Market insights for teams who build, buy, and finance renewable projects.
Insights
Stay informed on the latest developments in renewable energy finance, project development, and industry insights from our team.
Newsletter: BESS insurance: how design decisions, code standards, and market conditions affect your coverage
Why BESS insurance is no longer a downstream decision
Labor and the apprenticeship requirement: prevailing wage compliance as a project risk
How prevailing wage and apprenticeship requirements under the IRA are reshaping labor compliance from a cost line into a condition of project success
Why incomplete documentation delays tax equity close at substantial completion
For many solar and storage projects, the gap between physical completion and financial close comes down to one thing: documentation that isn't ready when the system is.
New York Market Deep Dive
Sub-5MW Storage in New York: How incentives, interconnection, and grid value are reshaping the market
Part 3: Why your assets are underperforming
An examination of warranty readiness, sensor degradation, and EOR geotechnical engineer coordination.
How diligence discipline drives returns in late-stage BESS
The first in a series on the battery storage lifecycle. In this piece, we walk through the diligence blind spots that consistently impact investment outcomes in late-stage BESS opportunities.
Treasury’s Interim FEOC Guidance (Notice 2026-15): Key Takeaways
What capital providers & developers need to know.
Scaling under pressure: How distributed solar is closing the gap in Maryland
A growing mismatch between generation and demand is tightening the assumptions under which projects can pencil.
Part 2: Why your assets are underperforming (vegetation management, tracker misalignment)
This is the second installment in a multi-part series examining why solar and storage assets underperform, and where investment theses most often diverge from reality.
The evolution of solar in Illinois: How RECs, local politics, and load are redefining what pencils
The market is shifting from policy-driven paydays to permit friction and power-hungry demand.
Why your assets are underperforming Part 1: Soiling, Spares, and Small Faults
The first installment in a multi-part series on why solar and storage assets underperform, and where investment theses most often diverge from reality.
How buyers build confidence in a platform they didn’t develop
And why disciplined evaluation wins deals that speed alone can’t.
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