Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Latitude Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Latitude Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

A post-OBBB market recalibration

1:01:50
 
Share
 

Manage episode 496451828 series 3644412
Content provided by Latitude Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Latitude Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

As America faces a surge in electricity demand, the federal government is working hard to slow the very resources needed to meet it.

The “One Big Beautiful Bill” is expected to slash clean energy deployment by as much as 60% over the next decade — bringing back hard tax credit sunsets, introducing tight construction deadlines, and imposing strict foreign entity restrictions.

Meanwhile, a DOE reliability report warns of a 100-fold increase in blackout risk in high-renewables scenarios. And a new permitting order now puts decisions on fencing, road construction, and land grading under the direct authority of the Interior Secretary.

It’s a moment of cognitive dissonance in Washington, as policymakers talk about building energy faster, while quietly dismantling the tools to do so.

In this episode of Open Circuit, we’re joined by Costa Samaras, director of the Scott Institute for Energy Innovation at Carnegie Mellon and former White House climate and energy advisor, to make sense of the moment.

We unpack the contradictions at the heart of the GOP’s energy agenda, explain why the post-IRA tax landscape is still favorable for some sectors, and explore how the politics of permitting could shape developer decisions for years to come.

Later in the episode, we dive into the DOE's blackout modeling, and explain why the report’s assumptions are so misaligned with the on-the-ground reality.

Finally, Costa lays out his vision for a Grid New Deal, explaining why AI fast lanes, public investment, and smarter grid interconnection rules are essential to meeting this demand surge with clean energy.

Open Circuit is brought to you by Natural Power. Natural Power specializes in renewable energy consulting and engineering, supporting wind, solar, and battery storage projects from concept through financing. Discover how we're creating a world powered by renewable energy at naturalpower.com.

Open Circuit is brought to you by Sungrow, the trusted provider of PV inverters and battery storage. With over 605 GW installed worldwide and a BloombergNEF ranking of “most bankable” in power conversion and energy storage, Sungrow provides solar tech you can count on. Learn more at sungrowpower.com.

Learn more about 38 North Solutions’ Policy Pulse, providing highly curated, actionable snapshots of the political developments shaping the clean tech landscape.

Credits: Co-hosted by Stephen Lacey, Jigar Shah, and Katherine Hamilton. Produced and edited by Stephen Lacey. Original music and engineering by Sean Marquand.

  continue reading

29 episodes

Artwork

A post-OBBB market recalibration

Open Circuit

29 subscribers

published

iconShare
 
Manage episode 496451828 series 3644412
Content provided by Latitude Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Latitude Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

As America faces a surge in electricity demand, the federal government is working hard to slow the very resources needed to meet it.

The “One Big Beautiful Bill” is expected to slash clean energy deployment by as much as 60% over the next decade — bringing back hard tax credit sunsets, introducing tight construction deadlines, and imposing strict foreign entity restrictions.

Meanwhile, a DOE reliability report warns of a 100-fold increase in blackout risk in high-renewables scenarios. And a new permitting order now puts decisions on fencing, road construction, and land grading under the direct authority of the Interior Secretary.

It’s a moment of cognitive dissonance in Washington, as policymakers talk about building energy faster, while quietly dismantling the tools to do so.

In this episode of Open Circuit, we’re joined by Costa Samaras, director of the Scott Institute for Energy Innovation at Carnegie Mellon and former White House climate and energy advisor, to make sense of the moment.

We unpack the contradictions at the heart of the GOP’s energy agenda, explain why the post-IRA tax landscape is still favorable for some sectors, and explore how the politics of permitting could shape developer decisions for years to come.

Later in the episode, we dive into the DOE's blackout modeling, and explain why the report’s assumptions are so misaligned with the on-the-ground reality.

Finally, Costa lays out his vision for a Grid New Deal, explaining why AI fast lanes, public investment, and smarter grid interconnection rules are essential to meeting this demand surge with clean energy.

Open Circuit is brought to you by Natural Power. Natural Power specializes in renewable energy consulting and engineering, supporting wind, solar, and battery storage projects from concept through financing. Discover how we're creating a world powered by renewable energy at naturalpower.com.

Open Circuit is brought to you by Sungrow, the trusted provider of PV inverters and battery storage. With over 605 GW installed worldwide and a BloombergNEF ranking of “most bankable” in power conversion and energy storage, Sungrow provides solar tech you can count on. Learn more at sungrowpower.com.

Learn more about 38 North Solutions’ Policy Pulse, providing highly curated, actionable snapshots of the political developments shaping the clean tech landscape.

Credits: Co-hosted by Stephen Lacey, Jigar Shah, and Katherine Hamilton. Produced and edited by Stephen Lacey. Original music and engineering by Sean Marquand.

  continue reading

29 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play