Comment by algo_trader

3 days ago

> Working in an investment bank that's build around 800 solar plants over the world i

How long does it take a new vertical to reach bankability?

For example, imagine floating ESS giga packs for shipping ports. 80% of the capex are tier 1 battery packs. And a 10 year PPA from the port. And after 1 or 2 FoaKs.

How long before NoaK projects can get 80-20 debt financing with PV-level interest rates?