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Jefferies analyst Julien Dumoulin-Smith wrote the \"day of reckoning\" for renewable tax credits could come on Monday.Stocks that could be affected include NextEra Energy, Sunrun, Solaredge, and Enphase. Bloomberg New Energy Finance has estimated 2,500 projects, with the collective power capacity of 383 nuclear reactors, could be at risk from the Treasury rules.There is also significant uncertainty about when they would go into effect, tax lawyers said. 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