Really fascinating piece. Transferable tax credits feel like one of those “behind-the-scenes” financial innovations that most people overlook, but they could fundamentally change how climate and infrastructure projects get funded. The most interesting part is how they’re opening the market beyond just large banks and institutional players. Quiet policy shifts often create the biggest long-term economic ripple effects.
Staggering to think that a $42 billion market is “behind the scenes,” but it’s probably true. It’s a B2B, private market. No publicly traded visibility.
Really fascinating piece. Transferable tax credits feel like one of those “behind-the-scenes” financial innovations that most people overlook, but they could fundamentally change how climate and infrastructure projects get funded. The most interesting part is how they’re opening the market beyond just large banks and institutional players. Quiet policy shifts often create the biggest long-term economic ripple effects.
Staggering to think that a $42 billion market is “behind the scenes,” but it’s probably true. It’s a B2B, private market. No publicly traded visibility.