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Message
re: Solar Lease, for real?
Posted on 7/18/25 at 1:39 pm to billjamin
Posted on 7/18/25 at 1:39 pm to billjamin
quote:
leaching isn't a real thing with modern PV modules.
well that's good to know.
quote:
they all have internal reserves for replacement and remediation.
but is there anything compelling them to do so? Like a federal law? Or would the landowner have to sue if the asset owner failed to clean it up or denied responsibility for doing so?
Or is that all shite you hammer out in the agreement?
1
Posted on 7/18/25 at 1:40 pm to billjamin
I get once construction starts it’s a done deal but industry has some headwinds. Turns out they want to tap into. 200kv line probably 50 yards from our property and that property owner with about the same acreage is on board already. His land slopes east though which is bad in the South and probably northern Missouri also. Ours slopes west and south when it does slope except maybe a few acres facing north. I need to get my hopes way lower or I’m in for years of drama.
Also, it seems the low income area incentives are actually quite large. Up to 20% credit. That’s why we got fiber internet miles from the nearest town like a decade ago.
Also, it seems the low income area incentives are actually quite large. Up to 20% credit. That’s why we got fiber internet miles from the nearest town like a decade ago.
This post was edited on 7/18/25 at 1:52 pm
Posted on 7/18/25 at 1:44 pm to slidingstop
quote:
well that's good to know.
Yeah all modules made for a while now use EVA as an encapsulate around the cells to keep anything from getting in our out and that shite's tough as nails.
quote:
but is there anything compelling them to do so? Like a federal law? Or would the landowner have to sue if the asset owner failed to clean it up or denied responsibility for doing so?
No federal law but some states have specific laws for this. Typically they're the same one that apply to O&G, Wind, etc. The asset owners, typically a Bank of America, JP Morgan, Blackstone, etc don't want any of that smoke so they tend to be risk averse in fighting anything.
quote:
Or is that all shite you hammer out in the agreement?
It's always best practice to make sure you have a solid remediation clause in the contract that can supersede any changing policy. Remember these are 25-35 year contracts with an asset with a 35 year service life. Things change a lot so CYA.
Posted on 7/18/25 at 1:48 pm to Dallaswho
quote:
I get once construction starts it’s a done deal but industry has some headwinds. Turns out they want to tap into. 200kb line probably 50 yards from our property and that property owner with about the same average is on board already. His land slopes east though which is bad in the South and probably northern Missouri also. Ours slopes west and south when it does slope except maybe a few acres facing north. I need to get my hopes way lower or in for years of drama.
Yeah its kinda crazy right now and finding an accessible node without a ton of congestion is getting harder to find according to the guys i know who do utility scale.
quote:
Also, it seems the low income area incentives are actually quite large. Up to 20% credit.
Low income adders are a funny one. Those programs tap out so quick they have to keep shutting down the portal. It's one of the stupidest things. To get the full 20% you have to be in a really specific place. Most are ~10% with a monetized value of closer to 8% after fees. But there is a way, in theory to stack ITC + Low Income + Energy community + Domestic content + qualified land to end up with almost 70% tax credit.
This post was edited on 7/18/25 at 1:50 pm
Posted on 7/18/25 at 1:49 pm to billjamin
quote:
've been doing project finance for energy deals for 10 years.
So, I would assume that you know that investors into solar projects like these are starting to dry up and spreads have pushed out 300 basis points the last 6 months.
I've sold millions and millions of dollars of these to institutional investors and have been in the business for 25yrs+.
If those guys stop investing, then you know the industry will be having some major issues going forward. And they aren't investing because they're scared of these things losing their subsidies.
Posted on 7/18/25 at 1:55 pm to bbvdd
quote:
So, I would assume that you know that investors into solar projects like these are starting to dry up and spreads have pushed out 300 basis points the last 6 months.
I just closed a 2B deal with a BX subsidiary. No shortage of capital from my end. But we only play with the big boys (BoA, JPM, Santander, BX, Carlyle, etc)
TE market is getting tough but everything else is business as usual. TE will chill one the ITC drama settles.
quote:
If those guys stop investing, then you know the industry will be having some major issues going forward. And they aren't investing because they're scared of these things losing their subsidies.
Just to clarify this, they're worried about committing capital and not being able to deploy it because the subsidies in the future will change. Failure to deploy carries serious LDs. No one i've talked to is worried about right now. They're worried about inking mega deals that then they can't deploy in the future. There's no risk for anything thats getting interconnected this year or will be mechanically complete in the near future.
This post was edited on 7/18/25 at 2:05 pm
Posted on 7/18/25 at 9:40 pm to mdomingue
quote:
Burning cane
That’s an old practice. Hardly any farmers burn standing cane any more. Now days they just burn the stubble left behind after harvest. As someone who grew up near cane fields I’d take the cane field. As a kid I ran those cane rows with my friends. As we got older it was a driving range to practice our golf swing. And the rats? You’ll have those everywhere. Even in the nice subdivisions popping up all over. We used to roam those fields and shoot any little bird or critter we could get our eyes on. Not to mention all the fun times we had riding four wheeler/dirt bikes all around them. I doubt the solar farms will be open access where neighboring kids can go play in the field.
Posted on 7/19/25 at 6:04 am to Pezzo
quote:
Now days they just burn the stubble left behind after harvest.
This is what I meant.
quote:
As someone who grew up near cane fields I’d take the cane field.
As someone who did, still has family near many, and lives close enough to have to deal with the air quality that results from burning the stubble, I would hate living adjacent to one. To each his own.
quote:
We used to roam those fields and shoot any little bird or critter we could get our eyes on. Not to mention all the fun times we had riding four wheeler/dirt bikes all around them.
I suspect you will find that less common now, people are a lot more concerned about things like lawsuits now and try to prevent access to those fields. It's not like it was when I was a kid, and you could roam around almost anywhere you wanted. A sad loss to progress.
And FTR, I don't really want either near my home.
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