These 2 factors also make it more difficult to commercialize frontier renewables like green hydrogen.
The notable thing was that CCGT costs aren't rising to the same extent, despite broadly similar capital cost to utility scale PV (page 11). And longer construction time (pages 37 PV and 39 CCGT), which affects the risk premium.
I recall reading that there was a polysilicon shortage because of changes in China's energy policy. Not sure what's going on with wind. Nor why CCGT costs are continuing low.
Different sources of capital have different capabilities to assess risk. A battery storage site is easy to understand so can be funded my smaller groups. Offshore wind requires more modelling, due diligence, and technical understanding so needs the resources a bank has. And a nuclear site is too difficult for anyone but government.
Also, inflation can vary across industries. For example wind turbines could be vulnerable to high steel costs. A fast project can better predict staff costs than a slow one.