Clean Energy & EV

The Clean Energy & EV sector encompasses 10 tracked companies carrying $23.1B in combined long-term debt. Across the sector, $1.7B (6% of maturities) is due within the next 12 months. The majority of obligations ($15.2B) extend beyond five years, providing longer-term refinancing runway. Sunrun accounts for 64% of sector debt at $14.7B.

Companies in Sector
10
Total Sector Debt
$23.1B
High Risk
0
Avg Risk Score
3.1
Company Risk Score Total Debt 12mo Due Interest Coverage Data
Enphase Energy
ENPH
6/10 Medium Risk $1.2B $632M 17.8x Complete
Lucid Group
LCID
6/10 Medium Risk N/A $672M Loss Complete
Sunrun
RUN
6/10 Medium Risk $14.7B $294M N/A Partial
Bloom Energy
BE
4/10 Medium Risk $2.6B $4M 1.2x Complete
Rivian Automotive, Inc. / DE
RIVN
3/10 Low Risk $4.4B $0 Loss Partial
First Solar
FSLR
2/10 Low Risk $185M $91M 123.2x Complete
ChargePoint Holdings
CHPT
1/10 Low Risk N/A N/A N/A Limited
Plug Power
PLUG
1/10 Low Risk $4M $1M N/A Limited
QuantumScape
QS
1/10 Low Risk N/A N/A N/A Limited
Solaredge Technologies
SEDG
1/10 Low Risk N/A N/A N/A Limited