project finance

5 statements across 5 episodes · 0 bullish · 3 bearish · 5 people on the record · first statement Nov 29, 2023 by Shalini Ramanathan · across every show →

Everything said about project finance, oldest first

Nov 29, 2023 bearish
Prediction Not checkable as stated
Ramanathan: Traditional project finance models cannot scale to triple renewables
“And it strikes me that we're not going to triple, you know, the renewed installed renewables using this model. I think we need something radically different, and it's exciting to think about what that might look like.”
Shalini Ramanathan Nov 29, 2023 ▶ 10:06 How to triple renewables by 2030
Nov 27, 2024 negative
Assertion Not checkable as stated
Dave: Hypothesized project finance for FOAK systems did not exist in 2022
“What I learned was that the project finance that I had hypothesized was out there for first of a kind systems was not.”
Shreya Dave Nov 27, 2024 ▶ 11:47 The risk of scaling 100x
Dec 11, 2024 neutral
Insight
O'Donnell: Small Projects Are Extremely Difficult to Finance as Infrastructure
“Small projects, unless they're part of a big project portfolio, are very difficult to finance this infrastructure.”
John O'Donnell Dec 11, 2024 ▶ 13:38 A complex path for building heat batteries
Mar 12, 2025 bearish
Assertion Contradicted
Garabedian: Large-scale green hydrogen is not bankable today
“Large scale green hydrogen is not bankable today.”
Rafi Garabedian Mar 12, 2025 ▶ 21:36 Electric Hydrogen’s bet on supersized electrolyzers
Nov 19, 2025 neutral
Prediction Not checkable as stated
Captura's first plant may blend project finance, equity, and partnerships
“It may end up being a combination of project finance and equity type finance, maybe a partnership.”
Steve Oldham Nov 19, 2025 ▶ 26:00 Captura's high-stakes gamble
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