project finance

5 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Aug 11, 2022 by Cassie Bowe · across every show →

Everything said about project finance, oldest first

Aug 11, 2022 neutral
Insight
Bowe: EV charger project finance requires guaranteed utilization or fleet partnerships
“The holy grail is to have either guaranteed utilization, so you could have a counterparty who's willing to guarantee a certain amount of utilization, and if they don't hit it, that they'd be willing to make up the difference, or a partner who you can get comfo…”
Cassie Bowe Aug 11, 2022 ▶ 20:50 Will charging infrastructure be a bottleneck for electric vehicles?
Dec 21, 2023 negative
Insight
Yeh: 30x to 100x lab-to-utility scale-ups are rarely project bankable
“So they're trying to scale 30 X, a hundred X. That is very hard to be seen as bankable in the project finance and infrastructure markets.”
David Yeh Dec 21, 2023 ▶ 31:43 Financing first-of-a-kind climate assets
Dec 21, 2023 positive
Insight
Yeh: Hardware startups must hire dedicated in-house project finance talent
“I think the second thing is that you need to actually get project finance and project development DNA into your firm. Like, I think that old analogy that people talk about, you know, venture capital, it's like, what are the top three things you pick in a, for …”
David Yeh Dec 21, 2023 ▶ 29:29 Financing first-of-a-kind climate assets
Dec 21, 2023
Insight
Yeh: Founders must code-switch between VC disruption and project finance bankability
“One of the things that I'd like to add is an important part of the checklist for being Making your projects folk bankable is that a lot of these CFOs and CEOs of these new climate tech startups have to learn the language of infrastructure and product, project …”
David Yeh Dec 21, 2023 ▶ 41:11 Financing first-of-a-kind climate assets
Jan 11, 2024 positive
Insight
Zou: Climate tech success is graduating to project finance, not mega-rounds
“Specific to climate tech, it might not make sense to define success as an absolute dollar in venture investment, because at the end of the day, when we think about all this hardware and, you know, hard tech that needs to develop into projects, you want these c…”
Kim Zou Jan 11, 2024 ▶ 8:21 2023 climate tech venture investment trends
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