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California’s Next Chapter: What Will Drive Future Revenue, Reform and Returns?
Date & Time
September 15, 2026 11:50 AM - 12:30 PM
LocationGarden 2 & 3
TrackSolar & Storage Finance
TypePanel Discussion
Merchant revenues have declined. So what does a bankable California revenue stack actually look like today, and how are lenders adjusting debt sizing against revised forward curves?
Standalone storage cannot be financed without a swap or toll. How are Resource Adequacy contract rates evolving, and what Internal Rates of Return can developers realistically target in 2026?
As PPA total contracted capacity has declined in the state over the past year, how can CAISO learn from more dominate offtaker PPA markets such as ERCOT, MISO and PJM?
Curtailment is eroding solar Levelized Cost of Energy (LCOE) competitiveness. Does co-location solve the economics, and at what cost to the standalone storage business model?
CAISO interconnection timelines add years to development schedules. What are the cost implications of queue delays, and how are developers pricing interconnection risk into project financing?
