Currents 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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Tax Equity Market Insights and Volume Estimations
02:19 • 8min
Expected Tax Equity Volume and Shift Towards Buying Tax Credits
09:53 • 5min
Tax Equity Yield Stability and Regulatory Changes
14:58 • 20min
Corporate Participants, Credit Supply, and Debt in the Market
34:30 • 19min
Impediments and Expectations surrounding Financing Green Hydrogen Products
53:41 • 2min
Financial Challenges and Potential Opportunities
55:19 • 5min