The US renewable energy industry is accustomed to fluctuations – they don’t call it “solarcaster” for anything – but has been particularly turning away in the last nine months.
The budget reconciliation bill took place this summer for lenders and developers and shortened the runway to benefit from tax concessions for solar projects. It also injects uncertainty in purchasing with the clauses of the ambiguous foreign agency concern (FEOC), which could pose a threat to domestic content. In the quick revenue and the backdrop of international policy, the supply chain was further complicated and investment was encouraged as the Trump administration has tried to put even fully approved and clean energy projects on the snow.
But the light has not left the eyes of the cleansing. No, it’s far from it.
Instead, the industry recognizes itself as an integral part of the puzzle, regardless of what feeds think. Electricity prices are rising everywhere in the midst of an unprecedented increase in electricity demand in electricity prices, and Something Fueling data centers, domestic manufacturing, air conditioners, and electricity works. And you don’t know it, solar photovoltaics and battery energy storage is still the fastest power technologies and is very cost -effective.
Earlier this month, tens of thousands of people occupied two halls of the Convention in Las Vegas, Nevada for Re+Renewed sources in North America. Despite the turmoil, the mood was significantly encouraging and hopeful. These are the top three trends that stand.
#1 – It’s too late to stop clean energy
Federal Head Winds will provide a way to Tel Winds. Wind, solar and storage are going to play an important role in maintaining lights in the United States for years to come. In addition to the new measures of the Department of Energy to accelerate large -scale grid infrastructure projects, do not look at the type of generation in which it is mistakenly admission.
Brian Nelson, Renewable Source Leader in ABB: “The whole industry really needs Needs to understand what the rules are. Once the rules exist firmly, they will find a way to continue deployment. We need a lot of power, and the renewable sources need to get a seat on the table, it does not matter whether the government or the Democrat is not present.
Joanna Martin Zegenfus, Energy Storage Optimization and Development of Versestles: “The basic principles of the market, regardless of the OBB and prices, are regardless of the market. And according to the basic principles of the market, I mean the increase in electricity, so the power burden is increasing. The grid is about to increase renewable integration, and the grid is not getting less age, so it will demand more battery.”
Matthew Densko, Chief Operating Officer of REC Solar: “What could have been from this bill, I don’t think it was just as harmful to the industry because of it. Obviously, it would have been much better for the industry to maintain it, but it is not so bad. Finally, we are the cheapest form of new electricity, so I think we are moving forward for success.”
Adam Bernardi, Director of Burns and McDonal: “There is a ton of foreign money that has historically been in renewable sources. It is not surprising that some of them are left behind, just looking at the uncertainty here, but I think the big players will still remain. Regular utilities, Ivas, are still speeding and speeding, and all of them are high, and all of them are full of speed and speed. Despite the storage, and we are still the fastest, and we are still the fastest, and nevertheless the country is still. “
Kevin Smith, Chief Operating Officer in Irone: “Natural gas has problems with equipment. Our gas pipelines are full. Any natural gas joint bicycle project may need billions of gallons of water supply. They have found the same mutual connectivity issues that we have to deal with. [large scale] Five to seven years away…. Solar and battery storage is in the best position with or without tax credit, and the industry feels that the projects are still moving, and still demands utility.
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#2 – Parts of the budget bill, especially the FEOC clauses, need to explain ASAP
Budget -based reconciliation bill, also known as a beautiful bill, Obba, or OLO Oh Triple Bee, delays the language indicators in the language sector. The guidance of the concerns (FEOC) of foreign entities is especially funny, even though the taxpayers can establish construction for air and solar facilities under Section 45Y and 48E. Executives I spoke with the expectation of further explanation by the end of October.
Louggy Rest, President of RPLUS: “Our general theory, and I think most of the industry lawyers are that the provisions of the FEOC, which are present today, are limited and manageable, will be present by December 31, and on January 1, increasing restrictions will come into force, which is causing problems.”
“You do not want the concern of a foreign existence that has the material control of the operational parameters of the power plant in our electrical system, is right? As we can all be pleased. When you have been removed by a company, the ownership of the upstream that makes it more difficult to make nuts and bolts.”
Kevin Smith, Chief Operating Officer in Irone: “It really needs to be at the surface of the component. When you start entering sub -ingredients like nuts, bolts, and patch, panels and siding, and such things, and such things, it’s crazy. In case, otherwise, otherwise, otherwise, otherwise, otherwise, otherwise, otherwise, otherwise, otherwise, otherwise, otherwise, otherwise, otherwise, otherwise, otherwise, otherwise, otherwise, and not, otherwise.
Pointing toward the front table Of it: “Is that wood? Is it come from Canada, Minnesota, or somewhere else? Can it be tracked? Is it a serial number? Of course not. Who is it? It is not worth it with such products. So nuts and bolts have serial numbers on everyone?”
June Powers, co -founder of clean capital: “I think there is a need for a place to understand the rules. There is no stamp of approval.
Chris Wenback, Vice President of Sales and Business Development in Electric Power Engineers (EPE): “Big developers are trying to get what they can get in the next two years. I think the horizon is very straight. [non-North American] Ingredients to come to the United States? I think this is a big question mark. If you can get your supply chain set within this time, you are in a good place. After that, people are really going to start the struggle and have to be creative.
#3 – There’s an ongoing race to purchase and save maximum goods
Hopefully for the left -hand savings of clean tax credit after the OBBA, companies are running on safe port equipment, and especially supplies the supply chain of domestic components, temporarily tightening the supply chain. Since the FEOC’s guidance is still unclear, some executives are being forced to sign important purchase agreements without ensuring that the projects will still be eligible.
Andy New Bold, Senior Director of Corporate Communications in Enfaes Energy: “Unfortunately, this is a crazyness for the last date of the safe port by the end of July and 2027. At least we have some confidence. It is unfortunate that it’s all thicker, quick and quick. Many major TPO providers are making plays in the raisi space. [to safe harbor]Big business developers are making plays. There has been a lot of action. This is difficult because, as a business, it is a kind of whip that can affect that we determine that next year looks like our demand.
GS Power Partners, Nick Singermano, President, “We look at it as defense circles. So for us the first ring of defense is that we have a controlled pipeline of projects that, which has been approved under the legislation, qualify. EPCS with everyone, this is just a common understanding American infrastructure, let us say what we say.
Adam Bernardi, Director of Burns and McDonal: “We have a look at our business for ’26 and ’27. I don’t think we will be listening to the’ 28 projects without Obb, but what I am most excited about is that everyone has said that there are 30 Gigwat of safe projects through transformers and modules.
Kevin Smith, Chief Operating Officer in Irone: “We have purchased millions of dollars panels and batteries for our future plans, and they enable us to start construction. It is already there, which has just come out, who have been buying transformers and other equipment for a long time. This is also a difficult point in Transformer.
June Powers, co -founder of clean capital: “The biggest challenge was time. We had to move fast. From July 4, when the bill was approved, after the executive order came out, we took this window of time and realized our pipelines and our partners’ pipelines.
