In the third and final special episode recorded live from the ACORE Finance Forum, host Ed Crooks and regular guest Amy Myers Jaffe talk to industry leaders to explore some key issues in renewable energy technology and finance.

Amy starts the episode by speaking with David Ulrey, CFO of Fervo Energy, an innovative geothermal startup. David shares insights into Fervo’s projects, including their initial commercial pilot in Nevada and the ambitious 100-megawatt development in Utah. They discuss the challenges and successes of pioneering next-generation geothermal energy, the potential for the technology to offer clean, reliable power across the US, and the evolving landscape of financing structures in the industry.

Ed then sits down with Mona Dajani, global co-head of Energy, Infrastructure and Hydrogen at the law firm Baker Botts. Mona provides an expert perspective on the shifting sands of energy dealmaking amidst political and economic uncertainty in the US. She highlights how companies are rapidly pivoting their strategies, shifting from green hydrogen to alternative technologies or repurposing sites for data centres, and discusses why global markets remain committed to clean energy despite changing US policy priorities.

Later, Ed and Amy speak with leaders from businesses supported by ACORE’s Accelerate programme. Amy talks with Tonya Hicks, founder of Power Solutions Inc, who shares her inspiring journey as a woman entrepreneur in electrical contracting and renewable energy. Tonya stresses the importance of resilience and adaptability in the face of policy volatility and argues that the industry’s momentum will continue despite political shifts.

Ed also speaks with Jennifer Rouda, CEO of 7Skyline, who discusses the unique challenges faced by tribal governments in the US pursuing renewable energy projects. Jennifer highlights the critical role of bridging finance and impact investors as federal funding becomes less predictable.

Finally, Ed and Amy wrap up with a comprehensive conversation with Ray Long, President and CEO of ACORE. Ray summarises key themes from the forum, including the industry’s concerns about the abrupt potential removal of energy tax credits and the urgent need for viable alternative financing mechanisms. He underscores the economic and environmental impacts of current legislative uncertainty and outlines the future resilience strategies the clean energy industry may adopt.

This concludes our three-part series from the ACORE Finance Forum. We'll be back in two weeks, resuming regular coverage of all the latest developments and discussions shaping the energy transition.

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As the US races against China to develop the most advanced capabilities in AI, energy is critical. In this second episode from the ACORE finance forum, we speak to experts about how US energy policy, and in particular the reconciliation bill now being debated in Congress, might affect that race.

Host Ed Crooks and regular guest Amy Myers Jaffe talk first to Joseph Webster, a Senior Fellow at the think-tank the Atlantic Council. They discuss the need for increased power supplies for data centers, the US reliance on clean energy supply chains that originate in China, and the challenges facing attempts to reduce that dependence.

Ed and Amy then talk to Seth Hanlon, a Senior Fellow at the New York University Tax Law Center, and to Lesley Hunter, the Senior VP for Policy and Engagement at ACORE. They dig into the politics around the reconciliation bill currently being worked on in the Senate. Seth previously worked at the US Treasury on the implementation of the energy tax credits in the Inflation Reduction Act, and shares his perspectives on the possible effects of the new legislation that could come out of Congress. Lesley provides her insight on the prospects for persuading senators to support a more favorable outcome for the clean energy industry.

This is the second of three special episodes from the ACORE Finance Forum. We’ll be back next week with further coverage of all the essential conversations at the event.

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The Energy Gang are at The American Council on Renewable Energy (ACORE) Finance Forum in New York City, which brings together industry leaders, investors, and bankers to discuss the hottest issues in clean energy. Host Ed Crooks and regular guest Amy Myers Jaffe talk to ACORE Chief Executive and President Ray Long about the uncertainty hanging over the industry following the debate in Congress over repealing energy tax credits. He talks about the reasons why a Republican president and Congress should preserve tax breaks for low carbon technologies to advance their energy dominance agenda. 

Ed and Amy also talk to Meghan Schultz, EVP and Chief Financial Officer of Invenergy, the largest independent power producer in the US, and to Ted Brandt, CEO and Founder of Marathon Capital. They explain the impact that uncertainty over tax credits has already had on their businesses. They discuss what rising demand from data centers means for electricity prices. And they explore the potential implications if subsidies for low carbon energy are scrapped.

Finally, Ed and Amy reflect on what the proposed legislation could mean for energy competition between the US and China.

This is the first of three special episodes from the ACORE Finance Forum. We’ll be back tomorrow with further coverage of all the essential conversations at the event.

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Legislation with massive implications for clean energy in the US has been making progress in Congress. The Republican party’s “big beautiful bill”, introducing sweeping changes to taxes and government spending, would phase out most of the tax credits for low-carbon energy that were created, expanded or extended in the Inflation Reduction Act (IRA) of 2022.

To unpack the proposals and examine what they might mean for the US and the world, host Ed Crooks is joined by some of the Energy Gang’s top policy wonks:

• Amy Myers-Jaffe, Director of NYU’s Energy, Climate Justice, and Sustainability Lab
• Robbie Orvis, Senior Director for Modelling and Analysis at the thinktank Energy Innovation
• Ray Long, President and Chief Executive of the American Council on Renewable Energy 

They discuss whether the phaseout of tax credits for wind, solar and storage will deter the development of renewable energy. The credits have created a whole industry to support investment in new renewables projects. What happens if those credits go away?

The group also dig into the crucial details of the proposals, including changes to the transferability of tax credits, and more stringent provisions on “foreign entities of concern” or FEOCs. Those rules could affect the majority of clean energy projects in the US. 

As of Tuesday 20th May, the game is not over. Some Republicans in the House and the Senate senators think the proposals don't fit with the administration’s bigger goals, and have been fighting to save at least some of the credits.

The gang set out the various options for how the negotiations over the bill could play out, and assess the potential damage.

And they ask the question: could clean energy in the US actually be better off without support from tax credits?

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It’s the most talked-about academic paper this year in the world of energy. Rethinking Load Growth, co-authored by Tyler Norris of Duke University has caused a stir in energy circles because it offers a new perspective on the hottest issue of the moment: how to provide power for new data centers and other large consumers. With new sources of electricity demand growing rapidly – from data centers for AI to battery factories to EV charging networks – grid planners are scrambling to understand how to integrate large new loads without breaking the system or budgets. 

That is the question for Rethinking Load Growth, and it delivers a startling insight: The US grid could absorb 98 gigawatts of new load, IF those loads can be sufficiently flexible. They would need to be curtailed for just 0.5% of the year, which is about 42 hours in total – not all in one go, but in blocks averaging a couple of hours at a time.

That kind of load flexibility could unlock faster, cheaper grid expansion, with big implications for investors, policymakers, and companies racing to develop new data centers and other facilities.

Tyler joins the show with host Ed Crooks and regular guest Amy Myers-Jaffe to discuss his research. They debate the questions:

• Why is his paper is causing so much interest in energy circles, and beyond
• What real-world adoption of flexible load looks like for data centers
• Whether virtual power plants (VPPs) are the missing piece
• And how governments and regulators could make or break this opportunity

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They called the film Avengers: Infinity War the most ambitious crossover event in history. We can’t quite make the same claim, but at Wood Mackenzie’s 2025 Solar and Energy Storage Summit, we did record a crossover episode. Ed Crooks, host of Energy Gang, is joined by Sylvia Leyva Martinez, Wood Mackenz’s principal analyst for solar power and host of Interchange Recharged, to discuss the future of energy, and of the electricity grid in particular.

They are joined by Rob Chapman, Senior Vice President of Energy Delivery and Customer Solutions at the non-profit research group EPRI, the Electric Power Research Institute, which aims to help power society toward a reliable, affordable, and resilient energy future. 

Rob talks about a key theme in his work: the importance of flexibility on the electricity grid. Increased reliance on solar and wind power has created challenges in keeping the grid balanced and the lights on. Surging demand for electricity for new data centres to train and run AI models is giving rise to a whole new set of issues. More flexible demand and supply on the grid is increasingly valuable. But where can it come from?

Data centres don’t usually offer a lot of flexibility in their operations. People want to use ChatGPT and watch Netflix even at night and when the wind is low. So what can the hyperscalers do to create flexibility? Are virtual power plants an effective option? And how can the energy industry improve collaboration to find solutions that promote the clean energy transition while keeping prices down?

You can find Energy Gang wherever you get your podcasts, and follow Interchange Recharged with Sylvia Leyva Martinez for deep dives into the innovations that are accelerating the energy transition.

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“With great uncertainty comes great opportunity”, says Abby Ross Hopper, president and CEO of the Solar Energy Industries Association, in this special episode of the Energy Gang, recorded live at Wood Mackenzie’s Solar & Energy Storage Summit.

Is she right? And what are those opportunities? To find out, host Ed Crooks welcomed Abby and Shyam Srinivasan, CEO and Co-Founder of Zitara Technologies, for a special discussion on the state of the solar and storage industries today.

Uncertainty is the buzzword of the moment: uncertainty over tariffs, over tax credits, over the evolution of AI, and over the economic outlook. The Trump administration’s new tariffs are disrupting supply chains and prompting companies to delay investment decisions. At such a volatile time, it’s easy to be caught out by a sudden change in policy.

Companies have different strategies for coping with all this uncertainty. Some have been stockpiling solar panels; a few have been stockpiling batteries. And all the while, there are some powerful global trends still driving the industry: overproduction in China that is still driving down costs, and the need for new electricity generation of all types to power data centers for AI.

Abby, Ed and Shyam debate the uncertain policies and forecasts that are making companies hesitant to invest, and find some pointers to help navigate through the storm. And they lift their eyes from the day-to-day chaos to consider what are the real opportunities for the longer term once the immediate crisis is over.

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These are hard times for investment in low-carbon energy. The lack of progress in international climate negotiations, threats to policy support, and an increased awareness of the challenges of decarbonization, have created some strong headwinds. Everyone agrees that more breakthroughs in innovative emissions-reducing technologies are essential for tackling climate change. So how can innovative energy companies raise the capital they need to scale?

Catalytic capital can provide long-term investment in clean energy and accelerate early-stage climate technologies. To find out how it can make a difference, host Ed Crooks welcomes back to the show Amy Duffuor. Amy is the co-founder and general partner at Azolla Ventures, a $300 million VC firm dedicated to having an impact on emissions. They do it through catalytic capital, which is still looking for a return, but can be more patient and flexible than conventional investment.

In challenging times for investment in decarbonization, cleantech startups need to be able to explain their broader significance for the energy system and the economy, as well as their impact on emissions. “For climate tech to succeed it's not just about the innovation itself, but about understanding the narrative that surrounds it," Amy says.

Also joining the show is Melissa Lott, partner general manager at Microsoft.* Together they look at the geopolitical tensions and US policy frameworks that are influencing investor confidence and support for innovation. And they ask the question: with the world clearly not on track to limit global warming to 1.5 degrees C, how can we get investment to flow into adaptation strategies to build long-term resilience. Can it be done? Listen to find out.

*Melissa’s opinions in this episode are her own and do not reflect the opinions of Microsoft.

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If President Trump’s tariff strategy succeeds in sparking a revival in US manufacturing, one consequence will be surging demand for power. We are already seeing electricity demand starting to pick up after 15 years of stagnation, driven by new data centers for AI and a wave of factory-building for semiconductors and batteries that is already under way. How can the electricity industry increase capacity to meet that growing demand and provide the power that the country needs?

That’s the question for this special episode of the Energy Gang, recorded live in front of an invited audience at the headquarters of the American Clean Power association in Washington DC. Host Ed Crooks talks to Chris Shelton, the Chief Product Officer at AES, Travis Kavulla, the Vice-President for Regulatory Affairs at NRG Energy, and MJ Shiao, the Vice President of Supply Chain and Manufacturing at American Clean Power.

They discuss whether electricity demand growth is really happening, which technologies are best placed to provide new supply, and who will end up paying for the investment needed to increase capacity. The Trump administration’s focus has been on “baseload” power, particularly new natural gas power plants. But there are reasons why they cannot be a complete solution. Renewable energy and battery storage also have important roles to play.

The group also assess the impacts of changing energy policies under a Republican administration and Congress. What will be the fate of tax credits for low-carbon energy under the Inflation Reduction Act? And will moves to expedite permitting and environmental approvals make it easier to build all kinds of new infrastructure, including power and energy facilities, in the US?

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The Chinese car company BYD, the world’s top-selling manufacturer of electric vehicles, is launching two models that can charge in five minutes; about the time it takes to fill a tank with gasoline. It’s news that looks like a landmark moment in the energy transition, the way that the release of the DeepSeek model was for AI. It’s another eye-opening breakthrough out of China that should have the US worried. Or is it?

To explain the significance of this latest leap forward in Chinese technology, Ed Crooks is joined by Amy Myers Jaffe, director of the Energy, Climate Justice, and Sustainability Lab at New York University, and Robbie Orvis, senior director for modelling and analysis at the think-tank Energy Innovation.

They debate the question: is the US being outpaced in the global race to innovate in clean energy technology? If the US has lost the automotive innovation race to China, what does that mean for US car companies? 

Robbie argues that the US auto industry needs solid policy support for domestic battery manufacturing to stay competitive. The Trump administration is relying heavily on tariffs: will that strategy be effective, or might it actually hinder progress in building a modern industrial base in the US?

Amy calls for a shift in how US policy approaches innovation in the EV sector, and energy generally. Can the recipe that created the spectacular success of Silicon Valley be recreated in the energy industry? 

The gang also discuss the problems at Tesla. In the face of challenges in China and Europe, how will the company respond?

Tune in for a lively discussion on these critical questions, and more. Join the conversation about the future of energy and innovation. 

Follow the show wherever you get your podcasts, and visit woodmac.com/podcasts for more information.

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Investors have gone sour on clean energy. In a troubled time for stock markets in general, where is the capital for energy flowing now?

Host Ed Crooks is joined by Shanu Mathew, Senior VP and Portfolio Manager at Lazard Asset Management, and Amy Myers Jaffe, Director of the Energy, Climate Justice, and Sustainability Lab at NYU. Shanu returns to the show to break down how institutional investors, under pressure to deliver returns, are shifting strategies on energy. Amy shares insights on cleantech venture capital trends, and the factors that support investment in low-carbon solutions. With support for renewables under threat, and cutting-edge technologies facing mounting challenges, is the transition to low-carbon energy slowing down or recalibrating?

Meanwhile, Big Oil companies are changing course on their decarbonisation strategies and approaches to addressing climate change. BP and Shell are pulling back from power and renewables and emphasising oil and gas investments instead, after pressure from investors. Are they adapting to market realities, or are they abandoning clean energy too soon? And what will their strategic shift mean for the rest of the industry and for the climate? Amy discusses the close ties between oil prices and capital flows into cleantech.

Finally, there’s no end to the debate around AI’s evolving role in energy infrastructure. Electricity demand growth remains a dominant trend. The hyperscale data centre users, such as major tech firms, have emerged as key players in power demand. But trust issues persist between them and energy providers. The sector has a history of overestimating demand growth, leading to overbuilding. Are we in danger of going through that cycle all over again?

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