Thoughts on the Market

Could the US Election Reshape the Energy Sector?

Oct 17, 2024
David Arcaro, a US Power and Utilities Analyst, and Andrew Percoco, a North American Clean Tech Analyst, dive into the potential ramifications of the upcoming US election on energy policy. They discuss the critical role of the Inflation Reduction Act in supporting clean energy initiatives and how changes in tariffs may reshape the market. The conversation highlights the resilience of renewable energy amidst political uncertainty and the influence of corporate tax policy on future investments in sustainability.
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