According to a recent LinkedIn post from Sightline Climate, the U.S. Department of Energy has completed a review of 2,271 Biden-era grants, indicating plans to retain or modify 1,951 awards totaling over $23 billion under the Inflation Reduction Act and Bipartisan Infrastructure Law. The post cites Latitude Media data suggesting that 86% of grants are moving forward after a period of delays, freezes, and cancellations.
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The post highlights that domestic manufacturing and energy supply chain projects appear to have been treated favorably, with large awards retained for companies including GM, Fiat-Chrysler, and Mercedes-Benz. It further notes that the Office of Manufacturing and Energy Supply Chains, fossil energy and carbon capture research programs, and grid infrastructure grants such as all 86 GRIP awards have largely remained intact.
Sightline Climate’s commentary points to the reinstatement of 18 previously terminated projects, including grid resilience grants now categorized under DOE’s SPARK program. Hydrogen and direct air capture hubs in red or swing states reportedly survived, while hydrogen hubs in the Pacific Northwest and Arches region remain terminated, suggesting potential geographic and political patterns in portfolio outcomes.
On the other side, the post indicates that many projects in blue states that were terminated in October have not reappeared in the retained list, and in some programs, all retained awards are in red states. It also underscores that demand-side programs such as home efficiency rebates, contractor training, tribal rebates, and building code adoption have seen minimal disbursement despite being congressionally mandated, with at least one program already questioned by the GAO.
The apparent emphasis on supply-side industrial and grid investments, coupled with slower movement on consumer-facing demand programs, could shape the revenue outlook for manufacturers, grid technology providers, and carbon management firms more favorably than for companies focused on efficiency services and residential decarbonization. For investors, the pattern described in the post may signal that federal climate and infrastructure spending is currently skewed toward large-scale industrial and grid projects, with geographic allocation potentially subject to further legal and political scrutiny.