Insight
One big, seismic shift in US energy policy
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
This insight explores the implications of the OBBBA and how it changes the energy landscape across key sectors, including power and renewables, emerging technologies, upstream and commodities. The policy prescriptions of the OBBBA – and their implications across the global energy sector – increase the likelihood of our delayed energy transition scenario (DETS).
Table of contents
- Executive summary
- US power markets
- Emerging technologies
- Upstream: OBBBA delivers on some of industry’s biggest wish list items
- Downstream: US oil product demand stays higher for longer
- Coal: no domestic coal resurgence even with larger incentives
- Metals: smaller pie, bigger slice for domestic critical minerals producers
- Carbon markets and methane regulations
Tables and charts
This report includes the following images and tables:
- PTC availability for grandfathered projects ( starting construction before July 2026 ) and projects starting construction after July 2026
What's included
This report contains:
Other reports you may be interested in
Insight
US upstream in brief: oil and gas outcomes from the One Big, Beautiful Bill
The US week in brief highlights the need-to-know current events from US upstream. Stories are supplemented with proprietary WoodMac views.
$1,350
Insight
China's steel in its post-peak era
Decarbonising a financially fragile sector: Easier said than done
$1,050
Insight
Déjà vu as Trump imposes tariffs on aluminium imports
Trump tariffs: A zero sum game
$1,050
