President, Chief Executive Officer & Director, HA SUSTAINABLE INFRA CAP INC
Search every verified Jeffrey Lipson interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Jeffrey Lipson, President and CEO of HASI, discussed the company's 2025 investment activity and strategic priorities in several media appearances. He reported that HASI made a record $4.3 billion in sustainable infrastructure investments in 2025, including a $1.2 billion commitment to the SunZia wind project in New Mexico, which he described as the largest wind project in North America. Lipson also highlighted a $500 million expansion of HASI's partnership with residential solar installer Sunrun, noting the structure now facilitates Sunrun's use of tax credit transfers under the Inflation Reduction Act. He additionally discussed the upsizing of HASI's co-investment partnership with KKR, called Carbon Count Holdings 1, which he said allows KKR to deploy funds faster while enabling HASI to scale its business and pursue larger investments. Lipson addressed the current market environment, stating that policy uncertainty should not lead to paralysis and that HASI's business model is designed to succeed across different policy and macroeconomic conditions. He attributed growing demand for renewable energy to the buildout of data centers and AI, saying this creates a larger pipeline for HASI's developer clients. He also described HASI's differentiation from other infrastructure investors, citing its exclusive focus on sustainable infrastructure, investments at the asset level secured by project cash flows, a client-oriented approach, and its status as a permanent capital provider. In a 2023 appearance, Lipson said markets were "overly punishing" the clean energy space, arguing that the energy transition is a long-term trend and that higher interest rate costs could be passed through via higher energy prices.
We started the Climate Positive podcast just over three years ago at HASI, seeing an opportunity to contribute our unique perspective to the climate and clean energy podcast scene. As a pure play climate investment firm, we aimed to cultivate a forum for mission-driven leaders, innovators, and changemakers to engage in conversations about the challenges and opportunities on the path to a climate-positive future. Our inaugural episode of Climate Positive featured our trailblazing former CEO and current Board Executive Chair, Jeff Eckel. Now, looking back on over 75 episodes since launch, we wan…
Jeffrey Lipson, president and CEO of HASI, joins 'The Exchange' to discuss investment opportunities in clean energy, the impact ...
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