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The New Rules for EPCs, Post-ITC

The OBBBA forced a reckoning most EPCs weren’t prepared for: compressed schedules, tightened supply, and far higher stakes on every missed milestone. In this session, utility-scale and C&I EPC leaders…

Feb 09 2027

1:15 PM - 2:15 PM PST

Room 4

The OBBBA forced a reckoning most EPCs weren’t prepared for: compressed schedules, tightened supply, and far higher stakes on every missed milestone. In this session, utility-scale and C&I EPC leaders sit down with market analysts to discuss what the post-safe harbor landscape looks like in practice, and what some firms are doing to pull ahead rather than simply hold on.

With both segments weighing in, attendees will learn where the pressures are shared and where they diverge, from supply and labor to contracting and risk. The conversation will also highlight what this repositioning means for developers and owners who hire EPCs – as pricing, terms, project selection, and risk sharing all shift.

Attendees will leave understanding how EPCs are adapting and how these changes affect everyone building in the post-ITC market.

Speakers

Wood Mackenzie

- Senior research analyst, North America utility-scale solar

SOLV Energy

- Chief Revenue Officer

McKinstry

- Senior Director - DER East