Open Circuit

A tsunami of uncertainty for clean energy

33 snips
Apr 18, 2025
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INSIGHT

Tariffs and Tax Credit Risks

  • Tariffs and fears about tax credit changes are major risks causing project delays.
  • Capital-intensive projects face financing challenges amid tariff unpredictability and evolving federal support.
INSIGHT

Virtual Power Plants Gain Momentum

  • Virtual power plants and grid-enhancing technologies are gaining traction due to their software focus and tariff resilience.
  • Utilities see these as some of the few viable options under the current administration's chaotic policies.
INSIGHT

Clean Energy Outlook & Policy Impact

  • Majority of new capacity this year will remain mostly clean energy, but a spike in natural gas plants is expected in 2026.
  • Congressional decisions, especially on the Inflation Reduction Act, will crucially shape future project deployments.
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