Watt's the deal with the 2025 Infocast Solar Finance and Investment Summit? It's a conference I've been attending for 15 years, and I actually started my company there eight years ago. Just last week in Phoenix, Arizona, over 4,000 solar developers, investors, financiers, and deal makers descended upon the Biltmore Hotel for three days of deals.
Here are some of my key takeaways: Despite the political climate, no one is slowing down or cutting back. If anything, people are leaning in. Banks and investors are open for business. Macro demands for kilowatt hours--something you've heard from me before--is at an all time high with unprecedented growth and an insatiable need for new projects to come online.
We are seeing a flight to quality across the board. Tax equity is done working with new developers, and they only want to work with experienced groups that have a proven track record. There are a lot of projects in the market for sale. I forecast a large influx of operating assets will continue to hit the market in the coming months, and we may see pricing pressure drop as a result of a flood of inventory.
Everyone is chasing data center load and starting to develop powered land in the face of political uncertainty elsewhere. And if the US wants to win the AI race, the only shot we have is by embracing and supporting solar and battery energy storage.
Natural gas turbines have five-year lead times, and there are very few people that know how to build these plants because no one's been building them for the past 20 years.Think about that for a minute.
Lastly, the best part of the conference is reconnecting with old friends, making new ones, and doing what we do best: Asking others "Watt's the deal?!"
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