Five big questions emerging from the OBBB

Five big questions emerging from the OBBB

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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Episoder(258)

Surprising trends in global electricity generation

Surprising trends in global electricity generation

While global electricity demand is unquestionably rising, we may nonetheless be underestimating the scale of necessary future generation. In this episode, Shayle speaks to Nic Fulghum, senior energy ...

4 Jun 44min

Building inference data centers on the high seas

Building inference data centers on the high seas

Amidst the increasing urgency of powering data centers, a new solution has entered the mix: send them out to sea. In this episode, Shayle speaks to Garth Sheldon-Coulson, co-founder and CEO of Pantha...

28 Mai 48min

A blueprint for scalable fusion power

A blueprint for scalable fusion power

For years, the prospect of commercial nuclear fusion felt a long way off. But recent breakthroughs—like Lawrence Livermore National Laboratory’s historic 2022 net energy gain—have marked a new chapter...

21 Mai 40min

Inside the global fertilizer crunch

Inside the global fertilizer crunch

While much of the world has been focused on the war in Iran’s impact on the energy sector, another arguably more impactful market has been largely overlooked: fertilizer. The global fertilizer market...

14 Mai 36min

Cracking the code on autonomous trucking

Cracking the code on autonomous trucking

Even though autonomous passenger vehicles have entered the mainstream in cities across the country, autonomous trucks still lag behind. But Humble Robotics thinks it has cracked the code with a new de...

7 Mai 43min

How AI is modernizing EPCs

How AI is modernizing EPCs

As the utility-scale solar market collides with an era defined by massive load growth, EPC (engineering, procurement, and construction) firms are rethinking their strategy to meet the moment. In this...

30 Apr 34min

Inside Google’s massive AI capex (live)

Inside Google’s massive AI capex (live)

As the race to build out artificial intelligence accelerates, the infrastructure required to support it is undergoing a remarkable transformation. In February, Google announced a plan to spend $175 bi...

23 Apr 35min

How Base Power plans to use its fresh $1B [re-published]

How Base Power plans to use its fresh $1B [re-published]

[This episode is a re-run from October 2025. Look out for a new episode of Catalyst on Thursday, April 23.] Yesterday, Base Power announced a ⁠$1 billion series C⁠, giving the residential battery c...

16 Apr 39min

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