Publications

Battery Gold Rush

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

June 9, 2026

Topics solar, wind, construction start, tax equity, tariffs, physical work, debt, interest rates, FEOC, market pause

Keith Martin
February 13, 2026

Topics solar, wind, FEOC, storage projects, Internal Revenue Service, Notice 2026-15, federal tax credits, battery equipment

January 16, 2026

Topics Renewable Energy, solar, wind, data centers, federal permits, Trump, electricity demand, FEOC, construction-start headlines, Interior

Keith Martin
July 8, 2025

Topics Renewable Energy, PTC, ITC, battery, manufacturer, FEOC, 45X, mineral producer, 48E, 45Y, foreign entity of concern

Keith Martin
July 7, 2025

Topics solar, wind, tax credits, construction start, hydrogen, battery, budget reconciliation, rooftop solar, 45Q, 45Z, Congress, FEOC, 45X, big beautiful bill, MLPs

Keith Martin
May 22, 2025

Topics Renewable Energy, tax credits, tax, transferability, Inflation Reduction Act, hydrogen, budget reconciliation, FEOC, 45X, Ways & Means, House