Life After Incentives: A Playbook for a Post-Subsidy World
Hodgson Russ Partner Christine Bonaguide moderated a panel titled "Life After Incentives: A Playbook for a Post-Subsidy World" at the 2025 Solar & Storage Finance USA Summit on October 21, 2025. This session explored how stakeholders can build resilient, bankable projects amid these evolving rules. Key topics included:
- Adapting financing and structuring to meet new deadlines without compromising project quality
- Strategies for meeting foreign-content / FEOC / domestic content requirements and what that means for supply chain planning
- Enhancing project competitiveness via non-subsidy revenue streams: capacity markets, ancillary services, merchant exposure, and flexibility monetization
- Lowering LCOE through operational efficiencies, streamlined permitting, digital tools, and lean portfolios
- Risk evaluation: schedule, regulatory/compliance (IRS guidance, content rules), market demand, and offtaker credit