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Five prominent stock analysts discuss how they expect policy changes in the wake of the Trump victory to affect renewable energy, storage, transmission, RNG and other parts of the energy transition sector.

Post-Election Outlook for the US Energy Transition

A group of five Washington insiders talked on November 14, the day after it became clear that Republicans will control both houses of Congress, about what the election results mean for renewable energy ...

Ep273: Post-Election Outlook for Renewables and Other Parts of the Energy Transition

Five Washington insiders discuss the election results to assess what they mean for renewable energy, carbon capture, clean hydrogen, RNG and other parts of the energy transition.

Mexico Restructures the Electricity Sector

The new Mexican government is moving rapidly to put its imprint on the renewable energy sector.

Two Years In: Semiconductor Funding Sources Proliferate

Semiconductor companies are being given large sums of money and tax credits by the federal government and state and local governments to expand semiconductor production on the United States.

Ep272: The DOE on Lending Agreements

Leslie Biddle and Art Scavone join us to discuss the DOE-lender relationship and the soon to be released Government-Creditor Agreement.

State Restrictions on Foreign Investment in Renewable Energy Projects

At least 22 states have enacted laws since the start of last year restricting and, in some cases, barring foreign investment in US farm land and in projects considered critical infrastructure.

Ep271: What Does the Data Say About Tax Credit Transferability

David Burton, partner at Norton Rose Fulbright, joins us to give an update on the tax credit transferability market.

Geothermal Heat Pump Slides on Technical Tax Issues & on the Transferability Market

I presented at the 2024 NY-GEO NYC Conference on October 23.

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