Prediction Didn’t hold up AI assessment confidence: 90% certainty 3/5 debate potential 2/5

Burton: Clean energy investment will likely continue declining next year

Tom Burton · A ‘rain delay’ for the energy transition [partner content] · Jan 20, 2026 · at 14:01

Tom Burton, chair of the energy practice at Mintz, discusses capital financing trends in the clean energy sector with host Steven Lacey.

0:00 / 0:13exact quote · 13.8s
720p mp4 · rendered on demand · StarZero watermark
“Overall, though, you know, when it comes to clean energy, certainly this year, you know, the last three years really have been declining. Overall dollars have declined, you know, each year, and this year is no exception, and it will probably be a similar thing next year as well.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Tom Burton

Prediction Open · timeframe Dec 2028
Burton: Substantially fewer renewables will come online in 2027 and 2028
“And so it really will be in the out years, 27 and 28, where we're going to see substantially less renewables coming online. So, so there's definitely going to be a slowdown.”
Tom Burton Jan 20, 2026 ▶ 1:07 A ‘rain delay’ for the energy transition [partner content]
Assertion Not checkable as stated
Burton: Data centers face power shortages rather than chip or land constraints
“There's plenty of space. There appear to be plenty of chips but there isn't enough power.”
Tom Burton Jan 20, 2026 ▶ 11:45 A ‘rain delay’ for the energy transition [partner content]
Assertion Not checkable as stated
Burton: Utility cost increases stem from transmission and distribution, not generation
“And if you look at, certainly in this region, How electricity costs have increased for us and actually our gas costs as well. It has been largely on the transmission and distribution side. So not so much, you know, on the generation side.”
Tom Burton Jan 20, 2026 ▶ 13:04 A ‘rain delay’ for the energy transition [partner content]
Prediction Not checkable as stated
Burton: Renewable energy developers will face consolidation and a shakeout
“So I do think that there will be a shakeout. There'll be consolidation, you know, for sure.”
Tom Burton Jan 20, 2026 ▶ 5:48 A ‘rain delay’ for the energy transition [partner content]
Prediction Not checkable as stated
Burton: New developers will model clean energy projects without tax credits
“There'll be then, I think, a new crop of, you know, developers, so to speak, or companies that will be, you know, deploying renewables, and that new crop is going to figure out How to model projects that will work without tax credits or will work with less tax…”
Tom Burton Jan 20, 2026 ▶ 6:17 A ‘rain delay’ for the energy transition [partner content]
Insight
Burton: Permitting is probably more critical than tax credits for developers
“I do think that permitting probably is as important, if not more important than, you know, tax credits and some other incentives. You know, the incentives you can model without and with, right? So you can at least figure out what the answer is. When you don't …”
Tom Burton Jan 20, 2026 ▶ 10:23 A ‘rain delay’ for the energy transition [partner content]
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.