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Ep236: Cost of Capital: 2024 Outlook

Currents

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Impediments and Expectations surrounding Financing Green Hydrogen Products

The chapter discusses the US Treasury's new requirement for companies producing green hydrogen to match the renewable electricity used to make the hydrogen output on an hourly basis starting in 2028. The speakers analyze the feasibility of hourly matching, its potential impact on financing green hydrogen products, and the market's expectancy for these deals.

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