Inflation Reduction Act
also referred to as: ira
65 statements across 29 episodes · 41 bullish · 9 bearish · 20 people on the record · first statement Aug 10, 2022 by Katherine Hamilton · said 204 times in 45 episodes since 2022 · across every show →
Mentions by year
brought up most by Stephen Lacey (75), Lara Pierpoint (27), Katherine Hamilton (21), Julia Piper (19), Shalini Ramanathan (10), Jigar Shah (9), Shomik Dutta (5), Michael Boyle (4)
tap a year for its mentions
2025 38 mentions in 5 episodes 8 per episode
2024 45 mentions in 11 episodes 4 per episode
- Political Climate: Is the IRA under political threat?
- The ‘third inning’ of the energy transition [partner content]
- US power demand is set to boom. How will we meet it?
- Our final episode: The top stories of 2024 so far
- The urgent need to simplify clean energy finance [partner content]
- Pricing and tech trends shaping the global battery storage market
- Venture investors riff on headwinds, hype, and wildcards of 2023
- Why ditching aluminum is key to securing the US solar supply chain
- 3 more episodes that year, every mention in 2024 →
2023 116 mentions in 26 episodes 4 per episode
- America’s historic climate law, one year on
- How will we power all those green factories?
- The make-or-break moment for America’s energy transition
- America’s green industrial strategy 2.0
- The storylines of the energy transition in 2023
- Inflation plagues clean energy. How bad is it?
- Live: Is advanced nuclear ready for liftoff?
- Stunning new data on coal vs renewables
- 18 more episodes that year, every mention in 2023 →
2022 5 mentions in 3 episodes 2 per episode
Everything said about Inflation Reduction Act, oldest first
Aug 10, 2022 positive
Aug 10, 2022 positive
Aug 10, 2022 positive
Aug 10, 2022 positive
Aug 10, 2022 bullish
Hamilton: Per-kWh production tax credits will make US a battery leader
“That is going to transform the market for EVs and for all batteries. If you are paid by the kilowatt hours produced, I mean, companies are already starting to move their operations to the U.S., this will completely transform it, and I think we will become a gl…”
Aug 10, 2022 positive
Aug 10, 2022 positive
Dec 6, 2022 positive
Jan 19, 2023 positive
Hamilton: Virtual negotiations democratized stakeholder participation in the IRA
“It really democratized the process, and it allowed a lot more people to be involved, so people who couldn't afford to fly into D.C., people who weren't normally roaming the halls of Congress, people who were deploying projects out in the field and understood h…”
Jan 19, 2023 negative
Shah: Federal funds alone cannot hit the $10 trillion needed for climate
“That will absolutely be a failure, right? If that's all we do, you don't get to the best case. All you get is dollars out the door and whatever dollars, like, you know succeed. Like, you don't actually catalyze gigaton scale climate reduction. Because no matte…”
Jan 19, 2023 negative
Hamilton: Dropped IRA transmission tax credit would have cut project capex 30%
“Some of the things that did not make it into the IRA were an investment tax credit for transmission, which was pulled at the last minute, and that was huge because we desperately need more transmission, and that would have bought down 30% of the capex for it f…”
Jan 19, 2023 positive
Shah: DOE Loan Programs Office saw $77B in demand against $40B
“We had about 77 applications that came in seeking roughly seventy-seven billion dollars of cash. Now, seventy-seven billion dollars of cash was against 44, or forty billion dollars, sorry, worth of loan authority that we had, right? So now we were oversubscrib…”
Feb 15, 2023 positive
Feb 22, 2023 bullish
Boyle: Inflation Reduction Act incentives guarantee renewable cost advantages through 2033
“You know, I don't know where things are gonna go, but I think the fact that the Inflation Reduction Act incentives are durable for the next 10 years mean that the trend we've observed is, is not going anywhere fast.”
Feb 22, 2023 positive
Feb 22, 2023 neutral
Lacey: US coal plants hold around $176B in outstanding debt
“Collectively, these coal plants hold about a hundred and seventy six billion dollars in debt, and there are a lot of efforts to figure out how to, what to do with this debt, and the federal government has created some programs in the Inflation Reduction Act to…”
Mar 8, 2023 bullish
May 22, 2023 neutral
May 22, 2023 neutral
Lacey: Republican districts get 5x more IRA clean energy funding than Democrats
“According to the Financial Times, Republican-held congressional districts are getting five times more funding for clean energy projects, including new manufacturing plants, than ones controlled by Democrats through this IRA legislation.”
May 22, 2023 bullish
Ramanathan: Low-cost power and IRA incentives make U.S. clean manufacturing unbeatable
“The U.S. Now has two advantages. It has, on the whole, on a global basis, low-cost green power, and it has the incentives in the Inflation Reduction Act. And that means that it's going to be really hard to beat the U.S. As a location for manufacturing.”
May 22, 2023 bullish
Ramanathan: Heavy industries like steel require green hydrogen instead of direct electrification
“There are some things that you can't directly electrify, and, you know, steel, cement, there are these Hard to abate sectors, and I think that green hydrogen, we're going to need a molecule, you know, it's probably not going to be an electron, it'll be a molec…”
May 22, 2023 negative
Jun 1, 2023 bullish
Clayton: IIJA and IRA create tens of billions in Schneider Electric tailwinds
“It's the IIJA as well as the IRA, because the, you know, the IIJA is an infrastructure spend, and of course, that new infrastructure is all going to be more climate-friendly than it has in the past, and for our company, it creates tens of billions of tailwinds…”
Jun 14, 2023 positive
Jul 20, 2023 bullish
Naam: IRA spending will reach trillions due to uncapped subsidies
“It's not four and fifty billion dollars of federal spending a year. It's like trillions. Because the IRA is not a pool of money. It's a per unit subsidy. And forecasters always do what? On unit forecasts, they always underestimate it, right? So the actual size…”
Jul 26, 2023 positive
Aug 3, 2023
Aug 15, 2023 positive
Developers build 800 MW solar plant on Kentucky coal mine
“We have started to see, for instance, solar developers targeting old coal mines. I just wrote about one in, in Kentucky where they're literally building the, 800 megawatt solar plant on a decommissioned coal mine seems clearly targeted at claiming those credit…”
Aug 15, 2023 positive
Spector: Clean Energy Factories Are the Top Job Creators in Several States
“In many of these states up into like new clean energy factories are the biggest new job creators in the entire state. And we're talking like Georgia, Tennessee you know, West Virginia, like, you know, places that, that are really eager to have these, even if p…”
Aug 15, 2023
Aug 15, 2023 positive
Aug 15, 2023 positive
St. John: Section 45X Manufacturers Can Receive Direct Pay for Five Years
“For the first five years of that tax credit, manufacturers are going to be able to receive that payment in the form of direct pay. Instead of having to offset it against their tax liabilities, they can just get a check cut from the U.S. Treasury for the amount…”
Aug 15, 2023 neutral
St. John: EPA Greenhouse Gas Reduction Fund totals $27 billion
“We're talking about twenty seven billion dollars in total. It gets a little confusing because seven billion of that is for a specific kind of subset of
solar and energy efficiency projects that came in under a separate, you know piece of legislation that got …”
Aug 15, 2023 bullish
Aug 23, 2023 positive
Lacey: US Unveils $1.2B in Direct Air Capture Hub Funding
“The Inflation Reduction Act expanded tax credits for the technology, and this month the Biden administration unveiled 1.2 billion dollars in funding for hubs to support direct air capture projects, plus thirteen million dollars for 23 different R&D projects in…”
Sep 21, 2023 positive
Spector: RE+ attendance reached 40,000, roughly doubling across two shows
“So they're saying about 40,000 people, which you know, there, there's already a surge last year, because it came a few weeks after the Inflation Reduction Act passed and you could feel that energy on the floor in Anaheim, which is a much tougher city to have t…”
Sep 29, 2023 neutral
Hamilton: Inflation Reduction Act lacks production tax credits for green steel
“There are also requirements in some of the other provisions like thirty-D for domestic iron and steel production, but there's no production tax credit for green iron and steel. There really isn't anything for industrial emission reductions.”
Oct 26, 2023 positive
Nov 29, 2023 neutral
Ramanathan: IRA subsidizes hydrogen supply without creating demand or penalizing gray hydrogen
“One of the challenges is that the Inflation Reduction Act is supply-side policy. It reduces the price. It doesn't create demand. It doesn't say, you know, you're going to have to pay a penalty if you continue using gray hydrogen.”
Dec 12, 2023 bullish
Wesoff: Nuclear industry has unprecedented financial and government backing
“The nuclear industry has never had more financial or spiritual support from the U.S. Government or our populace whether it be the IRA's investment tax credit and production tax credits that are aimed towards the nuclear industry, whether it be the Bipartisan i…”
Dec 12, 2023 negative
Lacey: Zero EV chargers built yet from $7.5B federal infrastructure program
“The Inflation Reduction Act allocated seven and a half billion dollars to building out a national EV charger network in this country, and two billion of those funds have been allocated to states, but there have been zero chargers built as part of those funds, …”
Dec 22, 2023 neutral
Dec 22, 2023 positive
Dec 22, 2023 neutral
Jan 9, 2024 bullish
Davis: The IRA will boost US solar installations by 40%
“When the IRA was first passed in August of, you know, we modified our forecasts, and we anticipated that over the next five years, the IRA would increase installations in the U.S. By, like, 40%. Pretty, you know, pretty big impact from a very historic piece of…”
Feb 1, 2024 negative
Feb 1, 2024 negative
Feb 1, 2024 neutral
Hamilton: Microgrid and CSP Tax Credits Expire at End of 2024
“One thing to keep in mind, at the end of 20 24, that would be this year, there are a few credits that do not continue, including
The microgrid tax credit.
The concentrated solar tax credit.
Now, storage continues solar and wind continue, most of the renewable…”
Feb 1, 2024 positive
Hamilton: Georgia Power sees $15.3B investment and 6.6 GW new load
“Georgia Power has been one of the largest beneficiaries of the Inflation Reduction Act. 15.3 billion dollars in investment in their service territory of EV manufacturing, solar data centers, etc. 6600 megawatts of new load coming online.”
Mar 6, 2024 bullish
Apr 26, 2024 bearish
Apr 26, 2024 negative
Domenech: IRA risks Republican targeting unless Chinese subsidy access is fixed
“When you have somebody like on the left, Senator Joe Manchin, who made the IRA possible, pushing back aggressively against the Biden administration in terms of how they've implemented the law, concerns about
You know, foreign companies, Chinese companies that …”
Apr 26, 2024 positive
Apr 26, 2024 bearish
Domenech: The IRA will fail without bipartisan permitting reform
“There is a massive permitting backlog and the IRA is never going to be, you know, quote unquote successful. The Biden policies aren't going to be quote unquote successful unless there's a bipartisan investment in, in moving those permitting policies forward.”
Apr 26, 2024 positive
Jun 13, 2024 neutral
Shiao: Top solar tracker makers planned US reshoring before the IRA
“If you talk to some of the leading tracker players, they had these plans to onshore more, ah, manufacturing here before something like, you know, the Inflation Reduction Act was even passed, just for all the reasons that Greg just talked about, carbon, logisti…”
Dec 4, 2024 bullish
Das: Congress will preserve parts of IRA with a scalpel approach
“And so because of the direct connections between the clean energy investments that are happening and the locations in the country and where, where that's happening, I think we're going to see Some continuation of IRA. And we've heard this phrase thrown around,…”
Jan 22, 2025 positive
Taylor: Gridstor executed an IRA tax credit transfer with J.P. Morgan
“There's got a ton of lawyers involved and accountants on every side and a lot of sort of reassuring of people, but it's a pretty straightforward process, and at the end, we got that done with J.P. Morgan, which is Fantastic is they're probably the biggest play…”
Jan 22, 2025 neutral
Jan 22, 2025 positive
Taylor: Gridstor Was Among First to Transfer IRA Tax Credits
“We were one of the first, if not the first project to be able to effectuate a transfer of the new tax credits that are available under the Inflation Reduction Act, which is kind of an in the weeds, wonky finance thing, but critically important to taking these …”
Feb 19, 2025 positive
Hamilton: Supreme Court precedent will compel disbursement of obligated IRA funds
“I do think that the funds that are obligated will be dispersed. I'm like, I just don't think that they can legally. The Supreme Court, I don't think, will allow that to happen, so I consider that, like, a lower risk for the funds that have been obligated.”
Aug 27, 2025 positive
Aug 27, 2025
Aug 27, 2025 positive
Hickenlooper: Manchin secretly remained in IRA talks despite public walkout
“He told the press he was out, he was done. I saw him the next morning, had a nice, 15 minute happy chat, and I said, well, you're not really Over, you're not quitting, right? And he goes, no, but I'm going to let him think it for a while. Just I need space. Yo…”