The OBBB and the future of clean energy in America

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Major changes to America’s clean energy transition are in store with the passage of the OBBB (One Big Beautiful Bill). The tax credits that powered today's clean energy boom will sunset years earlier than expected, meaning developers will accelerate their projects, and buyers will need to lock in supply.

Despite these headwinds, the outlook for clean power globally continues to be strong, and there are a few winners in the bill—grid modernization, credit transferability, and firm power sources like geothermal and nuclear retain their incentives and protections.

This sector has withstood many moments of uncertainty and continued to grow. But in the near term, US market volatility will create both risk and opportunity for businesses. Companies should be prepared to adjust their sustainability strategies accordingly.

Watch as we break down:

How the OBBB timeline impacts renewable pricing and availability
Why market volatility makes procurement strategy more critical than ever
Tactics for securing renewable energy deals before the window closes
What this policy shift means for your long-term business strategy

speakers

Jeff St. John

Jeff St. John is chief reporter and policy specialist at Canary Media. He covers the intersection of technological, economic, and regulatory issues influencing the global transition to low-carbon energy in the electricity, transportation, and building sectors. His areas of expertise include innovative grid technologies, rooftop solar and batteries, clean hydrogen, electric vehicles, EV charging, and broader decarbonization policy.

Matt Konieczny

Matt Konieczny leads decarbonization at Watershed where he develops financial and software products to help customers reduce their emissions. Matt previously led the energy transition practice at Access CFP, where he ran investments, mergers, and capital raising for tech and infrastructure companies globally. He also built power-related businesses/portfolios for major energy companies and investors including BP, Enbridge, and Goldman Sachs. Matt led solar programs at the Clinton Foundation where he developed and executed transformative investment models for large-scale renewable energy projects in emerging markets. He started his career in investment banking at Lehman Brothers and Nomura. Matt also co-authored Renewable Energy Finance: Powering the Future, and is on the Scope 2 Technical Working Group updating the Greenhouse Gas Protocol.