The FCC just announced that they have updated their covered list to include two new categories of devices – advanced robotic devices, and connected power inverters produced in foreign countries. Https://www.fcc.gov/covered-… More to come

If you haven't already, hire someone in Washington that has their thumb on the pulse.

Treasury did not: fully define every aspect of “Prohibited Foreign Entity” (PFE) in granular detail, Issue final regulations, resolve every ownership/control edge case, provide permanent cost tables. They explicitly state that proposed regulations are forthcoming.

(2) interim safe harbors developers can use to calculate the required “material assistance cost ratio” (MACR) for §45Y, §48E, and §45X while Treasury works on proposed regulations.

Treasury just issued interim guidance implementing PFE restrictions on clean-energy tax credits. The notice explains (1) how to determine whether a project or BESS has “material assistance” from a PFE, and

IRS just killed the 5% safe harbor for most solar/wind. Only the Physical Work Test remains—meaning higher costs, faster timelines, & bigger risks. This could stall gigawatts of projects + billions in investment. aboutblaw.com/bjeL #AdvancedEnergyAdvisors #Solar #SEIA

Guidance will land fast — and hit hard. If your tax strategy hasn’t changed post-OBBBA, you’re not ready. #AdvancedEnergyAdvisors #OBBBA #FEOC #Treasury #CleanEnergy #Solar #Wind #ITC #PTC #SEIA #ACP

All of this as the U.S. grid braces for record AI/data center demand… Yet we’re tightening clean energy access to credits? The Trump Admin is choosing politics over power capacity.

This has major implications for project financing, procurement strategy, and tax equity eligibility — particularly for large-scale solar + wind builds. Developers need to reassess timelines now.

Projects must begin by 7/4/26 and be in service by 1/4/29 to qualify for ITC/PTC.

WH reportedly rejected the 20% safe harbor proposal. 👀 Expect 25–50% safe harbor + 2.5-year placed-in-service window (vs. 4 yrs).

Treasury is expected to drop new guidance by Aug 18 on commence construction and FEOC restrictions under the July 7 Executive Order. Here’s what we’re hearing—and why it matters.👇

Here is a more detailed overview of today's Executive Order impacting solar, including actions that the administration has considered to make it more difficult to build large-scale solar projects in the US. acrobat.adobe.com/id/urn:aai…

Not good. whitehouse.gov/presidential-…

President Trump’s new EO directs Treasury and Interior to eliminate federal subsidies for wind and solar projects linked to “foreign-controlled” entities. It also tightens rules on what qualifies as “commenced construction,” likely ending the 5% safe harbor. #Solar

Senate passed HR-1. Sen Murkowski came through by extending the solar/wind tax credits out thru 2027 and changing the qual back to commence construction. She also got rid of the future excise tax. No relief for resi. It is still a horrible bill but not bad as it was last night.

House Rules Committee released changes to Budget Reconciliation. Its bad… Resi solar is dead. 25d gone and no leasing for 48e Material assistance brought forward to year end 2025 from 1 year after enactment. No company can meet that requirement. Itc/ptc goes to zero post 28