Skip to content

Perspectives on clean energy investing

Analysis, market commentary, and practical guidance from the Sunlight Energy Investments team.

The end of the ITC: what it means for solar and storage
Finance

The end of the ITC: what it means for solar and storage

The OBBBA terminates the solar ITC for projects that miss key deadlines. What the July 4, 2026 construction cutoff and 2027 placed-in-service date mean for investors.

July 2, 20267 min readRead article
Latest

All insights

Stay current on solar investment, project development, and market trends.

Interconnection: the hidden bottleneck in U.S. solar
Development

Interconnection: the hidden bottleneck in U.S. solar

U.S. solar interconnection queues are the biggest schedule risk in development. How to assess queue position, upgrade costs, and grid capacity.

June 28, 20266 min read
The economics of battery energy storage
Storage

The economics of battery energy storage

BESS revenue streams, value stacking, and project economics for grid-scale and solar-paired battery storage across U.S. energy markets.

June 24, 20267 min read
Virtual PPAs and corporate clean energy procurement
Advisory

Virtual PPAs and corporate clean energy procurement

How virtual PPAs let corporates buy clean power at scale without on-site solar—structuring, pricing, and credit considerations for buyers and developers.

June 18, 20266 min read
Data centers and the clean energy imperative
Digital Infrastructure

Data centers and the clean energy imperative

AI and cloud growth is driving record data center power demand. Why pairing digital infrastructure with solar and storage is a clean energy opportunity.

June 10, 20267 min read
Understanding tax equity in solar finance
Finance

Understanding tax equity in solar finance

Tax equity explained: how the ITC and depreciation drive U.S. solar finance, common partnership structures, and why structuring matters for returns.

May 28, 20268 min read
Why solar infrastructure belongs in institutional portfolios
Investing

Why solar infrastructure belongs in institutional portfolios

Why institutional investors allocate to U.S. solar infrastructure: contracted cash flows, real assets, tax benefits, and measurable ESG impact.

May 15, 20266 min read
Merchant solar vs. contracted offtake
Investing

Merchant solar vs. contracted offtake

Contracted PPAs vs. merchant solar exposure: how offtake structure shapes risk, returns, and bankability for U.S. infrastructure investors.

May 5, 20266 min read
Site selection and permitting for solar development
Development

Site selection and permitting for solar development

What makes a bankable solar site: land, resource, grid access, zoning, and permitting timelines—and how developers de-risk before financial close.

April 15, 20266 min read
Community solar: expanding clean energy access across the U.S.
Markets

Community solar: expanding clean energy access across the U.S.

How community solar expands clean energy access for U.S. households and businesses—and why developers and investors are building shared solar.

April 2, 20265 min read
Renewable energy credits and solar revenue
Finance

Renewable energy credits and solar revenue

RECs, SRECs, and environmental attributes explained: how renewable energy credits add revenue to U.S. solar projects and what investors should know.

March 22, 20265 min read
Structuring bankable PPAs for late-stage solar projects
Advisory

Structuring bankable PPAs for late-stage solar projects

What makes a solar PPA bankable for lenders and tax-equity partners: key terms, pricing, risk allocation, and common offtake pitfalls.

March 10, 20267 min read
How we underwrite a solar project
Diligence

How we underwrite a solar project

Inside Sunlight's solar underwriting: technical, commercial, and financial diligence that protects long-term yield for investors and developers.

February 18, 20266 min read
Building a solar portfolio for institutional investors
Investing

Building a solar portfolio for institutional investors

Portfolio construction for solar infrastructure: diversification by geography, offtaker, technology, and vintage—and how LPs evaluate clean energy exposure.

February 5, 20267 min read
Commercial & industrial solar: powering business with clean energy
Markets

Commercial & industrial solar: powering business with clean energy

Commercial and industrial solar delivers predictable, lower-cost clean power via on-site and offsite PPAs—for businesses and infrastructure investors.

January 12, 20265 min read
The role of O&M in protecting long-term solar yield
Asset Management

The role of O&M in protecting long-term solar yield

Solar O&M protects yield over 25+ years. Monitoring, preventive and corrective maintenance, and vendor accountability for asset owners.

December 15, 20256 min read
ESG investing: aligning returns with impact
ESG

ESG investing: aligning returns with impact

ESG investing in clean energy can align competitive returns with measurable impact—without trade-offs or greenwashing.

November 20, 20255 min read
Utility-scale solar: delivering clean power at scale
Markets

Utility-scale solar: delivering clean power at scale

Utility-scale solar delivers clean power at scale through long-term PPAs. Investment appeal, development hurdles, and performance management.

October 28, 20256 min read
Solar-plus-storage: firming renewable output
Storage

Solar-plus-storage: firming renewable output

Solar-plus-storage firms renewable output, shifts energy to peak-price hours, and captures storage tax credits that outlast the solar ITC.

October 5, 20256 min read

Want to discuss these topics with our team?

Whether you are an investor, developer, or advisor, we welcome the conversation.

Prefer to talk? Call +1 (201) 492-7516

Book a consultationFor investors