The Ledger
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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.”
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.”
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…”
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…”
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…”
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.”
Houser: US clean energy investment hit $213B in first year post-IRA
“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 pro…”
Houser: Clean energy rose to 4.1% of total US investment
“So if you measure it in that way, clean energy investment was 4.1% of total investment in the US economy last year, up from 1.7%. Of total investment in the U S economy five years ago.”
Houser: 93% of recent US clean manufacturing investment is in EVs
“If you look at the past two years combined of actual investment, 93% is in the EV value chain.
So that's critical minerals, batteries
EV assembly and charging equipment.
so that's a 92%.
The vast majority of the remainder is solar, and then there's a tiny am…”
Houser: US clean tech manufacturing investment hit $39B, up 135%
“So last year, thirty-nine billion in investment in clean energy and transportation manufacturing, and that was up 135% year on year.
And if you look back five years, there was two billion.
A year.”
Houser: Republican-led states offer strong incentives to attract EV manufacturing
“And you can see in South Carolina, in Kentucky, in Tennessee places with Unified Republican control of the governor's office and the legislature's pretty strong incentives packages being provided to attract EV manufacturing companies to those states. West Virg…”
Houser: IRA incentives and airline demand shift biofuel projects to SAF
“The incentives for SAF in the IRA, combined with the airline demand that you mentioned and the willingness to pay a green premium, Is prompting a lot of these projects to shift product mix and focus a little bit and start optimizing towards as much as they can…”
Houser: US heat pump installations were flat in dollars and down in units
“Overall heat pump installations were flat in investment terms, down a little bit in unit terms last year, relative to the year before. The good news is that their share of the market compared to furnaces continued to grow.”
Houser: Solar, storage, and EV sales are growing 15% to 40% annually
“Solar and storage, mostly, and then EV sales, and they're, you know, both are growing at like, you know, 15 to 40% a year, so really rapid growth, not the kind of triple-digit growth that we're seeing in manufacturing or in some of the emerging climate tech bu…”