The rules of engagement for U.S. clean energy have shifted. With the implementation of the Foreign Entity of Concern (FEOC) restrictions under the One Big Beautiful Bill Act (OBBBA), developers and suppliers are facing a new reality: project eligibility for federal tax credits now hinges on the structure and origins of their supply chains.
For the solar and energy storage sectors, the stakes are uniquely high. Starting in 2026, the Investment and Production Tax Credits (48E and 45Y) introduce strict “material assistance” thresholds. But what may be even more challenging are the complex effective control provisions, where seemingly minor clauses in contracts can put tax credit eligibility at risk for developers and asset owners. Projects must now prove that a significant and growing percentage of their components are free from the influence of prohibited foreign entities. This represents a profound shift in how clean energy projects are sourced, financed, and built.
During this free, online forum, Canary Media will bring together experts representing a range of important perspectives — from top legal firms to one of the largest developers in the country to a leading solar and energy storage market intelligence provider — to provide a 360-degree view of how these restrictions work in practice.
Maria Virginia Olano is chief of staff at Canary Media. Before joining the Canary team, she worked on state-level climate policy advocacy, specifically focusing on communications strategies. She previously produced the podcast Political Climate...
Christian is a seasoned solar, energy storage, and energy transition professional. With 14 years of industry experience, he plays a crucial role in CEA’s Market Intelligence team. Christian leads policy research at CEA and communicates with...
Hilary Lefko is a Partner at Norton Rose Fulbright's Washington, DC office. She focuses her practice on all areas of federal income tax law, with a particular emphasis on renewable energy and project finance tax issues. She represents...
Executive VP of Renewable Engineering and Procurement, Invenergy
Mark Delaney leads Invenergy’s Renewable Engineering and Procurement team,
responsible for providing engineering, supply chain, and procurement support for
Invenergy’s land-based wind and solar projects in development and through
construction....
VP Supply Chain & Manufacturing, American Clean Power
MJ is the Vice President of Supply Chain and Manufacturing for the American Clean Power Association (ACP). He leads initiatives that enable resilient supply chains and domestic manufacturing to support the sustained growth of the U.S. clean energy...