IN THIS ISSUE

Emerging opportunities in the hydrogen market

The first bankable green hydrogen projects will involve three types of customers. Another five opportunities will emerge next.

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.