Maturation of solar asset class into subsidy-free venture in some markets could see industry become better fit with utilities comfortable with power price swings, firm says.
US$1trn-plus financier has already shown appetite for solar manufacturers. Does the new aperture to unlisted infra herald a capital bonanza for downstream players?
Battery technologies hold most potential for nearly two-thirds of asset owners and managers polled by Aquila Capital.
Octopus survey finds grid-scale plants are most sought-after asset class for institutional financiers, with Australian names the most enthusiastic.