The Inflation Induction Act: How the US Lost The Race for Clean Energy | Ep 219: Ethan Zindler

Is the US about to enter a new era of energy inflation? Can
technological progress outpace political regression? Are we
witnessing the permanent end of America's climate ambitions?


This week on Cleaning Up, Michael Liebreich sits down with Ethan
Zindler, former climate counselor to Treasury Secretary Janet
Yellen, now head of countries and policy at BloombergNEF, to
dissect the dramatic shifts in US energy policy. 


Fresh from the passage of the "One Big Beautiful Bill," Zindler
reveals how recent legislation in the US could set back clean
energy development by years, potentially undermining investments
in wind, solar and electric vehicles. 


There are a couple of brighter spots too, with costs in some
technologies falling so rapidly that they might escape the drag
of the current administration, and other technologies — like
advanced geothermal and nuclear — seeing an uptick in
support. 


Zindler brings the latest analysis from BloombergNEF to Cleaning
Up to help unpack the One Big Beautiful Bill and what it means
for the future of US energy policy.


Leadership Circle: 


Cleaning Up is supported by the Leadership Circle, and its
founding members: Actis, Alcazar Energy, Davidson Kempner,
EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini
Foundation, KKR, National Grid, Octopus Energy, Quadrature
Climate Foundation, SDCL and Wärtsilä. For more information on
the Leadership Circle, please visit https://www.cleaningup.live.


Links and more: 


Could Trump 2.0 Roll Back The IRA? Ep181: Ethan Zindler –
https://www.youtube.com/watch?v=Sf5_r3V3Vs8

The Future of Clean Tech Under Trump — Ep198: Jigar Shah
https://www.youtube.com/watch?v=PCOaF-qQ_TU

Elon Musk and Michael’s 2007 testimony to Senate Committee on
Energy & Natural Resources:
https://www.energy.senate.gov/hearings/2007/3/hearing-ECF571D9-2A3E-444F-A0F0-1C18EE28FFF3