# Five big questions emerging from the OBBB

- Show: [Catalyst](https://hardwarepodcasts.com/podcast/catalyst)
- Published: 2025-07-17
- Length: 44m
- Page: https://hardwarepodcasts.com/podcast/catalyst/2025-07-17-five-big-questions-emerging-from-the-obbb

## Summary

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.

## Chapters

- [2:26](https://hardwarepodcasts.com/podcast/catalyst/2025-07-17-five-big-questions-emerging-from-the-obbb#t=146) Introduction and FEOC Overview
- [5:03](https://hardwarepodcasts.com/podcast/catalyst/2025-07-17-five-big-questions-emerging-from-the-obbb#t=303) FEOC Restrictions and Battery Manufacturing
- [16:35](https://hardwarepodcasts.com/podcast/catalyst/2025-07-17-five-big-questions-emerging-from-the-obbb#t=995) Safe Harbor Rules for Solar and Wind
- [27:29](https://hardwarepodcasts.com/podcast/catalyst/2025-07-17-five-big-questions-emerging-from-the-obbb#t=1649) Nuclear, Geothermal, and CCS Tax Credits
- [32:07](https://hardwarepodcasts.com/podcast/catalyst/2025-07-17-five-big-questions-emerging-from-the-obbb#t=1927) Hydrogen Tax Credits and the 3 Pillars
- [39:44](https://hardwarepodcasts.com/podcast/catalyst/2025-07-17-five-big-questions-emerging-from-the-obbb#t=2384) EV Tax Credits and Commercial Fleets

## Topics

- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Crowdfunding & preorders](https://hardwarepodcasts.com/topic/crowdfunding)
- [Energy & climate tech](https://hardwarepodcasts.com/topic/energy-and-climate-tech)

## Most relevant to

large enterprises

## Mentioned

- Energy Impact Partners (company)
- Ford (company)
- CATL (company)
- LG Energy Solution (company)
- Inflation Reduction Act (other)
- One Big Beautiful Bill (other)
- EnergyHub (company)

## Related episodes from other shows

- [Like a steam engine in your house](https://hardwarepodcasts.com/podcast/the-amp-hour/2025-04-15-like-a-steam-engine-in-your-house) (The Amp Hour)
- [Good Energy Citizen](https://hardwarepodcasts.com/podcast/the-amp-hour/2024-05-08-good-energy-citizen) (The Amp Hour)
- [Renewable Energy Policy with Ari Gerstman](https://hardwarepodcasts.com/podcast/the-amp-hour/2023-05-02-renewable-energy-policy-with-ari-gerstman) (The Amp Hour)
- [The All-Electric Trend Needs To Stop. There Are Other Power Options | Hard Tech #9](https://hardwarepodcasts.com/podcast/hard-tech-podcast/2023-07-02-the-all-electric-trend-needs-to-stop-there-are-other-power-options-hard-tech-9) (Hard Tech Podcast)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/catalyst/2025-07-17-five-big-questions-emerging-from-the-obbb. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to Catalyst.