Trading Tax Credits in Uncertain Times
Time: 09:45 - 10:30
Date: 22 October 2025
Theatre: Stream Two
Synopsis
- How has the change in administration affected tax equity availability and pricing for solar and storage projects?
- Did transferable tax credits become the preferred route in 2025, as traditional tax equity slowed down in response to federal policy uncertainty? Will this continue into 2026?
- Is there sufficient tax equity supply to meet demand or are developers facing a squeeze as investor caution rises?
- What does the market look like for an ITC transfer on a high-grade solar asset in 2025? How are pricing trends evolving?
Speaker
Lan Adair Sasa Director of Climate Finance - Enhanced Capital
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