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This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribeThe Inflation Reduction Act (IRA) established substantial tax credits for wind and solar power. Trump's One Big Beautiful Bill Act (OBBBA) eliminated those tax credits. How much damage did that do to the overall trajectory of clean energy in the post-Trump world? A new research commentary argues that the damage was less than many had feared and that the road forward for clean energy is less about restoring those credits than about easing the permitting and interconnection constraints inhibiting renewable energy. Today I talk with author Lily Bermel about the modeling her commentary is based on and the somewhat controversial conclusions she draws from it.Chapters:00:00 The IRA, the OBBBA, and the case for optimism03:25 OBBBA - Why Bermel ran the analysis05:50 The headline numbers: 74, 71, 6708:07 Decomposing clean: solar and batteries hold, wind takes the hit12:14 The lag analysis, and the 'glass half full' perspective15:27 2.8 gigatons, and losses you can't get back18:01 The third scenario, and Trump I versus Trump II21:49 What the model leaves out: manufacturing, LPO, loans23:07 Interior's permitting campaign against wind and solar27:22 The demand surge and behind-the-meter gas32:15 Nuclear restarts, geothermal, and clean firm35:31 Booms, busts, and the electrification wave42:22Transmission, interconnection, and the ceiling46:41 Tax credits versus permitting reform51:46 Durability, polarization, and preemptive surrender60:01 Can enough storage make renewables firm?66:48 Grid utilization versus building new grid70:52 Final reflections: 2021, and what Bermel would do with a trifecta
Say Something Nice about someone or something good going on in your life - Click the little mic on the iHeartRadio App and send us a talkback message - Podcast Sponsored By Our Friends at C. Harper Auto GroupSee omnystudio.com/listener for privacy information.
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William Blair macro analyst Richard de Chazal discusses how the Iran conflict, AI-driven investment themes from William Blair's 46th Growth Stock Conference, persistent inflation pressures, and Kevin Warsh's early approach as Fed chair are shaping the macro outlook for the second half of 2026.
Peter Greenberg, travel expert and host of Peter Greenberg Worldwide on WGN Radio, joins Lisa Dent from Long Island once again to discuss the potential of being fingerprinted in EU airports and what that means for the future of travel. Afterwards, he addresses how people can avoid illness while on a cruise ships.
Five years after Seattle's JumpStart tax went into effect, the verdict is in — and it's brutal. A new Downtown Seattle Association report confirms the city has shed approximately 30,000 downtown jobs while the taxable value of its commercial office buildings has collapsed by 48%. This isn't a pandemic hangover or a national trend. Bellevue, twelve miles away across a couple of bridges, has no JumpStart tax and is thriving — adding jobs, filling offices, and watching its property values climb.The math was never complicated. When you pile a targeted payroll tax on your largest employers — Starbucks, Amazon, and the top ten firms that account for roughly 70% of JumpStart revenue — you hand them a reason to leave. And leave they did, right across Lake Washington to a city that doesn't punish growth. Seattle threw away the tax base; Bellevue picked it up.Mayor Katie Wilson's response to the report? Blame Trump. Blame federal housing cuts. Blame interest rates. Four decades of Democratic supermajority control of Washington state apparently enters the conversation nowhere. Sean walks through the full picture: the JumpStart mechanics, Seattle's spending addiction, the insolvency creep building underneath, and why San Francisco, Portland, and Chicago are running the exact same playbook toward the exact same cliff.Subscribe to @reasonablenews for daily coverage of the stories the Seattle press won't touch — and hit the notification bell so you don't miss an episode.#Seattle #GovernmentWaste #KingCountyGO PREMIUM WITH REASONABLE+ FOR UNCENSORED ACCESS
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John welcomes former Reuters head of West Coast news and global technology coverage Jonathan Weber to discuss his new book “City on the Edge: Technology, Politics, and the Fight for the Soul of San Francisco”—along with last week's California primary, the rivalry between (and presidential ambitions of) Kamala Harris and Gavin Newsom, and the rise of San Francisco's popular new mayor, Daniel Lurie. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Gaius and Germanicus critique the SpaceX IPO, labeling it a grand "grift" comparable to the speculative railroad booms of the 1870s. They warn of a stupendous transfer of wealth from ordinary people to the elite, fueled by asset bubbles in AI and space energy, while national wealth inequality reaches levels reminiscent of pre-revolutionary France. (3)1922 NERO