It is easy to be disoriented by the swing from exuberance to pessimism that has defined the clean energy sector in recent years. Yet these moments are precisely when opportunity is greatest. Beneath the headlines are clear indicators of tremendous potential in the U.S. energy transition. The challenge is to separate fundamentals from sentiment, to acknowledge and fix the mistakes that we have made, and to chart a path to scale rooted in discipline, operational excellence, and commercial reality.
What We Know: The future of President Trump’s “Liberation Day” tariffs hit a significant obstacle last week. On May 28, the U.S. Court of International Trade (CIT) struck down core pieces of the so-called reciprocal tariffs, ruling that the President had overstepped his authority under the International Emergency Economic Powers Act (IEEPA) of 1977. Some of President
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VP, Investment Team