Catalyst with Shayle Kann cover image

Catalyst with Shayle Kann

Frontier Forum: How tax credit transfers are reshaping energy finance

Mar 21, 2025
Join Alfred Johnson, CEO of Crux, Stephanie Deterding, managing director at Crux, and Timmi Kloster from US Bank Corp as they dive into the booming transferable clean energy tax credit market. They explore how recent policy changes have tripled market size and diversified options beyond wind and solar. The trio reveals surprising trends, including the swift influx of investors and the rise of hybrid transactions and tax insurance. Discover how infrastructure development is driven by increasing energy demands and what this means for the future of clean energy finance.
34:03

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Quick takeaways

  • The U.S. clean energy tax credit market expanded dramatically in 2024, tripling in size and diversifying into new sectors like nuclear and carbon capture.
  • The introduction of sellable cash tax credits has democratized market access, enabling more investors to participate and enhancing pricing dynamics significantly.

Deep dives

Significant Market Growth in Tax Credits

The market for U.S. clean energy tax credits expanded dramatically in 2024, tripling in size compared to the previous year. This growth was surprising, especially considering the market's relatively nascent state just a year prior. Factors driving this expansion included the introduction of sellable cash tax credits through the Inflation Reduction Act, making participation accessible to more investors. The diversification of tax credits into categories like nuclear and carbon capture has also contributed to the robustness of this newly formed market.

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