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Infocast’s Solar + Wind Finance & Investment Summit once again brought the renewable energy finance community together in Phoenix, Arizona, with conversations spanning deal activity, investment strategy, and the evolving market landscape.
Across the week, our consultants Thomas Cooper, Divisional Manager, and Nolan Cridge, Manager, Renewables, connected with clients and industry professionals to understand what’s really happening in the market right now.
Here’s what they heard.
The bulk of our conversations with new and existing clients emphasized there is still a tremendous amount of excitement and activity surrounding the renewable space. We are seeing our clients make a very strong push to secure tax equity partnerships for their existing assets, or offload via M&A projects that are earlier stage. Lots of portfolios are growing tremendously through M&A in the solar and storage space as well.
The largest challenge seems to be from within the united states, many foreign countries are hesitant to invest within the united states due to policy changes and an uncertain investment terrain. This year is universally considered more stable, but still gives foreign entities hesitancy to put money back into US markets.
Overall it seems to continue to be business as usual, just on an accelerated timeline. That said, we had a significant amount of conversations surrounding the integration of AI to all levels of project development, project finance, and M&A transactions. This would likely lead to a downturn in junior level hiring and allow our clients to continue to get leaner.
We are still hearing Solar and Storage as the big winners for the next few years. There are murmurs that Geothermal and Nuclear could be the next renewable assets to be heavily invested in, but there are still a significant number of hurdles to jump through here.
The general sentiment around the conference was very positive about the industry as a whole and where opportunity exists. Many of the hiring managers we spoke with express that hiring this year would likely be later in the summer or Q3, and those would be sparce. This year companies seem to be continuing to stay as lean as possible and any hire that is brought on is well thought out, and an extremely high priority.
Across the conversations throughout the week, one thing was clear, the renewable energy market remains highly active, with strong momentum across solar, storage, and M&A.
At the same time, the landscape is becoming more considered. Investment decisions are more measured, international capital remains cautious around US policy, and businesses are continuing to prioritise lean, high-impact teams.
With growing interest in AI and early conversations around geothermal and nuclear, the market is evolving, not slowing.
If you’re looking to understand how these trends could impact your team or hiring strategy, get in touch with the Piper Maddox team to continue the conversation.
Interested in where your experience could fit in this market? Take a look at our latest opportunities:
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