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Section 45X

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Sep 29, 2022 by Sam Jaffe · said 5 times in 3 episodes since 2024 · across every show →

Mentions by year

brought up most by Alfred Johnson (4), Timmy Kloster (1)

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2026 1 mention in 1 episode
2025 1 mention in 1 episode
2024 3 mentions in 1 episode

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Everything said about Section 45X, oldest first

Sep 29, 2022 bullish
Assertion Supported
Jaffe: US battery cells gain 30% to 40% advantage over Chinese cells
“So you're essentially talking about somewhere around 30 to 40% price advantage, or advantage that this, a U.S.-made cell gets over a Chinese cell.”
Sam Jaffe Sep 29, 2022 ▶ 23:44 Is the Inflation Reduction Act a win for EVs and batteries?
Mar 21, 2025 bullish
Prediction Not checkable as stated
170 new manufacturing facilities will bring large volumes of 45X tax credits
“There's also so much 45 X coming, so there were something like a 170 investments that have been announced in manufacturing and mining facilities of various kinds across 37 states totaling billions of dollars, hundreds of billions of dollars, and so that means …”
Alfred Johnson Mar 21, 2025 ▶ 30:52 Frontier Forum: How tax credit transfers are reshaping energy finance
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