C-MACC Weekly Sustainability and Energy Transition Report
Accounting Carbon: Maybe More Work for Banks and Lawyers than Developers
- 1st Topic of the Week: A carbon capture conference in Houston next week appears to have more bankers and lawyers attending than developers. This is partly the conference focus, but it also shows the interest in carbon accounting and trading, with the value of tax credits and other credits critical to project success.
- 2nd Topic of the Week: We have to talk about US politics, as it is becoming central to almost all client discussions around business planning, not just for the next few months but also for the longer term.
- Otherwise: We look at the lower cost of solar panels but the higher costs of power and question stock values.
Exhibit 1: All our analysis would suggest that every one of these ranges needs to move up and in some cases the ranges need to be larger – with the top end higher.
Source: BloombergNEF, July 2024
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