Solar projects have deadlines and more often than not, developers push the envelope on those deadlines in the hopes for the maximum profit. One thing I learned trading options was that time kills the premium and it couldn’t be more true in solar projects. Rushing the transaction costs more in lawyers and human resources. Rushing the install costs more on the EPC. It also stops the buyer from being able to put several projects together and get some of that premium back to the developer. Not sure that I resonate with sellers of projects but I hope that I do. I’ve seen this first hand and I can attest that majority of the time, dev fees are highest if time is not yet a factor.
- PV-Tech: Finance experts criticise US market rush to close deals without compliance protocol
- New York Times: Testing the Clean-Energy Logic of a Tesla-SolarCity Merger
- Think Progress: India’s Plan To Bring Millions Out Of Poverty & Power Them With Clean Energy
- GreenBiz: Why batteries are the ‘holy grail’ for clean energy
- Greentech Media: What Would Tesla’s Solar Strategy Look Like if It Bought SolarCity?
- Solar Industry: Montana Governor Releases Energy Blueprint With Solar Goals
- Motley Fool: Why Latin America Is Where Solar Investors Will See a Bright Future
- NPR: ‘Beautiful Flight’ Across The Atlantic Is Major Milestone For Solar Plane
Opinion
Have a great day!
Yann