Credit deadlines warp energy buildout

With federal wind/solar credits sunsetting under the One Big Beautiful Bill, states are racing to fast‑track permits to meet a 'break ground by July 4, 2026' clock. But transmission additions lag, so deadline‑driven financing risks prioritizing projects that can start fast over those the grid can actually absorb. The result can be stranded pipelines and lost capacity when timelines, not system needs, drive choices. — It highlights how incentive design and hard cutoffs can misallocate scarce build capacity and undercut decarbonization unless paired with grid expansion.