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Ep223: Investing in Decarbonization: Insights from an Experienced Investor

Currents

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The Impact of Interest Rates and Risk on the Renewable Energy Market

This chapter discusses the past success of betting on low interest rates and decreasing prices, but also acknowledges the consequences faced by some companies. It explores how the changing expectations of interest rates and construction costs have made it difficult to offer lower priced PPA's, while also mentioning the significant reduction of the 10 year treasury interest rate over the past 39 years.

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