Which Revenue Models are Bankable in 2026?

Synopsis

• Which types of storage projects (standalone merchant, solar plus storage hybrids, tolling agreements, long duration, aggregated BTM portfolios) are attracting capital in 2026?
• How has investor risk appetite shifted, and what return profiles are now considered acceptable across regions?
• How are financing structures adapting post FEOC and amid ancillary market saturation?
• Which contracting and risk mitigation tools such as hedges, insurance, and synthetic Power Purchase Agreements (PPAs) are lenders and investors relying on?
• How is rising power demand from commercial and industrial buyers, including hyperscaler data centers, influencing investor interest in the C&I storage space?
• What lessons from 2025 deals are shaping where capital flows in 2026 and 2027?