Tom Delaney
Tom Delaney
Speaker
Director of Capital Markets

Nautilus Solar

United States

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Plenary

Strategizing Solar Finance in a Shifting Market

Christopher Smith
Chief Financial Officer,
CleanChoice Energy
Tyler Nielsen
Managing Director,
KeyBanc Capital Markets
Raj Narayanan
Chief Financial Officer,
GS Power Partners
Jose Gomez del Campo
Director of Project Finance,
OCI Energy
Tom Delaney
Director of Capital Markets,
Nautilus Solar
Moderator
Robert Hamilton Da Silva Ashley
Partner,
DLA Piper

With solar capacity in the US surging, project financing models are evolving rapidly in the face of shifting tax incentives, interconnection delays, and rising merchant risk. As we move toward 2026, both traditional and new funding sources are being tested, with market adaptability and creative deal structures taking center stage. This panel will explore what’s changing, what’s working, and what’s next in solar finance.

  • How are shifting tax credits and incentive structures shaping the way solar projects will get financed in 2026?
  • What innovative financing models are emerging for utility-scale, C&I, and distributed solar as merchant risk grows?
  • How are grid bottlenecks and market uncertainties impacting investor appetite and deal structuring for US solar assets?