Listen to Episode #18:
Listen to Episode #18:
Cheap Money for Renewables is Over
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Summary of Episode #18:
Heiko Ludwig (Global Head of Structured Finance at German bank NORD/LB) shares firsthand insights from the structured finance trenches, revealing how macroeconomic volatility, inflation, and interest rate hikes are reshaping how banks assess and price risk for energy infrastructure.
He explains that project finance is under pressure, especially in renewables, due to shorter PPAs, cannibalisation risks, and unpredictable regulatory environments.
The discussion delves into how geopolitical tensions, commodity prices, and policy shifts impact both greenfield and refinancing deals.
Biography of Heiko Ludwig
Heiko Ludwig is currently the Global Head of Structured Finance and Managing Director on the Energy Sector at NORD/LB. a German bank with a track record in international financing of the Energy Transition. Heiko brings experience from previous roles at Norddeutsche Landesbank and WestLB.
He holds a Master in Political Economics in Foreign Trade Policy, Political Economics, Ecological Economics from the University of Heidelberg.