Max Jackson is managing director and private credit portfolio manager at Ballast Rock Asset Management. He previously served as a vice president at KeyBanc Capital Markets on its utilities, power and renewable energy investment banking team.
What impact has the so-called One Big Beautiful Bill had on solar energy investing?
It has accelerated the sunsetting of existing federal tax credits, which, in turn, has accelerated deployment of solar in the short term as developers work to start construction on as many projects as possible before the new rules from the One Big Beautiful Bill [OBBB] take effect. The sunsetting credits are expected to have a ripple effect through the industry, with all major participants likely to be impacted. However, the fundamentals of solar and solar investing remain strong despite the recent policy changes. The United States is expected to face a surge in energy demand in the next few years due to artificial intelligence, dat
