We had a productive week at Infocast’s Solar & Wind Investment Summit in Phoenix, Arizona! From insightful discussions to valuable networking opportunities, the event brought together industry leaders shaping the future of renewable energy.
Here are our key highlights from the week:
C&I, Community Solar, and DG are leading capital deployment. These segments are growing in relevance thanks to their quicker deployment windows, stronger yields, and policy tailwinds.
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Consolidation is expedited. Smaller developers are getting squeezed by interconnection costs and limited access to capital, meaning more M&A, more partnerships, and a market overtaken by well-capitalized entities.
Developer optimism is high—but investor caution is higher. Developers see opportunity and strong pipelines. But with rising costs and political uncertainty, investors are pulling back or re-pricing this inherent risk.
Direct Pay could be more vulnerable than transferability. Legislative uncertainty is creating anxiety—especially for tax-exempt entities relying on Direct Pay. Many are accelerating timelines to lock in benefits before potential April tax proposals drop.
Equity is scarce, and credit is replacing equity - but not cleanly. With tax equity harder to come by, credit players are stepping in to buy or bridge transferability—but many are pricing in equity-like returns while still trying to limit downside. The resulting structures are getting more complex.
Insurance and legal opinion requirements are now gating factors. Concerns around change-in-law provisions and domestic content compliance are slowing deals. Direct pay may be more vulnerable than transferability under potential tax law shifts.?
The new administration's energy security narrative is favoring renewables. As gas plant timelines stretch and data center load surges, wind and solar remain the fastest, cheapest sources to bring online. Nuclear and geothermal may help, but they won’t scale fast enough.?
Looking forward to seeing you all next year!
