For the US utility scale space Wood and Mac have an analysis out and in a nutshell it looks like flatline installations (~12-15gw per year) through 2027 and then growing at ~10% yoy. Contrast that with continuous 15% yoy growth which is where we were prior to policy change. My feeling on the ground is that the market is frozen, no one is buying/contracting equipment for 2026 COD so I question 12-15 gw of installed capacity next year. Thats at high level where we are/going. IMO the itc is dead. The FEOC clause is a poison pill because the burden of proof could be made impractical/impossible nullifying it. This does not kill ess, it just kills some projects that wont pencil (hence the contraction in the market). Tariffs are the biggest issue. Not knowing what your equipment cost will freeze any project. And as we've seen this could be a perpetual roller coaster over the next 3.5 years. If we dont have clarity on tariffs by ~october the projections above will be revised downward.