Shift Key with Robinson Meyer and Jesse Jenkins Climate Policy in America: Where We Go From Here
Jul 16, 2025
Jillian Goodman, Deputy Editor at Heatmap, dives into the recent shifts in U.S. climate policy following the Republican reconciliation bill that significantly cuts clean energy tax credits. She discusses the immediate impacts on industries like solar and EVs, the future challenges in manufacturing and supply chains, and the emotional responses from climate advocates navigating these turbulent changes. Goodman underscores the importance of bipartisan support and innovative strategies to adapt to the altered landscape of climate legislation.
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Shift in Clean Energy Tax Credits
- The IRA's clean electricity tax credits were mostly repealed for wind and solar, but preserved for other technologies through 2033.
- This shifts the energy transition by slowing deployment and raising energy prices.
Foreign Entity of Concern Rules Expand
- The Foreign Entity of Concern rules now apply broadly across clean energy supply chains, creating challenging compliance issues.
- These rules particularly impact China-linked manufacturing and could make many tax credits unbankable.
Executive Order Tightens Implementation
- The executive order directs Treasury to toughen enforcement of foreign entity rules and redefine 'commenced construction' to restrict safe harbor claims.
- This will further limit projects' ability to secure tax credits before new restrictions apply.