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Current Market Conditions
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The past year in the US renewable energy industry has been the story of a strong tailwind offset to some degree by various headwinds. Conditions are improving. However, Donald Trump ...

Cost of Capital: 2024 Outlook
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Four veteran tax equity investors and project lenders talked during a live podcast in mid-January about what to expect in the tax equity, tax credit sale and bank lending markets this year.

Multiple Definitions of “Project” for Energy Tax Credit Purposes
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Whether a renewable energy project qualifies for tax credits depends on how “project” is defined.

Ep240: Anza CEO on Solar Procurement
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Mike Hall, CEO of Anza Renewables, joins us to discuss Anza’s solar procurement platform and more.

Reformas a Ley de la Industria Eléctrica en México son Declaradas Parcialmente Inconstitucionales
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La Suprema Corte de Justicia de la Nación declaró que parte de las reformas a la Ley de la Industria Eléctrica (LIE) que el presidente de México, Andrés Manuel López Obrador, presentó para posterior ...

Mexican Power Reforms Partly Unconstitutional
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The Mexican Supreme Court declared amendments to the electric industry law (LIE) that Mexican President Andrés Manuel Lόpez Obrador put through the Mexican Congress in March 2021 partly unconstitutional.

Ep239: Nomura’s Vinod Mukani on the state of the commercial bank market
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Vinod Mukani of Nomura Securities joins us for a discussion on the state of the commercial bank market and Nomura’s success with development loan facilities.

Ep238: Tariff Moratorium Update
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Stefan Reisinger joins us to give an update on the tariff moratorium applied to solar modules imported from Vietnam, Malaysia, Thailand and Cambodia.

Ep237: DoubleLine Capital making moves into infrastructure
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Andrew Hsu, portfolio manager at DoubleLine Capital, joins us to discuss DoubleLine’s investment in the infrastructure space.