Latest project finance insights

Ep337: How Tax Credit Markets Weathered 2025
Alfred Johnson, co‑founder and CEO of Crux, discusses key findings from Crux’s latest analysis of the clean energy finance market.
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FERC Declares QFs Lose Exemptions if Ownership Information is Outdated
The Federal Energy Regulatory Commission ruled Thursday that a power project is not exempted as a qualifying facility (QF) from various federal rules if
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Ep336: Supreme Court Strikes Down Tariffs
Stefan Reisinger, Norton Rose Fulbright partner, discusses the ruling by the US Supreme Court to strike down the tariffs imposed by President Trump.
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Ep335: New IRS Guidance on FEOC and 45Z Tax Credits
Keith Martin, Norton Rose Fulbright partner, discusses newly issued IRS guidance on the FEOC rules.
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US Renewables Policy Outlook for 2026
A panel of veteran Washington-based energy policy observers talked the last week in January about the current federal policy outlook for renewable energy.
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Mexico Announces Invitation for Joint Venture Projects
Mexico formally invited private developers that are interested in developing power projects jointly with the national utility, CFE, in joint venture.
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New FEOC Guidance: Notice 2026-15
The IRS is expected to issue guidance on other FEOC issues on a rolling basis. No target dates have been announced.
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CFE Publishes Guidelines For Some Mexican Projects
The market is in for another rollercoaster ride this year on the policy front.
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Ep334: Renewables Development in a Demand‑Driven Market
Jim Spencer, CEO of Exus Renewables North America, discusses the company’s recent $400 million corporate debt raise.
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Ep333: Rethinking Forecasts in an Uncertain Climate
Rob Cirincione of Sunairio explains why traditional weather models miss the extreme events that drive grid risk.
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Ep332: Forecasting Energy Trends for 2026
Robbie Orvis of Energy Innovation discusses shifting federal policies, tax credit changes and rising electricity demand.
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Cost Of Capital: 2026 Outlook
The market is in for another rollercoaster ride this year on the policy front.
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Ep331: Cost of capital: 2026 outlook
Four project finance industry veterans talk about what to expect this year for tax equity, tax credit sales and debt.
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Racing To Meet Electricity Demand
Four prominent renewable energy industry veterans talked about what to expect in 2026 and beyond at the annual Infocast Projects & Money conference in New Orleans in mid-January.
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Ep330: Using Curtailed Power for Data Centers
John Belizaire, CEO of Soluna Holdings, discusses how the company develops data centers co‑located with renewable power plants.
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