2025-05-26-Jefferies-邀请-和解法案通过众议院_铑集团对能源成本的影响_8页_127kb

Equity Research Report: Impact of US Tax Amendments on Energy Costs

Date: May 27, 2025
Focus: This report reviews the US House of Representatives' passage of President Trump's "One Big Beautiful Bill," which includes amendments to the Inflation Reduction Act (IRA) through the House Ways & Means Committee. It highlights potential short-term implications for US energy prices and urges registration for an upcoming webinar featuring analysis from Rhodium Group experts.

Key Details

• Webinar Invitation:

  • Date/Time: Wednesday, May 28, 2025, at 2 PM ET (5 PM PT).
  • Topic: Exploring how preliminary modeling suggests changes to US energy prices due to the bill's tax modifications.
  • Speakers: John Larsen (Partner, Rhodium Group) and Ben King (Associate Director, Rhodium Group).
  • Registration Link: https://jefferies-sustainability-transition-strategy.open-exchange.net/registration.

• Background:

  • The House bill modifies the IRA, impacting energy and climate policies. The event examines short-term energy cost implications based on Rhodium Group's analysis.

• Analyst Expertise:

  • The report involves key figures from Rhodium Group, including John Larsen, who specializes in US energy systems and climate policy, and Ben King, focused on policy and economic effects on the energy sector.

Additional Notes:

• The report includes extensive disclosures, analyst certifications, and risk statements regarding equity research, but the core focus is the policy changes and energy market impacts.
• Risks and disclaimers mention conflicts of interest and general investment cautions applicable to the analysis.

This summary captures the essential event details and policy focus from the report.