Outlook for the US solar sector Part 2

The Trump Administration has taken multiple steps to firmly entrench changes to federal energy, trade and industrial policy. These changes have had a significant impact on the outlook for US energy markets. The US federal government has aggressively moved away from the previous subsidy-led model that stimulated private sector development of renewable energy generation assets.

The recent passage of the “One Big Beautiful Bill” along with other recent Presidential Executive Orders, have narrowed, amended and repealed tax credits and other supportive policies for new solar and wind development. This represents a significant shift in policy for renewable energy developers and has a potentially significant impact on the supply of energy in the US. We believe this will be positive for existing operational renewable energy assets which will benefit from constrained supply at a time of escalating demand as this should, all things being equal, lead to higher energy prices for existing renewable generation assets.

Disclaimer

This whitepaper has been prepared by Amber Infrastructure Group (“Amber”) and is provided for educational and informational purposes only. It does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Any views expressed herein represent the opinions of Amber and are not intended as a forecast or guarantee of future results. The information contained in this whitepaper has been obtained from sources that Amber believes to be reliable, but Amber does not represent or warrant that information contained herein is accurate or complete, and neither Amber, nor any of their respective officers, partners, or employees accepts any liability whatsoever for any loss arising from any use of this whitepaper or its contents. The views in this whitepaper are those of Amber and are subject to change, and Amber has no obligation to update its opinions or the information in this whitepaper.