How Investors Power Their Portfolios With Clean Energy

The video discusses the economic factors driving the shift from coal to renewables, highlighting the role of shale gas and the decreasing costs of renewables. It examines solar cost trends, noting a significant reduction in recent years, and the transition from public to private investment in solar projects. The video explains how investment returns and debt structures work in solar projects, emphasizing the role of long-term investors. Finally, it addresses the current and future penetration of solar energy in the US market, driven by cost reductions and increased renewable growth.

What role do long-term investors play in the solar energy sector?

Discuss the current penetration of solar energy in the United States and its future potential.