Currents

Ep329: Building and Scaling Renewable Projects in a Shifting Policy Environment

Jan 8, 2026
Tyler Hall, in-house legal lead at SunRacer who speeds complex project deals, and David Lillefloren, SunRacer CEO with decades in utility-scale solar and storage, discuss launching and scaling a renewables platform. They cover building the right team, navigating fast-moving policy and supply-chain shifts, capital structures and investor alignment, and preparing for booming demand from data centers and AI.
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ADVICE

Scale Legal Capacity Early

  • Accept high deal volume and speed when joining a small, scaling renewables developer.
  • Build legal and commercial capacity quickly to handle billion-dollar transactions at breakneck pace.
ADVICE

Make A One‑Stop Execution Package

  • Create structured partner programs to present developers a one-stop execution solution.
  • Lock in reliable EPC, procurement, and O&M partners to deliver certainty to offtakers and financiers.
INSIGHT

Early Procurement De‑risks Policy Shock

  • Pre‑safeguarding key equipment (like transformers) reduces exposure to sudden policy or trade shocks.
  • That procurement choice kept SunRacer's pipeline largely intact after July 2024 shifts.
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