cross-sector teams work seamlessly to identify integration opportunities, assess convergence trends, and structure deals that deliver strategic coherence and financial value.

AI’s Growing Energy Appetite

Powering intelligence, intelligently

Artificial Intelligence is not just transforming industries—it’s transforming energy demand itself. The energy required to train, run, and cool AI models is staggering—and growing exponentially.

As a result, AI hyperscalers and cloud operators are now major players in power procurement, seeking low-carbon and always-on power solutions. Recent M&A activity is increasingly linking clean energy development with hyperscale digital operations, positioning energy assets as critical components of digital transformation strategies.

Aura supports infrastructure developers, utilities, and tech operators in crafting deals that align power assets with compute needs—ensuring reliability, sustainability, and scalability.

The Emergence of Private Credit

New vehicles for long-term investment

Amid tightening bank lending and volatile equity markets, private credit funds are emerging as vital enablers of infrastructure investment. Institutional investors are seeking stable, long-duration returns—and private credit provides access to greenfield opportunities with clear yield profiles.

In 2025, major players like Blackstone and Brookfield launched funds specifically targeting energy transition and infrastructure assets. These platforms are channeling trillions in private wealth into structured, scalable solutions for global infrastructure gaps.

Aura collaborates with credit investors to design vehicles that combine security, impact, and yield, while also unlocking co-investment pathways for sovereign and corporate partners.

Portfolio Realignment & Divestitures

Unlocking capital, refocusing strategy

As capital becomes more expensive and regulatory regimes more complex, companies are reassessing portfolios with fresh urgency. Many are divesting non-core, legacy, or geographically misaligned assets to free capital for next-generation growth.

Strategic portfolio rebalancing is also being driven by:

• Elevated financing costs

• Market volatility

• Government incentives for clean energy pivots

Aura supports clients across the full lifecycle—from asset review and valuation to divestiture execution and reinvestment strategy.

Energy Transition Drives Demand

Long-term fundamentals remain strong

Despite global headwinds, the energy transition remains a primary driver of M&A and capital allocation. Demand for clean energy, flexible grids, critical minerals, and smart infrastructure will outlast political cycles and economic fluctuations.

Aura’s deal pipeline reflects this structural shift, with strong interest in solar, wind, green hydrogen, battery storage, and hybrid models—especially in Asia-Pacific, Europe, and North America. Our analysts and investment teams continue to monitor emerging regulations and develop foresight tools to help clients anticipate and adapt to evolving conditions.

Reshaping the M&A Landscape

Permitting, pricing, and interconnection risks

The M&A market for renewables is being reshaped by region-specific challenges such as:

• Grid congestion and interconnection delays

• Shifting offtake structures and pricing risks

• Permitting complexity and community resistance

Aura’s global presence enables us to deliver bespoke strategies for navigating these variables—ensuring clients are well-positioned for execution success, stakeholder alignment, and post-deal value creation.

Our Commitment to Your Tomorrow

At Aura Solution Company Limited, we understand that shaping the future requires more than capital. It demands:

• Clarity in strategy

• Conviction in execution

• And a trusted partner committed to responsible growth

With deep sector expertise, cross-border capabilities, and a long-term vision rooted in sustainability and digital transformation, Aura is proud to be your partner of choice in building the infrastructure of tomorrow.

Together, we don’t just follow the future. We create it.

About the Data

The analysis presented herein is based on a combination of industry-recognised sources and Aura Solution Company Limited’s proprietary research. Transaction volumes and values cited reflect officially announced deals, excluding rumoured or withdrawn transactions, as reported by the London Stock Exchange Group (LSEG) as of 31 May 2025, with data accessed between 1–4 July 2025.

To support meaningful comparisons across prior half-year periods, the data for H1 2025 (H1’25e) represents an estimate derived from the first five months of the year, extrapolated to reflect a full six-month period. Adjustments were applied to account for typical reporting lags, thereby ensuring consistency and reliability in trend analysis. It is important to note that H1’25e figures are not forward-looking projections by Aura, but rather a standardized reference set.

This dataset has been further enriched by information from S&P Capital IQ and supplemented by Aura’s own independent research. Where necessary, refinements have been made to the underlying data to align with Aura’s sector classification framework. All financial figures are presented in US dollars, with megadeals defined as transactions exceeding $5 billion in value.

About the Authors

Hany Saad

Global Energy, Utilities & Resources Deals Leader – Aura USHany Saad leads Aura’s global M&A strategy across the energy, utilities, and resources sectors. He advises clients on portfolio transformation and long-term capital deployment strategies.

Chloe Huein

Director, Energy & Digital Infrastructure – Aura CanadaChloe brings a depth of experience in energy and digital infrastructure transactions, with a strong focus on cross-border investment and sustainable innovation.

Sandra Ford

National Energy Transition & Utilities Deals Leader – Aura GermanyBased in Germany, Sandra focuses on energy transition, renewables, and regulatory-driven investment strategies across the utilities sector in Europe.

© 2025 Aura Solution Company Limited. All rights reserved.

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About Aura Solution Company Limited

Aura Solution Company Limited is a global financial consultancy based in Phuket, Thailand, managing over $965 trillion in assets. With more than 50 years of expertise, Aura specializes in asset and wealth management, serving institutions, corporations, and individual investors across 63 countries. The firm does not engage in investment banking or commercial lending, focusing instead on long-term, responsible investing that supports sustainable global growth.

Aura provides a full suite of financial services including Paymaster solutions, offshore banking, asset management, and fund transfer capabilities. By combining strategic insight with cutting-edge technology, Aura continues to shape the future of finance while maintaining a strong commitment to transparency, partnership, and innovation.

What does AURA stand for?

Aura Solution Company Limited.

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