Life After Incentives: A Playbook for a Post-Subsidy World

Synopsis

Following the enactment of the One Big Beautiful Bill (OBBBA), the U.S. solar and wind tax credit landscape is undergoing significant change: stricter safe harbor rules, shorter timelines for construction and commissioning, and more stringent foreign content and component origin requirements. At the same time, storage projects retain more favorable timelines under the revised law.

This session will explore how stakeholders can build resilient, bankable projects amid these evolving rules. Key topics will include:

• Adapting financing and structuring to meet new deadlines without compromising project quality
• Strategies for meeting foreign-content / FEOC / domestic content requirements and what that means for supply chain planning
• Enhancing project competitiveness via non-subsidy revenue streams: capacity markets, ancillary services, merchant exposure and flexibility monetization
• Lowering LCOE through operational efficiencies, streamlined permitting, digital tools, and lean portfolios
• Risk evaluation: schedule, regulatory/compliance (IRS guidance, content rules), market demand, and offtaker credit