In this episode, Crux CEO Alfred Johnson and newly appointed Head of Industry Coverage and Advisory James Wright speak with Heerea Rikhraj to review Crux’s 2026 Midyear Report and the future of clean energy finance.
The discussion examines the rise of preferred equity and hybrid tax equity structures, evolving FEOC regulations, and the growing role of private credit in infrastructure financing.
Johnson and Wright also explore how surging demand from AI, data centers, battery storage, and electrification is driving unprecedented investment across the energy sector, positioning clean energy markets for continued expansion despite ongoing policy and regulatory uncertainty.
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