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#OBBB/FEOC

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Oct 27Tue
  1. Utility Dive

    BNEF raises U.S. energy storage deployment forecast by 30% despite trade barriers

    BloombergNEF said in its semiannual energy storage outlook that the United States will deploy 30% more energy storage capacity over the next 10 years than it forecast six months ago, reaching cumulative deployments of 213.9 GW by 2030 and 434.4 GW by 2036. BNEF puts the combined duty on stationary storage batteries imported from mainland China at 40.9%, and cites import restrictions on foreign-made power conversion systems and recent broad limits on imports of bulk power system equipment among the trade barriers.

Oct 26Mon
  1. Solar Power World

    Maryland Energy Administration launches $200 million Megawatts for Maryland clean energy auction

    The Maryland Energy Administration is launching Megawatts for Maryland, a $200 million auction program to build new clean energy generation over the next two years, established through the Utility RELIEF Act signed by Gov. Wes Moore earlier this year. The program can draw up to $100 million annually from the state's Strategic Energy Investment Fund and will award grants to renewable energy generation and storage developers to curb development and construction costs. The press release states the program was developed to fill in for the investment tax credits the Trump administration ended through the One Big Beautiful Bill Act.

  2. Utility Dive

    Wood Mackenzie reports 2.8 GW of U.S. wind turbine orders in Q2 ahead of 45Y and 48E tax credit deadlines

    Wood Mackenzie said in an October 26, 2026 report that U.S. wind turbine orders reached 2.8 GW in the second quarter as developers raced to commence construction before July 4, 2026, deadlines tied to the 45Y production tax credit and 48E investment tax credit under the One Big Beautiful Bill Act. Projects that missed the commence construction deadline must be placed in service by December 31, 2027, to qualify, while projects that met the July 4 deadline have until December 31, 2030.

Oct 21Wed
  1. Solar Power World

    NeoVolta opens 4-GWh battery storage factory in Georgia through joint venture with PotisEdge

    NeoVolta Power, a joint venture between NeoVolta and PotisEdge, a LONGi Green Energy company, opened a 4-GWh lithium battery energy storage system manufacturing site in Pendergrass, Georgia, in September, with a second line planned to reach 8 GWh as orders warrant. CEO Ardes Johnson said the site is designed to support FEOC-compliant and domestic content-eligible solutions, that NeoVolta holds the controlling interest and 100% of the board, and that the FEOC rules are still being finalized by the IRS. He said U.S.-made cells are not yet available at the needed volume or price, so Chinese-sourced cells have bridged the gap in the near term.

Oct 11Sun
  1. pv magazine (Global)

    pv magazine analysis: U.S. solar tracker suppliers shift to integrated systems via M&A

    pv magazine reports that U.S. solar tracker suppliers are pursuing mergers and acquisitions to expand beyond trackers into adjacent components, citing NextPower, Array Technologies and GameChange Energy as the leading acquirers, with NextPower spending more than $1.1 billion. The article attributes the shift to a saturated domestic tracker market, forecast declining U.S. tracker shipments from 2026 to 2035, and the roughly 10% share of utility-scale solar capex that mounting systems represent. It also cites the Section 45X credit and the 10% domestic content bonus as incentives to manufacture in the United States, and notes the EU's Carbon Border Adjustment Mechanism entered into force in January 2026.

Sep 30Wed