PALLADIUM Magazine(@palladiummag):Existing frameworks — joint ventures, long-term leases, private credit, offtake mixes, securitized lease cash flows, etc. — concentrate risk within the same handful of companies. This level of high-risk circular financing raises the prospect of another 2008-level blowup.

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PALLADIUM Magazine@palladiummag

2026.07.20 20:04

Existing frameworks — joint ventures, long-term leases, private credit, offtake mixes, securitized lease cash flows, etc. — concentrate risk within the same handful of companies. This level of high-risk circular financing raises the prospect of another 2008-level blowup.