Ep195: What's New in the Market




Currents show

Summary: Keith Martin gives a lively update on what is new in the market. The tax equity market is wrestling with a series of issues tied to inflation and construction delays. Developers forced for the same reasons to renegotiate power contracts are drawing interesting lessons. Rising electricity prices are affecting the economics of making green hydrogen, but hydrogen is coming and may prove more disruptive than appeared even a year ago.