Browsing Tag
Lotus Infrastructure Partners
3 posts
Vistra (VST) completes $4bn Cogentrix acquisition, but can 5.5 GW of gas capacity deliver expected returns?
Vistra has completed its acquisition of Cogentrix Energy, adding 10 natural gas generation facilities and expanding its US fleet to nearly 50,000 MW. The transaction was originally valued at approximately $4 billion after expected tax benefits, but its investment case depends on delivering forecast cash-flow accretion while maintaining balance-sheet discipline.
October 31, 2026
Yara agrees $1.3bn Gulf Coast Ammonia acquisition in major bet on US gas economics
Yara International is acquiring a 1.3 million-tonne Texas ammonia facility that is still being commissioned. The deal could lower production costs and strengthen supply security, but it also concentrates considerable capital and operational risk in a plant that has yet to demonstrate stable commercial performance.
July 5, 2026
Why Vistra’s $2bn secured debt bet could define its next phase in power and acquisitions
Vistra Corporation (NYSE: VST) raises $2B in senior secured notes to refinance debt, fund acquisitions, and expand power capacity.
October 2, 2025