Corporate Offtake and the New PPA Landscape – Hyperscalers, Direct Contracts and Lender Comfort

Date & Time September 15, 2026
5:15 PM - 5:35 PM

Track Solar & Storage Finance

Type Fireside Chat

What does corporate offtake look like structurally, and how is it priced versus utility bilateral contracts?
Data center performance requirements, 24/7 availability standards, and underperformance penalties create a fundamentally different contract from utility offtake. What are the development cost implications for project sponsors?
Lenders treat utility offtake and corporate offtake very differently. What are the specific underwriting requirements for corporate counterparties, and which lenders are becoming comfortable with hyperscaler credit?