The One Big Beautiful Bill (OBBB) complicates things. Together with a related executive order, it dismantled key parts of the Inflation Reduction Act, while also injecting uncertainty into tax credit eligibility. The uncertainty in particular throws a wrench into project planning and leaves big questions about the impact across climate tech.
So what do we know about the complexities of the new policy landscape? And what questions still need answers?
In this episode, Shayle talks to his colleague Andy Lubershane, partner at Energy Impact Partners and the firm’s head of research. They cover five topics:
The foreign entity of concern provision and why Andy calls it the biggest unresolved issue
Safe harbor and under construction guidance
Tax credit disparities in coming years — tax credits for nuclear, geothermal, and CCS, not solar and wind — and how that might alter the generation landscape
Hydrogen’s extended tax credit timeline, and how much will get built
EV tax credits and their impact on both personal and commercial vehicles
Resources:
Latitude Media: The GOP megabill will reshape the tax credit transferability market
Latitude Media: Congress just reshaped the solar industry. Here’s what comes next
Latitude Media: How OBBB will impact the power grid
Latitude Media: With help from Chris Wright, geothermal is spared in the budget bill
The New York Times: Ford Says Battery Plant’s Tax Break Survived Republican Attacks
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor.
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