As America faces a surge in electricity demand, the federal government is working hard to slow the very resources needed to meet it.
The “One Big Beautiful Bill” is expected to slash clean energy deployment by as much as 60% over the next decade — bringing back hard tax credit sunsets, introducing tight construction deadlines, and imposing strict foreign entity restrictions.
Meanwhile, a DOE reliability report warns of a 100-fold increase in blackout risk in high-renewables scenarios. And a new permitting order now puts decisions on fencing, road construction, and land grading under the direct authority of the Interior Secretary.
It’s a moment of cognitive dissonance in Washington, as policymakers talk about building energy faster, while quietly dismantling the tools to do so.
In this episode of Open Circuit, we’re joined by Costa Samaras, director of the Scott Institute for Energy Innovation at Carnegie Mellon and former White House climate and energy advisor, to make sense of the moment.
We unpack the contradictions at the heart of the GOP’s energy agenda, explain why the post-IRA tax landscape is still favorable for some sectors, and explore how the politics of permitting could shape developer decisions for years to come.
Later in the episode, we dive into the DOE's blackout modeling, and explain why the report’s assumptions are so misaligned with the on-the-ground reality.
Finally, Costa lays out his vision for a Grid New Deal, explaining why AI fast lanes, public investment, and smarter grid interconnection rules are essential to meeting this demand surge with clean energy.
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Credits: Co-hosted by Stephen Lacey, Jigar Shah, and Katherine Hamilton. Produced and edited by Stephen Lacey. Original music and engineering by Sean Marquand.