Project Finance & Capital Stacks

First Solar's rising sales, stabilizing cleantech venture funding, and an MIT study finding IRA gains mostly intact despite OBBBA all point the same direction — the deployment thesis is holding up better than the policy-volatility narrative implies.

Matrix Renewables, Enlight, a UK £825M portfolio, and a 500 MW BESS financing all closed within weeks of each other — evidence that large-scale solar-plus-storage capital is still flowing freely, even as smaller developers report tighter conditions.