The Oil & Gas Paradox: How Structural Supply Decline is Creating One of the Best Opportunities in Private Markets Today This recent PE 150 piece provides timely insight into a trend our partner, Tailwater Capital LLP, has frequently discussed with our investors: the growing misalignment between capital markets and energy fundamentals.
Focus on Clean Energy Tax Provisions in the One Big Beautiful Bill Act Our partners at Gibson Dunn break down the One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, which has made sweeping changes to U.S. clean energy incentives. Key shifts include: tighter timelines for wind & solar credits, stricter foreign supply chain rules, expanded support for nuclear, and new incentives for clean fuels, fuel cells, and carbon capture. Gibson Dunn explain what this means for energy developers, investors, and policymakers.
The Economic Impact of Renewable Energy and Energy Storage Investments Across Texas Research from Dr. Joshua D. Rhodes, PhD shows the powerful economic impact of renewables and storage in Texas. Wind, solar, and storage projects have already generated billions in tax revenue and landowner payments—and are projected to deliver nearly $50B over their lifetimes. For rural communities, these projects provide critical revenue, stability, and strong local support—earning the reputation of “good neighbors.” As Texas leads the nation in renewable deployment, supportive policy and investment will ensure these benefits continue statewide. Congratulations to Dr. Rhodes for this valuable contribution to Texas’ energy future. Read the full report: https://txrenewables.net/