Trevor Houser, partner at Rhodium Group, presents data from the Clean Investment Monitor analyzing actual U.S. clean energy capital deployment in the year following the passage of the Inflation Reduction Act.
0:00 / 0:27exact quote · 27.5s
720p mp4 · rendered on demand · StarZero watermark
“So the past year We saw two hundred and thirteen billion in investment in clean energy, broadly defined. So that means, but the manufacturer of clean energy technology and the deployment of that technology, both in wholesale energy production or industrial production and in the retail sector and that was up 37% year on year and up 165% relative to five years prior.”
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 Trevor Houser
PredictionNot checkable as stated
Houser: IRA incentives are insufficient for wind deployment without permitting reform
“Necessary, but not sufficient. It helps get the generation economics right, but unless permitting reform and interest rate declines materialize, it's unlikely that it'll be sufficient to drive the amount of wind deployment growth that we need.”
Trevor HouserOct 12, 2023▶ 45:00How is U.S. industrial policy affecting actual climatetech investment?
PredictionHeld up
Houser: $39B is the floor for clean tech manufacturing investment over next 12 months
“Thirty-nine billion dollars last year is definitely the floor on what we're gonna see over the next 12 months.”
Trevor HouserOct 12, 2023▶ 21:43How is U.S. industrial policy affecting actual climatetech investment?
AssertionNot checkable as stated
Houser: A third EV manufacturing hub is emerging in Nevada and Arizona
“What is surprising is we're starting to see this third EV manufacturing hub emerge in the U.S. Southwest, which has never really made cars before. Arizona, Nevada, tied to California, and a lot of the innovation economy in California, and it's, it appears to b…”
Trevor HouserOct 12, 2023▶ 29:19How is U.S. industrial policy affecting actual climatetech investment?
Insight
Houser: National ambitions drive partisan climate rhetoric despite state-level bipartisan support
“There, elected officials from those states that have national ambitions will, if there's rewards to them politically at a national level, for taking a more partisan view on climate or clean energy then they'll probably do it, but at this, at the state level, t…”
Trevor HouserOct 12, 2023▶ 34:21How is U.S. industrial policy affecting actual climatetech investment?
AssertionSupported
Houser: Only $4.6B of $80B in emerging climate tech announcements has materialized
“So of that eighty billion in announcements, only four billion of that, 4.6 billion, has actually turned into steel on the ground so far over the past two years, right? So it's a big, that's the place where the gap between announcement, as you say, announced In…”
Trevor HouserOct 12, 2023▶ 37:21How is U.S. industrial policy affecting actual climatetech investment?
AssertionSupported
Houser: U.S. wind investment and capacity announcements declined over past two years
“So the pretty troubling one is wind, where investment and announcements in new wind capacity have been declining for the past two years.”
Trevor HouserOct 12, 2023▶ 42:53How is U.S. industrial policy affecting actual climatetech investment?
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.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.