The Recapture Cliff: Tax-Credit Vintage Risk in U.S. Clean-Power Infrastructure, 2026–2028
Alpha & Acre — Special Report: The Recapture Cliff Alpha & Acre Research THE RECAPTURE CLIFF Special Report · U.S. Clean-Power & Grid Infrastructure · H2 2026 · Macro Syndicate Intelligence · Reasoning Blueprint BP-06 — Stage 3/4 Audit-Reconciled For informational and analytical purposes only. Not investment, legal, or tax advice. Full disclaimer at the end of this report. Alpha & Acre Research · New York Desk · Ledger BP-06 (Proposed — Pending Master Ledger Confirmation) · July 13, 2026 · Draft — Audit-Synthesized (67/71 Reconciled) USA Clean-Power / Grid Tax Credits & Recapture Project Finance Capital Predator Perspective Verdict: THIN The Recapture Cliff A sovereign-engineered front-load, timed to expire...