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The project finance sector anticipates a turbulent 2026 due to policy shifts. Last year saw a surge in project construction to circumvent new FEOC limits on Chinese equipment. With a new Federal Reserve chairman taking office in May, short-term interest rates are projected to decrease.

Elevated capital demand is expected, driven by the expansion of data centers and the need for increased generating and transmission capacity to support growing electricity consumption. A conference call featuring industry veterans will discuss projections for tax equity, tax credit sales, and debt in the upcoming year.