S&P
 
This week's Utility Dive brought to you by
 
 
                                                           
S&P Global Market Intelligence
 
 
 
 
REPORT
 
The H.R. 1 Impact Overview
 
DOWNLOAD NOW
 
 
 
Photo

The recent passage of H.R. 1 has changed the landscape for power grid investments, renewable energy projects and market pricing.

One of the most notable legislative changes under H.R. 1 is the adjustment of timelines for tax credit eligibility. This change is forecast to drive a temporary surge in solar capacity, with projections indicating an increase of 35.6 GW of new solar capacity by 2030, compared to the baseline. 

The H.R. 1 Impact Overview report provides analysis of how changes to Production Tax Credit (PTC) and Investment Tax Credit (ITC) eligibility affect project economics, market prices and regional investment strategies. 

Gain actionable intelligence to navigate these changes.
 
 
 
 
 
Quantify the US energy transition with S&P Capital IQ Pro.
 
 
 
Photo
Impacts of the Budget Reconciliation Package on the
US Power Sector
The HR1 (One Big Beautiful Bill Act) budget reconciliation bill, signed into law on July 4, 2025, brings significant changes to clean energy tax credits, specifically affecting the Production Tax Credit (PTC) and Investment Tax Credit (ITC) across various energy technologies. Our analysis indicates an increase in energy and Renewable Energy Certificate (REC) prices, a forward shift in renewable capacity, and a long-term rise in gas and coal generation.

Hear from our thought leaders as they share the results of a forecast scenario that incorporates these legislative changes, comparing it to our Q2 Market Indicative Power Forecast release.
 
 
 
 
 
S&P Global Commodity Insights produces content for distribution on S&P Capital IQ Pro.
 
 
This material is also available on our public website, https://www.spglobal.com/marketintelligence.
 
 
Facebook