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About the Episode:

Join six managing directors from KeyBanc Capital Markets as they delve into the formidable challenges and innovative solutions in the renewable energy arena, focusing on battery storage and the M&A market. The conversation weaves through supply chain issues, financing complexities, and regulatory obstacles, shedding light on ingenious strategies such as creative funding structures and expedited interconnection policies. This exchange provides a candid introspection into the sector's intricacies and a testament to the industry's resilience and continued innovation.


Helpful RESOURCES:

Connect with Aaron Klein on LinkedIn

Connect with Julian Bailliet on LinkedIn

Connect with Ari Citrin on LinkedIn

Connect with Timothy Beach on LinkedIn

Connect with Everett Currier on LinkedIn

Connect with Ryan Pirnat on LinkedIn

Follow KeyBanc Capital Markets on LinkedIn and on its website


Key Takeaways:

  1. Market Maturation: Over the next 1-3 years, the maturation of public markets and tax equity markets will provide a more conducive environment for investors.

  2. Policy Standardization: Seeking consistency and harmonization in state/local incentives and programs can simplify the complex regulatory environment. 

  3. Key Partnerships: Forming alliances with larger companies and exploring more financial formats can help address the increased financing costs.


Thanks again to this week's sponsor, helping keep the podcast FREE to you!

SUNGROW focuses on integrated energy storage system solutions, including PCS, lithium-ion batteries and energy management system. Please visit https://www.mysuncast.com/sungrow


ABOUT THE HOST OF SUNCAST:

Nico Johnson is the creator and host of SunCast, consistently rated a top solar podcast in the clean energy sector. The content of the show is geared towards listeners looking for insights on where the markets are headed, how to position themselves or their companies, and what today's market leaders do to stay ahead of the pack.

Nico is an Investor, Executive Coach, and 16-year veteran of the solar industry, having led development in the US and Latin America for global companies like Trina Solar and Conergy.

You can connect with Nico Johnson on Twitter, LinkedIn or email.

If you’ve been second-guessing your work decisions or maybe trying to reconsider how you "fit" in the renewable energy industry -> grab 20 minutes on Nico's calendar and discuss whether having him as Your personal coach might be the right next step.