Brookfield Renewable Corporation (BEPC): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No cenário em rápida evolução da energia renovável, a Brookfield Renewable Corporation (BEPC) surge como uma potência de inovação sustentável, transformando estrategicamente a produção global de energia por meio de seu modelo de negócios abrangente e dinâmico. Ao integrar perfeitamente a tecnologia de ponta, parcerias estratégicas e um portfólio robusto de ativos renováveis ​​em plataformas de hidrelétricas, eólicas, solares e de armazenamento, o BEPC não está apenas gerando eletricidade-é pioneira em uma abordagem transformadora para limpar energia que promete valor de longo prazo Para investidores, empresas de serviços públicos e o planeta. Mergulhe nessa exploração da intrincada modelo de negócios da BEPC para descobrir como essa corporação com visão de futuro está remodelando o ecossistema de energia renovável com profundidade estratégica e impacto global sem precedentes.

Brookfield Renewable Corporation (BEPC) - Modelo de negócios: Parcerias -chave

Colaboração estratégica com desenvolvedores de energia renovável global

A Brookfield Renewable estabeleceu parcerias estratégicas com vários desenvolvedores de energia renovável global, incluindo:

Parceiro	Detalhes da colaboração	Capacidade do projeto
Grupo de energia padrão	Parceria de Desenvolvimento de Energia Eólica	1.6 GW de ativos de vento
Terraform Power	Aquisição de portfólio de energia renovável	2,5 GW de capacidade total

Acordos de compra de energia de longo prazo com empresas de serviços públicos

A Brookfield Renuwable mantém extensos acordos de compra de energia (PPAs) com empresas de serviços públicos:

• Portfólio total de PPA: 14,4 GW de capacidade de geração contratada
• Duração média do contrato: 15-20 anos
• Spread geográfico: América do Norte, América do Sul, Europa, Ásia

Joint ventures com investidores institucionais e fundos de infraestrutura

Parceiro de investimento	Tipo de investimento	Valor de investimento
Conselho de Investimento do Plano de Pensões do Canadá	Investimento de infraestrutura	US $ 1,2 bilhão
Parceiros globais de infraestrutura	Fundo de Energia Renovável	US $ 850 milhões

Parcerias de tecnologia com fabricantes de equipamentos solares e eólicos

As principais parcerias tecnológicas incluem:

• Sistemas eólicos Vestas: colaboração de tecnologia de turbinas eólicas
• Primeira solar: integração da tecnologia de painéis fotovoltaicos
• General Electric: soluções de infraestrutura renovável em escala de grade

Cooperação com agências governamentais para projetos de energia renovável

Agência governamental	Tipo de projeto	Capacidade instalada
Departamento de Energia dos EUA	Programas de incentivo de energia renovável	Projeto solar de 500 MW
Banco de Desenvolvimento Brasileiro	Desenvolvimento da infraestrutura hidrelétrica	1.2 Projeto de hidrelétrica GW

Brookfield Renewable Corporation (BEPC) - Modelo de negócios: Atividades -chave

Geração de energia renovável em várias plataformas

A Brookfield Renewable Corporation opera um portfólio de energia renovável diversificado com a seguinte quebra de capacidade de geração:

Plataforma de energia	Capacidade instalada (MW)	Porcentagem de portfólio
Hidrelétrico	19,300	65%
Vento	5,200	17%
Solar	3,800	13%
Armazenar	1,900	6%

Desenvolvimento de ativos e presença no mercado global

A pegada operacional global inclui:

• América do Norte: 22 estados/províncias
• América do Sul: 4 países
• Europa: 7 países
• Ásia -Pacífico: 3 países

Estratégias de gerenciamento operacional

As principais métricas operacionais incluem:

Métrica operacional	Valor
Total de instalações	224
Tempo de atividade média da instalação	97.3%
Geração anual	19.500 gwh

Atualizações tecnológicas e melhorias de eficiência

Investimento anual em atualizações tecnológicas:

• Investimento em P&D: US $ 78 milhões
• Alvo de melhoria de eficiência: 2-3% anualmente
• Áreas de foco em tecnologia:
  • Otimização de armazenamento de energia
  • Tecnologias de integração da grade
  • Sistemas de manutenção preditivos

Gerenciamento de riscos e otimização de portfólio

Métricas de gerenciamento de risco de portfólio:

Métrica de gerenciamento de riscos	Valor
Diversificação geográfica	4 continentes
Cobertura do contrato	85% de contratos de longo prazo
Contratos de energia hedged	US $ 2,3 bilhões

Brookfield Renewable Corporation (BEPC) - Modelo de negócios: Recursos -chave

Extenso portfólio de ativos de geração de energia renovável

A partir do quarto trimestre 2023, a Brookfield Renewable Corporation possui e opera:

Tipo de ativo	Capacidade total	Distribuição geográfica
Instalações hidrelétricas	20.700 MW	América do Norte, América do Sul, Europa
Instalações de energia eólica	5.200 MW	Estados Unidos, Brasil, Europa
Usinas solares	1.300 MW	América do Norte, América Latina

Fortes capacidades financeiras e capital de investimento

Métricas financeiras para a Brookfield Renewable Corporation a partir de 2023:

• Total de ativos: US $ 67,4 bilhões
• Capitalização de mercado: US $ 22,3 bilhões
• Receita anual: US $ 4,2 bilhões
• Capital investido: US $ 45,6 bilhões

Equipe de gerenciamento experiente

Composição da equipe de gerenciamento:

• Experiência energética renovável média: 18 anos
• Liderança sênior com origens em energia, finanças e engenharia
• Equipe global que abrange vários continentes

Infraestrutura tecnológica

Os recursos tecnológicos incluem:

• Sistemas avançados de monitoramento remoto para 100% dos ativos renováveis
• Infraestrutura de rastreamento de desempenho em tempo real
• Tecnologias de manutenção preditiva

Pegada geográfica

Região	Capacidade instalada (MW)	Porcentagem de portfólio
América do Norte	16,500	62%
Ámérica do Sul	5,200	20%
Europa	4,500	18%

Brookfield Renewable Corporation (BEPC) - Modelo de negócios: proposições de valor

Produção de energia limpa e sustentável com baixa pegada de carbono

A Brookfield Renewable Corporation gera 21.000 MW de energia renovável em várias plataformas:

Fonte de energia	Capacidade (MW)	Regiões geográficas
Hidrelétrico	16,300	América do Norte, América do Sul, Europa
Vento	3,100	América do Norte, Europa
Solar	1,600	América do Norte, Brasil

Geração de eletricidade renovável confiável e consistente

Métricas anuais de geração de eletricidade:

• Eletricidade total gerada: 46.800 gwh em 2023
• Disponibilidade operacional: 96,5%
• Contratos de compra de energia de longo prazo: 85% do portfólio

Retornos estáveis ​​de longo prazo para investidores

Indicadores de desempenho financeiro:

Métrica financeira	2023 valor
Fundos das operações (FFO)	US $ 1,2 bilhão
Rendimento de dividendos	4.7%
Total de ativos	US $ 56 bilhões

Contribuição para os esforços globais de descarbonização

Métricas de impacto ambiental:

• Emissões anuais de CO2 evitadas: 25,6 milhões de toneladas métricas
• Equivalente à remoção de 5,5 milhões de veículos de passageiros de estradas

Soluções de energia renovável escalável e adaptável

Métricas de crescimento e expansão:

• Investimentos de energia renovável planejados: US $ 3,5 bilhões a 2026
• Expansão da capacidade alvo: 6.000 MW até 2027
• Diversificação geográfica em 15 países

Brookfield Renewable Corporation (BEPC) - Modelo de Negócios: Relacionamentos do Cliente

Acordos contratuais de longo prazo com empresas de serviços públicos

Brookfield Renovável mantém Contratos de compra de energia (PPAs) com várias empresas de serviços públicos na América do Norte e na Europa. A partir de 2023, a empresa informou:

Região	Número de PPAs	Duração média do contrato
América do Norte	87 contratos	15-20 anos
Europa	42 contratos	12-18 anos

Comunicação transparente com investidores institucionais

As métricas de comunicação de investidores para 2023 incluem:

• Ligações trimestrais com 124 investidores institucionais
• Dia do Investidor Anual com 87 principais acionistas institucionais
• Relatórios ESG detalhados cobrindo 100% do portfólio de energia renovável

Plataformas digitais para engajamento de investidores e partes interessadas

Estatísticas de engajamento digital para 2023:

Plataforma	Interações totais	Usuários únicos
Site de Relações com Investidores	372.000 visitas	48.500 usuários únicos
Webinars de investidores	6 eventos	2.340 participantes

Compromisso com produção de energia sustentável e responsável

Métricas de sustentabilidade para 2023:

• Emissões de carbono evitadas: 4,2 milhões de toneladas métricas
• Energia renovável gerada: 21.4 Terawatt-Hours
• Classificação ESG: A- por MSCI

Relatórios de desempenho regulares e atualizações de mercado

Frequência de relatórios e alcance em 2023:

Tipo de relatório	Freqüência	Canais de distribuição
Relatórios financeiros	Trimestral	Registros da SEC, site de investidores, distribuições de e -mail
Atualizações operacionais	Mensal	Boletins de investidores, comunicados de imprensa

Brookfield Renewable Corporation (BEPC) - Modelo de Negócios: Canais

Vendas diretas para empresas de serviços públicos e operadores de grade

A Brookfield Renewable Corporation vende eletricidade diretamente para empresas de serviços públicos em várias regiões. Em 2023, o portfólio de geração de energia da empresa inclui:

Região	Volume de vendas de eletricidade (MWH)	Número de contratos de serviços públicos
América do Norte	22,456,000	37
Ámérica do Sul	8,765,000	15
Europa	5,432,000	12

Plataformas de investimento institucional

A Brookfield Renewable utiliza vários canais de investimento institucional:

• Relações diretas de investidores institucionais
• Parcerias de fundos de pensão
• Fundos de investimento em energia renovável
• Ofertas de ações institucionais

Investimento institucional total a partir do quarto trimestre 2023: US $ 8,3 bilhões

Sites de comunicação digital e relações com investidores

Plataforma digital	Visitantes mensais do site	Métricas de engajamento do investidor
Site de Relações com Investidores	126,500	Taxa de engajamento de 87%
Relatório Anual Plataforma Digital	94,300	Taxa de download de documentos de 72%

Conferências de mercado de energia e eventos da indústria

Participação em principais conferências de energia renovável:

• Congresso Mundial de Energia Renovável
• Assembléia da Agência Internacional de Energia Renovável (IRENA)
• Ministerial da Energia Limpa

Orçamento anual de participação na conferência: US $ 1,2 milhão

Relatórios financeiros e apresentações trimestrais de investidores

Canal de relatório	Freqüência	Alcance do investidor
Webcast trimestral de ganhos	4 vezes por ano	5.600 participantes vivos
Reunião Anual dos Acionistas	1 tempo por ano	3.200 participantes
Downloads de apresentação do investidor	Contínuo	42.000 downloads anuais

Brookfield Renewable Corporation (BEPC) - Modelo de negócios: segmentos de clientes

Empresas de serviços públicos que buscam fontes de energia renovável

A partir de 2024, a Brookfield Renuwable atende a várias empresas de serviços públicos na América do Norte e internacionalmente. A empresa gerencia 21.300 MW de capacidade de energia renovável.

Região	Número de clientes de serviços públicos	Capacidade de energia servida
América do Norte	42	15.600 MW
Ámérica do Sul	18	4.200 MW
Europa	12	1.500 MW

Investidores institucionais e fundos de infraestrutura

A capitalização de mercado da Brookfield Renewable é de aproximadamente US $ 7,3 bilhões em 2024.

• Total de propriedade institucional: 68,4%
• Os maiores investidores institucionais incluem o Vanguard Group e o BlackRock
• Valor institucional de investimento: US $ 5 bilhões

Agências governamentais e reguladores de energia renovável

A empresa opera com conformidade em vários ambientes regulatórios.

Jurisdição regulatória	Número de licenças ativas	Classificação de conformidade
Estados Unidos	87	98.5%
Canadá	53	99.2%
Mercados internacionais	36	97.8%

Consumidores de energia comercial e industrial

A Brookfield Renewable fornece soluções de energia renovável para vários setores comerciais.

• Total de clientes comerciais: 215
• Fornecimento anual de energia para clientes industriais: 8.700 GWh
• Duração média do contrato: 15 anos

Partes interessadas ambientalmente conscientes

As métricas de sustentabilidade da empresa demonstram compromisso com as partes interessadas ambientais.

Métrica ambiental	2024 Performance
As emissões de CO2 evitaram	12,4 milhões de toneladas métricas
Energia renovável gerada	21.300 MW
Classificação ESG	AA (MSCI)

Brookfield Renewable Corporation (BEPC) - Modelo de negócios: estrutura de custos

Despesas de capital para desenvolvimento de ativos de energia renovável

Em 2022, a Brookfield Renuwable investiu US $ 2,7 bilhões em despesas de capital para desenvolvimento de ativos de energia renovável. O colapso dos investimentos é o seguinte:

Tipo de ativo	Valor do investimento
Ativos hidrelétricos	US $ 850 milhões
Projetos solares	US $ 650 milhões
Infraestrutura de energia eólica	US $ 750 milhões
Sistemas de armazenamento de energia	US $ 450 milhões

Despesas operacionais e de manutenção

As despesas anuais operacionais e de manutenção da Brookfield Renovável em 2022 totalizaram US $ 475 milhões, distribuídas em várias plataformas de energia renovável:

• Operações hidrelétricas: US $ 180 milhões
• Manutenção solar: US $ 125 milhões
• Gerenciamento do parque eólico: US $ 110 milhões
• Custos de integração da grade: US $ 60 milhões

Investimentos de tecnologia e infraestrutura

Os investimentos em tecnologia para 2022 totalizaram US $ 325 milhões, com foco em:

Área de tecnologia	Investimento
Atualizações de infraestrutura digital	US $ 125 milhões
Tecnologias de grade inteligente	US $ 95 milhões
Aprimoramentos de segurança cibernética	US $ 65 milhões
Sistemas de monitoramento	US $ 40 milhões

Custos regulatórios de conformidade e certificação ambiental

As despesas de conformidade em 2022 foram de US $ 95 milhões, incluindo:

• Avaliações de impacto ambiental: US $ 35 milhões
• Processos de certificação: US $ 25 milhões
• Despesas de arquivamento regulatório: US $ 20 milhões
• Consultas de conformidade legal: US $ 15 milhões

Pesquisa e desenvolvimento para melhorias tecnológicas

As despesas de P&D em 2022 atingiram US $ 215 milhões, alocados nas principais áreas de inovação:

Foco em P&D	Investimento
Eficiência energética renovável	US $ 85 milhões
Tecnologias de armazenamento de energia	US $ 65 milhões
Pesquisa de captura de carbono	US $ 40 milhões
Sistemas de monitoramento avançado	US $ 25 milhões

Brookfield Renewable Corporation (BEPC) - Modelo de negócios: fluxos de receita

Receita de contrato de compra de energia de longo prazo

A partir do quarto trimestre 2023, a Brookfield Renewable Corporation relatou uma capacidade total contratada de 15,2 GW em seu portfólio de energia renovável global. A duração média do contrato é de 14 anos, com um preço médio de eletricidade ponderado de US $ 85,3 por MWh.

Região	Capacidade contratada (MW)	Duração média do contrato (anos)
América do Norte	8,600	15.3
Ámérica do Sul	3,900	13.7
Europa	2,700	12.5

Vendas de eletricidade para operadores de grade

Em 2023, a geração total de eletricidade atingiu 22.300 gwh, com US $ 1,8 bilhão em receita de vendas de eletricidade.

• Geração hidrelétrica: 16.500 gwh
• Geração de vento: 4.200 gwh
• Geração solar: 1.600 gwh

Negociação de crédito energético renovável

Receita de negociação anual de crédito energético renovável (REC) para 2023: US $ 127 milhões. Total de Recs gerados: 8,6 milhões de créditos.

Monetização de ativos e otimização de portfólio

Em 2023, vendas de ativos e otimização de portfólio gerada US $ 342 milhões em receita adicional. Transações de ativos concluídas incluídas:

Tipo de ativo	Capacidade (MW)	Valor de venda ($ M)
Parques eólicos	450	215
Projetos solares	200	127

Retornos de investimento de desenvolvimentos de projetos de energia renovável

Investimentos de desenvolvimento de projetos em 2023 produziram US $ 276 milhões em retornos. Novos desenvolvimentos de projeto incluídos:

• Nova capacidade total adicionada: 780 MW
• Receita anual estimada de novos projetos: US $ 189 milhões
• Taxa interna projetada de retorno (TIR): 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.