LP sentiment and capital flows in the energy sector

Glenn Jacobson of Greenbelt Capital Partners reports record LP interest in the energy sector despite policy headwinds, with capital being targeted toward projects that can meet ITC construction deadlines, project finance deals with offtake, and natural gas generation. Robert Birdsey of Greenfront Energy Partners adds that regulatory uncertainty has not become a deal-breaker, with project finance markets remaining receptive and investors using legal protections, insurance, and structural tools to manage risk.