Currents
Ep222: An Assessment of the IRA
Sep 21, 2023
Discussion on the impact and challenges of the Inflation Reduction Act (IRA), the US's role in the world and friction with allies and competitors, transferability of tax credits in the tax equity market, and the interconnectedness of sectors and convergence of opportunities in the energy transition.
27:45
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Quick takeaways
- Transmission is surprisingly absent as a funding priority under the IRA, which is a key misconception about the program.
- Pump storage hydro and sectors like waste-to-value and water present investment opportunities not covered by the IRA.
Deep dives
Investing in infrastructure for decarbonization
CAI is a fund that invests in large-scale low carbon infrastructure to address climate risks and economic pressures. They focus on projects like pump storage hydro, solar, wind, and waste-to-value.
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