Mario Fernandez
7 statements across 1 episodes · 1 bullish · 5 bearish · 1 people on the record · first statement Jun 4, 2025 by Mario Fernandez · across every show →
On the record as a speaker too: Mario Fernandez's record, appearances and statements → this page counts the times other people say the name.
Everything said about Mario Fernandez, oldest first
Jun 4, 2025 negative
Fernandez: Startups risk failure by fixing offtake prices before FEED engineering
“Many times Off-takes are priced in a way before engineering, you know, failed one, failed two, engineering have been done, and it's based on optimistic CapEx assumptions. Now, when the companies go through the engineering process, and they actually get to a fe…”
Jun 4, 2025 negative
Fernandez: Climate startups succeed by deploying technology themselves, not licensing
“What we found looking at over 300 projects, 350 projects in the past couple of years, is the fact that the companies that actually deploy their own technology and follow that path Are the ones that get to success. There are companies that have spent two or thr…”
Jun 4, 2025 negative
Fernandez: Sequential climate tech project development adds three to five years
“And one of the things we point out that our experience shows that the companies that do it, you know, in a sequential way could take, you know, somewhere between three or five years to get to the first of a kind versus, you know, doing it in a lot less time.”
Jun 4, 2025 positive
Fernandez: Customers accept offtake pricing tied to final CapEx and project returns
“We've seen projects pricing this either of the final capex number or of a margin or of a return for the project. So we have seen customers be willing to use those structures, right? You say, hey, we're going to make X, let's agree that this project will make X…”
Jun 4, 2025 neutral
Fernandez: FOAK scaling is limited by technical risk skills, not capital
“Our contention is that capital is an issue, but the biggest issue is the skill set that is required to be able to help the companies see a risk and really assess the risk of that big construction operation of first of a kind.”
Jun 4, 2025 negative
Jun 4, 2025 negative
Fernandez: FOAK climate projects cannot secure project-level debt
“As far as debt goes, we haven't seen it. We've seen people be able to raise debt at the corporate level via, via venture debt or via corporate debt. Now, those are very low leverage numbers, right? They're not the 80, 95% that, you know, you will get in solar.…”