Entering 2025, renewable energy mergers and acquisitions (M&A) activity encountered significant headwinds, including elevated capital costs, rigid supply chain audit requirements and policy friction stemming from the One Big Beautiful Bill Act (“OBBBA”).
Electrification has moved from a climate goal to a competitive necessity for U.S. ports. Federal funding and policy alignment have opened the door, but grid capacity, equipment availability and project execution will determine which ports will benefit and lead the modernization charge and which will be left behind.
The U.S. Government is reshaping how it deploys public capital in strategic industries such as critical minerals. Washington has moved beyond a narrow reliance on loan guarantees toward a multi-instrument playbook to strengthen onshore and allied strategic supply chains and counter adversarial trade practices.