Clean Energy Regulation
Clean Energy in the Crosshairs: U.S. Policy Shifts and What Comes Next
The “Unleashing American Energy” executive order has stirred debate across the clean energy sector. While the pause in federal funding introduces uncertainty, the backbone of support for renewables may remain intact—thanks to entrenched tax credits and bipartisan backing. This paper explores the nuances behind the order and its wider implications for clean power, hydrogen, carbon capture and next-gen fuels.
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Key Takeaways:
- Tax Credits Hold the Line—for Now: Despite the executive order, vital investment tax credits for wind, solar, hydrogen and CCUS remain legally protected, offering continuity in clean energy financing.
- Funding Freeze & Legal Grey Zones: The halt in federal disbursements for clean energy infrastructure introduces significant delays—though legal challenges may limit the scope of enforcement.
- Congressional Crossroads: With Republican control, repeal of key incentives is technically possible but politically delicate, given clean energy’s deep roots in red-state districts.
- Biofuels & Biomethane Get a Boost: Legacy support for ethanol persists, while cleaner biofuel options like biomethane emerge as scalable alternatives in long-haul transport.
- Hydropower & Nuclear Reframed: These historically overlooked sources are repositioned alongside fossil fuels as “national interest” energy assets—hinting at a reshuffled energy mix ahead.
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