We Examine key macro trends (energy demand, power prices, interest rates, data centres, electrification, grid capacity/transmission, push for energy independence) and their impact on project economics:

• Are lenders on a trajectory of getting comfortable with merchant risk?
• What does growing power demand mean for meeting net zero? Who can provide cover for PPAs with non-investment grade offtakers?
• What innovative products can lenders offer developers to help offset the lengthening supply chain lead times? Do supply chain pains call for supply chain finance and project finance convergence?
• We examine the latest trends in renewables M&A