Robbie Orvis, Senior Director at Energy Innovation, and Jeremy Horan, VP at ACORE, join to unpack the implications of the recent budget reconciliation legislation. They discuss the potential decline in wind and solar investments, increased reliance on natural gas, and a promising outlook for battery storage. The duo also tackles the complexities introduced by new regulations on foreign entities, which could hinder progress in renewable projects. The conversation dips into how global geopolitical tensions, particularly in Iran, are reshaping U.S. energy markets.
