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SK and KKR Form 49:51 Joint Venture to Build Large Renewables HoldCo

The deal will consolidate SK’s solar, wind, fuel-cell and storage assets to raise capital efficiency and scale capacity toward a 10 GW target by 2031.

Overview

  • SK Inc. has signed an agreement with U.S. investment firm KKR to create a 49:51 joint venture that will be launched by the end of the year.
  • Three SK affiliatesSK Innovation, SK ecoplant and SK Discovery—are transferring their renewable energy assets into the new HoldCo through business and share transfers.
  • The joint venture will start with about 1.7 gigawatts of operating capacity, exclude hydrogen projects, and cover solar, onshore and offshore wind, fuel cells and energy storage.
  • SK and KKR plan to expand the platform to roughly 10 GW by 2031, with KKR holding a 51 percent stake and taking initial management control.
  • SK says the move is part of a wider portfolio rebalancing to free capital, improve competitiveness, and meet rising industrial power needs from data centers and chip plants.