Will Biden’s IRA Spark a New Era in Clean-Tech Supply?
Switched On
The Importance of Balance in the Energy Transition
The cost declines that we've seen in a number of these industries and solar is a perfect example have come from doing this at scale. Are we now seeing one, a lack of transfer of technology and really learning rates across countries as this becomes more fragmented? And then the follow on question I'm going to have to that is what does this do for us in terms of reaching net zero targets? So what could happen is if the US, Canada, Europe, all the various regions, India are successful in building out clean energy manufacturing,. Then you do see a fragmentation, you see a regionalisation of supply chains... You see a doubling up of investments in a way in which is less efficient than
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