Thomas Maut
speaker
82 appearances
1 recordings
1 series
first heard Jun 2026
last heard 30 Jun
Thomas Maut’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
And to what extent are you still carrying some kind of risk on those projects, do you think?
I guess one will be as closer to me is say I work a lot in batteries and a consistent theme that we've been hearing from a lot of our clients is right now there's a big push towards contracted revenues.
A lot of lenders are looking for storage assets to demonstrate contracted revenues.
Do you feel like because you're co-locating with PPA backed assets, do you have an element of contracted revenues?
Are you just pursuing
like a lower debt, higher equity investment strategy, or are you managing that in some other way?
Or have you just got lenders comfortable with the merchant exposure?
Because it feels like you're basically pursuing two very different levels of hedging for these two asset classes.
I guess if I was gonna be contrarian, I would say, is there a risk here that we're really just throwing good money after bad?
We've built a bunch of solar assets, the solar environment has deteriorated for a number of different reasons.
There's been a lot of build out, there's been a lot of behind the meter solar, there's been unexpectedly high levels of negative pricing, unexpectedly low capture rates, even in markets without a lot of negative pricing.
Yeah.
And those things that you would lose, so higher op eggs, grid fees coming up faster than I think a lot of people expected, increasing competition for EPC and other kind of services.
If we're just putting batteries behind those assets, I've always wondered, is there this challenge that how much do you get from having a co-located battery that you don't get from just also building a battery and just also having a battery asset in your portfolio?
especially as an IPP kind of owning the assets yourself.
you could get a lot of that price shaping and hedging power just by having a standalone battery asset somewhere else.
And that would have all the benefits that standalone brings relative to co-locates in.
So why specifically co-locate and what are like the benefits and the challenges from that approach?
What do you think about the wind plus bez item as well?
Because there's an obvious solo bez synergy where they share a lot of components.
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