Our latest report builds on previous Generate: Intelligence market analysis to examine the needs and opportunities of the U.S. energy infrastructure landscape within the context of the ongoing conversations about the budget reconciliation bill. A few key findings include: While our view is consistent with industry voices and our own past reporting, we believe it’s
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
The tax credit changes themselves have been covered extensively in other outlets (see here, here) so we won’t recap the details here. As the Senate debates the details, there are a few things we know: To put some numbers on this: A May ICF report estimated that U.S. electricity demand will increase 25% by 2030 (ICF). The authors
Many of today’s headlines about the state of corporate decarbonization paint a bleak picture, in which the world’s most influential companies are pulling back from their net zero ambitions (Harvard Business Review, Financial Times, Reuters). Alongside a broader backlash against ESG, companies who remain committed to decarbonization are also finding the process more difficult than anticipated, due in
Despite the near-term uncertainty, the fundamentals of the U.S. infrastructure and energy markets remain attractive for long-term investors. Structural tailwinds such as the need to replace ageing infrastructure, generational load growth, and compelling economics define the landscape. In this environment, renewable energy, distributed generation, and energy storage are essential solutions. For investors focused on long-term
For investors who are committed to the energy transition, this can be particularly challenging. From installing renewables to introducing electric vehicle fleets, financing the infrastructure transition requires an operator’s mindset that prioritizes lifecycle thinking and stakeholder integration. It’s about asking the hard questions and solving the hard problems: How will this serve our customers for