Investor Insights: Power & Renewables themes from New York - Q3 2026

The report captures these themes from a series of investor and bank meetings in New York as as investors weigh how far the power demand story can run, sentiment is shifting from unconditional conviction toward more targeted scrutiny of load growth assumptions, business models, and asset structures. Conversations increasingly center on where demand could fall short of expectations, how Energy-as-a-Service is maturing into an investable model, why utility-scale storage continues to draw capital, and why contracted cash flows are increasingly preferred over merchant exposure.