July 2025 ushered in a surprise policy shift that could reshape the economics of clean energy projects across the U.S. The One Big Beautiful Bill (BBB) is phasing out the Investment Tax Credit (ITC) much faster than expected—putting timelines, returns, and equipment strategies into sudden focus for buyers and providers alike. If you're planning or funding solar projects, here's what you need to know—and how Station A can help.
The BBB dramatically accelerates the ITC sunset. While the 30% ITC is still technically available through the end of 2027, the rules have changed—and the practical deadline is now December 31, 2025 for most buyers.
Why? After that date, projects face:
Foreign Entity of Concern (FEOC) restrictions, which will likely disqualify equipment sourced from China
Strict new requirements around construction start and a potential elimination of the “5% safe harbor” pathway that many projects have historically relied on
The Department of the Treasury is expected to issue final guidance by August 18, 2025, but the direction is clear: if you want the ITC, you need to move fast.
To meet these eligibility dates for a project, we recommend listing a project on our marketplace no later than October 31, 2025 (Halloween).
We're already seeing forward-thinking buyers:
Lock in contract terms for all projects in their pipeline
Stockpile eligible equipment (panels, inverters, racking) to preserve ITC access
Move faster than ever before to protect project returns
Well-resourced providers are doing the same. This is triggering greater competition for developers who can act quickly, secure compliant materials, and meet the deadline. Even previously agreed-on terms may now be subject to change as the market reacts to increased legal and financial risk.
Uncertainty remains around:
Treasury definitions of “construction start” and FEOC enforcement
Whether bonus ITCs (e.g. domestic content, energy communities) still apply
How MACRS depreciation or state-level incentives might shift
How tariffs or equipment shortages might affect pricing and supply
Whether Congress or the next administration will restore the ITC
Losing the 30% ITC can reduce a project’s IRR by 3–6%, potentially eliminating 25% of otherwise viable sites.
So no—the solar market isn’t going away. But if you want to hit your cost or return targets, you need to get ahead of the policy curve.
Act with speed—and certainty. Station A equips you with real-time market data and procurement tools to evaluate, launch, and award projects fast. Here’s what we offer:
Live market intelligence, not static spreadsheets
Portfolio-wide insights into which projects should move first
A full competitive bidding process—from listing to shortlist to award—in just 4 weeks
Whether you're deploying capital or managing a large portfolio, we'll help you move quickly and confidently in this shifting policy landscape.
If you're unsure whether your projects still qualify, or want to start a competitive process before time runs out.