Congress capped Medicare insulin at $35 a month, and 27 states plus Washington DC added out-of-pocket limits of their own. Two separate 2024 surveys still put the share of insulin users rationing the drug near a third.
Reality
- Evidence66
- Adoption52
- Hype gap+15
- Incentives58
- Confidence60
Eight of the ten biggest solar-building states voted for Trump, and the trade group credits cheap land and fast permitting. The quarter's 45 percent gain also reflects a construction rush before federal credits expired.
Reality
- Evidence55
- Adoption72
- Hype gap+20
- Incentives75
- Confidence58
An August 26 emergency order gives the Energy Department 120 days to define risk-based review of foreign transformers, inverters and their software. The hardware takes far longer to arrive.
Reality
- Evidence48
- Adoption
- Insufficient
- Hype gap+12
- Incentives40
- Confidence52
The IRS published 45Z's 2026 emissions rate table this week and, in Notice 2026-53, a safe harbor for 2025 fuel. The Energy Department is still building the manure updates to the model that sizes each credit.
Reality
- Evidence66
- Adoption
- Insufficient
- Hype gap+28
- Incentives72
- Confidence62
The late-August order bans foreign bulk-power equipment on national security grounds and names battery storage specifically, which puts the cheap Chinese cells behind record US deployment inside a bill of materials that has to be signed before the Department of Energy explains the rules.
Reality
- Evidence58
- Adoption42
- Hype gap−10
- Incentives45
- Confidence55
Douglas O'Donnell says the cuts landed on enforcement and technology, which is why a smooth 2026 filing season tells you nothing about the capacity that matters later.
Reality
- Evidence52
- Adoption74
- Hype gap+14
- Incentives68
- Confidence55
The DOE's new $500 million goes mostly to feedstock, not weapons. And the gap between Pentagon battery buying and automotive battery capex is roughly 90 to 1.
Reality
- Evidence54
- Adoption38
- Hype gap+22
- Incentives66
- Confidence47
A Tax Foundation analysis puts a decade of deficit reduction from taxing carried interest as ordinary income at $16.3 billion, and at $6.1 billion once behavior adjusts.
Reality
- Evidence48
- Adoption8
- Hype gap+18
- Incentives72
- Confidence42
Anthro Energy broke ground in Louisville on a 25 GWh electrolyte plant backed by roughly $45.6 million in public money. It does not produce until 2028, a year after Chinese rivals plan trial runs.
Reality
- Evidence38
- Adoption16
- Hype gap+32
- Incentives68
- Confidence44
The steepest annual decline since 1963 is being credited to most favored nation deals. The contracts are not public, the models are not live, and the index measures pharmacy receipts.
Reality
- Evidence64
- Adoption38
- Hype gap+52
- Incentives74
- Confidence66
A 30 percent battery rebate that began in July 2025 now underwrites three hours of free midday power. The blocker in the US, per Rewiring Australia, is permits, inspections and tariffs.
Reality
- Evidence32
- Adoption78
- Hype gap+28
- Incentives72
- Confidence44
A Politico scorecard on 18 months of rollback finds $540B in tax credits gone and about $600B of appropriated spending intact, moving the investable dollar from buyers to grant recipients.
Reality
- Evidence28
- Adoption
- Insufficient
- Hype gap+24
- Incentives42
- Confidence30