Alfred Johnson
7 statements across 3 episodes · 5 bullish · 0 bearish · 1 people on the record · first statement Feb 20, 2024 by Alfred Johnson · across every show →
On the record as a speaker too: Alfred Johnson's record, appearances and statements → this page counts the times other people say the name.
Everything said about Alfred Johnson, oldest first
Feb 20, 2024
Feb 20, 2024 bullish
Mar 21, 2025 bullish
170 new manufacturing facilities will bring large volumes of 45X tax credits
“There's also so much 45 X coming, so there were something like a 170 investments that have been announced in manufacturing and mining facilities of various kinds across 37 states totaling billions of dollars, hundreds of billions of dollars, and so that means …”
Apr 6, 2026 bullish
Johnson: Clean energy financing reached $200B on $120B CapEx in 2025
“When I tell you that the CapEx number, so the total investment in these projects, was a hundred and twenty billion in twenty-twenty-five, the total financing number is actually north of 200, because some amount of the capital that came in later takes out earli…”
Apr 6, 2026 neutral
Johnson: Clean energy tax credit market diversified beyond 76% wind and solar
“About 76% of the market was solar and wind when we first got going. It is now significantly diversified Into advanced manufacturing, clean fuels, minerals, nuclear, battery storage, which is booming as a category and making up a much larger share of the tax cr…”
Apr 6, 2026 bullish
Apr 6, 2026 bullish
Johnson: Tax equity market reached $36B in 2025 via hybrid transactions
“So the tax equity market grew from about twenty billion in 2022 to about thirty six billion this past year, which is a really material growth with most of it coming from hybrid transactions that allow for the subsequent sale of the tax credit.”