Catalyst · 17 Jul 2025 · 44m
Andy Lubershane, partner and head of research at Energy Impact Partners, joins Shayle Kann to analyze the 'One Big Beautiful Bill' (OBBB) and its impact on the energy transition. They discuss five key areas: the Foreign Entity of Concern (FEOC) restrictions and their threat to battery manufacturing, the uncertainty surrounding 'safe harbor' rules for solar and wind construction, the shifting advantage toward nuclear and geothermal tax credits, the challenges for the hydrogen market's '3 pillars' qualification, and the mixed outlook for EV tax credits and commercial fleet electrification.
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