U.S. Power Sector Green Capex Projected to Reach $2 Trillion

A team of Goldman analysts led by Brian Singer reaffirmed his bullish view on U.S. power-sector Green Capex after the IRS recently clarified eligibility rules for solar and wind tax credits under the One Big Beautiful Bill Act (OBBBA). The new "physical work" test replaces the prior 5% capex rule but is not expected to constrain utility-scale solar and onshore wind projects that much. "While the OBBBA should meaningfully reduce government outlay initially meant to stimulate diverse sources of Green Capex, we continue to see resilient levels of…Weiter zum vollständigen Artikel bei OilPrice.com Weiter zum vollständigen Artikel bei OilPrice.com