Congress

6 statements across 6 episodes · 2 bullish · 2 bearish · 6 people on the record · first statement Feb 16, 2023 by Brett Kugelmass · across every show →

Everything said about Congress, oldest first

Feb 16, 2023 negative
Assertion Supported
NRC added 1,200 pages of new regulations despite congressional streamlining mandate
“And they took all of the old regulations, the regulations that drive up the costs to ten billion, or to one billion dollars, make it take 10 years, and then they added 1200 pages of new regulations.”
Brett Kugelmass Feb 16, 2023 ▶ 29:30 Strong opinions on SMRs
May 18, 2023 positive
Opinion
Larson: Inflation Reduction Act tax credits are politically durable
“Like, you know, those rules are in place, those reg sorry, incentives are in there for 10 years, and although Congress has tried to repeal them, they're pretty, you know, politically durable.”
John Larson May 18, 2023 ▶ 38:08 Unpacking EPA’s newly proposed power emissions rule
Feb 20, 2024 neutral
Prediction Not checkable as stated
Johnson: Pending R&D tax bill could reduce demand for clean energy credits
“This new tax bill that is winding its way through Congress and appears likely to pass has pretty extensive tax credits for R&D to the extent that that is passed and buyers can take benefit of those new retroactive R&D credits that limits demand that could be o…”
Alfred Johnson Feb 20, 2024 ▶ 16:39 Frontier Forum: Diving into the booming transferable tax credit market
Apr 17, 2025 bullish
Prediction Held up
Friedmann: Congress is highly likely to preserve 45Q and 45V tax credits
“With respect to Forty-five-Q and other tax credits in the IRA, the Inflation Reduction Act I give high odds That they will sustain, 45 Q, 45 V related projects.”
Julio Friedmann Apr 17, 2025 ▶ 34:46 Serving data center load with carbon capture
Apr 2, 2026 neutral
Assertion Supported
Nolan: US waiver process for Russian uranium imports expires January 1, 2028
“Well, in, in twenty-twenty-four, there was a Russian uranium imports ban passed by Congress, and so there's a waiver process that's ongoing right now where the Secretary of Energy can waive the ban. If a utility needs it and there's not another source, which h…”
Scott Nolan Apr 2, 2026 ▶ 14:21 Building a domestic nuclear fuel supply chain
Aug 11, 2026 bearish
Prediction Open · timeframe Jan 2027
Tillis predicts Congress will fail to pass critical mineral legislation this year
“I just don't see it as a realistic, it's just a function of the capacity of the Congress in this Congress, and the fact that it's an election year. So, I just think if I were advising a client on it, other than doing the missionary work and getting people boug…”
Tom Tillis Aug 11, 2026 ▶ 16:46 Critical Capital: Senator Tillis' case for "all-of-the-above" energy
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