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Insight

From the firm:

Mar 13, 2026

45Z Enters Its Next Phase: Policy Pressure

Weeks after Treasury released proposed regulations for Section 45Z, a coalition consisting of members from the House and Senate lawmakers are urging Treasury, DOE, and USDA to take action.

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Feb 23, 2026

Critical Minerals: An Evolving Opportunity in a Maturing Market

Section 45X critical minerals remain a scaled and evolving market opportunity, with strong demand and improving pricing. As the framework matures, value is increasingly concentrated among well-structured and well-positioned participants.

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Feb 3, 2026

Anticipated 45Z Guidance

The U.S. Treasury and IRS have released proposed regulations for the Section 45Z clean fuel production credit, incorporating updates from last year’s One Big Beautiful Bill.

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Jul 23, 2025

One Big Beautiful Bill: Clarity for Investors and Developers

The One Big Beautiful Bill (OBBB) provides investors and developers with much-anticipated clarity on the clean energy market.

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