The League - Episode #51

Welcome to our weekly Renewable Energy Briefing! Stay informed on the latest industry trends. Join us for a comprehensive analysis that combines expert commentary with up-to-the-minute news, offering you a strategic overview of the renewable energy market. Don't miss out on the crucial details that can impact your investment decisions. Tune in weekly for your essential dose of Renewable Energy insights!

Episode #51 Briefing Highlights:

💼📈 Benoy attended the SEIA Finance, Tax & Buyers Seminar in June. The key takeaway: clean energy remains strong due to high demand for affordable power, but policy uncertainty—specifically around tariffs and FEOC (Foreign Entity of Concern) rules—continues to cause market friction.

🔌💸 ISO-NE released its cluster study results, revealing 4.8 GW of proposed generation with an estimated $3.2 billion required for system upgrades, averaging roughly $660k per MW.

☢️📍 New nuclear projects currently under development are heavily clustered in the Southeast, Pennsylvania, and Texas.