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Ep236: Cost of Capital: 2024 Outlook
Jan 12, 2024
Industry veterans discuss the outlook for tax equity, tax credit sales, and debt in the project finance sector for 2024. Topics include tax equity volume estimations, buying tax credits, tax equity yield stability, regulatory changes, corporate participants, debt in the market, financing green hydrogen products, and financial challenges and potential opportunities.
01:00:37
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Quick takeaways
- The tax equity volume for 2023 is expected to remain steady despite a shift towards tax credit transfer.
- Tax equity volume for 2024 is expected to be stable with the growth of the tax credit transfer market potentially impacting traditional tax equity.
Deep dives
Tax Equity Volume for 2023 Estimated Around $20-21 Billion
The estimated tax equity volume for calendar year 2023 is around $20 to $21 billion, similar to previous years. Construction delays and multi-asset transactions contributed to the volume, with some deals involving tax credit transfer outside of traditional tax equity. The market is experiencing a shift towards tax credit transfer, which could impact traditional tax equity volume, but overall tax equity volume is expected to remain steady in the coming years.
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