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December 5, 2025

One Big Beautiful Bill Act

Clean Investment Monitor
Clean Energy Investments Tapering Off in Mid-2025
Clean energy investments reached a plateau in the second quarter of 2025 and the pipeline of new project announcements has contracted sharply, a new report shows.
Fluence
Solar and Battery Cheaper than Gas, Jefferies Finds
Investment bank Jefferies’ latest analysis finds the levelized cost of paired solar-plus-battery storage is cheaper than that of gas, saying slow turbine deliveries and inflationary equipment pricing makes the renewable alternative an “attractive” opportunity as data centers drive demand.
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Federal Volatility, MISO Tx Complaint Rattle Midcontinent Energy Summit
The tone of Infocast’s 2025 Midcontinent Energy Summit was noticeably apprehensive compared with last year, owing to political and regulatory uncertainty, load growth ambiguity, fluctuating tariffs and a pending complaint against MISO’s long-range transmission plan.
The White House
Chatterjee, Bush Expect Sharp Changes in Response to OBBBA
Former FERC Chair Neil Chatterjee and former Texas Land Commissioner George P. Bush offered their thoughts on the impact of OBBBA on the energy sector during a webinar. 
T1 Energy
Former Journalist Helping to Build Domestic Solar Supply Chain
Russell Gold, a two-time Pulitzer Prize finalist and author of two books, has joined T1 Energy in its quest to build an integrated domestic supply chain for the solar and battery sector.
Shutterstock
IRS Guidance on Wind and Solar Credits Not as Bad as Feared
The Trump administration is tightening the rules on qualifying for tax credits on new wind and solar construction, but not as much as some feared it would.
Yes Energy
Constellation Optimistic About Nuclear-friendly Federal Policies
Constellation Energy said it is riding high on policy and market support for nuclear energy as it announced its second-quarter results.
Duke Energy
Duke Highlights Legislative Wins in Q2 Earnings Call
Duke Energy reported earnings of $1.25/share for the second quarter, and its CEO told analysts the company also came out ahead with state and federal legislation.
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AEP, Xcel ‘Navigate Rapidly Evolving Energy Policy’
American Electric Power and Xcel Energy say clean energy projects are still a part of their plans, despite the hurdles placed in front of them by the federal government’s budget reconciliation bill.
BloombergNEF
Clean Hydrogen Future Dimming Nationwide
Clean hydrogen is losing momentum in the U.S. due to higher costs, new tariffs and policy uncertainty.

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