• Examining bankability shifts from capex narratives to contracted, infrastructure-like cashflows.
• Analysing hyperscaler vs colocation contract terms (tenor, indexation, termination) and financing impact.
• Evaluating offtake credit strength, concentration risk, and diversification thresholds for leverage.
• Discussing power availability, interconnection timelines, curtailment exposure, and risk allocation.

This session will be conducted under the Chatham House Rule.