51 min listen
How is U.S. industrial policy affecting actual climatetech investment?
How is U.S. industrial policy affecting actual climatetech investment?
ratings:
Length:
52 minutes
Released:
Oct 12, 2023
Format:
Podcast episode
Description
In climatetech circles, the Inflation Reduction Act (IRA) was a big deal. The expectation was that, combined with other parts of U.S. industrial policy like the CHIPS and Science Act and Bipartisan Infrastructure Law, the IRA would transform the American economy and ultimately slash U.S. carbon emissions.
We can’t see the impact on carbon emissions yet, but we can measure the initial effects on the economy. So how’s it going so far?
In this episode, Shayle talks to Trevor Houser, partner at the Rhodium Group, about the organization’s new Clean Investment Monitor, a database of climatetech investments developed with the MIT Center on Energy and Environmental Policy Research. Trevor highlights three different categories of policy impacts:
Sectors where policy accelerated existing trends, like solar deployment and EV sales.
Sectors where policy catalyzed new growth that probably would not have happened otherwise, like in manufacturing, hydrogen, carbon management, and sustainable aviation fuels.
Sectors that are declining despite policy incentives, like the deployment of wind and heat pumps.
They discuss the drivers behind these trends and cover topics like:
The regional clustering of manufacturing investment and new geographic hubs, like the Southwest.
The surprising growth in hydrogen made from steam methane reforming, also known as blue hydrogen.
Recommended Resources:
Rhodium Group: Clean Investment Monitor
Canary: Made in the USA: Ramping up clean energy manufacturing
Canary: US offshore wind pushes ahead despite industry turmoil
Catalyst is a co-production of Post Script Media and Canary Media.
Are you looking to understand how artificial intelligence will shape the business of energy? Come network with utilities, top energy firms, startups, and AI experts at Transition-AI: New York on October 19. Our listeners get a 10% discount with the code pspods10.
Catalyst is brought to you by BayWa r.e., a leading global renewable energy developer, service supplier, and distributor. With over 22GW in their project pipeline, BayWa r.e. is rethinking energy every day and at every level. Committed to being a solid partner for the long run, BayWa r.e. wants to work with you to help shape the future of energy. Learn more at bay.wa-re.com.
Catalyst is brought to you by Sungrow. Now in more than 150 countries, Sungrow’s solutions include inverters for utility-scale, commercial and industrial solar, plus energy storage systems. Learn more at us.sungrowpower.com.
We can’t see the impact on carbon emissions yet, but we can measure the initial effects on the economy. So how’s it going so far?
In this episode, Shayle talks to Trevor Houser, partner at the Rhodium Group, about the organization’s new Clean Investment Monitor, a database of climatetech investments developed with the MIT Center on Energy and Environmental Policy Research. Trevor highlights three different categories of policy impacts:
Sectors where policy accelerated existing trends, like solar deployment and EV sales.
Sectors where policy catalyzed new growth that probably would not have happened otherwise, like in manufacturing, hydrogen, carbon management, and sustainable aviation fuels.
Sectors that are declining despite policy incentives, like the deployment of wind and heat pumps.
They discuss the drivers behind these trends and cover topics like:
The regional clustering of manufacturing investment and new geographic hubs, like the Southwest.
The surprising growth in hydrogen made from steam methane reforming, also known as blue hydrogen.
Recommended Resources:
Rhodium Group: Clean Investment Monitor
Canary: Made in the USA: Ramping up clean energy manufacturing
Canary: US offshore wind pushes ahead despite industry turmoil
Catalyst is a co-production of Post Script Media and Canary Media.
Are you looking to understand how artificial intelligence will shape the business of energy? Come network with utilities, top energy firms, startups, and AI experts at Transition-AI: New York on October 19. Our listeners get a 10% discount with the code pspods10.
Catalyst is brought to you by BayWa r.e., a leading global renewable energy developer, service supplier, and distributor. With over 22GW in their project pipeline, BayWa r.e. is rethinking energy every day and at every level. Committed to being a solid partner for the long run, BayWa r.e. wants to work with you to help shape the future of energy. Learn more at bay.wa-re.com.
Catalyst is brought to you by Sungrow. Now in more than 150 countries, Sungrow’s solutions include inverters for utility-scale, commercial and industrial solar, plus energy storage systems. Learn more at us.sungrowpower.com.
Released:
Oct 12, 2023
Format:
Podcast episode
Titles in the series (100)
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