Mark Strouse discusses recent trends and his team’s outlook for the US renewable energy market. The space has been very dynamic with cross-currents spanning surging electricity demand, and impacts from the US One Big Beautiful Bill Act and a related safe harbor update.

Speaker

Mark Strouse, CFA, US Clean Energy / Sustainable Investing Senior Analyst

This podcast was recorded on 23 September 2025.

This communication is provided for information purposes only. Institutional clients can view the related reports at:

https://www.jpmm.com/research/content/GPS-5022198-0

https://www.jpmm.com/research/content/GPS-5059659-0

https://www.jpmm.com/research/content/GPS-5076966-0

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