Upcoming Webinar
Tax credits, portfolios, possible winners
Join us for a timely webinar with Enverus Intelligence® Research experts to break down the implications of the recently signed One Big Beautiful Bill Act. With sweeping changes that repeal or modify foundational energy tax credits, developers and investors must quickly adapt to a shifting policy and economic landscape.
What we’ll explore:
Renewables and batteries: Explore how LCOEs are changing, which queued capacities remain viable without tax credits, and which developers hold the most resilient portfolios.
Nuclear: Assess the outlook for conventional and advanced nuclear projects in a post-OBBBA landscape.
Clean fuels: Identify winning and losing technologies, assess 45Z PTC impacts on RNG project IRRs, and evaluate clean hydrogen projects at risk of losing the 45V PTC.
CCUS & EOR: Compare the economics of anthropogenic EOR versus traditional basins, screen operators and emitters for EOR potential, and uncover the viability of DAC-to-EOR.
Whether you’re tracking development resilience or recalculating returns in a post-subsidy world, this session will help you navigate what’s next.
Disclosure:
To get additional information on Investment advisory products and services provided by Enverus Intelligence® Research, Inc, visit www.Enverus.com/disclosures.
Senior Analyst, Enverus Intelligence® Research
Jeffery joined Enverus Intelligence Research (EIR) in 2023 as a senior associate on the Subsurface Innovation team, part of EIR's Energy Transition Research. He focuses on emerging energy and carbon innovation technologies, drawing on his industry experience and personal passion for emerging technologies to build connections between the needs of customers and subsurface developments. Jeffrey's recent work involved building economic models for CO2 transportation and CO2 use cases to provide economic insights on the entire CCS value chain. He previously worked at TC Energy as a field engineer and in pipeline integrity.
Analyst, Enverus Intelligence® Research
Corianna Mah is a Research Analyst with Enverus Intelligence® Research, specializing in research on renewable power assets. She holds a degree in Mechanical Engineering and Energy & Environment Engineering. With over 6 years of experience across engineering and management consulting, she applies her technical and strategic background to help clients navigate the evolving energy landscape.
Senior Analyst, Enverus Intelligence® | Research (EIR) Contributor
Alex joined Enverus in April 2022 as a member of the CCUS team before shifting coverage to Low Carbon Fuels with an initial emphasis on hydrogen. He holds a degree in mechanical engineering from the University of Calgary, which he earned in 2020. Prior to joining Enverus, he completed a 12-month internship and gained two years of post-graduate experience at Canadian Natural Resources Limited, where he worked at their Horizon Oilsands Plant. Alex is based in Enverus' Calgary office.
