SunCast

389 - The value of data on solar project finance, a Roundtable with industry experts Heidi Larson, Hao Shen & Skip Dise


Listen Later

Late last year, kWh Analytics released a report titled 2020 Solar Risk Assessment suggesting that Recent assessments of the solar industry’s pre-construction production estimates have found evidence of “an industry wide bias towards aggressive predictions,” noting that “when a typical solar project performs at the official “P90, equity cash yield drops by 50%.” This revelation has the potential to impact cash flows across the industry, as these over optimistic assumptions are netting a measured underperformance of about 2% on P50 revenue.

Today, we’ll offer you the opportunity to learn from three highly experienced solar experts on the past, present and future of solar project financing.

  • Heidi Larson, ICF International
  • Hao Shen, kWh Analytics
  • Skip Dise, Clean Power Research

Today we will touch on:

  • How to know what your solar project’s really worth
  • What does Bankability really mean?
  • What's the difference between common solar finance terms like p50 and p90
  • How does Turning dials on the financial model actually affect the overall project outcomes
  • and what data does or perhaps should be going into those models to ensure we are not overshooting our valuations?

Are there underperforming assets in your portfolio? If you’re a project owner, You’re likely bleeding equity and you don’t even know it. As one of the guests says, "All models are wrong - some models are useful".

I hope today you learn some of the critical elements to success and how we need to evolve as an industry.

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

SunCast is proudly supported by Trina Solar.

You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus

...more
View all episodesView all episodes
Download on the App Store

SunCastBy Nico Johnson

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

171 ratings


More shows like SunCast

View all
Climate One by Climate One from The Commonwealth Club

Climate One

564 Listeners

Energy Gang by Wood Mackenzie

Energy Gang

1,253 Listeners

Odd Lots by Bloomberg

Odd Lots

1,778 Listeners

Columbia Energy Exchange by Columbia University

Columbia Energy Exchange

392 Listeners

Currents by Norton Rose Fulbright

Currents

124 Listeners

Interchange Recharged by Wood Mackenzie

Interchange Recharged

500 Listeners

Redefining Energy by Laurent Segalen and Gerard Reid

Redefining Energy

127 Listeners

Inevitable by an MCJ podcast

Inevitable

168 Listeners

Switched On by Bloomberg

Switched On

99 Listeners

Volts by David Roberts

Volts

588 Listeners

The Green Blueprint by Latitude Media

The Green Blueprint

205 Listeners

Catalyst with Shayle Kann by Latitude Media

Catalyst with Shayle Kann

262 Listeners

Zero: The Climate Race by Bloomberg

Zero: The Climate Race

194 Listeners

Shift Key with Robinson Meyer and Jesse Jenkins by Heatmap News

Shift Key with Robinson Meyer and Jesse Jenkins

92 Listeners

Open Circuit by Latitude Media

Open Circuit

141 Listeners