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Five big questions emerging from the OBBB

Andy Lubershane and Shayle unpack FEOC, construction guidance, and other changes in the new law.

An episode of the Catalyst with Shayle Kann podcast, hosted by Latitude Media, titled "Five big questions emerging from the OBBB" was published on July 17, 2025 and runs 44 minutes.

July 17, 2025 ·44m · Catalyst with Shayle Kann

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Summary

The One Big Beautiful Bill (OBBB) complicates things. Together with a related executive order, it dismantled key parts of the Inflation Reduction Act, while also injecting uncertainty into tax credit eligibility. The uncertainty in particular throws a wrench into project planning and leaves big questions about the impact across climate tech.  So what do we know about the complexities of the new policy landscape? And what questions still need answers? In this episode, Shayle talks to his colleague Andy Lubershane, partner at Energy Impact Partners and the firm’s head of research. They cover five topics: The foreign entity of concern provision and why Andy calls it the biggest unresolved issue Safe harbor and under construction guidance Tax credit disparities in coming years — tax credits for nuclear, geothermal, and CCS, not solar and wind — and how that might alter the generation landscape Hydrogen’s extended tax credit timeline, and how much will get built EV tax credits and their impact on both personal and commercial vehicles Resources: Latitude Media: The GOP megabill will reshape the tax credit transferability market Latitude Media: Congress just reshaped the solar industry. Here’s what comes next Latitude Media: How OBBB will impact the power grid Latitude Media: With help from Chris Wright, geothermal is spared in the budget bill The New York Times: Ford Says Battery Plant’s Tax Break Survived Republican Attacks Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude. Catalyst is supported by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com.  Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.

Episode Description

The One Big Beautiful Bill (OBBB) complicates things. Together with a related executive order, it dismantled key parts of the Inflation Reduction Act, while also injecting uncertainty into tax credit eligibility. The uncertainty in particular throws a wrench into project planning and leaves big questions about the impact across climate tech.  So what do we know about the complexities of the new policy landscape? And what questions still need answers? In this episode, Shayle talks to his colleague Andy Lubershane, partner at Energy Impact Partners and the firm’s head of research. They cover five topics: The foreign entity of concern provision and why Andy calls it the biggest unresolved issue Safe harbor and under construction guidance Tax credit disparities in coming years — tax credits for nuclear, geothermal, and CCS, not solar and wind — and how that might alter the generation landscape Hydrogen’s extended tax credit timeline, and how much will get built EV tax credits and their impact on both personal and commercial vehicles Resources: Latitude Media: The GOP megabill will reshape the tax credit transferability market Latitude Media: Congress just reshaped the solar industry. Here’s what comes next Latitude Media: How OBBB will impact the power grid Latitude Media: With help from Chris Wright, geothermal is spared in the budget bill The New York Times: Ford Says Battery Plant’s Tax Break Survived Republican Attacks Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude. Catalyst is supported by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com.  Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.

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