May 2025 Sustainable Investment Update

The “Big, Beautiful Bill” is set to unwind several cornerstone clean energy initiatives amid a push to curb government spending. Now under Senate review, this proposed reduction in fiscal support (~$560bn) will surely influence renewable power prices and strain supply chains and project timelines but is set to add $2.4 trillion to the U.S. deficit over the next decade. This month, we also review the motivations and subsequent effects of CEO turnover at the market, sector, and company level.

To read our full Sustainable Investment Update, please contact us at [email protected].