Publications

Practical Steps to Take After Trump Tariffs

Martin Masse
February 3, 2025

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Topics Mexico, China, tariffs, Trump, response, Canada, practical advice

Cost Of Capital: 2025 Outlook

Keith Martin
January 24, 2025

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Topics Tax credit sales, tax equity, 2024, data, debt, bridge loans, yields, statistics, interest rate spreads, deal volume, 2025 outlook

Trump Executive Orders

Keith Martin
January 22, 2025

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Topics wind, Tax Credits, bulk-power system, Trump, energy emergency, disbursements, executive orders, section 891

Updated Domestic Content Calculations

Keith Martin
January 20, 2025

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Topics Renewable Energy, solar, wind, PTC, ITC, domestic content, bonus tax credit, BESS, Notice 2024-41, battery, percentage, calculation, Notice 2025-08

Paradigm Shift

December 30, 2024

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Topics wood mackenzie, data centers, electricity demands, forecast, grid congestion, consequences, seiple, new factories

Market Forecasts Post-Election

December 2, 2024

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Topics PTC, renewables, Start Construction, offshore wind, ITC, Batteries, IRA, Inflation Reduction Act, tariffs, Trump, Congressional Review Act, transition relief, storage, rescind, repeal, rollback, grandfather

Post-Election Outlook for the US Energy Transition

November 18, 2024

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Topics PTC, renewables, Start Construction, offshore wind, ITC, Batteries, IRA, Inflation Reduction Act, tariffs, Trump, Congressional Review Act, transition relief, storage, rescind, repeal, rollback, grandfather

Mexico Restructures the Electricity Sector

Hernán González Estrada
November 11, 2024

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Topics solar, wind, Mexico, private sector, CFE, electricity reform

Two Years In: Semiconductor Funding Sources Proliferate

Rachel Rosenfeld
November 8, 2024

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Topics tax credit, federal, grant, state, 48D, funding, semiconductor, loan, CHIPS

State Restrictions on Foreign Investment in Renewable Energy Projects

Theresa Carroll
November 5, 2024

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Topics solar, wind, CFIUS, AFIDA, state restrictions, foreign investors, state laws
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