HA Sustainable Infrastructure Capital, Inc. (HASI) Q2 2025 Earnings Call

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WEBVTT 00:00:00.000 -- 00:00:03.080 operation when we fund our investment. 00:00:03.080 -- 00:00:08.000 This is a reminder that our investments occur at a de-risk stage of development and we 00:00:08.000 -- 00:00:11.860 typically do not incur permitting or policy risk. 00:00:11.860 -- 00:00:15.900 Further, this graphic provides a depiction of the stage of the investments in our pipeline 00:00:15.900 -- 00:00:20.840 and strong evidence that our pipeline is not at risk related to permitting tariffs or 00:00:20.840 -- 00:00:23.940 subsequent tax policy changes. 00:00:24.920 -- 00:00:29.320 Turning to page 6, our pipeline has grown over the past few quarters and now exceeds 00:00:29.320 -- 00:00:31.180 $6 billion. 00:00:31.180 -- 00:00:35.840 Our pie chart reinforces the diversification of our business with strong representation 00:00:35.840 -- 00:00:41.120 from each of our markets and a new slice representing the next frontier asset classes 00:00:41.120 -- 00:00:44.840 discussed on our February earnings call. 00:00:44.840 -- 00:00:49.880 The -the-meter pipeline includes a long list of energy efficiency, community solar, and 00:00:49.880 -- 00:00:55.220 residential solar and storage projects with several existing and new clients. 00:00:55.220 -- 00:00:59.900 The grid connected pipeline is also very active as many developers are in search of capital 00:00:59.900 -- 00:01:03.120 to execute on their pipelines and 00:01:03.120 -- 00:01:08.540 our fuels transportation and nature pipeline continues to reflect the significant opportunity 00:01:08.540 -- 00:01:13.520 particularly in renewable natural gas and transportation which are less impacted by policy 00:01:13.520 -- 00:01:15.520 changes. 00:01:16.580 -- 00:01:21.020 Turning to page 7, I'd like to emphasize the significant ...