Get ready for a comeback in clean energy. A landmark report from JPMorgan analysts says the newly signed “One Big Beautiful Bill” (OBBB) Act has ended crippling uncertainty and is poised to unleash a fresh wave of investment across the sector.
“After eight months of renewable energy policy uncertainty… President Trump signed the OBBB on July 4,” the bank wrote, marking the date as a turning point for the industry. The bank emphasized that this long-awaited clarity is the catalyst needed to bring investors back from the sidelines.
The key takeaway from Wall Street? The result was “materially better than feared.” This relief is expected to fuel a broad improvement in market sentiment.
From Fear to Optimism
JPMorgan identified several areas set to thrive under the new law:
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Biggest Winners: Domestic manufacturing and large-scale renewable projects.
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Surprise Boost: Baseload power sources like nuclear and geothermal, which received enhanced incentives to ensure a reliable energy grid.
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Key Provisions Protected: The bill preserved critical timelines for battery storage credits (BESS) and kept the all-important “transferability” of tax credits intact, a core component for financing new projects.
Even residential solar, though not a primary focus, secured a positive outcome.
The message from Wall Street is clear: with the policy questions settled, the American clean energy sector is officially open for business again. JPMorgan expects equities to soon reflect this powerful new reality, creating fresh opportunities for investors ready to act.
