Barclays-Sustainable Investing Weekly Spotlight：Silver lining in Treasurys guidance...-20250825
这篇研报讲什么？
摘要原文摘录In this week's Spotlight, we highlight the US Treasury'sguidance on "beginning of construction" rules. We also detailupcoming Barclays Sustainable Investing events and recentnews…
机构观点归属巴克莱银行，研报雷达仅作摘要整理与机构观点聚合。以下为研报摘要原文摘录，内容以原始报告为准。
研报摘要
In this week's Spotlight, we highlight the US Treasury'sguidance on "beginning of construction" rules. We also detailupcoming Barclays Sustainable Investing events and recentnews flow.
US Treasury guidance provides clarity on tax credits'eligibility
The US Treasury has released updated guidance on the "beginning of construction" rules forsolar and wind projects, following the enactment of the One Big Beautiful Bill Act (OBBBA) on 4July 2025. As we flagged in Taking stock of US power post-OBBB, the president's subsequentexecutive order calling for new guidance on elements of the safe harbour provision forrenewables introduced additional uncertainty. However, the updated guidance has been lessrestrictive than feared, providing welcome clarity for project developers and investors (NewTreasury guidance minimally disrupts solar).
同公司研报
继续比较不同机构对同一公司的判断。
同行业近期研报
从单家公司继续回到行业研究。