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Shift from utility to corporate financing for renewables presents risk
Abstract: The increase in corporate power purchase agreements relative to utility PPAs means more opportunities for renewable energy developers, but it also presents higher counterparty and merchant tail risks for lenders involved in renewable energy project financing.
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https://www.dallasfed.org/banking/pubs/dfb/2026/2601
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Provider: Federal Reserve Bank of Dallas
Source: Dallas Fed Banking
Publication Date: 2026-02-10