On Your Radar for 2026: The Must-Watch Trends From 2025
These trends are already shaping what 2026 will look like. Our new video recap blends expert commentary from recent articles, key data snapshots, and highlights from our event panel discussions—giving you a clear view of what’s ahead and how to prepare.
Trend 1: Data Centres Rule Everything (AI Project Finance)
AI demand is quickly making data centres the backbone of digital infrastructure finance, with projects increasingly judged on energy supply, environmental impact, and complexity of delivery.
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By Q3 2025, surging AI demand has made data centres the dominant digital infrastructure asset in project finance.
Oracle nears $38bn funding for US AI data centres
Alternative Financing for Digital Infrastructure assets
Trend 2: US Market & Infrastructure Dominance
The US remains the epicentre for major infrastructure and energy projects, attracting global capital despite rising protectionism and regulatory hurdles.
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The Global project finance market is growing, and the US takes a growing share.
Could 2025 break records in global project finance?
The evolving US energy and infrastructure finance market
Trend 3: Supply Chain Resilience Worries
Ongoing disruptions and geopolitical stress keep supply chain resilience front-of-mind, driving deal scrutiny and prompting new strategies—but real certainty remains elusive.
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The industry’s resilience is highlighted not only by the 50% who reported stable pricing over the past 12 months, but also by the fact that much of the price increases were anticipated.
The music's still playing in global project finance
Remapping America: The Capital Transition
These findings were curated through Exile Flow. Get access to further real-time deals data, recent news, articles, and event content for each trend with our secure AI tool.
Try it out for Trend 1 here
For even more trends and in-depth analysis, check out our Festive Trends podcast episode:
