Project Finance & Capital Stacks
How clean-energy projects are structured, financed, and capitalized.
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.
Analysts expect PPA prices to keep rising as tax credits phase out, and buyers are already locking in longer contract terms in response. The PPA-versus-ownership math is being repriced in real time.
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.