ARTICLE
26 September 2024

Back In Session: Energy Tax Credits

CW
Cadwalader, Wickersham & Taft LLP

Contributor

Cadwalader, established in 1792, serves a diverse client base, including many of the world's leading financial institutions, funds and corporations. With offices in the United States and Europe, Cadwalader offers legal representation in antitrust, banking, corporate finance, corporate governance, executive compensation, financial restructuring, intellectual property, litigation, mergers and acquisitions, private equity, private wealth, real estate, regulation, securitization, structured finance, tax and white collar defense.
The Inflation Reduction Act of 2022 (the "IRA") allows firms to develop and sell clean energy tax credits.
United States Tax

The Inflation Reduction Act of 2022 (the "IRA") allows firms to develop and sell clean energy tax credits. In our last update, available here, we discussed the uncertain future of energy tax credit sales as we head into the election.

Earlier this summer, Treasury released the long-awaited guidance package (available here, as corrected here) on the new technology-neutral electricity tax credits that will replace the production tax credit ("PTC") and investment tax credit ("ITC") in 2025.

Here's the lowdown: the proposed rules largely follow the current rules governing PTCs and ITCs, while also expanding the eligibility criteria to include new technologies. While the current rules specify the eligible technologies, the new credits determine eligibility criteria in reference to prescribed greenhouse gas emissions standards aimed at achieving zero emissions.

The PTC-based credits provide a tax credit based on the kilowatt hours of electricity generated by a qualifying clean energy facility. The new ITC-based credit, much like its predecessor, offers a tax incentive to invest in clean energy projects by providing a credit to reduce the capital cost of a qualifying project. These new credits can be claimed in 2025 until the later of 2032 (like the other IRA credits) or until the U.S. meets the greenhouse gas emission targets outlined in the IRA.

Notably, both credits cannot be claimed for the same facility. Developers faced with high capital costs might favor the ITC-based credit, while developers with existing facilities and the capability to efficiently increase production may prefer the PTC-based credits. Additionally, the ITC-based credit can be claimed upfront, whereas the PTC-based credits are claimed periodically over a 10-year term.

Additional updates on energy tax credits include:

  • Bonus Credits: On August 30, Treasury released proposed rules on the bonus credit available for clean energy projects that benefit low-income communities, set to take effect in 2025. The new guidance (available here) will expand the eligibility criteria credit beyond solar to include additional technologies like hydropower and geothermal. Earlier this month, Treasury released a report (available here) highlighting the program's success.
  • Carbon Capture Credit: Following initial guidance released in July (available here), leaders in the carbon capture industry submitted a letter to Treasury recommending rule changes to boost participation in the industry. The letter argues that declaring carbon oxide "fungible" would facilitate the use of shared pipelines. Industry participants have described the carbon capture market as slow-moving due to regulatory uncertainty, although Treasury is expected to release additional guidance on the carbon capture credit in the near future.

We can expect more guidance to be released in the coming weeks as Treasury resumes work after the summer break and hastens to finalize IRA guidance ahead of a potential change in administration.

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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