OBBB, the U.S. Supply Chain, and Peak NanoPlex: Enabling America’s Next Energy Era

In previous blogs and press interviews, Peak’s CEO Jim Welsh has highlighted the need for the US-based supply chains to expand and rebuild our power grid. This will require time, capital, and the commitment of Peak and many other vendors. Peak Nano recognizes the potential of the provisions in the One Big Beautiful Bill Act (OBBBA) and the GETS ACT, and we see brighter days ahead for America’s power grid. With its sweeping support for advanced manufacturing, grid reliability, and domestic content requirements, OBBBA promises to accelerate the modernization and resilience of our national energy infrastructure. These policy shifts create direct incentives for deploying cutting-edge components, drive investment in next-generation storage and transmission technologies, and ensure that critical grid upgrades are built with secure, American-made materials. 

At the forefront of this transformation is Peak Nano’s NanoPlex capacitor film technology. NanoPlex delivers breakthrough performance in energy density, temperature resilience, and charge/discharge rates—capabilities essential for enabling Grid Enhanced technology deployment. By providing high-efficiency, ultra-reliable materials, NanoPlex empowers utilities, infrastructure owners, and technology leaders to implement smarter, more robust grid systems, seamlessly integrate renewables, and support emergent technologies like fusion power and advanced AI-driven control. With OBBBA and NanoPlex working in tandem, the future of America’s grid is not only more powerful and secure—it is fundamentally ready for the challenges and opportunities ahead.

Energy Growth, Grid Upgrades & US Supply Chains

The One Big Beautiful Bill Act (OBBB) supports energy growth and grid enhancements. The OBBB is designed to focus on 24/7 energy growth and power grid enhancement across the United States. By realigning federal priorities and streamlining support for critical infrastructure, the legislation lays the foundation for a more intelligent, more resilient, and future-ready grid. Here are some of the ways OBBBA propels these advancements, providing a sense of reassurance about the future of the US power grid:

• Expands incentives for advanced energy storage solutions, which help stabilize and balance the grid during periods of peak demand or high renewable input.
  
  
• Boosts funding and fast-tracking of modern grid infrastructure projects, such as high-voltage transmission upgrades and digital substations, improving grid reliability and capacity.
  
  
• Prioritizes U.S.-made components for grid-critical technologies, driving domestic production and ensuring the supply chain security of essential hardware like capacitors, transformers, and batteries.
  
  
• Maintains tax credit eligibility for innovative energy technologies, including nuclear micro-reactors and advanced storage materials, supporting the deployment of more resilient and flexible power systems.
  
  
• Encourages utilities to invest in grid-firming resources—such as advanced capacitor banks and thermal management systems—to support integration of renewables and emerging sources like fusion energy.
  
  
• Streamlines regulatory approvals for energy infrastructure, allowing grid enhancement and expansion projects to move forward more efficiently.
  
  
• Promotes research and development for next-generation grid technologies, ensuring continual advancement in energy management, intelligent systems, and AI-driven grid analytics.
  
  
• Advanced grid reliability for projects related to nuclear micro-reactors and energy storage, which are likely to support next-generation grid upgrades and resilience.
  
  
• Fossil fuel projects are prioritized via expedited NEPA reviews and development on public lands, which could mean rapid buildout but less growth in clean energy net generation for the U.S. grid.

Tax Credits & Funding

The tax credits preserved and adjusted by the One Big Beautiful Bill Act (OBBBA) play a pivotal role in fostering energy growth and driving the expansion of reliable, 24/7 power generation. By strategically incentivizing domestic development and integration of advanced energy technologies, these credits ensure continued investment and innovation in sectors that are vital for grid stability and round-the-clock electricity supply. Here are several key ways these tax credits support energy advancement:

• Extend eligibility for clean energy tax credits to nuclear micro-reactors and next-generation storage technologies, promoting steady and resilient base-load power that operates regardless of weather or daylight.
  
  
• Encourage the deployment of high-performance capacitor banks and grid-firming resources, enabling utilities to balance intermittent renewables with consistent energy delivery for 24/7 reliability.
  
  
• Reward manufacturers and infrastructure providers who use domestically-produced components, ensuring American energy independence and reducing risks from global supply chain disruptions.
  
  
• Provide targeted incentives for advanced manufacturing of grid-critical hardware, lowering the costs for utilities and private developers to invest in modern energy solutions that support continuous operation.
  
  
• Facilitate breakthroughs in energy storage—thermal, chemical, and grid-level—by making such investments more attractive, helping utilities smooth out fluctuations and guarantee round-the-clock power generation.

Nuclear Energy

OBBBA’s provisions for nuclear energy are not occurring in isolation—they’re reinforced by recent executive actions that further streamline the path to regulatory approval and deployment of nuclear power. The Executive Order on Nuclear Power and Reduced Regulation, issued earlier this summer, sets forth directives to agencies aimed at simplifying permitting, shortening approval timelines, and cutting red tape for new nuclear installations and upgrades to existing facilities. This coordinated effort between legislation and executive action amplifies the impact of OBBBA, offering a clear signal to developers and investors that the federal government sees nuclear as essential for secure, 24/7 energy and is committed to making its growth easier than ever. The OBBB’s focus on nuclear technologies, from large-scale plants to micro-reactors, can deliver consistent, carbon-free energy around the clock and help anchor a more resilient, future-ready grid.

• Preserves eligibility for clean energy tax credits for advanced nuclear projects, including micro-reactors and next-generation fusion concepts, incentivizing further development and deployment across the country.
  
  
• Establishes bonus credit provisions for “nuclear energy communities,” amplifying investment in regions that host nuclear facilities and contributing to local economic growth while strengthening grid reliability.
  
  
• Prioritizes domestic manufacturing of nuclear components, ensuring supply chain independence and compliance with OBBBA’s American-made requirements for energy infrastructure.
  
  
• Accelerates permitting and regulatory processes for new nuclear installations, enabling faster buildout and integration of always-on, carbon-free power sources into the grid.
  
  
• Encourages utilities to prioritize nuclear as a firm, stable source of 24/7 generation, helping to balance renewables and ensure a continuous electrical supply even during periods of fluctuating demand or adverse conditions.

Peak for Nuclear, GETS, and US Supply Chains

Grid-enhancing technologies (GETs) play a vital role in fulfilling the vision and requirements of the One Big Beautiful Bill Act (OBBBA). By equipping transmission infrastructure and distribution networks, advanced capacitor banks, and high-efficiency energy storage, GETs boost the flexibility, reliability, and overall capacity of America’s power grid. OBBBA encourages investment in these upgrades by prioritizing incentives and fast-tracking deployments, making it easier for utilities and developers to implement solutions that increase grid throughput, optimize energy flows, and integrate both conventional and emerging energy sources. Technologies such as dynamic line rating, real-time power flow management, and distributed energy resource integration not only reduce congestion and blackout risks but also position the U.S. grid to handle 24/7 power from nuclear facilities and expand power production securely. With OBBBA calling for domestic sourcing, American innovators in GETs—especially those who supply advanced components will benefit from increased demand and expanded tax credit eligibility.

How NanoPlex LDF Supports Grid-Enhancing Technologies

NanoPlex LDF (Low Dissipation Factor) from Peak Nano is engineered to advance grid performance at every level. Leveraging multilayer nano-architecture, this capacitor film uniquely enables high-voltage, high-frequency operation for modern grid applications. NanoPlex LDF ensures ultra-high energy density, minimal heat loss, and reliable, rapid charge–discharge cycles—critical for grid-enhancing technologies like dynamic voltage control, fast response capacitor banks, and digital substations. The film’s superior thermal stability allows capacitor banks to operate efficiently even in high-demand environments, reducing system failure risk and extending lifetimes. With seamless integration into existing manufacturing processes, NanoPlex LDF accelerates the deployment of grid upgrades that directly fulfill OBBBA’s goals: greater reliability, higher capacity, and American-made supply chain security.

NanoPlex LDF’s Role in Supporting Nuclear Power

Nuclear power generation demands robust, reliable grid infrastructure to transmit steady, baseload electricity across long distances. NanoPlex LDF’s advanced material properties uniquely position it to strengthen these networks. Used in grid-scale capacitor banks, the film manages power flows from nuclear reactors with precision, stabilizing voltage and preventing fluctuations that could compromise supply. Its ability to withstand extreme temperatures and large voltage swings means it can support the demanding operational profiles of nuclear plants, including next-generation reactors and micro-reactors targeted by OBBBA incentives. By choosing NanoPlex LDF, utilities and nuclear facility operators benefit from higher system reliability, longer component lifetimes, and compliance with federal requirements for domestic sourcing, ensuring their infrastructure is both resilient and eligible for OBBBA’s manufacturing and grid modernization incentives.

OBBB - Scaling, Stabilizing, and Securing the Power Grid

As the nation enters an era of rapid digital and industrial expansion, the need to scale, stabilize, and secure our power grid has never been greater. The explosive growth of AI datacenters demands vast, uninterrupted power with ultra-high reliability, while the resurgence of domestic manufacturing is driving round-the-clock energy consumption across diverse sectors. Meeting these demands means reimagining grid infrastructure—deploying advanced storage, dynamic controls, and resilient transmission technologies tailored for high-intensity and continuous use. Only through strategic modernization and the widespread adoption of grid-enhancing solutions can we guarantee robust performance, minimize downtime, and deliver the flexibility required for next-generation economic growth.

Looking forward, America’s grid transformation is more than a technological imperative—it’s a cornerstone of national competitiveness, energy security, and societal progress. By investing in innovative components like NanoPlex LDF, supporting policy-driven upgrades through the One Big Beautiful Bill Act, and nurturing American leadership in critical supply chains, we create a power network that rises to the challenge of a digital, manufacturing-driven future. The result: a grid that not only fuels AI and advanced manufacturing seamlessly, but also ensures American enterprises operate confidently in an environment defined by stability, scalability, and security.