Emerging opportunities in the hydrogen market
The first bankable green hydrogen projects will involve three types of customers. Another five opportunities will emerge next.
Project Finance NewsWire
December 2020
IN THIS ISSUE
Climbing insurance premiums
Property and casualty insurance premiums have increased as much as 400% over the last two years in the solar market. Some insurance may not be available at any cost.
EXIM has work to do at home
Foreign vendors looking to sell equipment to US projects have an advantage over US manufacturers.
Energy storage hedges
Some developers of standalone battery projects in ERCOT are hedging revenue from ancillary services.
Post-election analysis
The renewable energy industry has had to play defense the last four years. Now it gets to start playing offense.
Mexican rollbacks move to the courts
The Mexican government has been dialing back private participation in the Mexican power sector. The Mexican courts have been holding firm against the changes in policy.
Financing US offshore wind projects
The tax equity market expects to see two offshore wind projects in the market for financing in 2021 and another two in 2022.
An evolving market in Asia for offshore wind
Most Asian offshore wind activity to date has been in Taiwan, but the new opportunities are in Japan, South Korea, Vietnam and India.
Financing California hydrogen projects using LCFS credits
Hydrogen developers can earn valuable credits under the California low-carbon fuel standard.
Investing in renewable fuel projects
Among a handful of notable developments as 2020 ends is an uptick in interest in renewable fuel projects.
Environmental update
President-elect Biden has ambitious plans on climate change, but will have to focus mainly on what can be done through regulatory and executive actions.
IN OTHER NEWS
Washington outlook for renewable energy
The Biden Administration will face greater challenges than any recent administration, not the least of which is the possibility that Donald Trump will remain a constant thorn after leaving office.
Multiple tariff issues in play
Multiple tariff issues are in play that could affect project costs.
Defense bill requires company reporting and extends Jones Act
Two provisions in the National Defense Authorization Act that Congress is expected to send imminently to President Trump are getting attention from the project finance community.
IRS tries to simplify LIBOR transition
The LIBOR transition remains a work in progress.
CCAs signing lots of power contracts
California CCAs signed 117 power purchase agreements during the period November 2019 through October 2020.
Public utility property: More IRS rulings
Public utility property questions are taking up a lot of IRS time, but perhaps not for much longer.
Renewables trajectory
Some renewable energy companies are thinking about special-purpose acquisition companies — called SPACs — as a possible means to access the public equity markets.
