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

Synopsis

• Why is there such a shift towards tolling revenues, and away from optimism around merchant deals? 

• What kind of revenue structure do you need to get the right investment from the financing sector? 

• Risk management for investors in understanding how tolls underpin revenue 

• What makes a toll such an attractive route-to-market in 2026, compared to in previous years? 

• What can new tolling providers offer that fixed or merchant contracts can’t?