July 29, 2025

What’s the forecast for energy projects as the Big Beautiful Bill looms over the industry? Developers and suppliers are adapting to the chaos – but how?

39 minutes

The uncertainty rippling through the energy industry in the first half of 2025 hasn’t gone away. Utilities, developers, and manufacturers are still grappling with the fallout from the "One Big Beautiful Bill," the Trump administration’s reversal of parts of the Inflation Reduction Act, and the evolving tangle of trade tariffs.

Sylvia Leyva Martinez, host and principal analyst at Wood Mackenzie, is joined by her colleague Kelsey Coffman, Vice President of Supply Chain Consulting at Wood Mackenzie, to analyse how clean energy producers and buyers are adapting to the changes.

The cost of batteries and solar panels is skyrocketing; tariffs as high as 145% are disrupting billion-dollar projects. How did we get here? And what can be done? Plus, changing definitions of “foreign entities of concern” – the new rules could kill access to tax credits if suppliers have indirect links to China. Sylvia and Kelsey debate the best path through the FEOC minefield. And how big have the risks of project delays and cancelled investments got? There’s been an emergence of stockpiling strategies, but even US-based manufacturers aren’t safe.

If you're in clean energy, finance, procurement, or just trying to make sense of US decarbonisation strategy, Sylvia and Kelsey are here to help you understand what’s changing, what’s at stake, and what you can do to stay ahead.

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