Open Circuit A post-OBBB market recalibration
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Jul 25, 2025 In a thought-provoking discussion, Costa Samaras, Director of the Scott Institute for Energy Innovation and former White House climate advisor, dives into the complexities of U.S. energy policy. He examines the paradox of needing rapid clean energy deployment while facing regulatory roadblocks. Topics include the contradictions in the GOP's energy agenda, the misaligned assumptions in DOE's blackout risk report, and visions for a 'Grid New Deal' that embraces innovation. Samaras also highlights the potential impacts of new tax regimes on the clean energy sector.
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Major Impact of OBBB on Clean Energy
- The One Big Beautiful Bill slashes clean energy deployment and investment drastically over the next decade.
- This policy shift damages the US clean energy economy and raises emissions and costs artificially.
Projected Consequences of OBBB
- Analyses predict a 57-62% drop in clean energy capacity additions by 2025 due to policy changes.
- This results in higher household costs, fewer jobs, increased emissions, and slowed EV adoption.
Tax Credit Landscape Post-IRA
- The Inflation Reduction Act introduced a broad set of technology tax credits propelling clean energy.
- The new administration partly rolls back these credits, especially for solar and wind, while retaining some incentives.