2025-12-18
Clean Energy Decisions can Fail in the Second-order Effects
That’s what I valued most in this conversation (see link below): systems thinking. Not a single technology. Not a single policy. But how legislation,
That’s what I valued most in this conversation (see link below): systems thinking. Not a single technology. Not a single policy. But how legislation, supply chains, grid constraints, capital structures, risk transfer, and demand growth interact, sometimes constructively, sometimes frictionally.
The discussion on the One Big Beautiful Bill’s second-order effects on clean energy was especially useful: ⚠️ Shortened timelines ⚠️Margin compression ⚠️Supply-chain reshuffling
Clients don’t need another transaction wrapped in optimism. They need a partner who will name trade-offs early, while there is still room to choose.
Clean energy doesn’t advance on slogans. It advances on judgment.
Link to the Marsh FINPRO's Renewables today: Challenges, opportunities, and risk management to drive growth: https://www.marsh.com/en/services/financial-professional-liability/insights/powered-by-marsh-pod-renewable-energy-risk-insights.html
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