Secured Carbon The Editor’s Letter: 2025 - The Year of the Inflection Point Over the past twelve months, we have witnessed the market for Investment Tax Credits (ITCs) and Production Tax Credits (PTCs) transform from a boutique, relationship-driven ecosystem into a high-velocity transfer market. The transaction volumes have set a clear trajectory toward a $100 billion annual market by the end of the decade. As we pivot toward 2026, the market is now defined by the friction associated with...
7 months ago • 5 min read
Hi, Many developers still aren’t registering and selling their credits, some due to legal delays, some just not knowing where to start. Meanwhile, we know of buyers lining up $100M+ in forward credit orders. If you’ve got any 2023–2025 projects with credit eligibility, our tool can get them packaged and buyer-ready before year-end. Would you be open to a no-commitment demo next week? You’ll walk away knowing exactly what you need to unlock that capital. Let me know if you’re...
9 months ago • 1 min read
Why Record Capital Is Flowing, But Projects Still Struggle to Break Ground Hi Reader, Global energy investment is at an all-time high, but theres a caveat- bottlenecks in permitting, grid access, and compliance are slowing deployment and energy deployment. Which developers and financiers how to capture IRA incentives, stack state programs, and leverage modern financing engines? This issue breaks it down: The $3.3T global capital deployment in new energy projects How tax credit transferability...
10 months ago • 6 min read
Hi, I’m reaching out from Secured Carbon, a pioneer in energy finance. Given the recent turmoil in the market, we’re running a Finance-Readiness Sprint (up to 5 active projects) looking to provide a CPA-backed readiness packet, audit-ready cost basis, incentive bonus-adder analysis, and immediate outreach to curated buyers/investors to help fund and scale your energy projects. Let me know if you’d like to get involved! See our vision for how we hope to support the energy developer community:...
11 months ago • 1 min read
The Great Divergence in Residential Solar Why Batteries Are Booming While The Solar Market Contracts Hi Reader, The solar boom is slowing. Energy storage is surging. Here’s what that means for your capital stack, and why financing models must adapt now. Welcome to a reshaped market. In 2024, U.S. residential solar installs fell 31% YoY. Yet in that same period, residential battery storage grew by 57%, setting new records into 2025. The core reason? California’s NEM 3.0 policy and the...
12 months ago • 5 min read
America’s $47B Renewable Energy Investment Market Has Been Halted. Here’s Your Guide to Speed, Compliance, and Adapting Strategy. Hi Reader, The "One Big Beautiful Bill Act" has passed, placing $47.2 billion in federal and private investment on a hesitant pause with a new strict 60-day qualification clock. Renewable energy stakeholders have a unique opportunity to re-adjust strategy and come out with a long-term sustainable business plan. We prepared a comprehensive guide to any stakeholder...
12 months ago • 4 min read
America’s $47B Renewable Energy Investment Market Has Been Halted. We Want To Bridge The Gap With Our Solution Hi Reader, From trillions in stranded tax credits to a fractured financial system, this is the story of why our energy system can't scale, until we fix the flow of capital. Every year, high-quality clean energy projects stall, not from lack of demand, but because capital can’t find them. Financing remains fragmented. Risk is misunderstood. Compliance is a barrier, not a baseline....
about 1 year ago • 1 min read
$47B in solar credits are now under a 60-day clock. Here’s what’s changing, and how players in the industry are adjusting their strategy. Hi Reader, On May 22, the U.S. House narrowly passed the "One Big Beautiful Bill Act," setting off alarms across the clean energy industry. If enacted, this legislation would dramatically accelerate the phase-out of Inflation Reduction Act (IRA) incentives: Clean Electricity Credits (45Y/48E): Start construction in just 60 days post-enactment, operational...
about 1 year ago • 5 min read
A $60B Market Is Splitting. Speed, Scalability, and Automation Are The Dividing Lines Hi Reader, ITC recapture audits are swallowing solar project value—especially for those without a robust tax credit strategy. Our analysts estimate approximately 5-7% of portfolios in the solar developer space face exposure to these risks, up to $900 million in annual recapture penalties and overhead threatening developers across the U.S. The gap is widening between two groups fastest: Those who are scaling...
about 1 year ago • 3 min read
