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Buy-Side Advisory for Renewable Energy & Climate Tech

We advise private equity, family offices, sovereign wealth funds, hedge funds, and board-level sponsors on asset-grade due diligence — including renewable energy due diligence and climate tech due diligence — capital deployment, and IRR-linked execution across renewable fuels, low-carbon molecules, and energy-transition platforms.

New investments • Existing asset optimization • Value-at-risk assessment • Scale-up feasibility

EXECUTIVE THESIS

SAF & E-Fuels: The Feedstock & Pathway Edge

Multi-pathway configurations (HEFA, AtJ, FT, PtL) with feedstock optionality can potentially out-compete single-pathway plants on margin resilience – not just capacity expansion alone 

BECCS at Biorefineries: Double-Stacked Returns 

Fermentation COâ‚‚ capture can stack 45Q + 45Z credits into a defensible cash engine that fully integrated operators can execute at scale.

Fuel Cells: Bridging the Datacenter Power Gap

48E-backed fuel-cells can cut short multi-year grid interconnection delays for hyperscalers, turning uptime guarantees into premium-rate offtake. 

Green Hâ‚‚: Right-Sized, Bankable, Built by 2027

Compressed 45V timelines under OBBBA make megaprojects risky — but power-advantaged, co-located Hâ‚‚→NH₃/MeOH assets still pencil strong IRR in the right niches.

Emerging Watchlist

Geothermal Baseload for AI & Industry — Resource-proven basins within fiber reach are gaining offtake attention as wind/solar timelines tighten.

CONNECTED VALUE CHAIN

Our mandates span the linked value chain where feedstock economics, process technology, capital architecture, and exit pathways determine value.

Feedstock Origination

UCO, tallow, biomass residues, MSW — margin lives in CI, price, and logistics.   

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→  renewable diesel strategy advisory

Product Design & Offtake

SAF, RD, green Hâ‚‚, green methanol, platform chemicals—contract quality and premia defend IRR.

 

sustainable aviation fuel project advisory

Conversion Technologies

Fischer Tropsch, Gasification, Alcohol to Jet—fit-for-scale depend on CI, uptime and TRL. 

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e-fuels / power-to-liquids advisory

Capital, Credits & Exit Strategy

45Z, LCFS, RINs, tax equity, roll-ups—value sits in stack design and exit timing. 

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capital structure & exit strategy advisory

VALUE IN ACTION

Power To Liquid (PtL)

De-risked $200M+ investment for sovereign wealth fund via full techno-commercial validation for e-fuels & biomaterials 

Biomass & Municipal Solid Waste (MSW)to Synfuels 

​Assessed technology maturity, IRR sensitivity & bankability for early-stage VC bet

Cellulosic Biofuels & Green Hydrocarbons

Guided European PE firm through market sizing, platform potential & IRR calibration

Renewable Diesel (RD) & Sustainable Aviation Fuel (SAF)

Designed investment strategy for capital-efficient entry, margin structures, incentive stacking & market prioritization

CORE SERVICES

Technology De-Risking

Commercialization

Validating frontier technologies across energy storage, green hydrocarbons, advanced biofuels, platform chemicals, carbon sequestration, waste conversion & recycling for scalability, market fit, value capture and bankable offtake. 

Portfolio Resilience 

Market Positioning

Multi-pathway production, credit optimization (LCFS, RED III, CORSIA), credible offtake stacks and feedstock diversification — protecting IRR and FCF through policy cycles and commodity swings.

Time-to-Value Compression

Tailored Solutions

Shortening the period from capital allocation to positive cash flow by fast-tracking critical decision points with structured execution frameworks.

Performance Optimization

Asset Conversion

Transforming idle or distressed assets into competitive operations, improving EBITDA & IRR through debottlenecking, OPEX reduction or yield optimization

Opportunity Origination

Tailored Solutions

Surfacing under‑market or overlooked assets across SAF, Renewable Diesel, E‑Fuels and Platform Chemicals via proprietary sector scans, policy arbitrage, feedstock economics, and real‑world readiness signals.

Transaction-Grade Due Diligence

Expert Guidance

IC-ready technical, commercial, and policy due diligence for investments, JV, and strategic stakes — integrating financial models with operational risk assessment.

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transaction-grade due diligence

Rooted in two decades of global energy investing and operational leadership, Trident Renewables bridges institutional capital with real-world scale in renewables and climate technologies. Our perspective combines investment discipline with operating insight — built from assets, not abstraction

Connect With Us

Mumbai | San Francisco  

  • Trident Renewables
  • Trident Renewables
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