Clean Energy Developers
topic on 2 shows · 5 statements across 5 episodes
5 statements about Clean Energy Developers, every show
Bayes: Clean energy financing bifurcated between bank debt and private credit
“So we see a bit of a bifurcation between the traditional kind of project finance bank capital source, which remains very Cost competitive for a lot of developers. And then some of our newer, smaller developers who are accessing other forms of capital, includin…”
Shah: Clean energy platforms are selling out over cash and policy uncertainty
“There are platforms, for instance, that are for sale now. Yeah, that we don't have cash to make, make it through October, and we don't know what's going to happen, and we can't wait for certainty, and so we're selling out, right? So I think you're seeing the v…”
Lee: Fear of bureaucratic paperwork causes clean energy developers to hesitate on GGRF
“A lot of the veterans have seen government programs and incentives that, you know, it's almost like it's not worth applying for, right? So we've had developers come to us and be like, oh, you know, I want to see where the dust settles, right? Is it worth my ti…”
Lee: Traditional Financiers Historically Found Small Community Energy Projects Unbankable
“This is capital allocated towards the smallest of deals, often to counterparties and projects that prior financiers found unbankable or developers thought were not worth the time because it's a complicated deal and very tiny.”
Kann: Clean energy developers face a painful shakeout over next few years
“Some developers are going to lose a bunch of money because they price things, you know, rates that are untenable today. Like it's just going to be a pain, a painful shakeout at the asset level for some period of time. I don't know exactly how long, partially b…”