Ray Long

In a lively discussion, David Ulrey, CFO of Fervo Energy, talks about groundbreaking geothermal projects, including a promising pilot in Nevada, and financing challenges in the sector. Mona Dajani from Baker Botts offers insights on energy dealmaking amidst changing political winds, emphasizing the need for adaptability. Tonya Hicks, founder of Power Solutions Inc, shares her inspiring journey as a woman entrepreneur in the renewable energy space. Lastly, Ray Long discusses the urgency of navigating energy tax credit uncertainties and exploring innovative financing mechanisms.

Ray Long, President of ACORE, shares insights on the mounting uncertainties in the clean energy sector due to Congressional debates over tax credits. Meghan Schultz, CFO of Invenergy, stresses how these uncertainties affect their operations as the largest US independent power producer. Ted Brandt, CEO of Marathon Capital, discusses potential fallout if subsidies are eliminated. They also highlight rising demand from data centers, the implications for electricity prices, and the competitive energy landscape between the US and China.

Amy Myers Jaffe, a leading energy policy expert, Robbie Orvis, who specializes in energy markets, and Ray Long, CEO of ACORE, discuss the seismic shift in U.S. energy policy after recent elections. They explore how the incoming Republican administration will prioritize affordability over sustainability, potentially reshaping wind, solar, and nuclear energy sectors. The trio analyzes the future of critical initiatives like hydrogen hubs, energy tax credits, and the implications of tariffs on the EV market, all while navigating the intersection of policy, innovation, and market dynamics.