Currents cover image

Currents

Ep242: MUFG Managing Director on the Project Finance Renewables Loan Market

Mar 14, 2024
MUFG Managing Director, Beth Waters, discusses the renewable project finance market, growth areas like battery storage and solar projects, challenges faced by developers, strategies for portfolio management, market flex provisions, wind tower wake effects, and the impact of US elections on renewables and infrastructure
22:40

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Commercial bank market faces challenges meeting demand for renewables project financing due to constraints like limited balance sheets and personnel.
  • Consideration of alternative capital sources like private placements and term B markets is essential for optimizing deals and addressing evolving market conditions.

Deep dives

Market Demand for Project Financing

The podcast discusses the growing market demand for project financing, especially in sectors beyond power such as data centers and natural resources like LNG projects. With projects like Sun Zia accumulating billions in bank debt, the commercial bank market faces challenges to meet the demand due to constraints like limited balance sheets and personnel. Sponsors and lenders are advised to be mindful of these challenges and focus on optimizing deals for successful syndication.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode