Recent federal decisions have introduced turbulence across the advanced energy landscape, redefining tax credit eligibility, shifting market signals, and compressing timelines for advanced energy deployment. But with disruption comes opportunity.
At Advanced Energy United, we know that the most decisive energy progress is happening in the states and regions where market barriers are being removed, deployment is accelerating, and policy decisions directly shape opportunity. That focus was central to our recent webinar, “From Federal Fallout to Opportunity: The Path Forward for the Advanced Energy Industry,” which highlighted how United is turning state and regional advocacy into tangible market wins for our members and the industry at large.
Moderated by Amisha Rai, Senior Vice President of Advocacy, the conversation featured insights from Harry Godfrey, Managing Director of our Federal Priorities work, and state-level strategy from Matt Boms, Executive Director of Texas Advanced Energy Business Alliance (United’s state affiliate). Together, the panel translated federal policy changes into business strategy, pinpointing the state-level actions companies can take now to capture emerging opportunities.
Understanding H.R. 1 and Its Impacts
Harry Godfrey opened the conversation with a detailed look at the federal policy shifts resulting from the passage of H.R. 1, a broad reconciliation package that introduced significant changes to tax policy, including provisions affecting clean energy incentives. While several core tax credits remained intact, wind and solar developers now face compressed timelines, with credit eligibility tied to accelerated construction or in-service deadlines. At the same time, manufacturers are navigating new “foreign entity of concern” (FEOC) restrictions that introduce added complexity into financing and supply chains, particularly for companies sourcing internationally.
While these changes do not amount to a repeal of the Inflation Reduction Act (IRA), they mark a significant recalibration of the federal policy environment. Accelerated phase-outs, new compliance thresholds, and heightened scrutiny are adding layers of complexity across the industry.
Why States Hold the Key
Following this federal-level overview, the conversation turned to where companies can find the greatest momentum today. Amisha Rai emphasized a core message: States and regions are now the center of gravity for advanced energy deployment.
“Affordability and reliability are the new currency,” she shared. Whether it’s Indiana or California, decisionmakers are focused on solutions that can meet near-term energy demands and lower costs for consumers. Energy affordability was a growing challenge even before the federal rollback of tax credits, which are predicted to drive up electricity prices even further. As the impacts of these rollbacks are felt, there will be pressure on state leaders to take action to protect residents from these cost increases.
This creates a powerful opportunity for companies driving the energy transition. States are searching for fast, cost-effective ways to meet demand, and advanced energy solutions are often the answer. That’s where United delivers value: with a deep bench of policy experts, regional affiliates, and a strategy laser-focused on deployment, we help our members navigate regulatory complexity and unlock real market opportunity.
Texas as A Blueprint for Advanced Energy Deployment
As a prime example of United’s strategy in action, Matt Boms shared a success story from Texas—a leader in renewables deployment.
Through targeted policy engagement and coalition building, United’s state affiliate—the Texas Advanced Energy Business Alliance (TAEBA)—has helped shift the narrative and deliver real market outcomes. TAEBA has played a central role in advancing a suite of policies that collectively strengthen grid resilience, expand clean energy adoption, and open the market to more diverse energy solutions.
Key wins include:
The result? Wind and solar now consistently provide more than 50% of Texas’s peak summer electricity, and the Electric Reliability Council of Texas (ERCOT) has emerged as the fastest-growing market for battery energy storage in the country—achieved without mandates or centralized planning. It’s a clear demonstration that affordability, resilience, and innovation are values that resonate across the political spectrum. When advanced energy solutions are framed around those principles—and backed by credible, sustained advocacy—they succeed.
This story doesn’t belong to Texas alone and provides a blueprint for state-level progress nationwide.
Build It. Make It Flexible. Make It Affordable.
As previewed on the webinar, United is developing a policy playbook resource, designed to help members and partners replicate this kind of impact in other priority states.
This upcoming resource and our strategy at large are focused on three core pillars:
This strategy is already influencing policy agendas in key states and will be especially critical as 38 gubernatorial elections shape state energy priorities over the next 18 months. We look forward to sharing more details soon—and to continuing to help our members lead the energy transition with confidence and clarity.
Final Takeaway
The path forward for advanced energy is clear—and it runs through the states. While federal rollbacks have introduced new challenges, these shifts have underscored the importance of strategic, state-level action to shape markets, accelerate deployment, and deliver real results. As Texas has shown, meaningful progress is possible in every corner of the country when smart policy meets determined advocacy. Now is the time for energy innovators, advocates, and policymakers to align around solutions that work—for the grid, for consumers, and for the future.
If your organization is ready to engage where it matters most, we invite you to join United and shape the policies, partnerships, and markets defining the future of advanced energy in America.
Missed the conversation? Download the recording to hear how your company can stay ahead in this evolving landscape: