Clean Energy & EV

The Clean Energy & EV sector encompasses 10 tracked companies carrying $24.7B in combined long-term debt. Across the sector, $1.1B (5% of maturities) is due within the next 12 months. The majority of obligations ($15.5B) extend beyond five years, providing longer-term refinancing runway. Lucid Group is flagged as high risk within this sector.

Companies in Sector
10
Total Sector Debt
$24.7B
High Risk
1
Avg Risk Score
3.8
Company Risk Score Total Debt 12mo Due Interest Coverage Data
Lucid Group
LCID 		7/10 High Risk $3.3B $707M Loss Complete
Rivian Automotive, Inc. / DE
RIVN 		6/10 Medium Risk $5.5B N/A Loss Partial
Sunrun
RUN 		6/10 Medium Risk $15.2B $294M N/A Partial
ChargePoint Holdings
CHPT 		4/10 Medium Risk $295M $17M -8.8x Complete
Plug Power
PLUG 		4/10 Medium Risk $4M N/A Loss Partial
First Solar
FSLR 		1/10 Low Risk $438M $91M 123.2x Partial
QuantumScape
QS 		1/10 Low Risk N/A N/A Loss Limited
SolarEdge Technologies
SEDG 		1/10 Low Risk N/A N/A N/A Limited
Bloom Energy
BE 		N/A N/A N/A N/A Limited
Enphase Energy
ENPH 		N/A N/A N/A N/A Limited