Inflation Reduction Act, every mention
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every year anyone Shayle Kann 79Varun Sivaram 9Sarah Golden 8Julian Dumoulin-Smith 7Stephen Lacey 6Rob Gramlich 6Tim Hade 5Nick Broad 5Jeff Waters 5Trevor Houser 4
Verbatim, from the transcripts: the passages where Inflation Reduction Act comes up
The commercial battery comeback
Frontier Forum: Why clean energy capital boomed in a volatile year [partner content]
- ▶ 22:21 Alfred Johnson And then you really started to see a lot more as the IRA was passed and more subsidy was extended
Scaling America's domestic solar supply chain
- ▶ 2:54 Shayle Kann People have noticed the policy winds shifting, the gutting of the IRA, the slowing of federal permitting, and they get the impression that it's actually dark times for solar in the U.S.
- ▶ 6:43 Scott Moskowitz But, you know, I think there'd been a focus and an effort to, to reshore, you know, even prior to the Inflation Reduction Act being passed a couple years ago.
- ▶ 23:56 Scott Moskowitz You know, it's been, you know, you look at Rhodium had reports of, you know, how much investment came out in the, in the two years following the IRA is relative to before it, in this sector in particular, and it was five times easily.
AMA: Geoengineering, nuclear, power prices, and more
- ▶ 20:32 Shayle Kann Under counted the likelihood that the inflation reduction act was going to get, um, shredded in a way that it ultimately partially was anyway. 3 times in the scene
Five big questions emerging from the OBBB
- ▶ 32:19 Shayle Kann As a reminder, hydrogen in the US, it's, it's already been a journey, right, since the IRA. 2 times in the scene
Tumult in residential solar
- ▶ 0:15 Julian Dumoulin-Smith Post IRA, it was almost like the best day was day one after IRA, and after that, there was just an ongoing, like, train of challenges, whether it was the, the wider trade narrative, or frankly, as you put your finger on a second ago, the,… 2 times in the scene
- ▶ 13:19 Julian Dumoulin-Smith Cumulative challenges that we've seen post IRA, it was almost like the best day was day one after IRA, and after that, there was just an ongoing, like, train of challenges, whether it was the, the wider trade narrative, or frankly, as you… 2 times in the scene
- ▶ 23:35 Julian Dumoulin-Smith In fact, that, that's what makes this IRA conversation, IRA reform conversation, so readily happening, right? 2 times in the scene
- ▶ 27:08 Julian Dumoulin-Smith Um, that's really going to continue to be phased out, and in many ways, what I would argue to you is, like, when you look at, you know, the, the trend over the last years, where you've seen, um, residential solar companies take advantage…
GM's big new battery tech push
- ▶ 10:49 Shayle Kann Uh, now, of course, there are a million confounding factors here in the U.S. with regard to tariffs from, on China and all other countries, possibly the existence or non-existence of Inflation Reduction Act-related incentives.
What’s next for the battery storage boom? [partner content]
- ▶ 12:26 Jeff Waters I think as soon as there was anticipation about the upcoming election and the impact that that could have on tariffs and also on the, on the IRA, it has really put things into a bit of a state of suspended animation. 2 times in the scene
- ▶ 14:27 Jeff Waters If it's higher tariffs than we currently have, if it's a reduction in the IRA incentives, this industry will figure out a way to work with it, right? 2 times in the scene
- ▶ 18:46 Jeff Waters Um, so I would say policy continues to be just the challenge and, and how do you make yourself as nimble as you can to handle, you know, like changes in the IRA or changes in tariffs or in, in domestic content policies, supply chains, you…
Frontier Forum: How tax credit transfers are reshaping energy finance
- ▶ 1:02 Shayle Kann When the Inflation Reduction Act created rules allowing the credits to be sold for cash, it suddenly opened up a dynamic new market, and buyers and sellers rushed in.
The case for colocating data centers and generation
- ▶ 8:35 Sheldon Kimber I guess, whereas under Biden, we would otherwise have gotten the, the bonus, uh, credits in the IRA. 2 times in the scene
- ▶ 19:32 Sheldon Kimber So, for us, AI data centers are kind of, we thought maybe hydrogen would be first because of the supply side supports under the IRA.
The climate-ag grab bag
- ▶ 27:32 Mike Grunwald Um, so far, the entire cultivated meat industry has had about three billion dollars worth of investment in its entire history, and right, the Inflation Reduction Act is, you know, building battery factories in Georgia for that, that are…
Lithium’s wild ride
- ▶ 17:12 Ernest Scheyder Uh, the next year the Inflation Reduction Act was signed.
- ▶ 36:06 Ernest Scheyder You know, we talked about the IRA and other pieces of legislation, uh, and what's going on with the geopolitics with Chinese linked miners, flooding global markets with cheap supplies of lithium and nickel and cobalt and other critical…
Unpacking China’s cheap battery costs
- ▶ 21:00 Shayle Kann In the U.S., we had the IRA pass, which has all sorts of carrots for domestic manufacturing in the battery supply chain, all these project announcements, everything, but it's like the timing couldn't be worse in some ways, because…
- ▶ 33:41 Shayle Kann Of course, now we're, we're, we in the West are also at least attempting to subsidize the hell out of this stuff, certainly in the U.S. through the IRA, um, and I think in Europe through a bunch of mechanisms as well. 2 times in the scene
Frontier Forum: Is America’s green bank ready?
The EV market’s awkward teenage years
- ▶ 29:35 Shayle Kann Related to that, obviously in, as, as the EV market was starting to take off, then particularly in the wake of the IRA, which provided all of these incentives, both like carrot and stick for either domestic or friendly country… 4 times in the scene
The reshoring of American solar trackers [partner content]
- ▶ 2:42 Shayle Kann The Inflation Reduction Act and the industry's push to make supply chains more secure are creating a boom in U.S. clean energy manufacturing. 2 times in the scene
- ▶ 3:10 Stephen Lacey So most recently, you tripled capacity at a steel facility in Pennsylvania, and this plant used to be a steel mill supplying material for ships in World War II, and we're seeing other stories like this across the industry in, in the wake… 6 times in the scene
Building a supply chain for rare earth elements
- ▶ 23:11 Ahmad Ghahreman At the same time, to counterbalance that, we have IRA and other, other vehicles in North America, Europe, and other jurisdictions to, to help industries to, to grow in those countries.
The Big Switch: Are Batteries the New Oil?
- ▶ 8:36 Dr. Melissa Lott I'm talking about the Inflation Reduction Act. 3 times in the scene
- ▶ 29:00 Dr. Melissa Lott One example is the Inflation Reduction Act here in the US.
The electricity gauntlet has arrived
- ▶ 43:06 unnamed speaker And the manufacturing renaissance is going to slow down because I don't know, Republicans take the White House and Congress and repeal portions of the IRA. 2 times in the scene
Climate tech’s tough year in the public markets
- ▶ 20:19 Shayle Kann All right, so overall performance of, of climate tech, with air quotes as a category, um, as you said, kind of run up, uh, relative to the overall market in, in the wake of COVID and the IRA, et cetera, and then kind of a crash back down…
More 2024 trends: ESG, carbon certifications, curtailment, and AI
- ▶ 0:10 Nat Bullard Now, you can see the IRA in this slide.
- ▶ 30:00 Shayle Kann In fact, if anything, First Solar has been going from strength to strength, in part thanks to the IRA. 3 times in the scene
2024 trends: batteries, transferable tax credits, and the cost of capital
- ▶ 23:00 Shayle Kann But basically, the Inflation Reduction Act did something important, which is that for the first time, you can transfer your tax equity credits if you are generating them via a renewable power installation or an energy storage installation.
What’s really happening in the U.S. EV market?
- ▶ 4:32 Corey Cantor Generous tax credits under the Inflation Reduction Act.
- ▶ 28:37 Corey Cantor So they, they have expressed a lot of frustration with the IRA, um, and the fact that there is the FIAC provision, and the fact that they can't get subsidies, and even some of the grant programs that have been, um, passed through the… 2 times in the scene
2023 climate tech venture investment trends
- ▶ 33:35 Kim Zou Specific, uh, you know, innovation, venture scalable innovation for energy, um, was, was maybe a question, um, but I think, I think that's also starting to shift a bit more as well with more funding in hydrogen and, and energy storage…
- ▶ 39:31 Shayle Kann Like, you know, we're going to see a lot more green hydrogen companies in the U.S. thanks to the IRA than we would have otherwise, and, and, you know, emissions reporting requirements in Europe are,
What do you do with a 100-hour battery?
- ▶ 37:54 Mateo Jaramillo But, um, it's come back pretty quickly, partially because people have really picked up their wind, uh, plans, again, with, in the wake of the IRA getting passed.
Update: What the new Treasury rules mean for EV supply chains
- ▶ 1:37 Shayle Kann Well, I think we all knew that the United States government was going to try to make it difficult for Chinese companies to participate in the bonanza of the Inflation Reduction Act-driven EV tax credits.
The cost of nuclear
- ▶ 33:39 Jessica Lovering Um, that's when we built a lot of the nuclear, but cost didn't come down for a lot of reasons, but the U.S. hasn't ever really had policies to create or incentivize demand for nuclear, or even for, for low carbon energy until quite… 2 times in the scene
Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more
- ▶ 15:40 Sarah Golden So the IRA has been in place for over a year now, and I'm curious what you're seeing right now. 3 times in the scene
- ▶ 44:18 Sarah Golden And in the last year, I've seen this supercharged from the IRA. 2 times in the scene
The Volts crossover episode
- ▶ 9:09 Shayle Kann And the thing that I think is under hype that people don't appreciate starts with solar, but doesn't end with solar, which is that thanks predominantly to the inflation reduction act, but not exclusively, we are seeing a crazy 4 times in the scene
The market for microgrids
- ▶ 12:25 Tim Hade Largely on the back of the IRA and some of the legislation that's been passed over the past few years.
- ▶ 24:53 Tim Hade So the IRA included, uh, what's called the microgrid investment tax credit, which, uh, allowed the switch gear that is islandable to receive a 30% tax credit to sort of help bridge that gap.
The pace of home electrification
- ▶ 2:06 Shayle Kann So as part of the conversation that we had on this podcast last week with Trevor Hauser, there was a bit toward the end that I thought was especially interesting where we talked about the technologies where there are incentives in the…
- ▶ 14:22 Steve Pantano There comes a point where people have to make this choice regardless of interest rates, so, um, there is some turnover that'll certainly continue to happen, and then, of course, we hope that the Inflation Reduction Act and all of these…
How is U.S. industrial policy affecting actual climatetech investment?
- ▶ 4:51 Shayle Kann Let's talk about investment in clean energy, broadly defined, in the U.S., and what's been happening over the past year plus, in particular, since the IRA passed. 5 times in the scene
- ▶ 31:46 Shayle Kann I don't normally wade too deep into politics here, but I think this begs one question, which is, there, there's always going to be, and there always has been sort of ongoing questions as to the durability of the IRA, um, 2 times in the scene
- ▶ 43:02 Trevor Houser And, uh, wind got pretty significant incentives in the IRA and extension of the PTC, as you set out to, uh, 4 times in the scene
- ▶ 48:45 Shayle Kann Like, what, what was in the IRA for heat pumps and 2 times in the scene
- ▶ 50:35 Shayle Kann Well, this was a great check-in one year plus, hence of the IRA, and two years plus, hence the IIJ.
The food-energy nexus
- ▶ 1:30 unnamed speaker They're going to dive into all things energy transition, investments, Inflation Reduction Act implementation and tech innovation.
Can the V2X dream become reality?
- ▶ 1:04 Shayle Kann Panelists are handpicked by the Canary editorial team, and they'll dive into all things related to the energy transition, the Inflation Reduction Act, technology, and innovation.
With Great Power: What other industries can teach utilities about innovation
- ▶ 24:14 Brad Langley There's a lot of momentum right now for grid decarbonization, uh, thanks to continued falling cost renewables, the IRA. 2 times in the scene
Building out a U.S. solar supply chain
- ▶ 13:05 Shayle Kann Whether it's getting manufactured in the US, but as you said, uh, there are a bunch of incentives in the IRA for domestic manufacturing of solar components of one kind or another, and I do think we should still talk about them because they… 3 times in the scene
- ▶ 38:20 Shayle Kann We've got IRA incentives creating these crazy tailwinds.
Unpacking EPA’s newly proposed power emissions rule
- ▶ 4:34 Shayle Kann Think of it as the stick where the recently passed Inflation Reduction Act was a series of carrots.
- ▶ 46:15 John Larson So, I mean, with our IRA analysis, we see... 2 times in the scene
- ▶ 50:11 John Larson Uh, and, I mean, there's a couple other question marks that could influence this to the degree to which, so another IRA tax credit holds nuclear, right, retains nuclear on the grid, uh,
The great Bitcoin energy debate
- ▶ 36:28 Ben Hertz-Shargel Um, kind of rolled off their PPA and rolled off their PTC that they originally had qualified for and are now kind of living in this merchant world, and so, yes, would be happy to sign an agreement, but there's a more important option they…
Understanding the transmission bottleneck
- ▶ 12:04 Rob Gramlich The Inflation Reduction Act and the generation incentives, we're going to be, you know, putting a lot more both supply and demand on, and we're going to have a much more constrained grid, I think, for a good five years, and then depending… 2 times in the scene
- ▶ 35:40 Rob Gramlich Uh, there really wasn't very much for transmission in the Inflation Reduction Act or, uh, bipartisan infrastructure law. 4 times in the scene
How to build more hydropower
- ▶ 50:28 Lara Pierpoint Are there incentives for hydro in the IRA and some of the other recent legislation? 2 times in the scene
Betting big on renewable natural gas
- ▶ 43:08 Brandon Moffat Now, I am taking into consideration the Inflation Reduction Act and some of the policies that are there, uh, around hydrogen production and using that hydrogen when I give that, those economics to you, but there is a bit of a disconnect…
The Carbon Copy: The great electrician shortage
- ▶ 6:51 Emily Pontecorvo I mean, and now we have a chance to actually cut those emissions because of technological advancements and new incentive through the Inflation Reduction Act that was just passed.
- ▶ 25:47 Emily Pontecorvo Like, for example, the Inflation Reduction Act, it has funding for state energy offices to do workforce development, and some of that could be used to pay, let's say, half or three-quarters of the wages of a trainee so that contractors…
A theory of change for climate investing [partner content]
- ▶ 15:40 Zach Stein Um, and then even with the passage of IR, the IRA, we didn't see that type of big bump come back.
More 2023 trends: EVs, onshoring, and the three ages of decarbonization
- ▶ 36:13 Shayle Kann We're going to do a bunch of really interesting things with Brownfield X coal sites in the U S over the coming years, because there's, there are particular incentives, even amongst all the big incentives in the IRA, there are particular…
Mailbag episode! Biotech, layoffs, battery recycling and more
- ▶ 17:56 Sarah Golden Do you think the, uh, the inflation reduction act is going to change anything in this landscape of people trying to figure out new financial mechanisms? 3 times in the scene
- ▶ 20:28 Shayle Kann And then the, specifically for climate tech, um, the market forces themselves push in the other direction, which is to say at the same time you've been having all that stuff happen, we've had the Inflation Reduction Act,
The journey to monetizing DERs
- ▶ 41:26 Matthew Sachs But now we're going to get to the other side of the exponential growth, where we're, I think, you know, partially spurred on by the IRA, and maybe accelerated by the IRA, but we're going to see, um, some pretty big deployments there, and…
Advance market commitments to decarbonize heavy industry
- ▶ 8:14 Varun Sivaram We're able to coordinate all of the different things that the U.S. government is doing, both at home, the IRA, for example, and abroad, our, you know, development finance corporation investments in emerging economies.
- ▶ 18:18 Varun Sivaram Inflation Reduction Act and 4 times in the scene
- ▶ 30:46 Varun Sivaram Like, um, well, uh, the, the IRA really helps with that because now there's no cost premium anymore. 2 times in the scene
- ▶ 49:16 Varun Sivaram Like, especially with the IRA now, and with a lot of the technologies, Shale, that you're investing in. 2 times in the scene
The trends shaping the energy transition [partner content]
- ▶ 13:20 Nick Broad The other was really the passing of, um, the IRA. 2 times in the scene
- ▶ 14:45 Nick Broad Um, in the U.S., the RA was the big 3 times in the scene
Solving the conundrum of industrial heat
- ▶ 40:54 John O'Donnell The IRA is going to bring vastly more of that intermittent negative price everywhere in the country.
Getting more energy on the wires
- ▶ 49:06 Lara Pierpoint And particularly now that we've passed the Inflation Reduction Act with a lot of tax incentives that hopefully are going to spur electric vehicle adoption, and in addition to getting us to, um, you know, additional heat pumps, lots of new…
- ▶ 52:00 Lara Pierpoint Um, but I think there are some studies that are starting to pop up that are showing that permitting reform is really essential if we're gonna meet the goals in the IRA, if we're gonna actually see the clean energy revolution that…
How the US climate bill will finance the energy transition [partner content]
- ▶ 0:04 Shayle Kann It took almost two years of political negotiations and citizen pressure to get America's National Climate Bill passed. 5 times in the scene
- ▶ 3:51 Shayle Kann The Inflation Reduction Act is an incredibly important, symbolic win for climate. 6 times in the scene
- ▶ 13:56 Shayle Kann So a lot of people were surprised that the bill passed, and it sounded like, uh, there were 6 times in the scene
- ▶ 15:43 Shayle Kann And with the passage of the Inflation Reduction Act, there is a lot more complexity in the market.
What’s holding up hydrogen in Europe?
- ▶ 0:14 Gnevamir Fleece In the euphoria on your side of the pond, Shail, upon the IRA's passing, that euphoria was seized upon by lobbyists in Europe to, to scare policymakers into essentially saying, look, all this hydrogen economy that we are aiming for, this…
- ▶ 20:07 Gnevamir Fleece And everything is being delayed by this lack of regulatory clarity, and I actually think it's a little bit ironic because the hydrogen lobbying organization in Europe, which was a very strong critic of additionality and temporal…
- ▶ 34:29 Shayle Kann The IRA has all these
Is the Inflation Reduction Act a win for EVs and batteries?
- ▶ 0:48 Shayle Kann Suddenly, the Inflation Reduction Act passes, and it contains a multitude of provisions that basically point you toward operating in North America if you can. 2 times in the scene
- ▶ 11:41 Sam Jaffe So, within the wording of the IRA, it talks about the mine, the mining of the mineral, and it also talks about the very specific, uh, processing of the, uh, precursor material that's going to go to the cathode plant.
- ▶ 34:13 Shayle Kann Have we already started to see announcements, like post IRA, uh, net new announcements of
Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
- ▶ 22:40 Dr. Daniel Yergin Um, you saw the, uh, the strangely named Inflation Reduction Act. 2 times in the scene
- ▶ 24:54 Jason Bordoff And you can see in the U.S., in the Inflation Reduction Act, what seems like industrial policy, and if you want the tax credits, a lot of that stuff needs to be done in the U.S. or in free trade partners.
- ▶ 46:18 Dr. Daniel Yergin That there, and so that's why, that's why that inflation reduction act could be an inflation increase act, because the, the income, the cost of these inputs is going to go up.
Could geothermal become a major zero-emissions player?
- ▶ 34:13 Jamie Beard The IRA has some incentives for heat pumps.
- ▶ 43:46 Jamie Beard Well, look, you'd think with the Inflation Reduction Act, I mean, you know, ITC, PTC, awesome for geothermal, great, perfect, great. 2 times in the scene
What the Inflation Reduction Act of 2022 would mean for climatetech
- ▶ 0:19 Shayle Kann So this is the net gigaton bill. 5 times in the scene
- ▶ 2:32 Shayle Kann And there is absolutely no question in my mind that the Inflation Reduction Act, should it pass, noting that I am recording this before we know whether it will or not for sure, will be the same, but on steroids. 5 times in the scene
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