RE:Don't Just Sell This POSnot just renewables, all utilities are looking at higher capital costs . but if they have no debt to refinance any time soon, and don't need more capital for a year or 2, who cares? reits, utes, homebuilders, interest sensitive sectors will bottom sometime next year potentially, some strategists think 1st half but who knows. When fed hits 5-6% = bigger discounts and more opportunity etc. If Fed rate hits 8-9% as some predict (doomsday folks) none of this will matter
Some big companies who issued a ton of debt when money was free will get taken to the woodshed likely... Ironically, the larger so-called "garbage unprofitable" companies who raised billions of equity can trim capex and "survive" for years.