The Energy Gang

It’s a little over a year since the US Inflation Reduction Act was passed into law. Solar was one of the main beneficiaries, thanks to an extension and expansion of the tax credits available to the industry. So why has the sector fallen out of favour with investors recently?August was a difficult month for the markets in general, but companies including First Solar, Sunrun, Sunpower and Sunnova (who have been featured on our sister podcast The Interchange) have had it particularly rough. To look into what’s going on, host Ed Crooks is joined by two of our regular finance and investment experts: Shanu Mathew, of Lazard Asset Management, and Amy Myers-Jaffe, of NYU’s Energy, Climate Justice and Sustainability Lab. Together, look at the residential and utility-scale solar markets and the investment going into them, the US perspective against a global investment backdrop, and the long-term prospects for solar.Also in this show: what went wrong at Proterra? Proterra was an electric bus and battery company cha