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
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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.
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