CALGARY, Alberta (August 20, 2025) — Enverus Intelligence® Research (EIR), a subsidiary of Enverus, the most trusted energy-dedicated SaaS company that leverages Generative AI across its solutions, has released an evaluation on which renewable asset owners have the most resilient queued portfolios across the Lower 48 following the signing of the One, Big, Beautiful Bill Act.
“Our new report shows that regions like U.S Northeast like New York and New England experience attractive generation-weighted price premiums, making projects in these areas more resilient to tax credit loss under President Trump’s One Big Beautiful Act,” said Corianna Mah, lead author of a new report from EIR.
“We used our economic models for queued projects and estimated construction start dates to determine the share of each renewable owner’s portfolio that is resilient to tax credit loss, as well as the portion of sensitive capacity expected to qualify before the tax credit deadline.”
Key takeaways from the report:
- ISONE and NYISO remain resilient markets for solar and onshore wind, even without tax credit support.
- Although many project owners have queued capacity that is sensitive to tax credit loss, some developers have large portions of their queues that are expected to start construction before July 4, 2026. These projects have a four-year placed in-service (PIS) period to become operational and qualify for tax credits under the OBBBA.
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About Enverus Intelligence® Research
Enverus Intelligence ® | Research, Inc. (EIR) is a subsidiary of Enverus that publishes energy-sector research focused on the oil, natural gas, power and renewable industries. EIR publishes reports including asset and company valuations, resource assessments, technical evaluations and macro-economic forecasts; and helps make intelligent connections for energy industry participants, service companies and capital providers worldwide. Enverus is the most trusted, energy-dedicated SaaS company, with a platform built to create value from generative AI, offering real-time access to analytics, insights and benchmark cost and revenue data sourced from our partnerships to 95% of U.S. energy producers, and more than 40,000 suppliers. Learn more at Enverus.com.
