Deutsche Bank Predicting Big Increase In Publicly Traded PV-Based Yield Cos

July 4th, 2014 by James Ayre

There’s going to be a big increase in the number of publicly traded PV-based yield cos in the next 12-18 months, according to Deutsche Bank Securities.

The US arm of the German financial services giant is predicting that as many as 6 new yield cos will enter public trading over the next year to year-and-a-half — referring to the predicted development as being one of the most significant catalysts for the solar sector in years.

Image Credit: PlanetSolar

While Deutsche Bank is of course not the only market analyst to make such a prediction, the scale of the recent prediction is worth noting — and represents a potentially very important “boon” to solar PV businesses, providing low-cost capital to accompany the fast-occurring PV manufacturing cost reductions.

According to one of the bank’s analysts, Vishal Shah, this growth will initially be centered in the US, with the heavyweight solar company SunEdison at the forefront.

Eventually, though, international markets will catch up — from mid-2015 onwards according the bank’s analysts.

In related news, as we reported previously, rising levels of solar PV system ownership are predicted to eat pretty heavily into solar leasing’s portion of the pie, according to many analysts.

A recent report from GTM Research, US Residential Solar Financing, 2014-2018, goes as far as to state that 2014 will very likely be a peak year for solar leasing/PPAs in terms of residential solar market share. Interesting changes afoot… Certainly explains some of SolarCity’s recent moves.









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