Insight
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
This insight explores the implications of the OBBBA and how it changes the energy landscape across key sectors, including power and renewables, emerging technologies, upstream and commodities. The policy prescriptions of the OBBBA – and their implications across the global energy sector – increase the likelihood of our delayed energy transition scenario (DETS).
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
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