Global Renewables Performance 2026 Update

Please join S&P Global analysts for a live interactive webinar to discuss the latest trends in global renewables performance. We will examine how solar and wind assets perform against underwriting assumptions across a global portfolio and what deviations mean for lenders. Drawing on real-world operating data, we explore how energy yield shortfalls, curtailment and realized prices feed through credit metrics. The discussion aims at bridging the gap between technical asset management and credit risk. 

  
Key discussion points:

• 90 vs actual: reading the performance gap
• From MWh shortfall to credit metric stress
• Can lower costs improve renewable returns: insights from China
• Regional perspectives: common patterns, different reasons

Speakers:
Dr. Kristin Larson, Associate Director, North America Power and Renewables Research, S&P Global Energy
Trevor D'Olier-Lees, Managing Director, Infrastructure, S&P Global Ratings
Chris Yip, Managing Director, Infrastructure, S&P Global Ratings
Valeriia Kuznetsova, Director, S&P Global Ratings
  
Moderator:
Pierre Georges, Managing Director, S&P Global Ratings