The Ledger
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Von Ossen: IRA credit adders boost renewable project values up to 100%
“I mean, we were seeing tax credits slowly phasing down, so projects that were at a 22% eligibility are now potentially 50% ITC projects. I mean, that's significant in economics. That's, you know, 30%, 50%, hundred percent increase in value on what some of thes…”
Von Ossen: Extended IRA time horizons attract new tax equity investors
“So, there continues to be a supply-demand imbalance. The supply of tax equity is limited. What this does is extend the time frame of when tax credit investing is a viable option for a lot of these groups, which is bringing new investors into the industry.”
Von Ossen: Tax equity demand skyrocketed with new IRA-eligible technologies
“Now, demand has also skyrocketed, right, with the carbon capture, with the storage, with all of these new technologies. So I think the imbalance continues, but, you know, both demand and supply are increasing.”
Von Ossen: California and Texas will drive energy storage pipelines to triple
“I think projections have them increasing something like three times over the next 18 months primarily driven by markets like California and Texas.”
Von Ossen: Resolving new IRA tax credit mechanisms will take a year
“I think there's still a number of questions to be answered about a handful of the newer provisions, including the adders and how do you confirm eligibility for those, but also how the transferability works, how the direct pay potentially works factors like can…”