Now that the dust is settling from the OBBBA negotiations, the clean energy industry is entering a new phase. At CapeZero, we ran the numbers to quantify what’s at stake and demonstrate how a flexible, portfolio-wide qualification strategy can unlock superior returns with less risk.

The United States is at a defining moment in the energy transition. This piece outlines how One Big Beautiful Bill Act (OBBBA) risks destabilizing project finance and what a more responsible phase-out of tax credits might look like to ensure continued investment and deployment in the clean energy sector.

Baseball teams don’t step onto the field on Opening Day without months of analysis, preparation, and strategy. Front offices use analytical decision-making to build winning teams, optimize rosters, and outmaneuver their competition. They don’t just rely on intuition—they leverage advanced analytics, scouting reports, and predictive models to find hidden value in players others overlook. Renewable energy finance in 2025 is no different.