All Posts

An opinion piece by Nico Popp (Apaton Finance GmbH). The Canadian company RE Royalties capitalizes on existing financing gaps in the renewable energy sector and applies a proven royalty model to completely insulate itself from operating cost risks. The company provides asset-backed loans to project developers and, in return, receives long-term gross revenue shares of between 1% and 2% for periods ranging from 15 to 25 years. In the third quarter of fiscal year 2025, net reven

An opinion piece by Armin Schulz (Apaton Finance GmbH). RE Royalties has taken a proven model from the commodities sector and applied it to green energy projects. Instead of building wind farms or solar plants itself, the company provides capital to developers without requiring them to give up equity. In return, RE Royalties receives a revenue-based royalty over the entire term, often 20 years or longer. This generates recurring, inflation-protected cash flows. The market for

An opinion piece by André Will-Laudien (Apaton Finance GmbH). Investors are increasingly questioning whether public subsidy programs in their current form can remain financially sustainable in the long term. Capital-intensive projects with long payback periods—such as offshore wind farms, hydrogen infrastructure, or massive grid expansions—are particularly affected. The result is a paradigm shift within the green finance world. A shift away from purely politically driven visi

An opinion piece by Fabian Lorenz (Apaton Finance GmbH). While shares of companies like Plug Power, Bloom Energy, and even Nel ASA are skyrocketing, a revaluation for RE Royalties could be on the horizon in the coming weeks. The Canadians are also benefiting from the explosive rise in electricity demand driven by AI. Companies in the energy production and infrastructure sectors are increasingly emerging as the real winners of the AI boom. This is precisely where RE Royalties