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A post-OBBB market recalibration

Open Circuit

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Recalibrating Clean Energy: Challenges Ahead

This chapter examines the shifts in the clean energy sector post-Inflation Reduction Act, focusing on new tax incentives, stricter sourcing rules, and their implications for investment and job growth. It uses various metaphors to illustrate the challenges posed by government regulations and market recalibrations, including potential declines in clean energy capacity and increased household energy costs. The discussion also highlights the uncertainties surrounding project financing and compliance that may further complicate the landscape for developers and the automotive sector.

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