中国储能系统：美国政策对中国储能企业的影响-China energy storage system_ US policy impact on China ESS firms

China energy storage system Global Markets Research EQUITY: TECHNOLOGY US policy impact on China ESS firms PTC as a short-term resolution for ESS firms due to absence of recapture provision; long-term uncertainty remains Donnie Teng - NIHK donnie.teng@nomura.com +852 2252 1439 Asymmetric impact on ESS: ITC recapture risk and PTC ambiguities post-OBBBA The Inflation Reduction Act of 2022 (IRA) established a robust framework for tax incentives in the US energy storage system (ESS) sector, primarily through th ...