Introduction

As President Biden’s green industrial policies reignite the US manufacturing base, AI computing workloads soar, and machines across the economy turn electric, the power grid is facing an historic increase in demand.

After almost two decades of flat electricity consumption, suddenly America’s grid planners are doubling their forecasts for demand – raising the urgency for new infrastructure.

This week, we’ll ask: what’s needed, and what happens if we can’t build it?

Then, some major changes in the world of tax finance. We’ll look at how transferable tax credits are opening up new kinds of deals for clean energy – and take a deeper dive into the long-awaited and controversial details of hydrogen tax credits.

Katherine Hamilton of 38 North and Shalini Ramanathan of Quinbrook Infrastructure Partners join us this week to sift through these trends.

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