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renewable energy developers

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jul 17, 2025 by Andy Lubershane · across every show →

Everything said about renewable energy developers, oldest first

Jul 17, 2025 neutral
Prediction Not checkable as stated
Lubershain: Developers will sit on hands during 45-day Treasury review
“I think for the 45 days until we have clarity there, and hopefully it is only 45 days I don't think that much happens. I think people kind of sit on their hands.”
Andy Lubershane Jul 17, 2025 ▶ 20:25 Five big questions emerging from the OBBB
Jan 20, 2026 bearish
Prediction Not checkable as stated
Burton: Renewable energy developers will face consolidation and a shakeout
“So I do think that there will be a shakeout. There'll be consolidation, you know, for sure.”
Tom Burton Jan 20, 2026 ▶ 5:48 A ‘rain delay’ for the energy transition [partner content]
Jan 20, 2026 bullish
Prediction Not checkable as stated
Burton: New developers will model clean energy projects without tax credits
“There'll be then, I think, a new crop of, you know, developers, so to speak, or companies that will be, you know, deploying renewables, and that new crop is going to figure out How to model projects that will work without tax credits or will work with less tax…”
Tom Burton Jan 20, 2026 ▶ 6:17 A ‘rain delay’ for the energy transition [partner content]
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