Are We Heading for a Solar M&A Boom in 2026?

Synopsis

As the solar sector matures and decarbonization targets intensify, 2026 is poised to usher in a significant surge in merger and acquisition activity. This session examines the key drivers behind this anticipated consolidation wave, strategic considerations for industry participants, and how companies can position themselves to capitalize on—or defend against—this transformative trend.

• Decarbonization imperatives creating unprecedented demand across the solar value chain, from manufacturing to project development
• How government renewable targets and policy frameworks are reshaping the competitive landscape and creating M&A opportunities
• Strategic consolidation patterns emerging as companies pursue scale economies and technological differentiation
• Overcoming board-level resistance to strategic pivots in response to market fundamentals
• Addressing the exits crisis and strategies for companies unable to find buyers
• Supply chain security concerns accelerating vertical integration and reshoring-focused transactions
• Valuation methodologies evolving to account for policy uncertainty and tariff risks in cross-border deals
• Due diligence approaches specifically tailored to solar industry transactions in a volatile regulatory environment
• Strategies for smaller innovators to position for acquisition or navigate an increasingly consolidated marketplace