Navigating the FEOC Maze: Solar and Storage in a New Policy Era
In this Canary Media webinar, Intertek CEA Senior Policy Analyst Christian Roselund joins a panel of industry experts to break down how FEOC restrictions are being applied in practice, and what developers, investors, and manufacturers should be doing now.
The rules of engagement for U.S. clean energy have shifted. With the implementation of the Foreign Entity of Concern (FEOC) restrictions under the One Big Beautiful Bill Act (OBBBA), developers and suppliers are facing a new reality: project eligibility for federal tax credits now hinges on the structure and origins of their supply chains.
For the solar and energy storage sectors, the stakes are uniquely high. Starting in 2026, the Investment and Production Tax Credits (48E and 45Y) introduce strict “material assistance” thresholds. But what may be even more challenging are the complex effective control provisions, where seemingly minor clauses in contracts can put tax credit eligibility at risk for developers and asset owners. Projects must now prove that a significant and growing percentage of their components are free from the influence of prohibited foreign entities. This represents a profound shift in how clean energy projects are sourced, financed, and built.
During this Canary Forum, industry experts representing a range of important perspectives — from top legal firms to one of the largest developers in the country to a leading solar and energy storage market intelligence provider — provide a 360-degree view of how these restrictions work in practice.
