interest rates

“The reason why I think the impact won't be as big is as you think about the contracts that get struck, right? It's a function of your ultimate spread is a function of your offtake minus your input costs. And so, and one of your input costs is going to be cost …”

“I don't think the impact of rising rates on the innovation economy and climate tech is, is over. I think, again, I don't think we can expect that this will pass, and we're going to go back to what it was in 21, early 22.”

“That appears to be the straw that broke the camel's back, and like, the offshore wind industry is reeling, basically, as a result of that.”

“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…”

“Which the residential solar market between interest rates and some policy changes, particularly in California around net metering, that's a market that might be down over the next year. You know, relative to this year, and I think this year might be down relat…”

“In terms of the broader companies and their business models, oftentimes with some of these climate tech companies, you do have what we call capital intensity, meaning that you need to spend a lot of dollars at CapEx or R&D or et cetera to develop your product …”

“Yes, this is an incredibly interest rate sensitive product. Interests go up. That is the principal driver of raising prices.”