Attaining healthy returns on renewable projects has become increasingly harder as developers face new risks. Inflation and unfavorable import policy has strained solar supply chains increasing procurement costs which has put more than 5.6 gigawatts of solar capacity in peril in 2022. Uncertainty over federal incentives is squeezing post-tax revenues. On top of that, the accelerated penetration of energy storage, such as batteries and green hydrogen, increases the complexity of the traditional renewable landscape in America. Nevertheless, several developers continue delivering on their project pipelines with only minor setbacks. Who are these top players, what are they doing and what lessons can be learned?
