HASI and KKR Pledge Extra $1 Billion to CarbonCount Holdings 1
Investment Commitment: HA Sustainable Infrastructure Capital, Inc. (HASI) and KKR have announced an additional capital commitment of $500 million each, totaling $1 billion, to CarbonCount Holdings 1 LLC (CCH1) for sustainable infrastructure projects in the U.S.
Expanded Capacity: The new commitments will increase CCH1's total investment capacity to nearly $5 billion, with the investment period extended until the end of 2027 or when all commitments are utilized.
Strategic Partnership Goals: The partnership aims to efficiently deploy capital into projects that support the energy transition and meet rising power demand, reflecting strong momentum and confidence in future opportunities.
Background on Companies: HASI focuses on sustainable infrastructure investments, managing over $15 billion in assets, while KKR is a global investment firm that seeks attractive returns through disciplined investment strategies across various asset classes.
Discover Tomorrow's Bullish Stocks Today
Analyst Views on HASI
About HASI
About the author

Surging U.S. Electricity Demand Fuels Virtual Power Plant Growth
- Surging Electricity Demand: U.S. electricity demand is surging due to electric vehicles, data centers, and extreme temperatures, leading to increased reliance on variable wind and solar power as traditional coal and gas plants retire faster than replacements can be built.
- Rise of Virtual Power Plants: Utilities are deploying Virtual Power Plants (VPPs) that utilize thousands of small energy resources, including smart thermostats and home batteries, to create a cloud-based network that enhances grid flexibility and reliability during peak demand periods.
- National Grid's Growth Potential: National Grid's ConnectedSolutions program, launched in under four months, now boasts 250 megawatts of peak shaving capacity, with a reported underlying profit of £2.29 billion (approximately $3.1 billion), reflecting a 12% year-over-year increase and highlighting its strong performance amid rising energy demands.
- Sunrun's Market Opportunities: As the largest home-to-grid distributed power plant operator in the U.S., Sunrun's stock has surged over 100% in the past year, reporting $725 million in revenue for Q3, a 35% year-over-year increase, and partnering with HA Sustainable Infrastructure Capital to finance an additional 300 megawatts of capacity, further solidifying its market position.

National Grid and Sunrun's Virtual Power Plant Advantages
- Surging Market Demand: U.S. electricity demand is soaring due to electric vehicles, data centers, and extreme temperatures, prompting utilities to adopt virtual power plants (VPPs) to ensure grid stability as traditional coal and gas plants retire rapidly.
- National Grid's Performance Growth: National Grid's stock has risen nearly 40% over the past year, reporting an underlying profit of £2.29 billion, up 12% year-over-year in its half-year report, reflecting successful implementation in the VPP sector amid strong market demand.
- Sunrun's Expansion Plans: As the largest home-to-grid distributed power plant operator in the U.S., Sunrun has enrolled 106,000 customers in 17 VPP programs and collaborated with three utilities to provide a 500-megawatt VPP, aimed at preventing rolling blackouts during peak times.
- Future Investment Potential: With solar power's share in the U.S. rising from 1% to 8% over the past 15 years, Sunrun's partnership with HA Sustainable Infrastructure Capital is expected to finance an additional 300 megawatts of capacity, further solidifying its market position and driving future growth.









