While the policy backdrop for renewables changed significantly in 2025, the capital did not.
In Solar Builder Magazine’s latest piece on solar investment in a post-ITC market, one theme is clear: demand is carrying the industry. Electricity load growth, AI-driven data centers, and grid reliability needs are pushing investors to focus on fundamentals, not headlines. Our CEO Jorge Vargas noted in the article that solar remains the cheapest and fastest resource to deploy, and it has evolved from a “values” trade to an infrastructure-grade asset class. Investors are following practicality, predictable returns, and durability.
Read the article here: https://solarbuildermag.com/financing/the-race-is-on-solar-project-investment-in-a-post-itc-world/