clean energy developers
3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Nov 9, 2023 by Shayle Kann · across every show →
Everything said about clean energy developers, oldest first
Nov 9, 2023 bearish
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…”
Aug 13, 2024 negative
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…”
Apr 6, 2026 neutral
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…”