The Finance and Investment Landscape for Solar and Co-located Storage

Time: 14:00 - 14:50

Date: 2023-11-07

Theatre: Room Two

Synopsis

  • Where are the opportunities for lenders in this new IRA era? Will debt finance play a bigger or a smaller role?
  • Will tax equity become a more prominent mechanism of connecting capital with projects in the years ahead?
  • How has banking and interest rate instability impacted solar transaction financing and what do we expect going forward?
  • Are investors allowing project level debt or just back leverage? And with tax equity’s role taking a larger portion of the capital stack change, does this alter the perspectives of investors?
  • How much of a role do we expect transferability, direct pay and PTCs to play in financing the future of solar projects in the US?
  • Are increases in cost of capital, equipment and energy affecting the returns lenders and investors are expecting?
  • What can be done to bring down the cost of capital?

Moderator

  • Charlie-DonovanCharlie Donovan Co-author/Editor of Renewable Energy Finance: Powering the Future - University of Washington

Speaker

  • John BreckenridgeJohn Breckenridge President and Chief Executive Officer - Arevon
  • Jorge IragorriJorge Iragorri Managing Director, Head of Renewable Energy Investments - Morgan Stanley
  • Steve ChengSteve Cheng Partner - Global Infrastructure Partners
  • Rubiao SongRubiao Song Managing Director of Energy Investments - JP Morgan
  • Taylor KingTaylor King Vice President for Renewable Energy - Live Oak Bank

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