cost of capital
5 statements across 3 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Feb 17, 2022 by Jeff McCauley · across every show →
Everything said about cost of capital, oldest first
Feb 17, 2022
Feb 17, 2022 positive
McCauley: Shifting risk to insurance balance sheets lowers project capital costs
“If you can shift risks to That are not efficiently allocated to an insurance balance sheet that may allow the total cost of capital to fall for the project. And that directly impacts LCOE, that expands the market, that potentially lowers costs, potentially acc…”
Mar 30, 2023 bearish
Multani: Climatetech financing will not quickly snap back post-SVB acquisition
“I think folks will step into the void, but I do think we need to recognize that it's not gonna, oh, SVB's fixed, we're just gonna snap back to what it used to look like, and cost of capital's gonna go back to what it used to be, you know, the ability to access…”
Feb 8, 2024 neutral
Kann: Financing becomes 60% of renewable costs at 12% interest
“With a four percent cost of capital, 75% of the overall project cost is born out of the project itself, CapEx and OpEx. 25% is financing, but if you're up in the 12% cost of capital range, now 60% of your total All in project cost is your financing”
Feb 8, 2024 negative
Bullard: Developing markets face 11% to 13% energy cost of capital
“The adders onto the risk-free rate could be, Adjustments for currency risk. Adjustments for sovereign risk. And you'll be at the point where your cost of capital is 11% or 13%. Like, it does happen in markets like South Africa or like India.”