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US Energy Policy in a Partisan Era

Columbia Energy Exchange

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Impact of Policy Rollbacks on Buildout

And the consequences of not meeting that demand growth, particularly for some of these massive tech companies who view the leadership in AI as existential, is enormous... So I'm wondering how much of a headwind, how much sand in the gears you think pulling back the IRA support and the big, beautiful bill actually, like how different is the outlook for renewables now. — Casten notes massive interconnection backlog, IRA's role in equitable access, and concerns about anti‑competitive rollbacks.

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