A Smarter Markets™ Perspective on the Global LNG Market.

The second thing to do is pick your spots earlier. You talked about silos, you talked about buckets, instead of showing us a fund, tell us what you like in the market right now. We found a lot of renewable developers that are stranded. They have got great projects lined up interconnection agreements, land, purchase agreements, and the market. They think they will eventually sell them, but they need debt. We want to be a senior lender because we can, we think we can get them attractive terms and collateral that we think is great, but banks don’t understand and that ability to provide that insight number one, number two is sweat, at the end of the day, one of the most renewable resources, pun modestly intended on investing in these assets is if you can put in the work, that’s a sustainable way to have advantage.
I think back to what is next. I think investors need to be ready to have cleared the underbrush, have the thesis and really do the work to be able to still find edge, still find value and still make good investments against that backdrop.

Written by Robert Brennan Hart, Executive Director of Smarter Markets™