In this podcast episode, we delve into the complex connection between the upcoming 2024 US elections and energy policy, focusing on the Inflation Reduction Act (IRA) and its impact on the clean energy industry. Analysts from Morgan Stanley—Michael Zezas, Dave Arcaro, and Andrew Percoco—share their insights, noting that while the main elements of the IRA are likely to remain stable regardless of the election outcomes, certain aspects like tariff policies and consumer tax credits might undergo changes. They emphasize the necessity of ongoing investments in renewable energy to meet growing electricity demands and navigate the varied political scenarios that could shape future clean energy efforts.
