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Spotlight

Expert View 19 Sep 2024

Why the infrastructure transition needs creative credit

Private credit has stepped in to help fill some of the biggest gaps in our capital markets in recent years.

By Katherine Treuer

5 minute read
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EXPERT VIEWS

19 Sep 2024

Why the infrastructure transition needs creative credit

Private credit has stepped in to help fill some of the biggest gaps in our capital markets in recent years.

By Katherine Treuer

Read more
02 Sep 2024

An Inflection Point for LCFS

LCFS: California’s Low Carbon Fuel Standard (LCFS) program catapulted the state’s decarbonization progress, but policy updates are needed for the program to remain a critical market creator for decarbonization technologies.

By Asher Goldman

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01 Jul 2024

Comfort in the chaos

The policy drivers for the energy transition are new enough that this kind of disruption sparks questions about the durability of the capital, projects, technology development, and deployment of the infrastructure we need to decarbonize in the event of a political shift. But while there are significant differences in the priorities for the energy transition across

By Jonah Goldman and Logan Goldie-Scot

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19 Jun 2024

Supporting the electrification of school buses

Substantial federal grant funding, an increasing volume of policy mandates, and mounting pressure from parents, teachers, students, and communities for schools to decarbonize underpin the market. Through the lens of an investor, school buses are prime candidates for electrification: bus routes are predictable and almost always fall within the range offered by EVs available today, most

By Ryan Miller and Berk Manav

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01 May 2024

Did the IRA make tax equity worse?

The Inflation Reduction Act has funneled hundreds of billions of dollars into clean energy projects, but in many ways has made securing attractive tax equity more challenging not less. Although tax equity terms have deteriorated for now, creative investors who understand how to take advantage of the new capacity in the market can derive value from the incentives and help build the critical projects needed to decarbonize.

By Jessie Robbins

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04 Nov 2022

The Wisdom of Sallah

As the world readies for yet another COP of disappointment, every news outlet covering climate is rushing to tell the story about failing “net-zero” commitments. Every one I read reminds me of that Indiana Jones moment. The conversation is always about how firms and countries are not on pace to meet their “net-zero” pledges because of

By Jonah Goldman

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09 Oct 2022

The Kids are [going to make it] Alright

Last year, the Lancet published a survey of 10,000 young people from around the world finding that over 80% of people between 16-25 were at least moderately worried about climate change with over 50% being extremely worried. The study also found that feelings of anxiety, anger, guilt, and helplessness are translating into practical and life-defining decision

By Jonah Goldman

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21 Sep 2022

Dilbert is Still a Thing and He Hates ESG.

Two things, then, were surprising to me this morning. The first, that Dilbert still exists. The second, that ESG as a concept has pervaded the zeitgeist of a typical American-morning-coffee-and-reading-the-paper ritual (to the extent that the “paper” part of that still exists). To me, the value of ESG is pretty simple. On the E side – from

By Jonah Goldman

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Analysis

Report 18 Sep 2024

Generate Capital Green Financing Framework

Generate Capital, PBC (“Generate” or “the Company”) is a leading diversified sustainable infrastructure company focused on delivering affordable and reliable resource solutions to companies, communities and cities. Generate builds, owns, operates, and finances sustainable resource solutions for clean energy, transportation, water, waste, agriculture and digital infrastructure. With billions of dollars in permanent and flexible balance

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Expert View 01 May 2024

Did the IRA make tax equity worse?

The Inflation Reduction Act has funneled hundreds of billions of dollars into clean energy projects, but in many ways has made securing attractive tax equity more challenging not less. Although tax equity terms have deteriorated for now, creative investors who understand how to take advantage of the new capacity in the market can derive value from the incentives and help build the critical projects needed to decarbonize.

Read more

PODCASTS

18 Sep 2024

Switched On: In Stockpiles and Order Backlogs We Trust

In this episode, Switched On speaks with BloombergNEF head of clean energy research, Logan Goldie-Scot, and head of transport, Colin McKerracher. Logan and Colin give the bird’s-eye view of how Covid-19 will shape the year in clean energy and transport.

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04 Aug 2023

Capital Series: Breakthrough Energy with Jonah Goldman

This episode covers how Jonah found himself in the climate space, the nature of the problem of climate change, the best ways to address it, and some of the biggest opportunities and challenges with accelerating the transition.

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01 May 2023

Creating Sustainable Infrastructure-as-a-Service with Generate Capital’s

Nam Nguyen is a visionary leader in the clean energy sector. She joins Lincoln on the podcast to talk about how she and Generate Capital’s team are creating long-term impacts with strategic investments

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29 Mar 2022

The Future of Energy with Jonah Goldman

Time is running out to reverse the damage done by climate change, according to a report released by the U.N. Intergovernmental Panel on Climate Change (IPCC) in February 2022. Goldman joins to provide a gut check on where we stand on the timeline for change as it relates to the future of energy.

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18 Nov 2021

MCJ: Episode 185 with Scott Jacobs

Scott walks through what led him to co-found Generate, the problem Generate is setting out to fix, and what sets the firm apart from its competitors.

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19 Sep 2021

NPM Interconnections (US) Episode 14: Peggy Flannery

In the latest edition of the NPM Podcast, Generate Capital principal Peggy Flannery discusses community solar as an asset class.

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10 May 2021

Waste 360 – Bill Caesar’s Second Life: Finding Value in Waste

Learn what Caesar has been doing since the GFL acquisition, the evolution of the circular economy, investing in sustainable technologies, human-centered leadership and more. And did you know he was in the CIA?

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21 Apr 2020

Energy Insiders: The future of batteries, EV’s and hydrogen

Logan Goldie-Scot, head of clean power research at BloombergNEF, discusses supply chain and price forecasts for battery storage, EVs and green hydrogen.

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IN THE MEDIA

19 Jul 2023

Alternative Delivery: Exploring Beyond Traditional Execution Models to Deliver Better Assets Faster

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06 Dec 2022

FT: In-house legal work: best practice case studies

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17 Oct 2022

Investing in pathways to decarbonize infrastructure

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17 Feb 2022

The US Bipartisan Infrastructure Law: Reinvesting in water

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08 Aug 2021

We need to build infrastructure for our grandkids, not our grandparents

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30 Jun 2021

The Valley of Death and the Business of Asset Management

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16 Jun 2021

Making infrastructure tech a reality in your portfolio

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13 May 2021

Time to Ask New, Hard Questions About Role of Natural Gas

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05 Mar 2019

A Behind the Scenes Take on Lithium-ion Battery Prices

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31 Mar 2016

The next generation of infrastructure

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18 Jan 2016

Financing Change: How to Mobilize Private Sector Financing for Sustainable Infrastructure

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VIDEOS

19 Sep 2024

BNEF Talk 2020: Looking Under the Hood: The Truth on Battery Performance

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14 Sep 2024

Greening the Hard-to-Abate Sectors Innovative Finance Approaches

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14 Sep 2024

Bloomberg: Bill Sonneborn on the State of Energy Investing

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