Publications (3)

Renewables Valuations

August 28, 2025

Topics solar, wind, Cost of Capital, renewables, data centers, prices, valuation, returns, equity, drivers

Christopher Psihoules
August 25, 2025

Topics FERC, Gas, environmental, data centers, electricity, regulations, site selection

Keith Martin
August 15, 2025

Topics solar, wind, Batteries, physical work, transformer, 5% test, construction, notice, Notice 2025-42, start

August 1, 2025

Topics challenges, Gas, construction delays, politics, turbine wait times, installed cost, CCGT

Rachel Rosenfeld
July 14, 2025

Topics data centers, WUE

Keith Martin
July 8, 2025

Topics Renewable Energy, PTC, ITC, battery, manufacturer, FEOC, 45X, mineral producer, 48E, 45Y, foreign entity of concern

Keith Martin
July 7, 2025

Topics solar, wind, Tax Credits, construction start, hydrogen, battery, budget reconciliation, rooftop solar, 45Q, 45Z, Congress, FEOC, 45X, big beautiful bill, MLPs

Christy Rivera
June 11, 2025

Topics project finance, financing, collateral, terms, structure, lease, data center

Keith Martin
May 22, 2025

Topics Renewable Energy, Tax Credits, tax, transferability, Inflation Reduction Act, hydrogen, budget reconciliation, FEOC, 45X, Ways & Means, House

Caileen Gamache
May 15, 2025

Topics Texas, ERCOT, China, Chinese equipment, restrictions, LSIPA