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Tax Credits in Transition, 48E, Transferability and the Medium Term Future
Date & Time
September 15, 2026 12:30 PM - 1:10 PM
TrackSolar & Storage Finance
TypePanel Discussion
Production and Investment Tax Credits dominates deal structuring. Traditional tax equity from major banks has shifted. Some developers face a trade-off between going through regulatory hurdles to gain the tax credit versus importing components and avoiding the tax credit altogether.
Projects under Section 48E in order to obtain necessary clean energy tax credits face additional scrutiny from tax equity investors, particularly regarding FEOC compliance. What are the capex implications, and how is this reshaping equipment procurement decisions?
Solar Investment Tax Credits (ITCs) expire after the end of 2027; storage credits run to 2033. So how should developers sequence capital allocation across those two timelines?
Major investors and banks have paused utility-scale tax equity over FEOC concerns. What does the tax equity supply shortage mean for project debt sizing and developer returns?
