Securitization Insight Ep 79: Summary of the budget reconciliation bill

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Keith Martin, co-head of projects, United States at Norton Rose Fulbright, joins host Patrick Dolan to discuss the recently signed budget reconciliation bill, referred to as the ‘Big Beautiful Bill.’

Keith provides his insight on the implications of the bill, including whether the legislation has accelerated the push to launch renewable energy projects before the deadlines in 2025 and 2026, how changes to technology-neutral tax credits may shift incentives and what the new Foreign Entity of Concern (FEOC) rules mean for sourcing and compliance. We also cover the executive order issued shortly after the bill, examining how stricter enforcement directives may complicate timelines and increase regulatory uncertainty for developers.