Publications

Foreign Investors in Some US Projects Face Sweeping New Disclosure Rules

John F. Young
September 3, 2026

Topics solar, wind, AFIDA, reporting, pipeline, exemptions, disclosure, foreign investor, farm land, agricultural land, USDA

September 2, 2026

Topics power, renewables, M&A, data centers, speed to power, discount rates, preferred equity, platform sales, powered land, valuations, development pipelines

Keith Martin
August 26, 2026

Topics China, Trump, bulk-power system order, transformers, circuit breakers, Executive Order 14420, utility grid, inverters, covered foreign entity, market reaction

August 26, 2026

Topics China, tariffs, storage, BESS, battery, risk, FEOC, data center, tolling agreement, long duration, arbitrage

August 21, 2026

Topics solar, wind, data centers, tariffs, FEOC, nuclear, electricity prices, developer returns, SMRs, US generating capacity

Keith Martin
August 20, 2026

Topics FCC, ban, foreign inverter, remote communication, wireless, power inverter, US content

August 20, 2026

Topics solar, wind, projects, renewables, electricity, construction, developer, supply chain, data center, EPC bids, RFPs, local opposition, DNH approvals

Keith Martin
August 6, 2026

Topics solar, tariffs, Trump, polysilicon, cells, minimum import price, wafers, section 232

Keith Martin
August 3, 2026

Topics FCC, ban, foreign inverter, covered list, remote communication, wireless, power inverter, US content

July 31, 2026

Topics gas, renewables, California, storage, data center, opposition, regulatory concerns, bankability, anger, electricity prices, power industry effects