This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.
Life After the Solar ITC, Financing Projects When the Subsidy Is Gone
Date & Time
September 16, 2026 4:30 PM - 5:10 PM
TrackSolar & Storage Finance
TypePanel Discussion
With solar ITCs and storage credits expiring in the shorter to medium term, for hybrid projects, can storage ITC be structured to finance the solar component, and how are lenders treating this?
Without ITC, what PPA rates do offtakers need to offer to make a solar project viable? Are any utilities or hyperscalers already signalling willingness to move on pricing?
Post-ITC projects have more freedom from FEOC sourcing requirements but still face anti-dumping, counterveiling duties (AD/CVD) and cybersecurity obligations. How does the cost structure change, and are project economics better or worse?
The industry has long depended on tax credits. Is post-2027 solar the moment it must stand on its own economics, and what does that project look like?
