Duncan McIntyre's school bus company has disclosed about $350 million of equity and debt against annual revenue it estimates at $45 million to $50 million across more than 100 US cities, and it buys the equipment itself.
Reality
- Evidence30
- Adoption45
- Hype gap+30
- Incentives70
- Confidence55
Japan's largest life insurer wants 2 trillion yen of project finance on the books by fiscal 2035, double last year's overseas total. The reason to lend dollars out of a yen book is a spread above two points.
Reality
- Evidence58
- Adoption64
- Hype gap+32
- Incentives60
- Confidence62
An American Banker opinion piece argues that GPU-backed loans audit serial numbers and liens while the compute that repays them goes unmetered, and it points at power finance, where lenders advance against settled megawatt hours.
Reality
- Evidence36
- Adoption18
- Hype gap+33
- Incentives74
- Confidence38
An ICSID committee rejected every ground the investor raised against the 2024 award that dismissed his 264.1 billion won claim on South Korea. The three cost orders against him now total 6.9956 billion won plus interest.
Reality
- Evidence45
- Adoption60
- Hype gap+35
- Incentives75
- Confidence60
The Eagle Point equipment financing buys deliveries starting in the second half of 2027, which is the one thing a developer can quote when a hyperscaler asks how soon a campus energizes, though neither the principal nor the rate is public.
Reality
- Evidence55
- Adoption20
- Hype gap+18
- Incentives72
- Confidence48
Quinbrook closed A$469 million of debt for Stage 3 of its Brendale battery campus in the same week Stage 2 entered commercial operation. The pattern matters more than the megawatts.
Reality
- Evidence38
- Adoption68
- Hype gap+20
- Incentives78
- Confidence45