Refex Renewables expands wind power portfolio via acquisition of three special purpose vehicles
The acquisition adds wind power capacity/ownership, increasing renewable electricity supply from the acquired projects.
Source →The trace
How it reaches your house.
Starting from Statkraft SF, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Electricite de France S.A. (EDF) →supply upIndustrial electricity (high-voltage)
Refex’s added wind capacity increases grid electricity availability, and this broad, non-sole-source market should see a modest supply lift rather than a large step change.
56% confidenceHop 2
Industrial electricity (high-voltage) →Prices easeAdded wind generation increases industrial electricity supply in PJM-connected markets, which should दबe wholesale prices and reduce scarcity rents for a large market participant.
68% confidenceIndustrial electricity (high-voltage) →Prices easeElectric Reliability Council of Texas (ERCOT)
More renewable supply lowers high-voltage electricity prices in ERCOT's market, pressuring a major 10% share participant on the supply side.
65% confidenceIndustrial electricity (high-voltage) →Prices easeHop 3
Electric Reliability Council of Texas (ERCOT) →supply upIndustrial electricity (high-voltage)
Refex's added wind generation in the ERCOT market should modestly increase the availability of high-voltage industrial electricity, and the 10% market-share edge with a 6-month replacement horizon supports a moderate transmission.
78% confidencePJM Interconnection LLC →supply upIndustrial electricity (high-voltage)
Refex’s added wind output raises available high-voltage electricity supply, which would modestly ease PJM’s dependence on that input given only 12% market share and high substitutability.
27% confidenceDuke Energy Corporation →supply up
Where it lands
What you buy, and what you own.
Goods you buy
No consumer goods on this path.
In the MyPRIA app, this is checked against your own holdings.