Another round of economic stimulus and an infrastructure bill are likely to be early term priorities in 2021 for the Biden Administration, both of which could be ripe for bi-partisan support and include significant investments in clean energy.

These are going to be big 'first 100 day' stories for the Biden administration. We know EVs will be a part of that, eager to see on the energy production side what will get top billing though

"With the extension of the ITC now enshrined in law..."

The ITC has been enshrined in law since 2007. But with solar still generating less than 3% of US electricity, its progress has been abysmal, notwithstanding a $30-billion price tag borne by US taxpayers.

In four days the ITC will drop from 26% to 22%, then in 2022 it will plummet to 10% "permanently" - which means, until 2023. That's when tax hawks in Congress  will recognize its purpose - to establish natural gas as the de facto, dirty-but-profitable source of US electricity - has been fulfilled, and will retire it.

Solar growth has been very good. But the biggest issue is policy. We don't utilities working with home and business solar . Utilities love to own and add large Solar projects as long as they own and run it. They add false fees to each month to homes and business that make it hard to go solar.  The Federal FERC laws should force utilities to pay the true net-metering price they charge for Time Of Day on Peak Clean Solar power. Customers with new advanced battery storage should get paid the true value of that Duck Curve Clean Power. The right policy will provide real growth.