Strategic Focus: The Impact Of The One Big Beautiful Bill Act (OBBBA) On Clean Energy Investment In The US

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Executive Summary

Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) introduces sweeping changes to the US clean energy policy and investment landscape formed during the Biden administration. The legislation significantly reshapes federal clean energy incentives, imposes new eligibility restrictions and is expected to consolidate the renewable energy market around a smaller number of large players. These shifts present new challenges for project developers and clean energy investors alike. This report is designed to help investors navigate the evolving policy environment, uncover emerging opportunities and develop effective strategies to mitigate risk.

The OBBBA will reshape the US clean energy investment landscape for decades
The OBBBA is a near-total policy reversal of IRA clean energy incentives
Clean energy investors face rising risks in a tightening deal market
Investors should target clean energy opportunities with a dual-horizon approach

About the Authors

Felicity Laird

Felicity Laird

Principal Analyst

Felicity is a Principal Analyst at Verdantix, where she helps financial institutions and technology vendors navigate the evolving climate finance data and analytics landscape.…

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Ryan Skinner

Ryan Skinner

Research Director

Ryan is a Research Director at Verdantix, where he leads a team of analysts delivering research, data and advisory services that help clients navigate the fast-evolving landsc…

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