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The State of the Debt Market, Construction Lending, Private Credit and What Lenders Need to See
Date & Time
September 16, 2026 9:50 AM - 10:15 AM
LocationGrand Ballroom B
TrackSolar & Storage Finance
TypePanel Discussion
Construction lending has narrowed sharply. Which lenders are still active, at what leverage ratios, and for which revenue structures?
Private credit providers are facing pressure, including portfolio stress from borrowers. How is this affecting capital availability for renewable and storage projects, and at what cost?
Hyperscalers have been borrowing enormous sums from the same private credit funds that finance energy projects. Is tech borrowing crowding out renewable capital, and how is this showing up in deal terms?
What does a bankable project look like in 2026? Revenue structure, compliance status, and interconnection certainty all determine debt sizing. Where is the bar today?
