US Solar & Storage — State of the Market

Date & Time September 16, 2026
9:05 AM - 9:30 AM

Track Solar & Storage Finance

Type Presentation

Where is new deployment happening and where has it stalled? A market-by-market financial snapshot across CAISO, ERCOT, PJM, and MISO.
The safe-harbor runway is finite. What does the supply of new compliant projects look like from 2027 onward, and how does scarcity affect asset pricing?
Load growth continues to accelerate. Where are power prices moving, and what does that mean for merchant revenue assumptions and project IRRs?