One big, seismic shift in US energy policy
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Executive summary
- US power markets
- Emerging technologies
- Upstream: OBBBA delivers on some of industry’s biggest wish list items
- Downstream: US oil product demand stays higher for longer
- Coal: no domestic coal resurgence even with larger incentives
- Metals: smaller pie, bigger slice for domestic critical minerals producers
- Carbon markets and methane regulations
Tables and charts
This report includes the following images and tables:
- PTC availability for grandfathered projects ( starting construction before July 2026 ) and projects starting construction after July 2026
What's included
This report contains: