Publications

A Market in Motion

August 21, 2026

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

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

June 9, 2026

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

Keith Martin
June 7, 2026

Topics solar, wind, Treasury, construction, "How big is this bill going to be?" How much of i, Notice 2025-42, start, Oregon Environmental Council v. IRS, district court

February 18, 2026

Topics solar, wind, tariffs, Trump, permitting reform, Congress, federal approvals, Burgum, mid-term elections, nuclear

Raquel Bierzwinsky
February 17, 2026

Topics solar, wind, Mexico, CFE, power projects, mixed investment projects

Keith Martin
February 13, 2026

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

Raquel Bierzwinsky
February 12, 2026

Topics solar, Mexico, CFE, BESS, mixed investment project, power projects, storage projects, mixed development project

January 16, 2026

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