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

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

FromSunCast


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

FromSunCast

ratings:
Length:
40 minutes
Released:
Jul 22, 2021
Format:
Podcast episode

Description

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 like what you hear, be sure to subscribe to the show, as that will ensure you won’t miss out on our twice-weekly content just like this. Of course you can always check out nearly 400 additional founder stories and startup advice at www.mysuncast.com.
Released:
Jul 22, 2021
Format:
Podcast episode

Titles in the series (100)

SunCast is dedicated to providing the knowledge, research, tools and expert guidance you need to understand, grown and be ahead of the curve in the fastest growing solar markets in the world. Each week, host Nico Johnson takes you deep into conversations with solar energy industry executives from leading companies like SolarCity, SunEdison, Nextracker, Trina Solar, Conergy, Greentech Media and discovers what THEY are using to get ahead in emerging markets like Mexico, Chile, Brazil, Panama, Colombia and elsewhere in Latin America and the Caribbean. Tune in, and stay informed.