Assertion Supported
Hamilton: MISO Set FERC Order 2222 Implementation Timeline for 2030
“MISO in the Midwest said we're gonna do 2030. So, so this is 10 years from the time the order was issued. And FERC did issue a ruling that said, MISO, why so long? Why do you need so long to implement this?”
Opinion
Hamilton: Fossil Fuel Workers Resist Solar and Wind Jobs Due to Pay
“And we have 1.7 million folks working in the fossil fuel industry. And a lot of those people are going to be transitioning to clean energy jobs of one type or another, but they don't translate very well to solar and wind jobs because they make a lot more money…”
Prediction Not checkable as stated
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…”
Assertion Partly supported
Hamilton: Schumer Agreed to Manchin's $1.5 Trillion Spending Framework
“And Joe Manchin said, I'm happy to do it at one and a half trillion dollars, and here are all the things I'm willing to support. Here are the things I would not support. And Chuck Schumer agreed to all of those.”
Prediction Held up
Hamilton: Stalled climate bill is 'just a flesh wound' and will pass
“Absolutely. I am. It is just a flesh wound. This bill will get over the finish line.”
Assertion Not checkable as stated
Hamilton: Retroactively modifying signed DOE grants constitutes breach of contract
“Well, if you have a signed contract, that's actually a breach of contract,”
Opinion
Hamilton: US tariffs on Canada would be vastly destructive to Detroit automakers
“All of Detroit depends on Canada, too. It's one big ecosystem, and having tariffs on Canada are going to be vastly destructive.”
Prediction Not checkable as stated
Hamilton: Gas Turbine Shortage Will Impede Trump Administration's Gas Plans
“There's like a shortage of turbines anyway, so it's going to be really hard to get some of those, no matter what kind of policies you put in place, it's going to be hard to implement some of what the Trump administration wants to do”
Prediction Open · timeframe Feb 2030
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.”
Opinion
Hamilton: CPUC utility-only community solar decision will make projects cost-ineffective
“California basically said, nope, that's not what we're going to do. We're only going to have it work for utilities to run these projects. And what that means is like, they're not going to be cost effective. They're not going to deliver costs to the customers, …”
Assertion Not checkable as stated
Hamilton: Clean energy investment must hit $5T annually for net-zero
“So we need three times more than the almost two trillion a year to make it to net zero. So we need to be at almost five trillion a year of investment.”
Opinion
Hamilton: Omitting Transmission Tax Credit from IRA Was a Huge Miss
“And one thing that fell out of the mix in the Inflation Reduction Act was an investment tax credit for transmission, which would reduce the cost of building these lines by 30%. So that, to me, was a huge miss.”
Prediction Held up
Hamilton: Treasury Will Likely Retain 45V Three Pillars Hydrogen Framework
“I suspect they will. I suspect that they will simply come up with ways in which you can use existing resources at certain times to be able to qualify so that you really are getting clean, green hydrogen and you're not leaving plants that are, that aren't reall…”
Assertion Supported
Hamilton: DOE requires 20% of federal grants address community and workforce
“And in fact, the Department of Energy, in every single grant that they're doing, even with the infrastructure bill, is requiring 20% of every grant to be, how are you involving the community? How are you dealing with the workforce?”
Opinion
Hamilton: No country has ever enacted climate legislation as significant as IRA
“It's, we and anybody else in the world has never done anything this significant.”
Insight
Hamilton: High utility interconnection costs kill many renewable energy projects
“Often interconnecting, as wonky as this is, interconnecting a lot of projects can just make them not pencil out because of the cost of the utilities exact on the renewable energy industry.”
Prediction Open · timeframe Dec 2030
Hamilton: IRA will reduce greenhouse gas emissions 40% below 2005 levels by 2030
“So it will, based on all the analysis, drop greenhouse gas 40% below 2005 levels by 2030.”
Opinion
Hamilton: 10-year clean energy tax credits provide unprecedented market certainty
“The biggest, I think, is the ten-year window for the tax credits. That's just going to give a runway. It will give a level of certainty to investors and to developers and to industry.”
Assertion Supported
Fifty U.S. senators completely oppose passing climate legislation, notes Hamilton
“It's not just Joe Manchin, it's 50 members of the U.S. Senate do not want to pass climate legislation, ok? That's half of our Senate, half of the people that are elected to run our highest body legislatively do not want climate action”
Opinion
Hamilton: Expecting Manchin to Back a $4T Bill Was Unrealistic
“And he's moved a little bit on them, but he was not going to move a lot, and so when a close to four trillion dollar bill was introduced with the hopes that Joe Manchin would come along, it was not very realistic.”
Prediction Didn’t hold up
Hamilton: Democrats will pass climate legislation by March 2022
“The optimistic take for me is January, maybe February. I don't think we're going to go much beyond March, certainly. And they're so close that I think it wouldn't take long at all to get this over the finish line in the month of January once they resolve some …”
Assertion Supported
Hamilton: Federal freeze halts EPA and DOE project drawdowns
“There are people who can't draw down their funds that were contracted at EPA and DOE, and so, yes, it's stopped projects in their tracks. And when you know, not only have employees on the other end of those projects, but also orders for manufacturing on the ot…”
Assertion Supported
Hamilton: Dynamic line ratings unlock 15% to 20% more transmission capacity
“So first of all, you get, like, just through dynamic line ratings, like, 15 to 20% more transmission capacity if you put dynamic line ratings in.”
Assertion Supported
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.”
