Across Europe, supply chain execution has become a decisive driver of bankability, shaping which projects secure capital, meet COD, and deliver expected returns. A combination of China’s dominance in equipment manufacturing, trade intervention redirecting global supply, and persistent shortages of critical grid hardware is increasing uncertainty around capex, delivery timelines, and long-term asset reliability. This panel examines how supply chain risk is now reflected in underwriting and financing terms, and what credible sponsors are doing to keep projects investable 

• Deliverability and Timing: How are delivery bottlenecks across critical electrical equipment and EPC capacity reshaping financing timelines and determining which projects can realistically secure capital? What evidence, procurement structures, and contractual protections do lenders now require at FID to confirm delivery timelines are credible and projects remain financeable? 

• Cost and Pricing Certainty: How are investors distinguishing between structurally sustainable equipment pricing and conditions driven by temporary oversupply and policy distortion? How is equipment price uncertainty changing bid strategy, underwriting discipline, and the level of capex risk investors are willing to accept? 

• Technology and Serviceability: How are lenders assessing control systems, software dependency, and supplier exposure when determining long term asset bankability and operational security? What protections around warranties, serviceability, and supplier support are now required to ensure technology risk does not undermine financing confidence or long-term asset value? 

• Geopolitical and Regulatory Exposure: How are tariffs, domestic content rules, and trade intervention reshaping equipment sourcing decisions and investment risk allocation? To what extent does equipment origin and geopolitical exposure now influence financing availability, insurance terms, and overall project bankability?