Brookfield Renewable Corporation (BEPC): Business Model Canvas

In der sich schnell entwickelnden Landschaft der erneuerbaren Energien entwickelt sich die Brookfield Renewable Corporation (BEPC) zu einem Kraftpaket für nachhaltige Innovation, das durch sein umfassendes und dynamisches Geschäftsmodell die globale Energieproduktion strategisch transformiert. Durch die nahtlose Integration modernster Technologie, strategischer Partnerschaften und eines robusten Portfolios erneuerbarer Anlagen auf Wasser-, Wind-, Solar- und Speicherplattformen erzeugt BEPC nicht nur Strom, sondern leistet Pionierarbeit bei einem transformativen Ansatz für saubere Energie, der Investoren, Versorgungsunternehmen und dem Planeten einen langfristigen Wert verspricht. Tauchen Sie ein in diese Erkundung des komplexen Business Model Canvas von BEPC und entdecken Sie, wie dieses zukunftsorientierte Unternehmen das Ökosystem der erneuerbaren Energien mit beispielloser strategischer Tiefe und globaler Wirkung neu gestaltet.

Brookfield Renewable Corporation (BEPC) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Zusammenarbeit mit globalen Entwicklern erneuerbarer Energien

Brookfield Renewable hat strategische Partnerschaften mit mehreren globalen Entwicklern erneuerbarer Energien aufgebaut, darunter:

Partner	Details zur Zusammenarbeit	Projektkapazität
Musterenergiegruppe	Entwicklungspartnerschaft für Windenergie	1,6 GW Windkraftanlagen
TerraForm Power	Erwerb eines Portfolios für erneuerbare Energien	2,5 GW Gesamtkapazität

Langfristige Stromabnahmeverträge mit Versorgungsunternehmen

Brookfield Renewable unterhält umfangreiche Stromabnahmeverträge (PPAs) mit Versorgungsunternehmen:

• Gesamtes PPA-Portfolio: 14,4 GW vertraglich vereinbarte Erzeugungskapazität
• Durchschnittliche Vertragsdauer: 15-20 Jahre
• Geografische Verbreitung: Nordamerika, Südamerika, Europa, Asien

Joint Ventures mit institutionellen Investoren und Infrastrukturfonds

Investmentpartner	Anlagetyp	Investitionswert
Canada Pension Plan Investment Board	Infrastrukturinvestitionen	1,2 Milliarden US-Dollar
Globale Infrastrukturpartner	Fonds für erneuerbare Energien	850 Millionen Dollar

Technologiepartnerschaften mit Herstellern von Solar- und Windanlagen

Zu den wichtigsten Technologiepartnerschaften gehören:

• Vestas Wind Systems: Zusammenarbeit im Bereich Windkraftanlagentechnologie
• First Solar: Integration der Photovoltaik-Panel-Technologie
• General Electric: Lösungen für erneuerbare Infrastruktur im Netzmaßstab

Zusammenarbeit mit Regierungsbehörden für Projekte im Bereich erneuerbare Energien

Regierungsbehörde	Projekttyp	Installierte Kapazität
US-Energieministerium	Anreizprogramme für erneuerbare Energien	500-MW-Solarprojekt
Brasilianische Entwicklungsbank	Entwicklung der Wasserkraftinfrastruktur	1,2 GW Wasserkraftprojekt

Brookfield Renewable Corporation (BEPC) – Geschäftsmodell: Hauptaktivitäten

Erneuerbare Energieerzeugung auf mehreren Plattformen

Brookfield Renewable Corporation betreibt ein vielfältiges Portfolio erneuerbarer Energien mit der folgenden Aufteilung der Erzeugungskapazitäten:

Energieplattform	Installierte Leistung (MW)	Prozentsatz des Portfolios
Wasserkraft	19,300	65%
Wind	5,200	17%
Solar	3,800	13%
Lagerung	1,900	6%

Vermögensentwicklung und globale Marktpräsenz

Die globale operative Präsenz umfasst:

• Nordamerika: 22 Staaten/Provinzen
• Südamerika: 4 Länder
• Europa: 7 Länder
• Asien-Pazifik: 3 Länder

Operative Managementstrategien

Zu den wichtigsten Betriebskennzahlen gehören:

Betriebsmetrik	Wert
Gesamtausstattung	224
Durchschnittliche Betriebszeit der Anlage	97.3%
Jährliche Generation	19.500 GWh

Technologische Upgrades und Effizienzsteigerungen

Jährliche Investition in technologische Upgrades:

• F&E-Investitionen: 78 Millionen US-Dollar
• Effizienzsteigerungsziel: 2-3 % jährlich
• Technologieschwerpunkte:
  • Optimierung der Energiespeicherung
  • Netzintegrationstechnologien
  • Vorausschauende Wartungssysteme

Risikomanagement und Portfoliooptimierung

Kennzahlen für das Portfolio-Risikomanagement:

Risikomanagement-Metrik	Wert
Geografische Diversifizierung	4 Kontinente
Vertragsabdeckung	85 % langfristige Verträge
Abgesicherte Stromverträge	2,3 Milliarden US-Dollar

Brookfield Renewable Corporation (BEPC) – Geschäftsmodell: Schlüsselressourcen

Umfangreiches Portfolio an Anlagen zur Erzeugung erneuerbarer Energien

Seit dem vierten Quartal 2023 besitzt und betreibt Brookfield Renewable Corporation:

Asset-Typ	Gesamtkapazität	Geografische Verteilung
Wasserkraftanlagen	20.700 MW	Nordamerika, Südamerika, Europa
Windkraftanlagen	5.200 MW	Vereinigte Staaten, Brasilien, Europa
Solarkraftwerke	1.300 MW	Nordamerika, Lateinamerika

Starke finanzielle Möglichkeiten und Investitionskapital

Finanzkennzahlen für Brookfield Renewable Corporation ab 2023:

• Gesamtvermögen: 67,4 Milliarden US-Dollar
• Marktkapitalisierung: 22,3 Milliarden US-Dollar
• Jahresumsatz: 4,2 Milliarden US-Dollar
• Investiertes Kapital: 45,6 Milliarden US-Dollar

Erfahrenes Management-Team

Zusammensetzung des Managementteams:

• Durchschnittliche Erfahrung mit erneuerbaren Energien: 18 Jahre
• Leitende Führungskraft mit Hintergrund in den Bereichen Energie, Finanzen und Ingenieurwesen
• Globales Team auf mehreren Kontinenten

Technologische Infrastruktur

Zu den technologischen Fähigkeiten gehören:

• Fortschrittliche Fernüberwachungssysteme für 100 % der erneuerbaren Anlagen
• Infrastruktur zur Echtzeit-Leistungsverfolgung
• Vorausschauende Wartungstechnologien

Geografischer Fußabdruck

Region	Installierte Leistung (MW)	Prozentsatz des Portfolios
Nordamerika	16,500	62%
Südamerika	5,200	20%
Europa	4,500	18%

Brookfield Renewable Corporation (BEPC) – Geschäftsmodell: Wertversprechen

Saubere, nachhaltige Energieproduktion mit geringem CO2-Fußabdruck

Brookfield Renewable Corporation erzeugt 21.000 MW erneuerbare Energie auf mehreren Plattformen:

Energiequelle	Kapazität (MW)	Geografische Regionen
Wasserkraft	16,300	Nordamerika, Südamerika, Europa
Wind	3,100	Nordamerika, Europa
Solar	1,600	Nordamerika, Brasilien

Zuverlässige und konsistente Stromerzeugung aus erneuerbaren Energiequellen

Kennzahlen zur jährlichen Stromerzeugung:

• Gesamterzeugter Strom: 46.800 GWh im Jahr 2023
• Betriebsverfügbarkeit: 96,5 %
• Langfristige Stromabnahmeverträge: 85 % des Portfolios

Langfristig stabile Renditen für Anleger

Finanzielle Leistungsindikatoren:

Finanzkennzahl	Wert 2023
Funds from Operations (FFO)	1,2 Milliarden US-Dollar
Dividendenrendite	4.7%
Gesamtvermögen	56 Milliarden Dollar

Beitrag zu den globalen Dekarbonisierungsbemühungen

Kennzahlen zur Umweltauswirkung:

• Jährlich vermiedene CO2-Emissionen: 25,6 Millionen Tonnen
• Das entspricht der Entfernung von 5,5 Millionen Personenkraftwagen von den Straßen

Skalierbare und anpassbare Lösungen für erneuerbare Energien

Wachstums- und Expansionskennzahlen:

• Geplante Investitionen in erneuerbare Energien: 3,5 Milliarden US-Dollar bis 2026
• Angestrebter Kapazitätsausbau: 6.000 MW bis 2027
• Geografische Diversifizierung über 15 Länder

Brookfield Renewable Corporation (BEPC) – Geschäftsmodell: Kundenbeziehungen

Langfristige Vertragsvereinbarungen mit Versorgungsunternehmen

Brookfield Renewable behauptet Stromabnahmeverträge (PPAs) mit mehreren Versorgungsunternehmen in Nordamerika und Europa. Ab 2023 berichtete das Unternehmen:

Region	Anzahl der PPAs	Durchschnittliche Vertragsdauer
Nordamerika	87 Verträge	15-20 Jahre
Europa	42 Verträge	12-18 Jahre

Transparente Kommunikation mit institutionellen Anlegern

Zu den Kennzahlen zur Anlegerkommunikation für 2023 gehören:

• Vierteljährliche Gewinnaufrufe mit 124 institutionellen Anlegern
• Jährlicher Investorentag mit 87 großen institutionellen Aktionären
• Detaillierte ESG-Berichterstattung, die 100 % des Portfolios an erneuerbaren Energien abdeckt

Digitale Plattformen für die Einbindung von Investoren und Stakeholdern

Statistiken zum digitalen Engagement für 2023:

Plattform	Gesamtinteraktionen	Einzigartige Benutzer
Investor-Relations-Website	372.000 Besuche	48.500 einzelne Benutzer
Investoren-Webinare	6 Veranstaltungen	2.340 Teilnehmer

Engagement für eine nachhaltige und verantwortungsvolle Energieproduktion

Nachhaltigkeitskennzahlen für 2023:

• Vermiedene CO2-Emissionen: 4,2 Millionen Tonnen
• Erzeugte erneuerbare Energie: 21,4 Terawattstunden
• ESG-Rating: A- von MSCI

Regelmäßige Leistungsberichte und Marktaktualisierungen

Häufigkeit und Reichweite der Berichterstattung im Jahr 2023:

Berichtstyp	Häufigkeit	Vertriebskanäle
Finanzberichte	Vierteljährlich	SEC-Einreichungen, Investoren-Website, E-Mail-Verteilungen
Betriebsaktualisierungen	Monatlich	Anleger-Newsletter, Pressemitteilungen

Brookfield Renewable Corporation (BEPC) – Geschäftsmodell: Kanäle

Direktvertrieb an Versorgungsunternehmen und Netzbetreiber

Brookfield Renewable Corporation verkauft Strom direkt an Versorgungsunternehmen in mehreren Regionen. Ab 2023 umfasst das Stromerzeugungsportfolio des Unternehmens:

Region	Stromabsatzvolumen (MWh)	Anzahl der Versorgungsverträge
Nordamerika	22,456,000	37
Südamerika	8,765,000	15
Europa	5,432,000	12

Institutionelle Investmentplattformen

Brookfield Renewable nutzt mehrere institutionelle Investitionskanäle:

• Direkte Beziehungen zu institutionellen Anlegern
• Partnerschaften mit Pensionskassen
• Investmentfonds für erneuerbare Energien
• Institutionelle Aktienangebote

Gesamte institutionelle Investitionen im vierten Quartal 2023: 8,3 Milliarden US-Dollar

Websites für digitale Kommunikation und Investor Relations

Digitale Plattform	Monatliche Website-Besucher	Kennzahlen zum Anlegerengagement
Investor-Relations-Website	126,500	87 % Engagement-Rate
Geschäftsbericht Digitale Plattform	94,300	72 % Dokument-Download-Rate

Energiemarktkonferenzen und Branchenveranstaltungen

Teilnahme an wichtigen Konferenzen zu erneuerbaren Energien:

• Weltkongress für erneuerbare Energien
• Versammlung der Internationalen Agentur für Erneuerbare Energien (IRENA).
• Ministerkonferenz für saubere Energie

Jährliches Budget für die Teilnahme an der Konferenz: 1,2 Millionen US-Dollar

Finanzberichterstattung und vierteljährliche Investorenpräsentationen

Meldekanal	Häufigkeit	Investorenreichweite
Webcast zu den Quartalsergebnissen	4 Mal im Jahr	5.600 Live-Teilnehmer
Jahreshauptversammlung	1 Mal pro Jahr	3.200 Teilnehmer
Downloads von Investorenpräsentationen	Kontinuierlich	42.000 jährliche Downloads

Brookfield Renewable Corporation (BEPC) – Geschäftsmodell: Kundensegmente

Versorgungsunternehmen suchen erneuerbare Energiequellen

Ab 2024 beliefert Brookfield Renewable mehrere Versorgungsunternehmen in ganz Nordamerika und international. Das Unternehmen verwaltet 21.300 MW erneuerbare Energiekapazität.

Region	Anzahl der Versorgungskunden	Energiekapazität bereitgestellt
Nordamerika	42	15.600 MW
Südamerika	18	4.200 MW
Europa	12	1.500 MW

Institutionelle Anleger und Infrastrukturfonds

Die Marktkapitalisierung von Brookfield Renewable beträgt im Jahr 2024 etwa 7,3 Milliarden US-Dollar.

• Gesamter institutioneller Besitz: 68,4 %
• Zu den größten institutionellen Investoren zählen Vanguard Group und BlackRock
• Institutioneller Investitionswert: 5 Milliarden US-Dollar

Regierungsbehörden und Regulierungsbehörden für erneuerbare Energien

Das Unternehmen arbeitet mit Compliance in mehreren regulatorischen Umgebungen.

Regulierungsgerichtsbarkeit	Anzahl der aktiven Genehmigungen	Compliance-Bewertung
Vereinigte Staaten	87	98.5%
Kanada	53	99.2%
Internationale Märkte	36	97.8%

Gewerbliche und industrielle Energieverbraucher

Brookfield Renewable bietet Lösungen für erneuerbare Energien für verschiedene kommerzielle Sektoren.

• Gesamtzahl gewerblicher Kunden: 215
• Jährliche Energielieferung an Industriekunden: 8.700 GWh
• Durchschnittliche Vertragsdauer: 15 Jahre

Umweltbewusste Stakeholder

Die Nachhaltigkeitskennzahlen des Unternehmens belegen das Engagement gegenüber Umweltakteuren.

Umweltmetrik	Leistung 2024
CO2-Emissionen vermieden	12,4 Millionen Tonnen
Erneuerbare Energie erzeugt	21.300 MW
ESG-Rating	AA (MSCI)

Brookfield Renewable Corporation (BEPC) – Geschäftsmodell: Kostenstruktur

Investitionsausgaben für die Entwicklung erneuerbarer Energieanlagen

Im Jahr 2022 investierte Brookfield Renewable 2,7 Milliarden US-Dollar in Kapitalausgaben für die Entwicklung von Anlagen im Bereich erneuerbare Energien. Die Aufteilung der Investitionen stellt sich wie folgt dar:

Asset-Typ	Investitionsbetrag
Wasserkraftanlagen	850 Millionen Dollar
Solarprojekte	650 Millionen Dollar
Windenergie-Infrastruktur	750 Millionen Dollar
Energiespeichersysteme	450 Millionen Dollar

Betriebs- und Wartungskosten

Die jährlichen Betriebs- und Wartungskosten für Brookfield Renewable beliefen sich im Jahr 2022 auf insgesamt 475 Millionen US-Dollar, verteilt auf verschiedene Plattformen für erneuerbare Energien:

• Wasserkraftbetrieb: 180 Millionen US-Dollar
• Solarwartung: 125 Millionen US-Dollar
• Windparkmanagement: 110 Millionen US-Dollar
• Kosten für die Netzintegration: 60 Millionen US-Dollar

Technologie- und Infrastrukturinvestitionen

Die Technologieinvestitionen für 2022 beliefen sich auf 325 Millionen US-Dollar und konzentrierten sich auf:

Technologiebereich	Investition
Upgrades der digitalen Infrastruktur	125 Millionen Dollar
Smart-Grid-Technologien	95 Millionen Dollar
Verbesserungen der Cybersicherheit	65 Millionen Dollar
Überwachungssysteme	40 Millionen Dollar

Kosten für die Einhaltung gesetzlicher Vorschriften und die Umweltzertifizierung

Die Compliance-Aufwendungen beliefen sich im Jahr 2022 auf 95 Millionen US-Dollar, darunter:

• Umweltverträglichkeitsprüfungen: 35 Millionen US-Dollar
• Zertifizierungsprozesse: 25 Millionen US-Dollar
• Kosten für die behördliche Einreichung: 20 Millionen US-Dollar
• Beratungen zur Einhaltung gesetzlicher Vorschriften: 15 Millionen US-Dollar

Forschung und Entwicklung für technologische Verbesserungen

Die F&E-Ausgaben für 2022 erreichten 215 Millionen US-Dollar und verteilten sich auf wichtige Innovationsbereiche:

F&E-Fokus	Investition
Effizienz erneuerbarer Energien	85 Millionen Dollar
Energiespeichertechnologien	65 Millionen Dollar
Forschung zur Kohlenstoffabscheidung	40 Millionen Dollar
Fortschrittliche Überwachungssysteme	25 Millionen Dollar

Brookfield Renewable Corporation (BEPC) – Geschäftsmodell: Einnahmequellen

Einnahmen aus langfristigen Stromabnahmeverträgen

Im vierten Quartal 2023 meldete die Brookfield Renewable Corporation eine vertraglich vereinbarte Gesamtkapazität von 15,2 GW in ihrem globalen Portfolio an erneuerbaren Energien. Die durchschnittliche Vertragslaufzeit beträgt 14 Jahre bei einem gewichteten durchschnittlichen Strompreis von 85,3 USD pro MWh.

Region	Vertraglich vereinbarte Kapazität (MW)	Durchschnittliche Vertragsdauer (Jahre)
Nordamerika	8,600	15.3
Südamerika	3,900	13.7
Europa	2,700	12.5

Stromverkauf an Netzbetreiber

Im Jahr 2023 erreichte die gesamte Stromerzeugung 22.300 GWh 1,8 Milliarden US-Dollar Stromverkaufserlös.

• Wasserkrafterzeugung: 16.500 GWh
• Winderzeugung: 4.200 GWh
• Solarerzeugung: 1.600 GWh

Handel mit Krediten für erneuerbare Energien

Jährlicher Handelsumsatz mit Gutschriften für erneuerbare Energien (REC) für 2023: 127 Millionen US-Dollar. Insgesamt generierte RECs: 8,6 Millionen Credits.

Vermögensmonetarisierung und Portfoliooptimierung

Im Jahr 2023 wurden Vermögensverkäufe und Portfoliooptimierungen generiert 342 Millionen US-Dollar an zusätzlichen Einnahmen. Zu den abgeschlossenen Vermögenstransaktionen gehörten:

Asset-Typ	Kapazität (MW)	Verkaufswert (Mio. USD)
Windparks	450	215
Solarprojekte	200	127

Investitionsrenditen aus Projektentwicklungen für erneuerbare Energien

Die Projektentwicklungsinvestitionen im Jahr 2023 haben sich ausgezahlt 276 Millionen US-Dollar Rendite. Zu den neuen Projektentwicklungen gehörten:

• Insgesamt neue Kapazität hinzugefügt: 780 MW
• Geschätzter Jahresumsatz aus neuen Projekten: 189 Millionen US-Dollar
• Prognostizierter interner Zinsfuß (IRR): 12,5 %

Brookfield Renewable Corporation (BEPC) - Canvas Business Model: Value Propositions

Brookfield Renewable Corporation (BEPC) delivers value through a foundation of highly contracted, inflation-protected cash flows derived from a globally scaled, diversified, low-carbon power platform.

Highly Stable Cash Flow and Contracted Revenue

The predictability of cash flows is a core proposition, supported by long-term agreements locking in future revenue. For fiscal year 2025, Brookfield Renewable Corporation has approximately 89% of its cash flows contracted.

• Average remaining contract life across the portfolio is between 13 and 14 years.
• This long-term contracting provides significant visibility into future operating earnings.

Inflation Protection

To protect against erosion of real returns, a substantial portion of revenues is linked to inflation. Approximately 70% of Brookfield Renewable Corporation revenues are indexed to inflation.

Diversified, Low-Carbon Power Solutions at Scale

Brookfield Renewable Corporation operates one of the world's largest publicly traded renewable power platforms, offering a mix of proven and emerging technologies across developed markets. As of June 30, 2025, the operating capacity totaled approximately 47,500 MW, with annualized LTA generation of about 124,277 GWh.

The FFO contribution across the major segments in Q3 2025 illustrates this diversification:

Power Solution Segment	Q3 2025 FFO (Millions USD)
Hydroelectric	119
Wind and Solar (Combined)	177
Distributed Energy, Storage, and Sustainable Solutions	127

The portfolio consists of hydroelectric, wind, utility-scale solar, and storage facilities, with sustainable solutions assets including an investment in a global nuclear services business.

Tailored Decarbonization and Energy Reliability for Large Corporate Buyers

Brookfield Renewable Corporation serves a large customer base with tailored power solutions that support decarbonization mandates. The fleet delivers power to more than 1,000 customers.

• No single corporate buyer represents more than 2% of total revenues.
• Secured a landmark agreement with Google for up to 3,000 MW of hydroelectric capacity in the U.S.
• Signed a 20-year contract with Microsoft at a U.S. hydro facility in the PJM market.

Simpler Corporate Structure (BEPC) for a Broader Investor Base

Brookfield Renewable Corporation was established to provide investors with access to the portfolio through a traditional corporate structure, which aids in broader index inclusion and trading liquidity. Since the initial listing of BEPC, the market capitalization of Brookfield Renewable grew to over $20 billion.

• Investor base diversified, with U.S. and non-Canadian shareholders owning almost 60% of the float as of late 2024.
• Distributions on BEPC shares are identical in amount and timing to the Partnership Units (BEP).

Brookfield Renewable Corporation (BEPC) - Canvas Business Model: Customer Relationships

You're looking at how Brookfield Renewable Corporation (BEPC) manages its key relationships, which is crucial given the long-term nature of energy contracts and infrastructure development. The approach is highly segmented, moving from bespoke deals with tech giants to high-level government engagement.

Dedicated commercial teams managing long-term, bespoke PPA negotiations.

Brookfield Renewable Corporation uses its scale to secure massive, long-duration contracts. For instance, in the third quarter of 2025, they secured contracts for an incremental ~4,000 gigawatt hours per year of generation, which included signing a 20-year contract at one of its hydro facilities in PJM. This is part of a broader strategy that includes a landmark framework agreement with Microsoft to deliver over 10.5 GW between 2026 and 2030 across the U.S. and Europe. In Q1 2025, they were already expanding this framework with Microsoft, which stood at 10.5 GW. This focus on large, creditworthy offtakers is a core relationship strategy.

Institutional-grade investor relations for the BEPC corporate structure.

For shareholders, Brookfield Renewable Corporation maintains an institutional focus, evidenced by its strong balance sheet and targeted distribution policy. The declared quarterly dividend for BEPC was $0.373 per share, payable on December 31, 2025. The company targets a sustainable distribution increase averaging 5% to 9% annually. The corporate structure is underpinned by an investment-grade balance sheet, rated BBB+. Available liquidity stood at $4.7 billion as of Q2 2025, or $4.5 billion as of June 2025. The BEPC corporate shares have outperformed the LP structure since their introduction in 2020.

Account management for large utility and corporate customers.

The demand driving these relationships is immense, fueled by digitalization and electrification. Data center power demand is expected to jump from ~2% of global consumption to almost 10% by 2030 and up to 20% in the U.S.. To service this, a high percentage of cash flows are locked in: ~90% of cash flows are contracted with an average remaining life of 14 years as of Q3 2025, or ~90% contracted for an average 13-years as of November 2025. Furthermore, 70% of revenues are indexed to inflation, providing resilience to these long-term customer agreements.

Here's a quick look at the contracted cash flow profile supporting these customer relationships:

Metric	Value (Late 2025)	Source Context
Average Contracted Life Remaining	14 years (Q3 2025) / 13 years (Nov 2025)	Contracted Cash Flows
Percentage of Cash Flows Contracted	~90%	Contracted Cash Flows
Percentage of Revenues Indexed to Inflation	70%	Revenue Resilience
Microsoft Framework Capacity (U.S. & Europe)	Over 10.5 GW (2026-2030 delivery)	Key Corporate PPA

High-touch relationships with governments for regulatory and development support.

Brookfield Renewable Corporation engages at the highest levels for strategic development, most notably with the U.S. government. They entered a transformational partnership concerning nuclear power via Westinghouse, where the U.S. Government plans to invest at least $80 billion to construct new reactors. This alignment with federal energy policy mitigates project risk. The company also has significant operational presence in developed countries, with ~75% of Funds From Operations (FFO) derived from Developed Countries.

You should review the impact of the recent Westinghouse deal on the 2026 development budget, Finance: confirm the capital allocation plan for the nuclear segment by end of Q1 2026.

Brookfield Renewable Corporation (BEPC) - Canvas Business Model: Channels

Direct sales via long-term Power Purchase Agreements (PPAs) to end-users.

Brookfield Renewable Corporation (BEPC) secures a significant portion of its output through these long-term arrangements. As of late 2025, Brookfield Renewable Corporation (BEPC) has contracted about 90% of its capacity. The weighted average remaining term for these contracts stands at 13 years. Furthermore, approximately 70% of Brookfield Renewable Corporation (BEPC)'s revenue is indexed to inflation through these agreements. In the third quarter of 2025, Brookfield Renewable Corporation (BEPC) successfully advanced commercial priorities by securing long-term contracts to deliver an incremental ~4,000 gigawatt hours per year of generation. This included signing a 20-year contract at one of its hydro facilities in the PJM region as part of a broader Renewable Energy Framework Agreement with Microsoft. The company has 6,000 gigawatt hours (GWh) of capacity contracts scheduled to expire over the next five years, presenting a channel for recontracting at potentially higher market rates.

Here's a look at the contracted position as of late 2025:

Metric	Value	Context/Date
Capacity Contracted	90%	Of total capacity
Weighted Average Remaining Term	13 years	For contracted capacity
Revenue Indexed to Inflation	Approx. 70%	Of total revenue
Contracts Expiring Next 5 Years	6,000 GWh	Capacity
New Contracts Secured (Q3 2025)	~4,000 GWh/year	Incremental generation

Wholesale electricity markets for power sales to utilities and grid operators.

When power is not sold via a PPA, Brookfield Renewable Corporation (BEPC) channels its generation into spot and short-term wholesale markets. The company's total revenue for the twelve months ending September 30, 2025, was $3.83B, which was down -8.20% year-over-year. For the third quarter ending September 30, 2025, revenue was reported at $1.02B, representing a decrease of -5.05% compared to the previous quarter. The hydroelectric segment, which benefits from hydrology conditions, delivered Funds From Operations (FFO) of $205 million in Q2 2025, up over 50% year-over-year on strong performance. Brookfield Renewable Corporation (BEPC) reported record FFO of $302 million for the third quarter of 2025, a 10% increase year-over-year, benefiting from solid operating performance across the portfolio.

Public equity markets (NYSE, TSX) for BEPC share issuance.

Brookfield Renewable Corporation (BEPC) utilizes the public markets for capital raising and shareholder returns. As of December 4, 2025, the market capitalization was reported at $14.98 Billion USD. The company declared a quarterly dividend of $0.373 per class A exchangeable subordinate voting share, payable on September 30, 2025, to shareholders of record as of August 29, 2025. Brookfield Renewable Corporation (BEPC) targets a sustainable distribution with increases targeted on average at 5% to 9% annually. The company strengthened its liquidity by completing almost $27 billion in financings across the business in 2024, including $800 million in upfinancings, ending the year with over $4.3 billion of available liquidity at the corporate level. In Q3 2025, the company raised ~$1.1 billion (~$400 million net to Brookfield Renewable) in upfinancing proceeds across three assets.

Key financial metrics related to market access and shareholder returns:

• Market Capitalization (Dec 4, 2025): $14.98B USD
• Q3 2025 FFO: $302 million
• Declared Quarterly Dividend (Q3 2025): $0.373 per share
• Liquidity Available (End of 2024): Over $4.3 billion
• Upfinancing Proceeds (Q3 2025): ~$1.1 billion

Direct engagement with governments for large-scale infrastructure projects.

Brookfield Renewable Corporation (BEPC) engages directly with governmental bodies to secure large-scale mandates and partnerships. In the third quarter of 2025, the company highlighted a transformational partnership with the U.S. Government to accelerate the deployment of Westinghouse's reactor technology. This engagement is expected to drive substantial growth. Furthermore, Brookfield Renewable Corporation (BEPC) has a massive 200 GW development pipeline, which includes 65 GW of projects in the advanced-stage pipeline, often requiring governmental alignment or support for permitting and offtake. The company also expects to deliver approximately 8,000 megawatts of new projects globally in 2025. Brookfield Renewable Corporation (BEPC) also continued its asset recycling program, generating expected proceeds of ~$2.8 billion (~$900 million net to Brookfield Renewable) since the start of Q3 2025, which is used to fund new investments often involving public sector collaboration.

Brookfield Renewable Corporation (BEPC) - Canvas Business Model: Customer Segments

You're looking at the core buyers of Brookfield Renewable Corporation (BEPC)'s power and equity, and honestly, it's a mix of the biggest names in power grids, tech, and institutional finance. The company has built its model around securing long-term, creditworthy counterparties to lock in durable cash flows.

Large, creditworthy electric utilities and grid system operators.

The foundation of Brookfield Renewable Corporation's contracted revenue comes from traditional power purchasers. These are the entities that keep the lights on, and BEPC prioritizes those with strong balance sheets. For instance, as of mid-2025, the economic exposure of its contracted generation is clearly segmented across these traditional buyers.

Here's a breakdown of the economic exposure from contracted generation on a proportionate basis:

Customer Type	Economic Exposure (% of Contracted Generation)
Power Authorities	32%
Distribution Companies	24%
Commercial & Industrial Users	34%
Brookfield (Internal)	10%

The majority of Brookfield Renewable Corporation's long-term Power Purchase Agreements (PPAs) are with counterparties rated as investment grade or otherwise deemed creditworthy. Furthermore, about 89% of its cash flows are contracted, with an average remaining contract life of 14 years across the portfolio as of the third quarter of 2025. This stability is key; it's why the company targets 10%+ Funds From Operations (FFO) per unit growth for 2025.

Global technology companies (data centers) and industrial corporations seeking clean power.

This segment is the current growth engine, driven by digitalization and Artificial Intelligence (AI) demand. Brookfield Renewable Corporation explicitly positions itself as the partner of choice to the hyperscalers. You see this in major deals signed recently.

Key customer engagements in this area include:

• Partnerships to supply power to technology giants like Microsoft and Google.
• A landmark Hydro Framework Agreement with Google to deliver up to 3,000 MW of hydroelectric capacity in the U.S.
• Contracting activities with these counterparties grew almost 100% in the last two years.
• The company brought 800 MW of new capacity online in Q1 2025, including solar, wind, and battery storage projects.

This focus on high-demand corporate users is supported by a development pipeline of approximately 231,700 MW as of mid-2025, with almost the entirety of development projects located in key data center markets. They are selling the backbone for the AI revolution, and that's a powerful customer draw.

Institutional investors (pension funds, endowments) and retail investors.

For investors, Brookfield Renewable Corporation offers exposure through its corporate shares (BEPC) or the limited partnership units (BEP). The BEPC structure was created to appeal to a broader investor base, simplifying tax reporting compared to the partnership units. The company targets 5% to 9% annual distribution growth, supported by its projected 10%+ FFO per unit growth through 2030.

Here are the financial metrics relevant to this customer segment:

• BEPC shares offered a 3.6% yield as of late 2025.
• BEP units offered a higher yield of 5.2%.
• The quarterly distribution for BEP units was $0.3730, equating to an annualized payout of $1.49.
• For the twelve months ending December 31, 2024, FFO per Unit was $1.83.

Institutional capital is attracted to the scale, investment-grade balance sheet (rated BBB+), and the highly contracted nature of the cash flows, which helps mitigate operating risk.

Governments and public sector entities focused on energy transition.

Brookfield Renewable Corporation engages with governments both through large-scale project financing and through its sustainable solutions platform, which includes nuclear services. This segment represents strategic, large-ticket partnerships that de-risk future growth areas.

Concrete examples of this engagement include:

• Entering a transformational partnership with the U.S. government at Westinghouse, where the government plans to invest at least $80 billion to construct new nuclear power reactors.
• Executing a project financing of €6.3 billion (approximately $7 billion) for Polenergia's offshore wind development in Poland, which was the largest project financing in the company's history as of Q2 2025.

The company's focus on energy security and independence, supported by net-zero aligned legislation, makes government entities a critical, albeit less frequent, customer type for its most complex, large-scale assets.

Brookfield Renewable Corporation (BEPC) - Canvas Business Model: Cost Structure

The Cost Structure for Brookfield Renewable Corporation (BEPC) reflects the capital-intensive nature of owning and developing a global fleet of clean energy assets. You're managing a business where the upfront investment is massive, so understanding where the cash goes is key to assessing profitability.

High capital expenditure for asset development and construction is a primary cost driver. This is the money required to build out the pipeline, which is essential for future growth. For context on the scale of deployment, Brookfield Renewable committed or deployed up to $2.1 billion (approximately $1.2 billion net to Brookfield Renewable) across multiple investments in the first nine months of 2025. Furthermore, the company has a stated goal to deploy between $9 billion and $10 billion over the next five years across both organic development and acquisitions. The estimated Capital Expenditure (CAPEX) for the full year 2025 for the partnership (BEP) was projected at $4,859 million.

Financing this massive asset base results in significant interest expense on total debt. While the prompt suggests a total debt figure of approximately $14.7 billion for the Last Twelve Months (LTM) ending September 2025, the reported Long Term Debt for Brookfield Renewable Corporation (BEPC) specifically was $12.771B for the quarter ending September 30, 2025. The associated financing cost is substantial; for the three months ended June 30, 2025, the total interest expense was reported at $425 million.

Managing a global, diverse asset portfolio necessitates considerable Operation and Maintenance (O&M) costs. These are the day-to-day expenses to keep the hydro, wind, solar, and battery assets running efficiently. While O&M is a component of total operating costs, the LTM September 2025 Operating Expenses for Brookfield Renewable Partners reached $5.289 billion, showing the sheer scale of the ongoing cost base.

Maintaining a scale, global platform requires commensurate General and Administrative (G&A) costs. For the twelve months ending September 30, 2025, Brookfield Renewable Corporation (BEPC) reported Selling, General & Administrative (SG&A) expenses of $110 million. This reflects the cost of managing a complex, international organization with significant corporate functions.

Finally, a major non-cash cost is Depreciation and Amortization (D&A). This accounting charge reflects the systematic write-down of the value of long-lived assets over time. For the first half of 2025 (H1 2025), the reported figure for depreciation and amortization was $319 million [Example]. It's important to note that management often emphasizes that this non-cash charge is typically higher than the actual sustaining capital expenditures required to maintain the assets, which is why Funds From Operations (FFO) is a key metric for assessing underlying cash performance.

Here is a summary of the key cost components:

Cost Component	Latest Reported/Estimated Figure	Period/Context
Total Debt (Approximate Context)	$14.7 billion	LTM Sep 2025 (as per outline context)
Interest Expense (Quarterly)	$425 million	Three months ended June 30, 2025
Total Operating Expenses (Proxy for O&M Scale)	$5.289 billion	LTM Sep 2025 (BEP)
General & Administrative (SG&A)	$110 million	LTM Sep 2025 (BEPC)
Depreciation & Amortization	$319 million	H1 2025
Gross Investment Deployed (YTD 9M 2025)	$2.1 billion	Nine months ended September 30, 2025

The cost structure is heavily weighted toward financing and asset maintenance, which is typical for a utility-scale infrastructure owner. You see this play out in their focus on asset recycling to fund new development without taking on proportionally more debt for every growth dollar.

• Capital Deployment Target: $9 billion to $10 billion over the next five years.
• Fixed Rate Debt: 90% of total borrowings on a proportionate basis.
• Weighted Average Interest Rate: 5.6%.

Finance: draft 13-week cash view by Friday.

Brookfield Renewable Corporation (BEPC) - Canvas Business Model: Revenue Streams

You're looking at the core ways Brookfield Renewable Corporation (BEPC) brings in cash, which is heavily reliant on long-term contracts and asset turnover. The foundation is definitely electricity sales under long-term Power Purchase Agreements (PPAs) from its massive fleet of hydro, wind, and solar assets, which provide stable, inflation-linked cash flows.

For the third quarter of 2025, Brookfield Renewable Corporation reported Funds From Operations (FFO) of $302 million, or $0.46 per unit, which was a 10% increase year-over-year. The performance was driven by solid operating results across the portfolio. To give you a clearer picture of the quarterly flow, here's how the FFO broke down by key segment for Q3 2025:

Segment	Q3 2025 FFO Amount
Hydroelectric	$119 million
Wind and Solar (Combined)	$177 million

The hydroelectric segment saw a 20% year-over-year increase in FFO to $119 million, helped by solid generation and higher pricing across the U.S. fleet. The company also advanced its commercial priorities in the quarter, signing contracts to deliver an additional 4,000 gigawatt-hours per year of generation.

Another significant component of the cash inflow is proceeds from capital recycling and asset sales. Brookfield Renewable continued this program, generating approximately $2.8 billion in expected proceeds from transactions signed and closed since the start of the third quarter of 2025. The company has a strong line of sight on further asset sales expected to contribute to record recycling for the full year 2025. The Q3 2025 revenue reported was $1.6 billion, which surpassed the forecast by 75.25%.

Revenue also comes from its growing sustainable solutions assets. These are key to helping corporates and countries meet net-zero goals. These revenue sources include:

• Investment in a leading global nuclear services business.
• A portfolio of investments in carbon capture and storage capacity.
• Investments in agricultural renewable natural gas, materials recycling, and eFuels manufacturing capacity.

The company continues to expect to deliver approximately 8,000 megawatts of new projects globally across utility scale solar, wind, distributed energy, and storage in 2025.