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Climate TagsAdvanced energy manufacturing
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  • This report analyzes the impact of the One Big Beautiful Bill Act (OBBBA), signed in July 2025, on the advanced energy manufacturing sector in the United States. While the act provides tax certainty and introduces 'full expensing' for capital investments, it creates significant headwinds for solar, wind, and electric vehicle (EV) sectors through the early termination of clean energy tax credits and stricter foreign entity of concern (FEOC) restrictions regarding Chinese supply chains. The report suggests that future investment should prioritize grid equipment, geothermal, nuclear, and next-generation energy technologies where domestic demand continues to exceed capacity.

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    Themes: energy transitionadvanced energy manufacturingclean energy policysupply chain securityelectric vehicles
    +2 more
    solar energywind energy
    RMI

    Document type: Report

    Regions: United States
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