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

- Show: [Catalyst](https://hardwarepodcasts.com/podcast/catalyst)
- Published: 2023-10-12
- Length: 51m
- Page: https://hardwarepodcasts.com/podcast/catalyst/2023-10-12-how-is-u-s-industrial-policy-affecting-actual-climatetech-investment

## Summary

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.

## Chapters

- [1:01](https://hardwarepodcasts.com/podcast/catalyst/2023-10-12-how-is-u-s-industrial-policy-affecting-actual-climatetech-investment#t=61) Introduction and the Clean Investment Monitor
- [9:44](https://hardwarepodcasts.com/podcast/catalyst/2023-10-12-how-is-u-s-industrial-policy-affecting-actual-climatetech-investment#t=584) Overall Clean Energy Investment Trends
- [11:37](https://hardwarepodcasts.com/podcast/catalyst/2023-10-12-how-is-u-s-industrial-policy-affecting-actual-climatetech-investment#t=697) The EV Manufacturing Renaissance and Geographic Clustering
- [22:36](https://hardwarepodcasts.com/podcast/catalyst/2023-10-12-how-is-u-s-industrial-policy-affecting-actual-climatetech-investment#t=1356) Accelerated Markets: Solar, Storage, and EV Sales
- [35:16](https://hardwarepodcasts.com/podcast/catalyst/2023-10-12-how-is-u-s-industrial-policy-affecting-actual-climatetech-investment#t=2116) Catalyzed Markets: Hydrogen, Carbon Management, and SAF
- [42:59](https://hardwarepodcasts.com/podcast/catalyst/2023-10-12-how-is-u-s-industrial-policy-affecting-actual-climatetech-investment#t=2579) Declining Markets: Wind and Heat Pumps

## Topics

- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)
- [Energy & climate tech](https://hardwarepodcasts.com/topic/energy-and-climate-tech)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)

## Most relevant to

large enterprises

## Mentioned

- Rhodium Group (company)
- Clean Investment Monitor (tool)
- Inflation Reduction Act (other)
- Bipartisan Infrastructure Law (other)
- CHIPS and Science Act (other)
- Energy Hub (company)
- Bloom Energy (company)
- Redwood Materials (company)
- First Solar (company)
- Tesla (company)

## Related episodes from other shows

- [Current and Future Impact of the Inflation Reduction Act w/ Nihal Shetty](https://hardwarepodcasts.com/podcast/the-manufacturing-executive/2024-08-06-current-and-future-impact-of-the-inflation-reduction-act-w-nihal-shetty) (The Manufacturing Executive)
- [Renewable Energy Policy with Ari Gerstman](https://hardwarepodcasts.com/podcast/the-amp-hour/2023-05-02-renewable-energy-policy-with-ari-gerstman) (The Amp Hour)
- [EMS & The Economist: Elections, Investments, and Future Trends with Shawn DuBravac](https://hardwarepodcasts.com/podcast/ems-c-level/2024-11-11-ems-the-economist-elections-investments-and-future-trends-with-shawn-dubravac) (EMS@C-LEVEL)
- [EMS & the Economist with IPC Chief Economist Shawn DuBravac - July 2024](https://hardwarepodcasts.com/podcast/ems-c-level/2024-07-19-ems-the-economist-with-ipc-chief-economist-shawn-dubravac-july-2024) (EMS@C-LEVEL)
- [From Solar’s 90% Cost Crash to AI’s Energy Surge: The Economics Driving Climate Tech](https://hardwarepodcasts.com/podcast/hardware-to-save-a-planet/2025-09-16-from-solars-90-cost-crash-to-ais-energy-surge-the-economics-driving-climate-tech) (Hardware to Save a Planet)

## Citing this page

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