Tolls are Trending, Merchant is Waning: Structuring Bankable Deals in 2026

Time: 14:15 - 14:55
Date: 2026-02-25-S3_S4

Synopsis

  • What is driving the move toward tolling and hybrid structures, and why has confidence in pure merchant exposure cooled?
  • Revenue frameworks that capital providers now view as bankable for multi-hour storage
  • How tolling structures distribute risk and stabilise cashflows for investors
  • Why tolls have become a standout route-to-market in 2026, and how this differs from earlier cycles
  • What emerging tolling providers bring to the table that fixed-price or merchant-only contracts cannot deliver

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