ESG & Investing

Wall Street Has a Dire Warning About Green Investments Under New ‘Endgame’ Rule

  • The two US banks dominate market for tax-equity investments
  • Renewables projects put at risk if regulators rewrite rules

Wind turbines operate near Palm Springs, California.

Photographer: Mario Tama/Getty Images

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Senior Wall Street bankers are warning that a plan by US regulators to rewrite the rules of tax-equity investing will deliver a major blow to a market dominated by JPMorgan Chase & Co. and Bank of America Corp.

At issue is the perceived risk of tax-equity investments, which are a form of financing in which banks provide capital to green projects in exchange for tax credits. It’s a market in which JPMorgan and BofA have been estimated to do more than 50% of the roughly $20 billion worth of annual transactions.