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Tell us what you think of the show! The U.S. Department of Energy is moving forward with releasing billions of dollars in rebate funding to states earmarked by the Inflation Reduction Act (IRA) for two home energy programs: Home Efficiency Rebates (HER/HOMES), which enables whole-home retrofits that cut overall energy use by at least 15%, and Home Electrification and Appliance Rebates (HEAR), providing point-of-sale coupons for high-efficiency electric appliances like heat pumps and electric stoves for low- and moderate-income households.On this episode of the Factor This podcast, host Paul Gerke is joined by Advanced Energy United policy principal Kate Shonk, who explains why the funding was stalled, where it's headed, and how it can really help people at a time when electricity prices are climbing almost everywhere, and affordability is on the menu for dinner table discussion. She dives into examples from a few of the roughly dozen states that are rolling out unique programs to take advantage of the efficiency rebates and shares what's working. Rebecca Puck Stair, a director for the State of New Mexico's Energy, Minerals, and Natural Resources Department, also joins the show and explores the real, tangible, human impact programs like HER and HEAR can have on communities in need. She details her state's efforts to optimize and consolidate programs to maximize the use of federal dollars and reveals a bit of the behind-the-scenes bureaucracy involved in translating policies from paper to practice.Want to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com
In Episode 136 of DC EKG, Joe Grogan hosts Tom Barker, a top drug-pricing attorney at Foley Hoag and former acting general counsel of Health and Human Services (HHS) under the Bush administration. Tom helped implement Medicare Part D and now advises drugmakers and policymakers on complex pricing issues. The episode traces 20 years of policy: what went right with Part D, what the Inflation Reduction Act (IRA) did, and what effective policy should look like.Tom explains that Part D's success rested on three pillars: private plans only, limited government control over benefit design, and a non-interference clause barring the government from intervening in negotiations among plans, pharmacies, and manufacturers. Competition worked and premiums stayed low, until the government asserted more control and weakened those pillars. The IRA, he argues, was a 16-year Democratic effort to repeal non-interference, creating price controls disguised as negotiations.The Trump administration has taken a different tack, focusing not on the IRA but on MFN and Globe Guard models pegged to other developed countries. Tom also breaks down the 340B program, now the country's second-largest expenditure program, and the fight between manufacturers and covered entities over contract pharmacies.His prescription is simple: let competition work. Speed FDA approval of generics and biosimilars, and trust the marketplace over price controls. He points to hepatitis C, where prices fell sharply once competition entered.In This ConversationThe three pillars that made Part D successful for 20 yearsHow non-interference kept government from setting drug pricesThe IRA as a 16-year Democratic push to repeal non-interferenceWhy Tom calls the IRA price controls disguised as negotiationsThe Trump administration's focus on MFN and Globe Guard pricing340B and the battle between manufacturers and covered entitiesThe Chevron repeal's impact on drug pricing lawHRSA's proposed rebate model and ongoing 340B litigationWhy effective policy means competition, not controlsTom's work helping North Korean defectors and refugeesKey Timestamps1:51 Tom's background at HHS and CMS2:30 The three pillars of Part D's success5:10 Why Democrats wanted to repeal non-interference5:55 Ted Kennedy's compromise and bipartisan votes11:38 The IRA as a 16-year repeal attempt12:03 What the IRA changed in Part D15:02 IRA negotiations vs. real negotiations16:25 How the excise tax makes it no real negotiation21:32 Trump's focus on MFN and Globe Guard25:37 340B's history back to 199128:45 340B as the second-biggest expenditure program29:30 Manufacturer vs. covered-entity acrimony33:18 The Chevron repeal's impact on pricing34:54 HRSA's rebate model, the next step on 340B35:40 The lawsuit over "patient" in 340B38:18 Tom's advice: let competition work39:30 Hepatitis C: competition drives prices down40:34 Competition for gene therapies and CRISPR41:36 Tom's work for North Korean defectors44:49 Sponsoring Free North Korea RadioMedicare Part D, drug pricing policy, Inflation Reduction Act, non-interference clause, 340B program, MFN pricing, Globe Guard pricing, pharmacy benefit managers, covered entities, contract pharmacies, biosimilars, generics, federal drug pricing, government price controls, Tom BarkerAbout the GuestTom Barker is a partner at Foley Hoag in Washington, DC, and one of the country's top drug pricing attorneys. He served as acting general counsel of HHS and chief legal officer at CMS under the Bush administration, where he helped implement Part D from its inception. He is now a go-to expert on drug pricing, and helps North Korean defectors navigate US immigration law.Podcast: DC EKG with Joe Grogan Episode: 136 Guest: Tom Barker Sponsor: Survivors for Solutions - https://survivorsforsolutions.org Executive Producer: John "CZ" Czwartacki, DC EKG Podcast Producer: Stay on Course Studios - https://www.stayoncourse.studio
In this Daily Editorial from the KE Report, we welcome Howard Klein and Matt Fernley, partners at RK Equity, for an in-depth conversation about the rapidly shifting landscape of critical minerals. The discussion focuses on the strategic importance of various minerals, the influence of international policy, specifically from the U.S. and China, and the importance of technical processing in the valuation of equity. Key Discussion Points: The Evolution of RK Equity: An overview of the firm's 24-year history, starting with traditional commodities like gold and copper before becoming early leaders in the lithium and battery material sectors. Emerging Critical Minerals: Insights into why the market is expanding beyond lithium to include essential high-tech and defense metals such as antimony, rare earths, and high-purity phosphate. The High-Tech Supercycle: Exploration of how underinvestment in minor metals, combined with the rising demands of AI, data centers, and grid infrastructure, is fueling a potential long-term secular trend. Geopolitics and Policy Shifts: Analysis of how U.S. legislative actions like the Inflation Reduction Act (IRA) and shifting relations with China are fundamentally altering global mineral supply chains. Investment Strategy and Risk: Expert advice on evaluating mining stocks at various stages of development, with a focus on management quality, resource grade, and the complexities of mineral processing. Click the following links to keep up to speed with Howard and Matt: RK Equity website - https://rkequity.com/ Rock Stock YouTube channel - https://www.youtube.com/watch?v=UchoS9EZvak Howard Klein on X @LithiumIonBull - https://x.com/LithiumIonBull Matt Fernley on X @matt_fernley - https://x.com/matt_fernley -------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
In this episode of Trending Health, we explore how the Inflation Reduction Act (IRA) is reshaping strategy across the life sciences industry.Mindy McGrath is joined by Inizio Ignite colleagues, Scott Briggs and Ethan Johnson, to discuss how manufacturers are responding to Medicare price negotiation, Part D redesign, and increasing pressures on pricing and access.The conversation highlights what has surprised leaders so far, how payer dynamics are evolving, and how companies are rethinking portfolio and lifecycle decisions in a more constrained market.As future negotiation rounds approach, the episode offers a clear view into where organizations are focusing—and what they should be preparing for next.Panel –Mindy McGrath, Scott Briggs, Ethan JohnsonRecording & Editing – Rachel SkoneckiFor additional discussion, please contact us at TrendingHealth.com.
Foreign Entity of Concern, or FEOC, rules and energy tax credits are reshaping how companies evaluate eligibility and structure investments across the energy sector. In this episode, we explore how the foreign entity of concern framework—introduced under the One Big Beautiful Bill Act—applies at both the taxpayer and project level across the energy sector. We cover recent IRS and Treasury guidance and highlight practical challenges related to supply chain tracing, compliance, and financing. Looking for the latest developments in sustainability reporting? Follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop for the latest thought leadership on sustainability standards.About our guest Jennifer Bernardini is a managing director in our Specialized Tax Services Washington National Tax Services Federal Tax Services practice with a primary focus on energy resilience and sustainability taxation matters. Jennifer has over 20 years of experience in energy tax law and policy. Prior to joining PwC, Jennifer served for over 20 years in the US Treasury Department. Jennifer's practice focuses on tax issues related to renewable energy, regulated utilities, natural resources, and manufacturing. In recent years, Jennifer was heavily involved in the drafting of Inflation Reduction Act (IRA) credit guidance and provided technical assistance to the drafters of the One Big Beautiful Bill Act (OB3). About our guest host Diana Stoltzfus is a sustainability partner in the Professional Practice Group within the National Office. Diana helps to shape our firm's perspective on regulatory matters, responses to rulemakings, and policy development and implementation related to significant new rules and regulations. Diana was previously the Deputy Chief Accountant in the Office of the Chief Accountant (OCA) of the Professional Practice Group in the OCA at the SEC. She focused on providing guidance related to auditing, independence, and internal controls. Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com.Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.
We love to hear from our listeners. Send us a message. On this week's episode of the Business of Biotech, we speak with Dr. Sarfaraz Niazi, Ph.D., about how biosimilar regulations have taken shape, from early FDA uncertainty to citizen petitions, lawsuits, and guideline changes. Dr. Niazi offers a behind the scene look at the way FDA policy gets made, and unmade, and his own role in key regulatory changes, and legislation such as the Biologics Price Competition and Innovations Act (BPCIA), and the Inflation Reduction Act (IRA). We also discuss Dr. Niazi's current company, RNA Therapeutics, and his quest to make new drug modalities accessible to patients around the world. This episode of the Business of Biotech is brought to you by Cytiva. Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com. Subscribe to our monthly Business of Biotech newsletter. Get in touch with guest and topic suggestions: ben.comer@lifescienceleader.comFind Ben Comer on LinkedIn: https://www.linkedin.com/in/bencomer/
On this episode Kirollos Hanna, PharmD, Director of Pharmacy at Minnesota Oncology, discusses the rapidly shifting treatment landscape for chronic lymphocytic leukemia (CLL). The discussion covers the transition toward oral fixed-duration frontline regimens, the latest 2026 NCCN guidelines, and the emerging role of MRD testing. They also explore the clinical and economic implications of these therapies, including how the Inflation Reduction Act (IRA) is reshaping Medicare formulary strategies and patient access. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/
In this episode of Framework Focus, Dr. Dae Lee breaks down the regulatory and reimbursement shifts reshaping long-term care (LTC) pharmacy. With the Inflation Reduction Act (IRA) moving from policy theory to operational reality, Medicare's Maximum Fair Price (MFP) program, Part D redesign, and inflation rebate enforcement are now active forces that LTC operators must navigate. This conversation moves beyond headlines and into real-world implications: cash flow risk, administrative burden, contracting exposure, and strategic readiness for closed-door and combo LTC pharmacies. Key Discussion Points Medicare Drug Price Negotiation Is Now Operational The IRA authorizes Medicare to negotiate prices for certain high-spend Part D drugs, with the first 10 Maximum Fair Prices (MFPs) effective January 1, 2026. This marks a structural shift in federal drug pricing and directly impacts LTC dispensing economics. Maximum Fair Price and LTC Reimbursement Compression MFP caps reimbursement on selected drugs, creating potential margin compression if acquisition costs and payment timing are misaligned. For LTC pharmacies operating on tight spreads and high-volume chronic utilization, even small deltas can materially affect profitability. Medicare Transaction Facilitator (MTF) and Payment Timing Risk The MTF system introduces new payment mechanics between manufacturers, plans, and pharmacies. LTC pharmacies must understand how effectuation and reconciliation work, particularly if payment timing differs from traditional Part D adjudication flows. Cash flow modeling becomes essential. Administrative Complexity and Claims Reconciliation Identifying which NDCs are subject to MFP, managing claim reversals, handling price disputes, and monitoring plan-level compliance will increase administrative workload. LTC pharmacies will need structured internal workflows to prevent reimbursement leakage. Dispensing Fees and the LTC Service Intensity Problem Unlike retail, LTC pharmacy includes compliance packaging, emergency kits, cycle fills, consultant pharmacist oversight, and regulatory documentation. Current IRA implementation does not automatically adjust dispensing or supply fees to reflect this complexity, raising sustainability concerns. Congressional Efforts to Stabilize LTC Pharmacy Legislative proposals such as the Preserving Patient Access to LTC Pharmacies Act aim to create supply fee protections tied to MFP drugs. The episode explores whether policy corrections are likely — and how quickly DC can realistically respond. Expansion of Negotiated Drug Lists The initial 10 negotiated drugs are only the beginning. Additional rounds of negotiation are underway, expanding exposure across more therapeutic classes. LTC pharmacies must treat MFP as a growing structural feature — not a limited pilot. Part D Redesign and the $2,100 Out-of-Pocket Cap Beginning in 2026, the redesigned Part D benefit changes liability distribution among plans, manufacturers, and CMS. The new out-of-pocket cap alters plan incentives and may lead to tighter utilization management, formulary shifts, and network recalibration — all of which LTC pharmacies must monitor closely. Inflation Rebates and Market Distortion The IRA's inflation rebate provisions penalize manufacturers for price increases above inflation benchmarks. While not directly adjudicated at the pharmacy counter, these provisions influence manufacturer pricing strategy, launch pricing behavior, and downstream PBM negotiations — indirectly affecting LTC acquisition costs. Strategic Readiness as a Competitive Advantage The episode concludes with practical recommendations: • Conduct an MFP exposure audit across top-dispensed NDCs • Reassess PBM contracts and network participation clauses • Model cash flow under delayed reimbursement scenarios • Educate facility partners on regulatory changes • Build internal compliance tracking specific to negotiated drugs Why This Matters Now For LTC pharmacies, this is not simply a policy conversation — it is a structural shift in reimbursement architecture. As federal oversight expands and pricing authority evolves, operational precision and legal literacy will define which organizations adapt successfully. About our guest: Dr. Dae Lee, Pharm.D, Esq., CPBS Shareholder - Buchanan Ingersoll & Rooney PC Email: dae.lee@bipc.com Dae Y. Lee is a pharmacist-attorney and Certified Pharmacy Benefits Specialist™ (CPBS™) who represents pharmacies, healthcare stakeholders, and plan sponsors in high-stakes disputes and regulatory matters involving Pharmacy Benefit Managers (PBMs) and government payors. Drawing on his dual training as a pharmacist and attorney, Dae focuses his practice on defending clients in audits, investigations, enforcement actions and complex reimbursement and compliance matters. Dae routinely represents pharmacies nationwide in PBM and payor audits, including Fraud, Waste and Abuse (FWA) investigations, extrapolation disputes, overpayment recoupments, credentialing denials, network suspensions and terminations. He advises pharmacies on compliance with applicable state pharmacy fair audit laws, PBM provider manuals, and reimbursement standards, with the goal of minimizing financial exposure while preserving network participation and business continuity.
In this episode of Treating Together, host Pallav Mehta, MD, medical oncologist and director of Integrative Oncology at Cooper University Health Care and medical director of Reimagine Care, is joined by Debra Patt, MD, PhD, MBA, oncologist and executive vice president at Texas Oncology. Patt also serves as the president of the Community Oncology Alliance (COA). Their discussion focuses on the rapid transformation of community oncology and the growing pressures shaping its future. Themes and Key Discussion PointsThe episode focuses on the central role of community oncology in preserving local, quality care. Highlights include: The Evolution of Community Oncology: Drs Mehta and Patt explore how community oncology has changed over the past 2 decades from largely independent practices to consolidated health systems and clinically integrated networks. Financial forces, including the 340B program and broader reimbursement reform, have significantly influenced consolidation trends. Policy as a Driving Force: Dr Patt explores how legislation such as the Inflation Reduction Act (IRA) and evolving Centers for Medicare & Medicaid Services (CMS) reimbursement models may impact drug payment, cash flow, and practice viability. The Explosion of Targeted and Advanced Therapies: Oncology has entered an era of unprecedented therapeutic expansion. With this progress comes more complexity: longer treatment durations, higher toxicity management demands, and logistical hurdles of administration. Digital Transformation and AI Integration: With the accelerating role of digital tools and artificial intelligence (AI) in practice, practices face both opportunity and implementation challenges. Workforce and Rural Access Challenges: The conversation addresses mounting physician and nursing shortages, burnout, and the sustainability of rural cancer care, requiring a reimagining of policy, workflow efficiency, and staffing models. Find a full transcript of the podcast: https://www.targetedonc.com/view/community-oncology-at-a-crossroads-navigating-policy-progress-and-practice
Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a series of significant events shaping the landscape of drug development, regulatory scrutiny, and industry advancement. As we navigate this complex terrain, we'll explore how these changes impact both companies and patients.In recent news, Moderna has encountered a substantial hurdle as the FDA declined to review its flu vaccine candidate, mRNA-1010. This decision marks a notable shift from the expedited processes witnessed during the COVID-19 pandemic, reflecting a more cautious regulatory approach under current administrative leadership. Analysts suggest this could indicate broader regulatory changes that might affect future vaccine approvals. Moderna's situation is emblematic of the challenges companies face in maintaining momentum post-pandemic, especially as their research and development spending saw a significant decrease of 31% last year due to completed respiratory trials. This reduction highlights a strategic pivot as the company reassesses its priorities amidst an evolving market landscape.Vertex Pharmaceuticals is making headlines with its ambitious revenue goals outside its established cystic fibrosis franchise. By 2026, Vertex aims to generate $500 million from non-CF medications, with recent launches like Casgevy and Journavx already showing promise by collectively bringing in $175.6 million last year. This diversification strategy is critical for mitigating risks associated with dependence on a single therapeutic area and reflects a broader industry trend towards strategic realignment. Additionally, Vertex remains under close observation within kidney disease portfolios, particularly with Povetacicept—an IgA nephropathy treatment—and the success of Journavx impacting market positions by offering chronic kidney disease patients new therapeutic options.PTC Therapeutics has faced setbacks with its FDA application withdrawal for Translarna, intended for treating nonsense mutation Duchenne muscular dystrophy. The decision came after receiving adverse feedback from the FDA, highlighting the complexities involved in gaining approval for therapies targeting intricate genetic conditions. Such hurdles underscore the high-risk nature of biotech ventures that are heavily reliant on regulatory timelines.Novartis is pushing forward with plans to seek full FDA approval for Vanrafia, its IgA nephropathy drug, despite not meeting primary kidney function goals in Phase 3 trials. This move aligns with a growing trend where companies pursue approval based on secondary endpoints or other supportive data when primary outcomes fall short. Such strategies underscore the competitive and high-stakes environment surrounding drug approval pathways.Novo Nordisk is expanding its production capabilities in Ireland to meet increasing demand for Wegovy, their obesity drug that's seen impressive sales in the U.S. This investment underscores the global potential for obesity treatments and highlights how manufacturing expansions are pivotal to supporting international market entry.In Europe, Amgen has secured approval for Uplizna in treating myasthenia gravis, adding another option to an already crowded treatment landscape but offering patients additional therapeutic choices. Meanwhile, AbbVie has launched a legal challenge against Botox's inclusion in drug pricing negotiations under the Inflation Reduction Act (IRA), arguing it should be excluded due to its plasma-derived nature.Ultragenyx has announced a 10% workforce reduction amid halted gene therapy plans and unsuccessful late-stage trials in brittle bone disease. These adjustments often reflect broader strategic shifts within biopharma companies as they realign focus and resources. Ultragenyx's operational challenges highlight the volatile nature of biotech ventureSupport the show
In this episode of the Vital Health Podcast, host Duane Schulthess speaks with Tim Scott, President & CEO of Biocom California, a biopharma executive with more than two decades of experience, including spinning out companies from UC San Diego and leading firms acquired by BioMarin and Novartis, to discuss how California’s life sciences ecosystem became a global innovation engine, why the state’s research and venture networks matter, and how policy headwinds such as the Inflation Reduction Act (IRA) and Most Favored Nation (MFN) reference pricing reshape investment, rare disease development, and competition with Europe and China. Key Topics: Biocom Origins: Municipal policy roots, industry advocacy, ecosystem evolution across California. Innovation Network: University and research density, regional clusters, talent, and collaboration effects. Capital Pathway: NIH and NSF support, SBIR and STTR bridges, venture appetite, and liquidity. MFN and IRA: Pill penalty incentives, orphan exemption stakes, Medicare exposure, and VC pullback. Next-Gen Development: AI-enabled discovery, faster trial enrollment, digital twins, and regulator openness. Opinions expressed are those of the speakers.See omnystudio.com/listener for privacy information.
Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into a series of significant announcements and strategic initiatives that are shaping the landscape of drug development and patient care.Starting with a notable investment move, Eli Lilly has announced a $3.5 billion manufacturing facility in Pennsylvania, marking a significant milestone in their "Lilly in America" initiative. This facility is set to focus on injectables and devices, reinforcing Lilly's dedication to expanding its manufacturing capabilities within the United States. These types of investments are increasingly crucial as they aim to enhance supply chain resilience and support the production of complex biologics and innovative therapies—a step that could prove pivotal in maintaining a competitive edge in the global pharmaceutical market.Meanwhile, Regeneron's Eylea franchise is encountering challenges with declining sales, even with the introduction of Eylea HD. This situation highlights the difficulties companies face in maintaining market share amidst fierce competition and evolving treatment paradigms in ophthalmology. It underscores the importance of continuous innovation and effective lifecycle management strategies to sustain product competitiveness in a rapidly changing industry environment.Takeda is also navigating turbulent waters with its ADHD medication Vyvanse facing generic competition. Despite this, Takeda maintains an optimistic outlook for future growth by narrowing the revenue gap between declining Vyvanse sales and contributions from new products. This transition is reflective of a broader industry trend where companies pivot towards novel therapeutics to offset revenue losses from patent expirations, exemplifying strategic adaptation in response to market dynamics.AstraZeneca's ambitious $18.5 billion obesity deal with China's CSPC exemplifies the growing focus on metabolic disorders driven by rising global obesity rates. This partnership not only reinforces AstraZeneca's expansion strategy into China but also highlights the increasing importance of addressing obesity—a major public health challenge with significant healthcare cost implications. The deal marks a strategic push to leverage advanced therapeutic approaches, particularly targeting GLP-1 and GIP receptors with long-acting dual agonists. Additionally, AstraZeneca's further $15 billion pledge for investments in Chinese cell therapies and radiopharmaceuticals is expected to enhance its capabilities in personalized medicine and expand its global presence across key therapeutic areas—a reflection of a broader industry trend towards asset-centric deals prioritizing targeted acquisitions over traditional mergers.Novo Nordisk's ongoing legal challenge against drug pricing provisions in the Inflation Reduction Act (IRA) is gaining momentum, with support from the U.S. Chamber of Commerce urging the Supreme Court to review the case. This legal battle underscores ongoing tensions between pharmaceutical companies and regulatory frameworks aimed at controlling drug prices, reflecting broader debates on healthcare affordability and access—a critical issue that continues to shape policy discussions across the industry.Across the Atlantic, CDMO Vetter's €480 million investment in a new plant in Germany signals robust growth in contract development and manufacturing services. This expansion aligns with increasing demand for outsourcing solutions in biopharmaceutical production, driven by complex manufacturing processes and capacity constraints faced by many biotech firms. Such investments are pivotal as they aim to enhance production capabilities and meet growing demands for innovative biologics.Quince Therapeutics recently experienced a setback with its steroid delivery technology for ataxia-telangiectasia, illustrating the Support the show
For Episode 96 of Astonishing Healthcare, Jason Barretto, our SVP of Government Programs, returns to the show for a discussion about what's happening on the health plan side of the business. As a company, we spend a lot of time talking about and showing how modern technology streamlines benefit administration workflows and overall operating efficiency, solves longstanding problems, and helps clients stay nimble to meet the intent of new regulations. Well, Jason's experience managing PBM relationships at health plans helps him - and our team - add real value when working with our clients. And, thankfully, he loves to talk about it!During this episode, we discuss:Intensifying demand for transparency (beyond just price transparency)The Inflation Reduction Act (IRA) and the implementation of Maximum Fair Prices (MFP)Slow adoption of the Medicare Prescription Payment Plan (MPPP) and how CMS is removing barriersA streamlined approach to managing Dual Special Needs Programs (D-SNPs), something Jason "wanted to solve" when he started hereA really interesting observation about the popularity of GLP-1sCMS changing its audit approach and the importance of audit readiness in 2026Related ContentHow Our Favorite New Judi® Features Aid Government ProgramsJudi Health Policy Pulse: 2025 Regulatory Roundup, the Push for PBM ReformJudi® is a Tech-Enabler – A Case StudyAH058 - Building Judi®, the Healthcare Infrastructure of the Future, with Liya LomsadzePartnership & Collaboration: Why PBMs and Health Plans Should Sync on Regulatory Change ManagementFor more information about Capital Rx and this episode, please visit Judi Health - Insights.
In this special 2025 U.S. Policy Highlights edition of the Vital Health Podcast, we look back at our most important discussions on the Inflation Reduction Act (IRA) and its ripple effects across drug development, Medicare, and patient access. Over the past year, the biopharma industry and the broader healthcare system have undergone a period of rapid change as new rules surrounding drug pricing reshape how therapies are developed, financed, and delivered. In a landscape where policies are still being interpreted and adjusted, and where the long-term impact on innovation and access is far from certain, this episode serves as a year-end guide to what has changed and how to think about the road ahead. Throughout 2025, we paired our research with a series of podcast episodes where host Duane Schulthess sat down with industry leaders. In this highlights episode, we revisit several of those conversations: Donna Cryer: Advocacy, Drug Incentives & Research Crisis Barbara McAneny, Rafael Fonseca, and Steve Potts: Protecting Patients Amid the IRA Kirsten Axelsen: Part D Shift, IRA Penalties, and Access Risks Key Topics: Pill Penalty: How the shorter negotiation window for small molecule medicines relative to biologics is changing the calculus for pursuing oral therapies in areas such as cardiovascular disease, neurodegeneration, and other chronic conditions. Part D Redesign: Why moving more liability to plans is driving new premium and coverage tradeoffs, influencing which products stay on formularies, and raising questions about access in rural and underserved areas. Early Stage Investment: What our data suggest about the pullback in trial starts and funding for projects most exposed to IRA mechanics, and how that is influencing company formation, licensing strategies, and pipeline mix. PBMs, Vertical Integration, & Biosimilars: How consolidated intermediaries and payer-owned biosimilar strategies interact with IRA price setting, rebate flows, and the outlook for generic and biosimilar competition. Patient Advocacy & Real World Impact: What older adults, cancer patients, and rare disease communities are already experiencing as coverage rules change, cost-sharing is redesigned, and uncertainty grows around long-term treatment availability. Policy Paths Forward: Ideas from our guests for adjusting timelines, refining negotiation rules, and protecting incentives for follow-on and orphan indications while still improving affordability for patients. Opinions expressed are those of the speakers.See omnystudio.com/listener for privacy information.
340B Insight wants to make our podcast the best it can be. To help us succeed, we'd like to hear your thoughts. Please take just a few minutes to complete our listener survey, and we will enter you in a drawing to win a $100 gift card! To participate, please go to 340bpodcast.org/survey.With monumental movement on 340B rebates, changes in Medicare and Medicaid payments, and evolving audit priorities, 2025 has been a transformative year in the world of 340B. We sit down with 340B Health Senior Manager of Policy and Compliance Rebecca Swartz to chronicle some of the biggest developments of such an eventful year and forecast what to expect in 2026.Rebates Take ShapeSwartz says 2025 will go down as the year that a rebate model shifted from a hypothetical approach pushed by drugmakers into a fully developed model with implementation criteria. The Health Resources & Services Administration (HRSA) approved plans for 340B rebate models set to take effect in January for nine of 10 drugs subject to the 2026 Medicare maximum fair prices. Rebates for the remaining drug on that list will kick in April 1. Swartz discusses how hospitals should prepare for this pilot program, which is set to upend decades of established 340B operations and impose intense financial and logistical burdens on safety-net hospitals nationwide.Medicaid, IRA Changes Set To Impact 340B HospitalsThis year also saw massive changes to Medicaid funding as well as Medicare pay changes under the implementation of the Inflation Reduction Act (IRA). Swartz says these developments are projected to shrink safety-net hospital margins even further. Renewed congressional focus is putting 340B in a high-profile spot, with potentially significant implications for the program and hospitals in the coming months.2026 Tips for HospitalsSwartz says she's identified two areas as more of a focus for HRSA audits this year: expanded scrutiny of offsite and on-site trial balances and the ways covered entities list shipping addresses. To prepare for possible shakeups in 2026, she recommends that covered entities begin and maintain cross-functional planning across departments and closely monitor denials, delays, and other costs from new rebate programs in addition to monitoring wholesale acquisition cost (WAC) changes and contract pharmacy developments.Resources340B Health Year-in-Review Webinar: 2025 Highlights and What's on the Horizon
In this special 2025 U.S. Policy Highlights edition of the Vital Health Podcast, we look back at our most important discussions on the Inflation Reduction Act (IRA) and its ripple effects across drug development, Medicare, and patient access. Over the past year, the biopharma industry and the broader healthcare system have undergone a period of rapid change as new rules surrounding drug pricing reshape how therapies are developed, financed, and delivered. In a landscape where policies are still being interpreted and adjusted, and where the long-term impact on innovation and access is far from certain, this episode serves as a year-end guide to what has changed and how to think about the road ahead. Throughout 2025, we paired our research with a series of podcast episodes where host Duane Schulthess sat down with industry leaders. In this highlights episode, we revisit several of those conversations: Douglas Holtz-Eakin: “Indications are going to be deeply affected by the IRA” Steve Usdin: Tariffs, Price Controls, & Inflation Reduction Act (IRA) VT’s Grumpies Talk IRA with Virginia Acha Key Topics: Pill Penalty: How the shorter negotiation window for small molecule medicines relative to biologics is changing the calculus for pursuing oral therapies in areas such as cardiovascular disease, neurodegeneration, and other chronic conditions. Part D Redesign: Why moving more liability to plans is driving new premium and coverage tradeoffs, influencing which products stay on formularies, and raising questions about access in rural and underserved areas. Early Stage Investment: What our data suggest about the pullback in trial starts and funding for projects most exposed to IRA mechanics, and how that is influencing company formation, licensing strategies, and pipeline mix. PBMs, Vertical Integration, & Biosimilars: How consolidated intermediaries and payer-owned biosimilar strategies interact with IRA price setting, rebate flows, and the outlook for generic and biosimilar competition. Patient Advocacy & Real World Impact: What older adults, cancer patients, and rare disease communities are already experiencing as coverage rules change, cost-sharing is redesigned, and uncertainty grows around long-term treatment availability. Policy Paths Forward: Ideas from our guests for adjusting timelines, refining negotiation rules, and protecting incentives for follow-on and orphan indications while still improving affordability for patients. Opinions expressed are those of the speakers.See omnystudio.com/listener for privacy information.
Philipp Staab zur Systemkrise und den Legitimitätsproblemen im grünen Kapitalismus. Shownotes Philipp an der Humboldt-Universität zu Berlin: https://www.sowi.hu-berlin.de/de/lehrbereiche/zukunftarbeit/mitarbeiter_innen/pstaab Philipp am Einstein Center Digital Future: https://www.digital-future.berlin/ueber-uns/professorinnen/prof-dr-philipp-staab/ Philipps persönliche Website: https://philippstaab.de/ Staab, P. (2025). Systemkrise. Legitimationsprobleme im grünen Kapitalismus. Suhrkamp. https://www.suhrkamp.de/buch/philipp-staab-systemkrise-t-9783518128237 Staab, P. (2022). Anpassung. Leitmotiv der nächsten Gesellschaft. Suhrkamp. https://www.suhrkamp.de/buch/philipp-staab-anpassung-t-9783518127797 Staab, P. (2019). Digitaler Kapitalismus. Markt und Herrschaft in der Ökonomie der Unknappheit. Suhrkamp https://www.suhrkamp.de/buch/philipp-staab-digitaler-kapitalismus-t-9783518075159 zur Kritischen Theorie: https://de.wikipedia.org/wiki/Kritische_Theorie Hawel, M., & Blanke, M. (Hrsg.). (2012). Kritische Theorie der Krise. Karl Dietz Verlag Berlin. https://www.rosalux.de/fileadmin/rls_uploads/pdfs/Publ-Texte/Texte_72.pdf zu Claus Offe: https://de.wikipedia.org/wiki/Claus_Offe Offe, C. (2006). Strukturprobleme des kapitalistischen Staates. Aufsätze zur Politischen Soziologie. Campus Verlag. https://www.campus.de/buecher-campus-verlag/wissenschaft/soziologie/strukturprobleme_des_kapitalistischen_staates-2412.html zu Jürgen Habermas: https://de.wikipedia.org/wiki/J%C3%BCrgen_Habermas Habermas, J. (1973). Legitimationsprobleme im Spätkapitalismus. Suhrkamp. https://www.suhrkamp.de/buch/juergen-habermas-legitimationsprobleme-im-spaetkapitalismus-t-9783518106235 Hoffman, O. (2025). Polykrise. Anatomie eines globalen Zusammenbruchs. Warum alle Krisen zusammenhängen - und was das für unsere Zukunft bedeutet. Königshausen & Neumann. https://verlag.koenigshausen-neumann.de/product/9783826093883-polykrise/ zur Great Depression: https://de.wikipedia.org/wiki/Great_Depression zur Westdeutschen Studentenbewegung der 1960er Jahre: https://de.wikipedia.org/wiki/Westdeutsche_Studentenbewegung_der_1960er_Jahre zu den K-Gruppen: https://de.wikipedia.org/wiki/K-Gruppe zu den Bauernprotesten am Brandenburger Tor: https://www.deutschlandfunk.de/tausende-landwirte-demonstrieren-vor-dem-brandenburger-tor-100.html zu den Protesten gegen das Heizungsgesetz: https://www.deutschlandfunk.de/tausende-menschen-demonstrieren-gegen-geplantes-heizungsgesetz-102.html zum Inflation Reduction Act (IRA): https://de.wikipedia.org/wiki/Inflation_Reduction_Act zu Ulrich Beck: https://de.wikipedia.org/wiki/Ulrich_Beck Beck, U. (1986). Risikogesellschaft. Auf dem Weg in eine andere Moderne. Suhrkamp. https://www.suhrkamp.de/buch/ulrich-beck-risikogesellschaft-t-9783518113653 Huber, M. T. (2022). Climate Change as Class War. Building Socialism on a Warming Planet. Verso. https://www.versobooks.com/products/775-climate-change-as-class-war Thompson, E. P. (1987). Die Entstehung der englischen Arbeiterklasse. Suhrkamp. https://www.suhrkamp.de/buch/edward-p-thompson-die-entstehung-der-englischen-arbeiterklasse-t-9783518111703 zur Flut im Ahrtal 2021 und den politischen Reaktionen darauf: https://www.bpb.de/kurz-knapp/hintergrund-aktuell/522893/nach-der-flut-an-der-ahr-2021/ zu Ingolfur Blühdorn: https://de.wikipedia.org/wiki/Ingolfur_Bl%C3%BChdorn Blühdorn, I. et al. (2019). Nachhaltige Nicht-Nachhaltigkeit. Warum die ökologische Transformation der Gesellschaft nicht stattfindet. transcript. https://www.transcript-verlag.de/978-3-8376-4516-3/nachhaltige-nicht-nachhaltigkeit/ zum Pariser Klimaabkommen von 2015: https://de.wikipedia.org/wiki/%C3%9Cbereinkommen_von_Paris Boltanski, L. & Chiapello, È. (2006). Der neue Geist des Kapitalismus. Herbert von Halem Verlag. https://www.halem-verlag.de/produkt/der-neue-geist-des-kapitalismus/ Lazzarato, M. (2007). Die Missgeschicke der „Künstlerkritik“ und der kulturellen Beschäftigung. transversal texts. https://transversal.at/transversal/0207/lazzarato/de Jaeggi, R. (2023). Fortschritt und Regression. Suhrkamp. https://www.suhrkamp.de/buch/rahel-jaeggi-fortschritt-und-regression-t-9783518587140 Brand, U. & Wissen, M. (2024). Kapitalismus am Limit. Öko-imperiale Spannungen, umkämpfte Krisenpolitik und solidarische Perspektiven. oekom Verlag. https://www.oekom.de/buch/kapitalismus-am-limit-9783987260650 Schaupp, S. (2024). Stoffwechselpolitik. Arbeit, Natur und die Zukunft des Planeten. Suhrkamp. https://www.suhrkamp.de/buch/simon-schaupp-stoffwechselpolitik-t-9783518029862 zum Leninismus: https://de.wikipedia.org/wiki/Leninismus Neupert-Doppler, A. (2019). Die Gelegenheit ergreifen. Eine politische Philosophie des Kairos. mandelbaum. https://www.mandelbaum.at/buecher/alexander-neupert-doppler/die-gelegenheit-ergreifen/ zu Robert Mugabe: https://de.wikipedia.org/wiki/Robert_Mugabe zu den Sandanisten: https://de.wikipedia.org/wiki/Frente_Sandinista_de_Liberaci%C3%B3n_Nacional zu den Zapatistas: https://de.wikipedia.org/wiki/Ej%C3%A9rcito_Zapatista_de_Liberaci%C3%B3n_Nacional zum Kollapscamp 2025: https://kollapscamp.de/ Baumann, Z. (2017). Retropia. Suhrkamp. https://www.suhrkamp.de/buch/zygmunt-bauman-retrotopia-t-9783518073315 zu Max Weber: https://de.wikipedia.org/wiki/Max_Weber Weber, M. (2019). Typen der Herrschaft. Reclam. https://www.reclam.de/produktdetail/typen-der-herrschaft-9783150195383 zu Deutsche Wohnen & Co Enteignen: https://dwenteignen.de/ zur Behauptung, dass haitianische Immigrant*innen in Springfield Haustiere essen würden: https://en.wikipedia.org/wiki/Springfield_pet-eating_hoax zu Habermas‘ Theorie der Kolonialisierung der Lebenswelt: https://philosophischeberatung.berlin/die-verwaltung-des-wohls-ein-widerspruch-in-sich/ zu Karl Polanyi: https://de.wikipedia.org/wiki/Karl_Polanyi Polanyi, K. (1973). The Great Transformation. Politische und ökonomische Ursprünge von Gesellschaften und Wirtschaftssystemen. Suhrkamp. https://www.suhrkamp.de/buch/karl-polanyi-the-great-transformation-t-9783518278604 Amlinger, C. & Nachtwey, O. (2025). Zerstörungslust. Elemente des demokratischen Faschismus. Suhrkamp. https://www.suhrkamp.de/buch/zerstoerungslust-t-9783518432662 Future Histories Episodes on Related Topics S3E52 | Alexander Neupert-Doppler zu Kairos und verbindender Organisation https://www.futurehistories.today/episoden-blog/s03/e52-alexander-neupert-doppler-zu-kairos-und-verbindender-organisation/ S03E46 | Rahel Jaeggi zur Krise des Liberalismus, Fortschritt als Prozess und sozialistischem Utopisieren https://www.futurehistories.today/episoden-blog/s03/e46-rahel-jaeggi-zur-krise-des-liberalismus-fortschritt-als-prozess-und-sozialistischem-utopisieren/ S03E43 | Steen Thorsson zu Psychoanalyse, Klimakrise und Kapitalismus https://www.futurehistories.today/episoden-blog/s03/e43-steen-thorsson-zu-psychoanalyse-klimakrise-und-kapitalismus/ S03E33 | Tadzio Müller zu solidarischem Preppen im Kollaps https://www.futurehistories.today/episoden-blog/s03/e33-tadzio-mueller-zu-solidarischem-preppen-im-kollaps/ S03E32 | Jacob Blumenfeld on Climate Barbarism and Managing Decline https://www.futurehistories.today/episoden-blog/s03/e32-jacob-blumenfeld-on-climate-barbarism-and-managing-decline/ S03E30 | Matt Huber & Kohei Saito on Growth, Progress and Left Imaginaries https://www.futurehistories.today/episoden-blog/s03/e30-matt-huber-kohei-saito-on-growth-progress-and-left-imaginaries/ S03E17 | Klaus Dörre zu Utopie, Nachhaltigkeit und einer Linken für das 21. Jh. https://www.futurehistories.today/episoden-blog/s03/e17-klaus-doerre-zu-utopie-nachhaltigkeit-und-einer-linken-fuer-das-21-jh/ S03E08 | Simon Schaupp zu Stoffwechselpolitik https://www.futurehistories.today/episoden-blog/s03/e08-simon-schaupp-zu-stoffwechselpolitik/ S02E30 | Philipp Staab zu Anpassung https://www.futurehistories.today/episoden-blog/s02/e30-philipp-staab-zu-anpassung/ S01E26 | Philipp Staab zu digitalem Kapitalismus https://www.futurehistories.today/episoden-blog/s01/e26-philipp-staab-zu-digitalem-kapitalismus/ --- Bei weiterem Interesse am Thema demokratische Wirtschaftsplanung können diese Ressourcen hilfreich sein: Demokratische Planung – eine Infoseite https://www.demokratische-planung.de/ Sorg, C. & Groos, J. (eds.)(2025). Rethinking Economic Planning. Competition & Change Special Issue Volume 29 Issue 1. https://journals.sagepub.com/toc/ccha/29/1 Groos, J. & Sorg, C. (2025). Creative Construction - Democratic Planning in the 21st Century and Beyond. Bristol University Press. [for a review copy, please contact: amber.lanfranchi[at]bristol.ac.uk] https://bristoluniversitypress.co.uk/creative-construction International Network for Democratic Economic Planning https://www.indep.network/ Democratic Planning Research Platform: https://www.planningresearch.net/ --- Future Histories Kontakt & Unterstützung Wenn euch Future Histories gefällt, dann erwägt doch bitte eine Unterstützung auf Patreon: https://www.patreon.com/join/FutureHistories Schreibt mir unter: office@futurehistories.today Diskutiert mit mir auf Twitter (#FutureHistories): https://twitter.com/FutureHpodcast auf Bluesky: https://bsky.app/profile/futurehistories.bsky.social auf Instagram: https://www.instagram.com/futurehpodcast/ auf Mastodon: https://mstdn.social/@FutureHistories Webseite mit allen Folgen: www.futurehistories.today English webpage: https://futurehistories-international.com Episode Keywords #PhilippStaab, #JanGroos, #Interview, #FutureHistories, #DemokratischeWirtschaftsplanung, #DemokratischePlanwirtschaft, #Kapitalismus, #Liberalismus, #Polykrise, #SozialökologischeTransformation, #GrünerKapitalismus, #ÖkologischeModernisierung, #Anpassung, #Transformation, #Organisation, #Gesellschaft, #Klimakollaps, #DWE, #Faschisierung, #Faschismus, #ÖkologischeTransformation, #Zukunft
It's In the News.. a look at the top headlines and stories in the diabetes community. This week's top stories: big FDA recall around Freestyle Libre (see more below to find out if you're affected), Dexcom launches their 15.5 day sensor, Omnipod announces enhancements, Tandem tests a fully closed loop (with high fat, high carb meals) and lots more! Find out how to submit your Community Commercial Find out more about Moms' Night Out Please visit our Sponsors & Partners - they help make the show possible! Learn more about Gvoke Glucagon Gvoke HypoPen® (glucagon injection): Glucagon Injection For Very Low Blood Sugar (gvokeglucagon.com) Omnipod - Simplify Life Learn about Dexcom Check out VIVI Cap to protect your insulin from extreme temperatures The best way to keep up with Stacey and the show is by signing up for our weekly newsletter: Sign up for our newsletter here Here's where to find us: Facebook (Group) Facebook (Page) Instagram Twitter Check out Stacey's books! Learn more about everything at our home page www.diabetes-connections.com Reach out with questions or comments: info@diabetes-connections.com Episode transcription with links: Hello and welcome to Diabetes Connections In the News! I'm Stacey Simms and every other Friday I bring you a short episode with the top diabetes stories and headlines happening now. Our top story this week: XX Certain glucose monitors from Abbott Diabetes Care are providing users with incorrect glucose readings, an error that has been linked with the deaths of at least seven people and more than 700 serious injuries worldwide, according to an alert from the US Food and Drug Administration. Incorrect glucose readings can lead to improper treatment. Abbott warned that about 3 million FreeStyle Libre 3 and FreeStyle Libre 3 Plus sensors are affected, but no other Libre products. Patients can visit FreeStyleCheck.com to see if their sensors are affected and to get a replacement for free. The FDA has also published specific information about the affected products in its alert. The agency considers this to be a "potentially high-risk issue" and will continue to update its website as information becomes available. "Patients should verify if their sensors are impacted and immediately discontinue use and dispose of the affected sensor(s)," the FDA said. https://www.cnn.com/2025/12/02/health/abbott-diabetes-glucose-monitors https://www.freestylecheck.com/us-en/home.html XX Omnipod 5 is getting some enhancements.. and Omnipod 6 is announced. The FDA cleared updates including a lower, 100 mg/dL target glucose option and what they call a more seamless automated experience. "This is the most significant algorithm advancement to our Omnipod 5 System since its launch in 2022," said Eric Benjamin, Insulet EVP and COO. Insulet said the new 100 mg/dL target glucose expands Omnipod 5's customization range. It now features six settings between 100 mg/dL and 150 mg/dL in 10 mg/dL increments. The company said this flexibility allows healthcare providers to tailor insulin delivery more precisely. It supports individuals seeking tighter glucose management or aiming to meet specific glucose goals. Omnipod 5's latest upgrades also help users stay in "Automated Mode" with fewer interruptions, even during prolonged high glucose events. Insulet plans to launch the updates to the algorithm in the first half of 2026. The company announced plans for an Omnipod 6 – without a lot of detail - at the company's Investor Day event in November. They also talked about a new, fully closed-loop pump for the type 2 diabetes population. https://www.drugdeliverybusiness.com/insulet-fda-clearance-omnipod-5-algorithm-enhancements/ XX Dexcom, the global leader in glucose biosensing, announced today that the Dexcom G7 15 Day Continuous Glucose Monitoring (CGM) System will launch in the United States on Dec. 1, making it the longest-lasting CGM system with 15.5 days of wear. Dexcom G7 15 Day will first be available through durable medical equipment (DME) providers on Dec. 1 with full retail launch in the coming weeks. Dexcom G7 15 Day will also be covered for Medicare beneficiaries. Dexcom G7 15 Day's industry-leading wear-time will provide fewer sensor changes, less disruption and more time for people with diabetes to benefit from life-changing CGM technology. New with Dexcom G7 15 Day: Longest lasting CGM system with 15.5 days of wear. Best-in-class accuracy1 with an overall MARD of 8.0%. Easier glucose management with fewer monthly sensor changes and reduced monthly waste. This follows yesterday's announcement – the FDA has cleared Dexcom Smart Basal, the first and only CGM-integrated basal insulin dosing optimizer designed for adults 18 and older with Type 2 diabetes using long-acting insulin. Dexcom Smart Basal will use Dexcom G7 15 Day sensor data and logged doses to calculate personalized daily recommendations to guide users towards a more effective long-acting insulin dose, as directed by their healthcare provider. At launch, Dexcom G7 15 Day will connect with the iLet Bionic Pancreas and Omnipod® 5§§. We are working closely with Tandem and look forward to extending the launch to their customers shortly as they finalize integration. For specific information on pump compatibility and availability with the Dexcom G7 15 Day system, visit Dexcom.com/connectedpumps https://investors.dexcom.com/news/news-details/2025/Dexcom-G7-15-Day-Continuous-Glucose-Monitoring-System-to-Launch-on-Dec--1-in-the-United-States/default.aspx XX A small study of ten adults with type 1 diabetes tested Tandem's new fully closed-loop "Freedom" insulin system — and the participants put it through a real-world stress test. For 72 hours in a hotel setting, they ate heavy carb-and-fat meals, skipped all meal announcements, and didn't give any mealtime insulin boluses. The system handled almost everything automatically. Researchers said the device stayed in closed-loop mode 97% of the time and there were no incidents of diabetic ketoacidosis or severe hypoglycemia reported. While using the Freedom system, participants spent a median 61% of the day in the glucose target range — slightly higher than the 56% achieved with their usual pump at home. But the biggest improvement came overnight: time in range jumped to 96% with the closed-loop system compared to just under 70% during their home-pump week. With almost zero time spent below 70 mg/dL, researchers concluded that the fully automated Tandem system was both safe and effective even with unannounced, high-impact meals — hinting at a future of diabetes management that demands less effort from users. XX Novo Nordisk reported promising mid-stage results for its experimental drug amycretin (AM-ee-creht-in) in diabetes patients on Tuesday. Amycretin, targets both GLP-1 and amylin hormones. In this study, it helped patients with type 2 diabetes lose up to 14.5% of their body weight over 36 weeks with weekly injections, far outperforming a placebo. The oral version delivered weight loss of up to 10.1%. Rival Eli Lilly is surging ahead with its own amylin-based drug, eloralintide, which is advancing to late-stage testing after helping patients shed as much as 20% of their weight in a mid-stage trial. https://www.cnbc.com/2025/11/25/novos-next-gen-obesity-drug-shows-positive-results-heads-to-late-stage-testing.html XX The U.S. Medicare health plan said on Tuesday that newly negotiated prices for 15 of its costliest drugs will save 36% on those medications compared with recent annual spending, or about $8.5 billion in net covered prescription costs. The prices go into effect in 2027, including a monthly price of $274 for Novo Nordisk's popular GLP-1 drug semaglutide, sold as Wegovy for weight loss and Ozempic for diabetes. medicare's recent net price for Ozempic, opens new tab was $428 a month, according to an analysis published in the Journal of Managed Care and Specialty Pharmacy. Medicare put the drug's list price, before confidential rebates and discounts, at $959 a month. Based on such nondiscounted list prices, Medicare said savings on the 15 drugs ranged from 38% to 85%. The annual price negotiations were established under President Joe Biden's signature Inflation Reduction Act (IRA) of 2022. Previously, Medicare was barred by law from negotiating with drugmakers. https://www.reuters.com/business/healthcare-pharmaceuticals/us-negotiated-medicare-prices-15-more-drugs-test-cost-savings-promise-2025-11-25/ XX LifeScan announced its Chapter 11 bankruptcy reorganization plan received U.S. Bankruptcy Court approval. LifeScan said it's positioned to emerge from its financial restructuring process by the end of the year. The CEO says, "This balance sheet restructuring provides a stronger foundation for LifeScan to support our base business, advance new growth strategies, and commence our journey to become one of the most comprehensive players in the glucose management space." https://www.drugdeliverybusiness.com/glucose-monitor-lifescan-emerge-from-bankruptcy/ XX An artificial intelligence (AI)-led Diabetes Prevention Program (DPP) was as effective as a traditional human-led program in achieving recommended goals for weight loss, A1c reduction, and physical activity, according to a randomized trial of adults with prediabetes and overweight or obesity. One example of a push notification: "Looks like you're at the grocery store, Rita! Want a quick list of high-fiber snacks or smart swaps to stay on track this week?" The app also provided location- and goal-based education, with gamification elements to promote engagement. Approximately one third of participants in both the AI and human-led groups achieved the primary outcome (31.7% and 31.9%, respectively). Results were consistent across sensitivity analyses and individual components of the composite endpoint. "As more AI-based programs emerge, head-to-head comparisons among different AI-DPPs will be informative. An AI-led approach will not suit everyone; some individuals benefit more from human interaction and accountability," said Mathioudakis, adding that future research should focus on best matching patients to the modalities they prefer. https://www.medscape.com/viewarticle/ai-directed-diabetes-prevention-program-effective-human-2025a1000xam XX A new study suggets metformin could help people with type 1, reducing the need for insulin. The researchers were surprised to find that metformin did not improve insulin resistance or change blood sugar levels. This suggests that, unlike in type 2 diabetes, metformin doesn't combat insulin resistance in type 1 diabetes. However, metformin did reduce the amount of insulin people needed to keep their blood sugar levels stable. https://www.the-express.com/news/health/192157/diabetes-medicine-insulin-type-1 XX Beyond Type 1 launches #TheBeyondType campaign in India to combat type 1 diabetes stigma. Nick Jonas is one of the founders of Beyond Type 1, his wife, Priyanka Chopra Jonas is his partner in this new non profit. The initiative highlights inspiring individuals living with T1D and partners with local organisations to improve awareness, medical support, and community networks for affected families across the nation. India has more young people living with T1D than any other nation, yet understanding of the condition remains limited. Beyond Type 1 is partnering with grassroots organisations across high-need regions. These include HRIDAY in Delhi–NCR, Nityaasha Foundation in Pune, Gram Jyoti in Jharkhand, and SAMATVAM Trust in Bangalore—each group focusing on improving awareness, providing medical support and building stronger community networks for young people with T1D.
In all my years of experience in energy, I rarely worked in pure regulatory areas, but regulations loomed large over everything I touched. The energy sector is very highly regulated, and for very good reasons. From environmental standards to carbon pricing, energy companies are held to a high standard and must demonstrate that compliance to operate locally, regionally, and globally. The regulatory landscape is highly dynamic and under constant change. New regulatory frameworks emerging from Europe and the United States will reshape how energy companies, particularly in North America, do business domestically, and abroad. Three new frameworks—the European Union's Deforestation Regulation (EUDR) and Carbon Border Adjustment Mechanism (CBAM), as well as the U.S. Inflation Reduction Act (IRA)—will impact North American energy companies that export to Europe. If you're an energy executive working in exportable energy, such as LNG, oil, methanol, hydrogen, or refined petroleum, you might find this post of interest. These regulations will affect operations, compliance strategy, and ultimately, financial results. Fortunately, there are digital solutions at the ready that meet both today's regulatory demands while future-proofing your business for tomorrow's more stringent requirements. ⚒️ Additional Tools & Resources:
Karen Naumann Blevins, APR, PMP, is a multifaceted, seasoned practitioner with more than 25 years of communication experience. She is an educator, global program manager, industry leader, and published author. She is an adjunct instructor and course developer in Crisis Communications at West Virginia University, where she instructs active military, earning a graduate degree. Recently, she spearheaded the Environmental Protection Agency's Environmental and Climate Justice program's contractual Communications team for which she developed the national outreach strategy supporting multi-billions of funds that Congress authorized in the Inflation Reduction Act (IRA). The allocation supported climate-improving projects in communities historically excluded from energy infrastructure decisions and on the front lines of climate change. Follow her career: https://www.linkedin.com/in/karennaumann/ ***********Susanne Mueller / www.susannemueller.biz TEDX Talk, May 2022: Running and Life: 5KM Formula for YOUR Successhttps://www.youtube.com/watch?v=oT_5Er1cLvY 700+ weekly blogs / 500 podcasts / 1 Ironman Triathlon / 5 half ironman races / 26 marathon races / 4 books / 1 Mt. Kilimanjaro / 1 TEDx Talk
Under the Inflation Reduction Act (IRA), government-negotiated drug prices for high Medicare spend drugs will take effect on January 1, 2026. Pharmacies must enroll with the CMS Medicare Transaction Facilitator (MTF) to receive manufacturer refunds when the acquisition cost exceeds the Maximum Fair Price (MFP). Without enrollment, they may be excluded from the program.In this episode, we break down the critical steps pharmacies must take to enroll in the CMS MTF ahead of January 1, 2026. With manufacturer refunds hinging on proper enrollment, we explore the six-part form, key financial selections, and the role of third-party entities. We also spotlight the urgency of completing the enrollment by November 15, 2025, to avoid delays in reimbursement, for those wishing to participate in MTF. HostSuzanne Feeney, PharmDVP, Pharmacy Retail OperationsMcKesson / Health MartGuestsEmily FlaugherVice President and General Manager of Payer SolutionsMcKesson / Health Mart AtlasResources Pharmacy Toolkit on Medicare Transaction Facilitator AvailableCMS has released a pharmacy toolkit on the Medicare Transaction Facilitator (MTF) as part of the Medicare Drug Price Negotiation Program (MDPNP). The toolkit provides important information and step-by-step instructions for enrolling your pharmacy in the MTF Data Module. Additional pharmacy and dispensing entity resources are available here. As a reminder, implementation of the MDPNP will begin on January 1, 2026; pharmacies will still be able to enroll after this date.References Helpful CMS.gov Resources: Pharmacy and Dispensing Entity Resources | CMSSelected Drugs and Negotiated Prices | CMSThe views and opinions expressed in this podcast are those of the guest and do not necessarily represent the views or positions of Health Mart, McKesson or its affiliates or subsidiaries ("McKesson”). The information provided herein is for informational purposes only and does not constitute the rendering of clinical, legal or other professional advice by McKesson.
In this episode of the Vital Health Podcast, host Duane Schulthess speaks with John Murphy, President and CEO of the Association for Accessible Medicines (AAM), to discuss how U.S. purchasing dynamics and thin margins drive shortages, the evolving biosimilar landscape amid insurer vertical integration, the Inflation Reduction Act (IRA)’s ripple effects on plan risk and rebates, Most Favored Nation (MFN) policy proposals, and what it will take to reshore capacity while preserving competition and patient access. Key Topics: Generic Pricing Pressures: Purchaser consolidation, sterile injectables, margin squeeze, and exits. Drug Shortage Economics: Quality investments, underpriced redundancy, lessons from saline disruptions. Biosimilar Market Dynamics: Private-label payer programs, rebate tactics, chilling pipeline investment. Inflation Reduction Act (IRA) and Coverage: Part D risk shift to plans, negotiation uncertainty, and Medicare access delays. Tariffs and Reshoring: API onshoring realities, carve-outs to avoid shortages, resilient capacity building. Opinions expressed are those of the speakers.See omnystudio.com/listener for privacy information.
The House Energy and Commerce Committee has introduced the Homeowner Energy Freedom Act, legislation aimed to repeal three provisions of the Inflation Reduction Act (IRA) that restricts homeowners choices of home appliances and stringent energy codes for new homes. The Biden administration's mandates for green energy wanted to end the use of gas appliances, forcing homeowners to switch to electric appliances. The new legislation is said to save new buyers over 30-thousand dollars on their home. FOX's Ryan Schmelz speaks with Rep. Craig Goldman (R-TX), author of the 'Homeowner Energy Freedom Act', who says news buyers should not be forced add more cost to their homes. Click Here To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit podcastchoices.com/adchoices
The House Energy and Commerce Committee has introduced the Homeowner Energy Freedom Act, legislation aimed to repeal three provisions of the Inflation Reduction Act (IRA) that restricts homeowners choices of home appliances and stringent energy codes for new homes. The Biden administration's mandates for green energy wanted to end the use of gas appliances, forcing homeowners to switch to electric appliances. The new legislation is said to save new buyers over 30-thousand dollars on their home. FOX's Ryan Schmelz speaks with Rep. Craig Goldman (R-TX), author of the 'Homeowner Energy Freedom Act', who says news buyers should not be forced add more cost to their homes. Click Here To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit podcastchoices.com/adchoices
The House Energy and Commerce Committee has introduced the Homeowner Energy Freedom Act, legislation aimed to repeal three provisions of the Inflation Reduction Act (IRA) that restricts homeowners choices of home appliances and stringent energy codes for new homes. The Biden administration's mandates for green energy wanted to end the use of gas appliances, forcing homeowners to switch to electric appliances. The new legislation is said to save new buyers over 30-thousand dollars on their home. FOX's Ryan Schmelz speaks with Rep. Craig Goldman (R-TX), author of the 'Homeowner Energy Freedom Act', who says news buyers should not be forced add more cost to their homes. Click Here To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit podcastchoices.com/adchoices
As sweeping US tax reform takes effect in 2025, corporate taxpayers face important changes. These include extensions of and modifications to key Tax Cuts & Jobs Act (TCJA) provisions as well as expansion of some Inflation Reduction Act (IRA) incentives while accelerating the phase-out of others. In this episode we provide an overview of the key corporate provisions and dive into the related accounting and financial reporting implications. In this episode, we discuss:03:24 – Extensions and modifications of TCJA domestic tax laws13:42 – Extensions and modifications of TCJA international tax laws24:03 – Changes to IRA energy credits29:30 – Other provisions (e.g., endowments, charitable deductions)33:19 – Global tax implications and Pillar Two39:25 – What's ahead for corporate tax policy and accounting for income taxes For more information, check out our publications, Accounting for 2025 US tax reform and President Trump signs H.R. 1, the “One Big Beautiful Bill Act”. You can also listen to our related podcast episode, Sustainability now: Facing IRA and clean energy credit uncertainty. Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop. About our guests Jennifer Spang is PwC's National Office income tax accounting leader, specializing in tax accounting under US GAAP and IFRS. She has over 25 years of experience helping companies in a variety of industries navigate complex tax accounting matters. Pat Brown is PwC's National Tax Office Co-Leader. Prior to joining PwC, he spent 16 years in the private sector, including as the director of tax policy for a Fortune 50 company. Pat has also served in the US Treasury's Office of Tax Policy as an attorney-advisor and as Associate International Tax Counsel. About our guest host Diana Stoltzfus is a partner in the National Office who helps to shape PwC's perspectives on regulatory matters, responses to rulemakings and policy development, and implementation related to significant new rules and regulations. Prior to rejoining PwC, Diana was the Deputy Chief Accountant in the Office of the Chief Accountant (OCA) at the SEC where she led the activities of the OCA's Professional Practices Group. Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com.Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.
To get the latest on energy storage, market movements, and revenue indices, straight to your inbox every week, sign up the Weekly Dispatch.Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletterThe United States is at a pivotal moment in its energy transition. Massive policy shifts like the Inflation Reduction Act (IRA) have unlocked unprecedented levels of clean energy investment, from wind and solar to hydrogen and carbon capture. But ambition alone doesn't build projects the real challenge is how to finance, structure, and deliver gigawatts of new capacity at the speed net zero requires.Tax credits, long-term offtake structures, and regulatory frameworks will determine which projects attract capital and which stall in development. Add in the complexity of interconnection queues, supply chain constraints, and regional market rules, and it's clear that capital deployment in the US clean energy sector is as complex as it is urgent.In this episode of *Transmission*, Quentin speaks with **Chris Taylor, CEO of GridStor**, to explore how capital is flowing into US energy storage, what investors are looking for, and why regulatory clarity is key to unlocking large-scale deployment. They discuss how storage fits into the wider clean energy build-out, and what it will take to turn climate ambition into bankable, shovel-ready projects.Key topics covered include: - How the Inflation Reduction Act is reshaping storage investment in the US.- Why interconnection queues are one of the biggest barriers to deployment.- What investors need to see to back large-scale storage projects.- The balance between federal incentives and private capital.- The impact of tariffs and domestic production incentives on supply chains.About our guestChris Taylor is the CEO of GridStor, a US-based developer focused on large-scale battery energy storage. With a career spanning energy investment, infrastructure, and project development, Chris brings deep expertise in how capital, policy, and technology intersect to accelerate the clean energy transition. At GridStor, he leads efforts to deliver gigawatt-scale storage projects that help balance the grid, integrate renewables, and provide critical flexibility to the power system. His perspective combines hands-on development experience with an investor's eye for risk, regulation, and long-term value creation in the rapidly evolving US energy market. For more information on what GridStor do, head to their [website.](https://gridstor.com/)
To get the latest on energy storage, market movements, and revenue indices, straight to your inbox every week, sign up the Weekly Dispatch.Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletterThe United States is at a pivotal moment in its energy transition. Massive policy shifts like the Inflation Reduction Act (IRA) have unlocked unprecedented levels of clean energy investment, from wind and solar to hydrogen and carbon capture. But ambition alone doesn't build projects the real challenge is how to finance, structure, and deliver gigawatts of new capacity at the speed net zero requires.Tax credits, long-term offtake structures, and regulatory frameworks will determine which projects attract capital and which stall in development. Add in the complexity of interconnection queues, supply chain constraints, and regional market rules, and it's clear that capital deployment in the US clean energy sector is as complex as it is urgent.In this episode of *Transmission*, Quentin speaks with **Chris Taylor, CEO of GridStor**, to explore how capital is flowing into US energy storage, what investors are looking for, and why regulatory clarity is key to unlocking large-scale deployment. They discuss how storage fits into the wider clean energy build-out, and what it will take to turn climate ambition into bankable, shovel-ready projects.Key topics covered include: - How the Inflation Reduction Act is reshaping storage investment in the US.- Why interconnection queues are one of the biggest barriers to deployment.- What investors need to see to back large-scale storage projects.- The balance between federal incentives and private capital.- The impact of tariffs and domestic production incentives on supply chains.About our guestChris Taylor is the CEO of GridStor, a US-based developer focused on large-scale battery energy storage. With a career spanning energy investment, infrastructure, and project development, Chris brings deep expertise in how capital, policy, and technology intersect to accelerate the clean energy transition. At GridStor, he leads efforts to deliver gigawatt-scale storage projects that help balance the grid, integrate renewables, and provide critical flexibility to the power system. His perspective combines hands-on development experience with an investor's eye for risk, regulation, and long-term value creation in the rapidly evolving US energy market. For more information on what GridStor do, head to their [website.](https://gridstor.com/)
Darnita Trower, former deputy CIO for Operations at the Internal Revenue Service, discusses her tenure at the agency and the resilience the workforce has shown through budget cuts, administration changes and difficult tax seasons. She said the agency is built to weather storms and is on a continuing modernization path. Trower is an accomplished executive and digital transformation leader with over 20 years of public and private sector experience. During her tenure at the IRS, she managed a $290 million Inflation Reduction Act (IRA) digitalization portfolio, the launch of Secure Access Digital Identity (SADI) and drove legacy modernization. Now that she's departed government, she joins GovCIO Media & Research to discuss her experience, the legacy she's left behind and how she pushed the IRS to modernize itself, while facing budget and staff shortages and solving big problems.
About three years after being signed into law, one provision of the Inflation Reduction Act (IRA) that is of particular importance to 340B hospitals is about to take effect: Medicare price caps. Jan. 1, 2026, marks the date that the first 10 Medicare drugs will be subject to a maximum fair price (MFP). Meetali Desai, director of pharmacy business services at UMass Memorial Medical Center, joins us to explain how this will affect 340B hospitals and health centers such as hers.The Good and Bad News for Covered EntitiesThe good news, Desai says, is that there is potential for the 340B ceiling prices to go down for certain medications. This is because the MFP will become the new “best” price in the formula for calculating 340B prices. However, because the law will cap reimbursement rates to MFP when Medicare patients receive those drugs, 340B hospitals will see their 340B savings amounts go down for those dispenses.Updated Calculator Can Help Hospitals Gauge Potential Impact340B Health recently updated its calculator for hospitals to use to estimate the effects of MFP pricing based on the newest data. This new calculator allows users to project what the potential impact from the IRA could be on a hospital, including if drugmakers decide to lower their list prices significantly to avoid IRA inflation penalties. This drop in prices of Medicare drugs could result in 340B hospitals seeing higher ceiling prices and reduced savings.Reduced Savings Could Impact Patient CareDesai says Medicare price caps, combined with other financial pressures on hospitals, could mean some rough times ahead for hospitals that care for a large proportion of low-income patients. She encourages 340B teams to share their results from the IRA calculator with their senior leadership and with 340B Health as the hospital community prepares for the impact of these caps.ResourcesUse Our IRA Calculator and Share How Your 340B Savings Will ChangeRead Our Analysis: Second Federal Court Affirms HRSA's Authority Over 340B Rebates
Last week's massive spending and tax bill, named the “One, Big, Beautiful Bill Act,” was signed into law by President Trump. It includes major cuts to clean energy incentives, pushed forward by the Biden Administration's signature climate law, the 2022 Inflation Reduction Act (IRA). The new law is a huge setback against cutting emissions and transitioning to clean energy. “How We Survive” host Amy Scott talks with Shannon Osaka, climate zeitgeist reporter at The Washington Post, to find out how this will impact the climate crisis and how consumers can take advantage of clean energy tax credits while they're still around.
Last week's massive spending and tax bill, named the “One, Big, Beautiful Bill Act,” was signed into law by President Trump. It includes major cuts to clean energy incentives, pushed forward by the Biden Administration's signature climate law, the 2022 Inflation Reduction Act (IRA). The new law is a huge setback against cutting emissions and transitioning to clean energy. “How We Survive” host Amy Scott talks with Shannon Osaka, climate zeitgeist reporter at The Washington Post, to find out how this will impact the climate crisis and how consumers can take advantage of clean energy tax credits while they're still around.
In this episode, we dive into the growing trend of non-commissionable Medicare Advantage plans and what it means for agents and the industry. Josh Slattery, Executive VP of The Brokerage Inc. and a seasoned expert in the Medicare space, explains that carriers are labeling certain plans as non-commissionable primarily to curb financial losses, often driven by low profitability, plan redundancy, or rising costs. A major talking point is UnitedHealthcare's decision to make 15% of its PPO portfolio non-commissionable, impacting over 100 plans nationwide. The episode also explores the financial strain caused by the V28 risk adjustment model, the Inflation Reduction Act (IRA), and unfavorable post-COVID utilization trends. Despite these headwinds, agents are encouraged to: Stay informed on carrier changes Leverage technology to improve efficiency Prioritize client retention to build long-term value Consider cross-selling ancillary products to offset lost commissions The episode emphasizes that field agents remain critical in navigating local markets and client relationships, even amid shifting compensation structures. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show! New episodes are available every Tuesday. Join our Community! LinkedIn: https://www.linkedin.com/company/the-brokerage-inc-/ Facebook: https://www.facebook.com/thebrokerageinc/ Instagram: https://www.instagram.com/thebrokerageinc/ YouTube: https://www.youtube.com/@TheBrokerageIncTexas Website: https://thebrokerageinc.com/
On January 17, the Biden-Harris Administration added 15 new drugs, including Ozempic, to the list of drugs covered by the Medicare Drug Price Negotiation Program of the Inflation Reduction Act (IRA). Now there are a total of 25 drugs that are covered by the IRA’s requirement that the Department of Health and Human Services (HHS) pays only a “fair price” for selected drugs covered by Medicare Part D. The new prices are set to take effect on January 1, 2027. What implications does this have for patients and for drug research and development? Join the discussion on the 'fair price' mandate and its impact on pharmaceutical innovation. Featuring: Lisa Ouellette, Deane F. Johnson Professor of Law at Stanford Law School Dan Troy, Managing Director at the Berkeley Research Group Brad Watts, Senior Vice President at the Global Innovation Policy Center, U.S. Chamber of Commerce [Moderator] Adam Mossoff, Professor of Law at Antonin Scalia Law School, George Mason University
Episode Overview In this episode, recorded live at the ACORE Finance Forum in NYC, host Benoy Thanjan sits down with Ray Long, President & CEO of ACORE. They discuss the evolving clean energy finance landscape, grid permitting challenges, policy battles around the Inflation Reduction Act (IRA), and the exponential demand for power driven by AI and electrification. Ray also shares the history and mission of ACORE—from its origins connecting Wall Street to developers in 2001, to its current role as a leading voice in renewable energy policy and finance. Key Themes & Takeaways Explosive Growth in Power Demand U.S. energy demand remained flat for decades—but is now rising due to: AI and cloud computing Electrification of buildings and manufacturing EV charging infrastructure Urgent need for scalable solutions—wind, solar, storage, and natural gas are critical in the next 5–10 years IRA Threatened by Tax Bill “Big Beautiful Bill” proposes eliminating key tax incentives from the IRA Would undermine progress and financing certainty across clean energy markets Industry needs a thoughtful, phased approach, not abrupt disruption Permitting & Interconnection Bottlenecks Interconnection Crisis Major ISOs like PJM are overwhelmed—some developers face 7+ year delays Load centers like Virginia see 100+ data center projects awaiting connection ACORE's Macro Grid Initiative pushes for regulatory fixes and grid modernization Bipartisan Momentum & Strategy ACORE promotes an “all of the above” strategy—recognizing solar, wind, storage, natural gas, and emerging tech Urges policymakers to emulate China's aggressive infrastructure and energy approach Emphasizes renewables as a national competitiveness issue—not just environmental Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy and he is also an advisor for several solar startup companies. He has extensive project origination, development, and financial experience in the renewable energy industry and in the environmental commodities market. This includes initial site evaluation, permitting, financing, sourcing equipment, and negotiating the long-term energy and environmental commodities off-take agreements. He manages due diligence processes on land, permitting, and utility interconnection and is in charge of financing and structuring through Note to Proceed (“NTP”) to Commercial Operation Date (“COD”). Benoy composes teams suitable for all project development and construction tasks. He is also involved in project planning and pipeline financial modeling. He has been part of all sides of the transaction and this allows him to provide unique perspectives and value. Benoy has extensive experience in financial engineering to make solar projects profitable. Before founding Reneu Energy, he was the SREC Trader in the Project Finance Group for SolarCity which merged with Tesla in 2016. He originated SREC trades with buyers and co-developed their SREC monetization and hedging strategy with the senior management of SolarCity to move into the east coast markets. Benoy was the Vice President at Vanguard Energy Partners which is a national solar installer where he focused on project finance solutions for commercial scale solar projects. He also worked for Ridgewood Renewable Power, a private equity fund, where he analyzed potential investments in renewable energy projects and worked on maximizing the financial return of the projects in the portfolio. Benoy also worked on the sale of all of the renewable energy projects in Ridgewood's portfolio. He was in the Energy Structured Finance practice for Deloitte & Touche and in Financial Advisory Services practice at Ernst & Young. Benoy received his first experience in Finance as an intern at D.E. Shaw & Co., which is a global investment firm with 37 billion dollars in investment capital. He has a MBA in Finance from Rutgers University and a BS in Finance and Economics from the Stern School of Business at New York University. Benoy was an Alumni Scholar at the Stern School of Business. Ray Long Ray Long leads the American Council on Renewable Energy (ACORE) as President and Chief Executive Officer. ACORE is the oldest nonprofit organization in the United States dedicated to expanding the use of renewable energy technologies for American homes and businesses. This mission is as important and relevant today as it was back in 2001. As CEO, Long is privileged to lead a team of dedicated professionals and an equally passionate group of members and contributors who enable ACORE's strategic initiatives. ACORE's members operate in all 50 states, and in 2022, they financed, developed, built and owned over 90% of new, utility-scale renewable energy projects. Under Long's leadership, ACORE continues to expand the framework that has enabled the industry's growth through bipartisan outreach, accurate and compelling analysis, and effective collaboration. Long is a respected energy executive, having spent over 25 years representing and growing conventional and renewable energy companies in the United States. Most recently, Long was Senior Vice President of External Affairs and a member of the management team at Clearway Energy. Throughout his career, Long helped to build successful government, regulatory and communications teams, utilizing a campaign management approach to policy and project development challenges. Long earned a Bachelor of Science degree in Public Policy and Administration from Suffolk University and a Juris Doctor degree from Suffolk University Law School. He lives in Washington, D.C., with his wife. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Ray Long Website: https://acore.org/ Linkedin: https://www.linkedin.com/in/ray-long-a89a816/ WRISE 20th Anniversary Gala Date & Time: Thursday, June 26, 2025 from 6:00 PM to 10:00 PM Location: Gotham Hall, New York City Occasion: Celebrating 20 years of championing women and underrepresented groups in the renewable & sustainable energy sector Host & Highlight: Presented by Women of Renewable Industries & Sustainable Energy (WRISE); evening includes networking, recognition of community leaders, and celebration of industry milestones The link to register is below. https://wrise20thanniversarygala.rsvpify.com/?mc_cid=2c22b50623&mc_eid=0dfa02be45&securityToken=qZn8wqQI1mC1uMRPyb08kNwbscQ23wtX
This week, we're republishing a conversation Noah Smith and Matt Yglesias hosted live on Substack this past Monday. They revisit a wide-ranging conversation on the transformative role of electric motors, batteries, and industrial policy in a politically polarized era, touching on the history of energy, global economic competition, AI regulation, the Inflation Reduction Act, Democratic strategy, and the need to redefine America's identity amid demographic shifts. – SPONSORS: NetSuite More than 41,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: https://netsuite.com/102 AdQuick The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit https://adquick.com/ today to start reaching your customers in the real world. – SEND US YOUR Q's FOR NOAH TO ANSWER ON AIR: Econ102@Turpentine.co – FOLLOW ON X: @noahpinion @mattyglesias @eriktorenberg @turpentinemedia – RECOMMENDED IN THIS EPISODE: Noahpinion: https://www.noahpinion.blog/ Slow Boring: https://www.slowboring.com/podcast – TAKEAWAYS: America's Strategic Blindness: The US had momentum with the Inflation Reduction Act (IRA), which Noah calls "great industrial policy" that was working. However, because it was framed primarily as climate policy rather than technological/economic competition, Republicans killed it for culture war reasons, failing to understand its strategic importance. The Climate Framing Problem: Matt was prescient in warning that framing industrial policy purely through climate would create Republican backlash. Noah admits Matt was right - while climate messaging helped pass the IRA initially, it made the policies vulnerable to being seen as "just some climate thing" rather than crucial economic policy. The Obama Era Split: They trace how the 2000s gave their generation the "peace and love" progressive agenda (gay marriage, ending Iraq War), while the 2010s brought the "angry leftist" phase (riots, racial grievance politics) - unlike boomers who got both simultaneously. Missing the Bush Playbook: During Bush's cascading failures (Iraq, Katrina, financial crisis), Democrats effectively built a broad coalition and defined clear opposition. Today, despite Trump's obvious failures (tariffs, debt, vaccine skepticism), Democrats aren't capitalizing similarly. Narrow Target Strategy: Like successful campaigns in Australia, Democrats need to edit down their message to core critiques of Republican governance rather than trying to advance every progressive priority simultaneously. Big Tent Revival: The party succeeded in 2006-2008 by recruiting diverse candidates and standing behind pro-gun, even some pro-life Democrats to clarify what the core message was versus peripheral issues.
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 LabRobbie Orvis, Senior Director for Modelling and Analysis at the thinktank Energy InnovationRay 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?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Cardiologists Andrew Foy and Anish Koka return to the show for a deep and often contentious debate on one of the most pressing healthcare policy issues of our time: should the government negotiate drug prices? Using the Inflation Reduction Act (IRA) as a springboard, the conversation explores the underlying causes of inflated drug prices in the US, including the role of third-party payers, lack of transparency, and market distortions. The discussion also examines the global landscape—how other countries manage drug pricing—and whether those models offer lessons or cautionary tales. What impact will the IRA have on patients, access, and innovation? Can payers do more to control costs without sacrificing care? This episode dives into the complexities of healthcare economics, the free market, and the question of whether government intervention helps or hinders progress. Check out Chadi's website for all Healthcare Unfiltered episodes and other content. www.chadinabhan.com/ Watch all Healthcare Unfiltered episodes on YouTube. www.youtube.com/channel/UCjiJPTpIJdIiukcq0UaMFsA
House Republicans are crafting a reconciliation bill to advance President Trump's legislative agenda, including tax cuts. The Inflation Reduction Act (IRA), a key achievement of President Biden, has faced criticism, particularly regarding its green energy tax credits. In this episode of our continuing tax podcast series, our team discusses the future of clean energy tax provisions in congressional negotiations.
Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.Companies face growing uncertainty about clean energy tax credits, tariffs, and the related regulatory guidance. In this episode, we explore the current state of clean energy investments, evolving financing structures, and the complex compliance landscape shaping renewable energy strategies today. In this episode, we discuss: 1:19 – A refresher on the scope and objectives of the IRA 3:50 – How the administration change has affected clean energy projects and capital flow, including the role of new tariffs 14:59 – Complexities in prevailing wage, apprenticeship rules, and domestic content requirements 22:37 – Navigating guidance related to clean fuels and transferability of credits 33:33 – A look at positive outcomes like job growth, battery storage integration, and rising demand for renewables 33:36 – Strategic recommendations amid shifting policy, stakeholder expectations, and growing energy demands from AI Looking for the latest developments in sustainability reporting? Follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop for the latest thought leadership on sustainability standards.About our guest Randa Barsoum is a tax partner specializing in federal energy tax credits, advising on Inflation Reduction Act (IRA) tax credits, cost segregations, and fixed assets. Randa specializes in energy-related tax incentives and has been instrumental in guiding clients through the complexities of new tax legislation.About our guest host Guest host Diana Stoltzfus is a partner in the National Office who helps to shape PwC's perspectives on regulatory matters, responses to rulemakings, policy development, and implementation related to significant new rules and regulations. Prior to rejoining PwC, Diana was the Deputy Chief Accountant in the Office of the Chief Accountant (OCA) at the SEC where she led the activities of the Professional Practices Group within the OCA.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com.
So far, President Trump's “drill, baby, drill,” agenda has proven to be a sharp turn from Biden-era climate initiatives, including the landmark spending bill the Inflation Reduction Act (IRA). And thanks to President Trump's attempts to claw back control over IRA funds, as well as his recent budget proposal which drastically cuts climate spending, the future of America's fast-growing clean energy economy looks uncertain. “The world is switching to electric vehicles, the world is switching to solar and wind,” said Christopher Knittel, economics professor and associate dean for climate and sustainability at the MIT Sloan School of Management. “And the less we do domestically, the less capability we build domestically to provide those clean energy resources, the worse off our industries will be in the future.”Knittel explains President Trump's efforts to phase out Biden-era climate initiatives, why some Republicans are reluctant to get rid of the IRA entirely, and why the U.S. getting left behind in a world committed to decarbonization poses a threat. Plus, the new Canadian Prime Minister Mark Carney told President Trump that Canada is “not for sale” in a meeting earlier today. And, the REAL ID deadline is coming in hot, though not all states seem equally prepared. Then, we'll hear about how Seattle businesses are showing love for Canadian visitors and a listener share's her daughter's frustrations with “shrinkflation.”Here's everything we talked about today:- Trump administration cancels clean energy grants as it prioritizes fossil fuels by AP News- What Trump's budget cuts could mean for the environment by AP News- The Race to the Top in Six Charts and Not Too Many Numbers from RMI- Republicans haggle over green tax credits as battle lines deepen from Politico- How We Survive from Marketplace- Trump's trade war with Canada has backfired on America. Now he has a crucial meeting with Mark Carney from CNN Business- Trump knocks Canada ahead of Carney meeting by The Hill- @carlquintanilla.bsky.social on Bluesky- What you need to know about the REAL ID requirements for air travel from NBC News- Real ID deadline is weeks away and most states aren't fully compliant yet from CBS News- Seattle Restaurants Are Offering Canadian Tourists a Discount, and an Apology by Eater SeattleGot a question or comment for the hosts? Email makemesmart@marketplace.org or leave us a voicemail at 508-U-B-SMART.
So far, President Trump's “drill, baby, drill,” agenda has proven to be a sharp turn from Biden-era climate initiatives, including the landmark spending bill the Inflation Reduction Act (IRA). And thanks to President Trump's attempts to claw back control over IRA funds, as well as his recent budget proposal which drastically cuts climate spending, the future of America's fast-growing clean energy economy looks uncertain. “The world is switching to electric vehicles, the world is switching to solar and wind,” said Christopher Knittel, economics professor and associate dean for climate and sustainability at the MIT Sloan School of Management. “And the less we do domestically, the less capability we build domestically to provide those clean energy resources, the worse off our industries will be in the future.”Knittel explains President Trump's efforts to phase out Biden-era climate initiatives, why some Republicans are reluctant to get rid of the IRA entirely, and why the U.S. getting left behind in a world committed to decarbonization poses a threat. Plus, the new Canadian Prime Minister Mark Carney told President Trump that Canada is “not for sale” in a meeting earlier today. And, the REAL ID deadline is coming in hot, though not all states seem equally prepared. Then, we'll hear about how Seattle businesses are showing love for Canadian visitors and a listener share's her daughter's frustrations with “shrinkflation.”Here's everything we talked about today:- Trump administration cancels clean energy grants as it prioritizes fossil fuels by AP News- What Trump's budget cuts could mean for the environment by AP News- The Race to the Top in Six Charts and Not Too Many Numbers from RMI- Republicans haggle over green tax credits as battle lines deepen from Politico- How We Survive from Marketplace- Trump's trade war with Canada has backfired on America. Now he has a crucial meeting with Mark Carney from CNN Business- Trump knocks Canada ahead of Carney meeting by The Hill- @carlquintanilla.bsky.social on Bluesky- What you need to know about the REAL ID requirements for air travel from NBC News- Real ID deadline is weeks away and most states aren't fully compliant yet from CBS News- Seattle Restaurants Are Offering Canadian Tourists a Discount, and an Apology by Eater SeattleGot a question or comment for the hosts? Email makemesmart@marketplace.org or leave us a voicemail at 508-U-B-SMART.
In this episode of Citizens Climate Radio, we dive into the Inflation Reduction Act (IRA)—the biggest climate legislation in U.S. history—and the urgent effort underway to protect its clean energy tax credits. CCL's Content Marketing Manager Elissa Tennant joins CCL's Research Manager Dana Nuccitelli to break it all down. You'll learn what the IRA funds, how clean energy tax credits work for individuals and businesses, and why these programs are now under threat. Dana also explains the budget reconciliation process, the challenges in Congress, and the surprising level of bipartisan public support for clean energy investment. You'll leave this episode knowing exactly why the IRA matters—and what simple actions you can take to defend it. Featured Guests: Elissa Tennant is CCL's Content Marketing Manager, leading strategy and creation for web, social media, and volunteer resources. Dana Nuccitelli is CCL's Research Manager, an environmental scientist, and an award-winning climate journalist with a background in physics and over a decade of science communication experience. Looking for a full transcript and more, visit www.cclusa.org/radio Resources Mentioned:
In this episode of Citizens Climate Radio, we dive into the Inflation Reduction Act (IRA)—the biggest climate legislation in U.S. history—and the urgent effort underway to protect its clean energy tax credits. CCL's Content Marketing Manager Elissa Tennant joins CCL's Research Manager Dana Nuccitelli to break it all down. You'll learn what the IRA funds, how clean energy tax credits work for individuals and businesses, and why these programs are now under threat. Dana also explains the budget reconciliation process, the challenges in Congress, and the surprising level of bipartisan public support for clean energy investment. You'll leave this episode knowing exactly why the IRA matters—and what simple actions you can take to defend it. Featured Guests: Elissa Tennant is CCL's Content Marketing Manager, leading strategy and creation for web, social media, and volunteer resources. Dana Nuccitelli is CCL's Research Manager, an environmental scientist, and an award-winning climate journalist with a background in physics and over a decade of science communication experience. Full transcript and more: visit www.cclusa.org/radio Resources Mentioned:
When Congress passed the Inflation Reduction Act (IRA), it was told the new energy tax credits would cost about $270 billion over a decade. Revised official estimates put the cost at multiple times that amount. But congressional scorekeepers may still be getting the long-term cost of the IRA energy subsidies wrong. Recent Cato research quantifies the IRA's fiscal time bomb, showing how its unchecked expansion of government spending with no clear end date could cost almost $5 trillion by 2050.Join us for lunch and learn how the IRA's calamitous environmental and fiscal effects present a rare opportunity for Congress to use these partisan subsidies to fund permanent, pro-growth tax reform in the upcoming reconciliation package. Hosted on Acast. See acast.com/privacy for more information.
Today our guest on episode 279 of The Green Insider is Russ Bates, CEO of NXTGEN Clean Energy Solutions. We engaged in a discussion covering various topics, including politics, clean energy, and the implications of the Inflation Reduction Act (IRA) in the energy sector. To be an Insider Please subscribe to The … The post Political Challenges and Clean Energy Solutions: A Conversation with Russ Bates appeared first on eRENEWABLE.
“We're giving [companies] the avenue to take something that historically has been an inconvenience and turn that into an opportunity to make them some money, whether that be selling energy to the grid, or putting energy back into the operations of their facilities. So, what could have cost them money in the past can now be a huge benefit. At the same time, you're doing something great for the world and our future.” Autumn Huskins on Electric Ladies Podcast Addressing climate change presents two big questions: How do we reduce waste and keep it out of landfills, and how can we power our electricity-dependent economy without exacerbating climate change? An innovative waste-to-energy technology in San Luis Obispo, California is diverting waste from landfills, creating exciting new revenue streams – and even helping make wine! Listen to Autumn Hustins, Finance Director at Hitachi Zosen Inova (HZI), as she explores a renewable energy source that is providing clean power to ~600,000 homes and businesses in the local economy, with plans to grow. You'll hear about: How Hitachi Zosen Inova's waste-to-energy plant is converting agricultural and food waste into electricity for the local grid. New revenue streams that waste-to-energy innovations create for business and local communities. Impact of the Inflation Reduction Act (IRA) on the adoption of waste-to-energy projects. How the green energy transition is creating new jobs in places previously reliant on fossil fuels. Plus, the secret to a great career is surprisingly simple. "You go to work every day in the job that you're in. You do your absolute best. You give your all to that particular position, and the positions will follow. I don't care what your role is. I don't care if you're the janitor or the CEO, I think you approach the job the same way and do the best that you can possibly do, and it'll work out.” Autumn Huskins on Electric Ladies Podcast Read Joan's Forbes articles here. You'll also like: ICWS Webinar, Joan Michelson moderates an enlightening webinar with top leaders on The Future of the Energy Transition and the Grid. Gauri Singh, Deputy Director General of the International Renewable Energy Agency, on the deployment of clean energy around the world. Björk Kristjánsdóttir, COO/CFO of Carbon Recycling International, on turning CO2 into valuable products. Bethia Burke, President of The Fund For Our Economic Future, on the impact of green jobs on local economies. Vanessa Chan, former Chief Commercialization Officer of the Department of Energy, on funding the transition to clean energy. More from Electric Ladies Podcast! Join us at The Earth Day Women's Summit on April 22, 2025, in Dallas, Texas! Register today with the code “EDWS” for the Women's Summit and a special rate. Elevate your career with expert coaching and ESG advisory with Electric Ladies Podcast. Unlock new opportunities, gain confidence, and achieve your career goals with the right guidance. Subscribe to our newsletter to receive our podcasts, articles, events and career advice – and special coaching offers. Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Don't forget to follow us on our socials Twitter: @joanmichelson LinkedIn: Electric Ladies Podcast with Joan Michelson Twitter: @joanmichelson Facebook: Green Connections Radio
While tariffs continue to dominate headlines, our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas suggests investors should also focus on the sectoral impacts of additional U.S. policy choices.----- Transcript -----Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income Research and Public Policy Strategy. Today, we'll be talking about U.S. policy impacts on the market that aren't about tariffs.It's Wednesday, March 12th, at 10:30am in New York.If tariffs are dominating your attention, we sympathize. Again this week we heard the U.S. commit to raising tariffs and work out a resolution, this time all within the span of a workday. These twists and turns in the tariff path are likely to continue, but in the meantime it might make sense for investors to take some time to look away – instead focusing on some key sectoral impacts of U.S. policy choices that our Research colleagues have called out. For example, Andrew Percoco, who leads our Clean Energy Equity Research team, calls out that clean Energy stocks may be pricing in too high a probability of an Inflation Reduction Act (IRA) repeal. He cites a letter signed by 18 Republicans urging the speaker of the house to protect some of the energy tax credits in the IRA. That's a good call out, in our view. Republicans' slim majority means only a handful need to oppose a legislative action in order to block its enactment. Another example is around Managed Care companies. Erin Wright, who leads our Healthcare Services Research Effort, analyzed the impact to companies of cuts to the Medicaid program and found the impact to their sector's bottom line to be manageable. So, keeping an in-line view for the sector. We think the sector won't ultimately face this risk, as, like with the IRA, we do not expect there to be sufficient Republican votes to enact the cuts. Finally, Patrick Wood, who leads the Medtech team, caught up with a former FDA director to talk about how staffing cuts might affect the industry. In short, expect delays in approvals of new medical technologies. In particular, it seems the risk is most acute in the most cutting edge technologies, where skilled FDA staff are hard to find. Neurology and brain/computer interfaces stand out as areas of development that might slow in this market sector. All that said, if you just can't turn away from tariffs, we reiterate our guidance here: Tariffs are likely going up, even if the precise path is uncertain. And whether or not you're constructive on the goals the administration is attempting to achieve, the path to achieving them carries costs and execution risk. Our U.S. economics team's recent downgrade of the U.S. growth outlook for this and next year exemplifies this. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.
The global energy storage market is skyrocketing, with battery capacity more than doubling year over year. With over 60 gigawatts of storage installed worldwide, the sector is poised for even more rapid expansion. In this special roundup episode, we look back at some of the top episodes on SunCast discussing key trends, policies, and technologies shaping the future of energy storage. We break down the domestic manufacturing boom, how the Inflation Reduction Act (IRA) is driving investment, and the hurdles of scaling storage safely and efficiently. Plus, we discuss cell-to-grid strategies and a revolutionary non-battery approach to energy storage.Our experts for this Energy Storage deep dive are: Joan White (SEIA) , Andy Tang (Wärtsilä), Adam Knudsen (Dynapower), Drew Lebowitz & Swetha Sundaram (The BESS Book), and Robert Piconi (Energy Vault)Expect to learn:How the U.S. is ramping up battery manufacturing—new factories, policy incentives, and projected supply timelines.Key challenges in scaling storage—from supply chain constraints to fire safety and grid integration.Why DC-coupled storage is gaining momentum—cutting conversion losses and improving economics.Where to get expert BESS training—including a must-read industry book.The rise of alternative storage technologies, such as gravity batteriesWhat most excites you about energy storage right now? Who should we have on the show next?Let us know podcast@suncast.me If you want to connect with today's guest, you'll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.Our Platinum Presenting Sponsor for SunCast is CPS America!SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today's guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/You can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn - https://www.linkedin.com/in/nickalusMentioned in this episode:CPS July 2024 V2
Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureThe [WEF] green new scam is not green at all. The windmill blades cannot be recycled, the old batteries are not going to be recycled. Canada cut rates. The economy is in a recession. FBI warns about NK stealing Bitcoin. Lummis prepares for the Bitcoin reserve. The [DS] is now losing it's grip, the poll numbers that they faked are falling apart, her poll numbers are imploding. Now pollsters are calling them out saying they are oversampled. The [DS] begins the narrative that Russia will interfere in the election, right on schedule. It seems we are coming full circle going back to 2016. Russia, Russia, Russia haox is now back in the spotlight. Buckle up its going to get bumpy. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/JimHansonDC/status/1831302199026081794 Bank of Canada Cuts Rates For Third Consecutive Month, Says "Expect Further Cuts" Bank of Canada cuts its overnight lending rate by 25bps for the 3rd consecutive time, as all economists expected, and citing continued easing in inflationary pressures. Source: zerohedge.com First Dollar General, Now Dollar Tree Shares Plunge As Both Discount Retailers Warn Of Core Customer Under Pressure Shares of Dollar Tree plunged nearly 12% in premarket trading in New York after the discount retailer, which operates thousands of stores nationwide, posted fiscal second-quarter earnings that fell short of Wall Street expectations. The company also slashed its full-year outlook, pointing to mounting financial pressures on middle-income and higher-income customers. This comes less than a week after major rival Dollar General reported a "financially constrained core customer" that sent shares crashing the most on record. What's critical to note for the political strategist: Dollar Tree & Family Dollar and Dollar General stores are mostly concentrated in the eastern half of the US. Mangment's gloom about its core customer base should serve as a proxy for consumer sentiment for mid/low-tier consumers. In other words, there is a lot of gloom and doom among working-poor Americans in critical swing states. Last week, Dollar General shares crashed the most on record after management warned that core customers "feel financially constrained." Source: zerohedge.com https://twitter.com/KobeissiLetter/status/1831339210852520360 38%. The most notable drop was seen in construction openings which fell to 248,000 in July, their lowest since October 2020. Meanwhile, the ratio of job vacancies to unemployed workers fell to 1.07 in July, in line with 2018 levels. The US labor market is now weaker than it was before the pandemic. https://twitter.com/KobeissiLetter/status/1831321843686371836 transportation and housing have risen by 27% and 24%, respectively. All as the US Dollar has lost nearly 25% of its purchasing power in just 4 years and wage growth has slowed. Basic necessities have never been less affordable. Comrade Kamala's Tie-Breaking IRA Vote Broke Medicare; She's Covering it Up with a Taxpayer-Funded Bailout Harris's vote broke the 50-50 tie on the “Inflation Reduction Act” (IRA), a key part of the Biden-Harris administration's “investing in America agenda.” So, despite her not so transparent attempt recently to run away from Biden, she owns the IRA. Americans know that everything has become more expensive under Biden and Harris – gas, groceries, housing. But perhaps the worst impact the IRA had was breaking health care for America's seniors,