Luminate recently attended the Infocast Solar + Wind Finance & Investment Summit 2026! Cathy Grover and Jordan Nicholson highlighted a few key takeaways from the event – take a look:
- Sponsors seem to be waiting on each other with respect to FEOC compliance, or rely on available safe harbored equipment, or rely on the equipment OEMs to provide a path forward.
- Lots of projects are safe harbored, and the next couple of years are going to be busy with completing construction.
- The energy finance market is evolving while getting more complicated due to IRA incentives, tax credit transferability, etc. Investors are assessing Project risk based on policy and market uncertainty.
- Interconnection and transmission remain major bottlenecks to renewable deployment. Grid infrastructure is the limiting factor; not capital.
