tax credits
also referred to as: tax credit
8 statements across 6 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Dec 1, 2022 by Shayle Kann · across every show →
Everything said about tax credits, oldest first
Dec 1, 2022 neutral
Kann: US Congress almost never repeals existing tax credits early
“One is, in the U.S., we have a great track record of never, basically never pulling back on existing tax credits once they exist. We sometimes don't extend them, but it'd be very difficult to point to a situation in which there has been a tax credit in place s…”
Apr 6, 2023 neutral
Lithium processed in China temporarily qualifies for EV tax credits
“If you are today shipping your spodumine to China to be made into lithium hydroxide then that's, if China does turn out to be a foreign entity of concern, that will disqualify that material for the tax credit. So right now, it is going to be qualified, but as …”
Jul 17, 2025 negative
Kann: Uneven Tax Credit Eligibility Poses Greater Risk Than Full Expiration
“To me, the trickiest thing is, is if we're entering this period wherein some projects will qualify for a substantial, like it's 30% tax credit. If you still get the, you know, domestic content bonus, coal communities, et cetera, like you can get, they're big c…”
Sep 4, 2025 neutral
Kann: US precedent was letting tax credits expire rather than repealing them
“Historically speaking, you know, there's a, there had been a long precedent of the U.S. Never really removing existing tax credits. We would let things expire, but we never really pulled them back. I mean, just look at the ethanol tax credits as an example, ri…”
Jan 20, 2026 bullish
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…”
Jan 20, 2026 neutral
Burton: Permitting is probably more critical than tax credits for developers
“I do think that permitting probably is as important, if not more important than, you know, tax credits and some other incentives. You know, the incentives you can model without and with, right? So you can at least figure out what the answer is. When you don't …”
Apr 6, 2026 positive
Bayes: Tax credit purchases reduce corporate effective tax rates by roughly 3%
“I mean, they're purchasing tax credits at a discount, and in general, what we find is that that translates to a reduction in their effective tax rate of roughly three percent, which is, I mean, if you have a hundred million dollars in tax liability that you're…”
Apr 6, 2026 bullish
Bayes: Projects with $500M+ tax credit tranches grew from two to dozens
“So, for instance, when we did our first report, we found, I think, maybe two, there were perhaps two projects that had tax credit Tronches are entitled to generate a tax credit in excess of five hundred million dollars. That number is into the dozens now.”