The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 10 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Briscoe: Obligated EPA green bank funds will be legally harder to claw back
“I do believe once it's once it's obligated, once we get through all of the All of the T's and C's with EPA. It becomes much more legally and politically much more difficult to plow back capital that's already been obligated and deployed, or at least beginning …”
Lee: Poorly chosen green bank standards will alienate either communities or Wall Street
“There's a lot of concerns if we choose the wrong standards, for example, it'll make programs prohibitive to certain communities. Or if you choose the wrong standards, the other direction, right, it'll make it prohibitive to Wall Street.”
Briscoe: Clean energy lenders will consolidate onto one or two compliance platforms
“I believe that at the end of the day, we'll have one, hopefully one or two standard platforms out there by which we can upload our data into, so that makes it easy, and really mitigate costs, because compliance is costly, and one way to reduce that is having s…”
Lee: GGRF adds EPA compliance and community complexity to clean financing
“And so when we saw that the GGRF finally got the green light, we were first and foremost thrilled for the industry and the country, but definitely knew we had to help because we're layering that complex transaction that needs help to begin with additional comp…”
Lee: Securitizing local GGRF loans on Wall Street can unlock hundreds of billions
“That movement from a small local project can really get funding, right? From a GGRF lender Maybe blending it with a private local lender so there's a more robust capital stack and then those projects can be bundled upwards to maybe a mid-sized lender or a nati…”
Briscoe: Another $27 billion federal clean energy injection unlikely for 15 years
“You know, we'd be lucky if we get another twenty seven billion dollar investment into this initiative in the next 15 years.”
Lee: Final EPA compliance rules for GGRF remain under development
“Obviously, at the moment, the compliance pieces with the EPA are, you Still, in many ways, in negotiations or in development, hopefully coming out soon, right, with a lot of leading indicators around the need for example, Davis-Bacon and prevailing wage compli…”
Briscoe: Clean Energy Fund of Texas standardizes criteria to recycle green assets
“We've got to try and standardize as much as possible that process. Again, those criteria and those and those deals mitigate default, and if we do that appropriately I think that this first investment cycle will be much more able to compete and replenish and ha…”
Lee: Selected GGRF recipients aim to begin dispersing funds in late 2024
“Currently, all the recipients have been selected and are at the point that right now organizing internally. With their sub-constituents, with the EPA, to really be ready to disperse funds as soon as later this year, but we all know we're hoping for as soon as …”
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…”