Does a Downturn in USA Investment Create Opportunity in Europe?
Time: 09:10 - 09:55
Date: Tuesday 3rd February 2026
Theatre: Plenary
Synopsis
As US renewable incentives face implementation challenges and political uncertainty, European markets are gaining renewed attention from global investors. This session explores the shifting competitive landscape between European and US renewable markets and strategies for European stakeholders to capitalize on this potential advantage.
- Global investor portfolio rebalancing strategies between European markets and weakening IRA-incentivized US opportunities
- Effective approaches for European projects to attract US capital in the current market environment
- Lessons European policymakers can apply from US energy policy structure and implementation over the last decade to drive renewable build out
- Comparative analysis of European versus US regulatory stability and its impact on long-term investment decisions
- Strategic positioning opportunities for European developers in response to changing global capital flows
Speakers
Domenico Tripodi Partner & Co-Head of Investments - AIP Management
Bartholomew White Managing Director, European Head of Energy Structured Finance - Santander
Gianluca Boccanera Global Managing Director - Starlight, a NextEnergy Group Company
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