Panel: Revenue Models Post-IRA

Synopsis

• How developers and investors are structuring revenue stacks in a market where incentives are stabilising but merchant exposure is growing
• The relative attractiveness of long-term PPAs versus tolling and capacity agreements in balancing risk and flexibility
• How lenders and tax equity view merchant and hybrid revenue models when assessing financeability
• Regional differences in offtake structures and pricing signals across ISOs and utility procurement programmes
• What innovations in contract design and risk allocation are emerging to support revenue certainty in volatile power markets