Inflation Reduction Act, every mention

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Verbatim, from the transcripts: the passages where Inflation Reduction Act comes up

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▶ 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

▶ 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

▶ 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…

▶ 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.

▶ 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…

▶ 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.

▶ 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.

▶ 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…

▶ 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…

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