This panel will explore how the appetite of capital providers differs by project type, and what that means for leverage, pricing, terms and deal execution as the market becomes more selective. Hear how investors are assessing delivery risk, counterparty risk and location risk, and how these factors are translating into structuring decisions and required returns. 

Unpack emerging considerations such as gigawatt-scale exposure, where scale and concerns around underutilisation can materially shift the investment profile. Learn how revenue models influence credit perception, where lenders are drawing lines, and how leasing value varies significantly by geography, with revenue per kilowatt differences shaping returns as much as headline demand. 

Explore why operational risk and long-term performance are often under-assessed relative to construction delivery, and what this means for securing competitive funding and protecting investment outcomes.