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 5 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
McCauley: Counterparty risk, not technology risk, holds back distributed energy financing
“All of these distributed assets that are so exciting are generally sold on long-term contracts, And so even once we've rung out the technology risk, there are still counterparty repayment risks that are holding back financing for those projects.”
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…”
McCauley: Distributed generation financing creates a virtuous cycle of storm resiliency
“So if we imagine now that there's more accessible financing for distributed generation, That increases the resiliency of those homes and businesses, which reduces the damage due to those storms. So we can see that this is actually a virtuous cycle on multiple …”