Catalyst with Shayle Kann

How is U.S. industrial policy affecting actual climatetech investment?


Listen Later

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


        Sign up for Latitude Media’s Frontier Forum on January 29, featuring Crux CEO Alfred Johnson, who will break down the budding market for clean energy tax credits. We’ll dissect current transactions and pricing, compare buyer and seller expectations, and look at where the market is headed in 2024.

        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.

        ...more
        View all episodesView all episodes
        Download on the App Store

        Catalyst with Shayle KannBy Latitude Media

        • 5
        • 5
        • 5
        • 5
        • 5

        5

        248 ratings


        More shows like Catalyst with Shayle Kann

        View all
        Energy Gang by Wood Mackenzie

        Energy Gang

        1,255 Listeners

        Columbia Energy Exchange by Columbia University

        Columbia Energy Exchange

        392 Listeners

        Currents by Norton Rose Fulbright

        Currents

        125 Listeners

        Interchange Recharged by Wood Mackenzie

        Interchange Recharged

        502 Listeners

        Redefining Energy by Laurent Segalen and Gerard Reid

        Redefining Energy

        128 Listeners

        Inevitable by an MCJ podcast

        Inevitable

        172 Listeners

        Switched On by Bloomberg

        Switched On

        98 Listeners

        POLITICO Energy by POLITICO

        POLITICO Energy

        138 Listeners

        Climate Rising by Harvard Business School Business & Environment Initiative

        Climate Rising

        75 Listeners

        Cleaning Up: Leadership in an Age of Climate Change by Michael Liebreich, Bryony Worthington

        Cleaning Up: Leadership in an Age of Climate Change

        78 Listeners

        Volts by David Roberts

        Volts

        602 Listeners

        The Green Blueprint by Latitude Media

        The Green Blueprint

        203 Listeners

        Zero: The Climate Race by Bloomberg

        Zero: The Climate Race

        195 Listeners

        The Latitude by Latitude Media

        The Latitude

        126 Listeners

        Hot Buttons by Latitude Media

        Hot Buttons

        71 Listeners

        With Great Power by GridX and Latitude Studios

        With Great Power

        81 Listeners

        Shift Key with Robinson Meyer and Jesse Jenkins by Heatmap News

        Shift Key with Robinson Meyer and Jesse Jenkins

        92 Listeners

        Open Circuit by Latitude Media

        Open Circuit

        140 Listeners