Kasim Khan

Senior Analyst at Wood Mackenzie focusing on grid-edge and storage topics, providing analysis on supply chains, storage deployment, and market impacts of policy shifts.

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Sep 23, 2025 • 30min

What to do now clean energy subsidies are going? Analysis and insights from clean energy’s biggest North American event

In this insightful discussion, Chris Seiple, Vice Chair of Power & Renewables, and Kasim Khan, Senior Analyst at Wood Mackenzie, delve into the complex dynamics of the clean energy landscape post-subsidy shifts. They share firsthand accounts of confusion surrounding new policies and the critical need for compliant supply chains. The conversation highlights the rapid growth of data center demand and innovative utilities exploring interconnection solutions. Storage technologies emerge as game-changers, balancing grid reliability and investor confidence amid uncertainty.

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