Search Climate Insights Directory

The analysis finds that export-only electrolyzer projects—which use co-located clean energy and can sell excess power to the grid—are financially competitive across large areas of the U.S. Using test sites in West Texas, near Houston, and Southwest Minnesota, the study demonstrates that these projects can generate profits even with conservative power price assumptions and current capital costs. Hydrogen sales, bolstered by the 45V tax credit, account for 72-79% of total revenue. The authors conclude that strict adherence to the principles of additionality, deliverability, and hourly time-matching is compatible with industry growth.

The report evaluates the 41.1 km Rabat bypass road project using the SAVi tool, simulating six risk scenarios and four externalities. It finds that the project is not financially viable based on its own revenues across all scenarios, with negative net present value and insufficient internal rate of return. However, the inclusion of externalities—specifically the value of time saved and the cost of accidents—significantly improves key financial indicators, demonstrating that traditional financial analyses underestimate the project's broader socio-economic value and the risks associated with reduced maintenance or climate change.

The report evaluates the 4.1 km Rabat bypass road, including the Mohammed VI bridge, using the SAVi tool to simulate six risk scenarios and four external factors. The analysis finds that the project is not financially viable based on its own revenues across all scenarios, as evidenced by negative Net Present Values (NPV) and insufficient Internal Rates of Return (IRR). However, integrating external factors—specifically the value of time saved and accident costs—significantly alters the cost-benefit analysis, demonstrating that conventional financial assessments underestimate the true risks and benefits of the infrastructure.

The report analyzes the third party financing model for rooftop solar in India, where developers install and own systems and sell power to consumers via long-term agreements. While the model is financially viable in most states for industrial and commercial segments—often achieving grid parity without incentives—its growth is hindered by limited debt finance, consumer credit risk, and inconsistent net metering implementation. The report suggests policy interventions such as training bank officials, involving DISCOMs in power purchase agreements, and creating specialized dispute courts, alongside financial instruments like peer-to-peer lending platforms and green bond securitization.