Hardware Podcasts

Frontier Forum: Why clean energy capital boomed in a volatile year [partner content]

Catalyst · 6 Apr 2026 · 33m

What this episode covers

Alfred Johnson, CEO of Crux, and Katie Bays, Head of Research at Crux, discuss the resilience of the clean energy capital market in 2025, noting that total capital expenditures reached approximately $120 billion despite policy volatility. They explain how the transferable tax credit market scaled to $42 billion and how financing structures evolved, particularly through hybrid tax equity and bridge loans, to accommodate diverse technologies like nuclear and advanced manufacturing. The speakers highlight that underlying demand from data centers, reshoring, and falling interest rates drove investment even as developers navigated FEOC compliance and tariff uncertainties.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Crux, Latitude Studios, ACP, ISDA, Department of Defense
Also
Frontier Forum

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