Hardware Podcasts

How is U.S. industrial policy affecting actual climatetech investment?

Catalyst · 12 Oct 2023 · 51m

What this episode covers

Trevor Houser, partner at the Rhodium Group, discusses the organization's Clean Investment Monitor, a database tracking actual clean energy investment in the US following the Inflation Reduction Act (IRA), the Bipartisan Infrastructure Law (IIJA), and the CHIPS and Science Act. He categorizes policy impacts into three groups: markets with accelerated existing trends (solar, storage, EV sales), markets catalyzed by new growth (EV manufacturing, hydrogen, carbon management, sustainable aviation fuels), and markets declining despite incentives (wind, heat pumps). The conversation highlights a massive surge in EV supply chain manufacturing investment, particularly in the Midwest, Southeast, and emerging hubs in the Southwest, while noting that wind and heat pump deployment have struggled against macroeconomic headwinds.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Rhodium Group, Energy Hub, Bloom Energy, Redwood Materials, First Solar, Tesla
Tools
Clean Investment Monitor
Also
Inflation Reduction Act, Bipartisan Infrastructure Law, CHIPS and Science Act

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