July 1, 2025 02:42 AM GMT Clean Tech | North America Feedback on Latest Senate Version of the Reconciliation Bill Our initial read of the bill was very bearish, but we highlight several areas of incremental positive feedback relative to our and investors' first impressions. Key Takeaways With this note, David Arcaro is assuming lead coverage of the North America Clean Tech industry and Array Technologies (ARRY.O), Bloom Energy (BE.N), Enphase Energy (ENPH.O), EVgo (EVGO.O), First Solar (FSLR.O), Fluence Ene ...