How are energy supply chains changing as electricity demand surges? A special episode from the ACORE Policy Forum in Washington

About this episode

The episode discusses the evolving energy supply chains in the context of surging electricity demand and US energy policy.

ACORE, the power and renewables industry group, is this week hosting its annual Policy Forum in Washinton DC. It’s an event where industry leaders and experts discuss how the changing landscape of US energy policy is shaping infrastructure investment, the growth of electricity supply, and the affordability of power.  Host Ed Crooks is recording two special episodes from the forum. This first show is focused on the US government’s attempts to build up a domestic supply chain for renewables and other energy equipment. Ed speaks with Dr Sarah Kapnick, who is the global head of Climate Advisory at JP Morgan, and Peter Toomey, the Chief Development Officer at Cypress Creek Renewables, which is one of the country’s leading energy developers.  They discuss how supply chains and infrastructure for renewable energy are evolving. Demand for electricity is booming, but supply chains are under pressure. Volatile government support creates uncertainty for developers and suppliers. The “one big beautiful bill” (OB3) last year, which scrapped tax credits for wind and solar power, created “cliffs” in support for projects as the deadlines for eligibility are passed. That creates…

People in this episode

Host: Ed Crooks

Guests: Dr Sarah Kapnick, Peter Toomey

Topics covered

• energy supply chains
• electricity demand
• renewable energy
• US energy policy
• infrastructure investment
• government support

Keywords

• energy supply chains
• electricity demand
• renewables
• US energy policy
• infrastructure investment
• government support
• Cypress Creek Renewables
• JP Morgan

Mentioned in this episode

Organizations: ACORE, JP Morgan, Cypress Creek Renewables

Places: Washington DC, US, Trump administration, Biden administration

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