The Inflation Induction Act: How the US Lost The Race for Clean Energy | Ep 219: Ethan Zindler

The Inflation Induction Act: How the US Lost The Race for Clean Energy | Ep 219: Ethan Zindler

Is the US about to enter a new era of energy inflation? Can technological progress outpace political regression? Are we witnessing the permanent end of America's climate ambitions?

This week on Cleaning Up, Michael Liebreich sits down with Ethan Zindler, former climate counselor to Treasury Secretary Janet Yellen, now head of countries and policy at BloombergNEF, to dissect the dramatic shifts in US energy policy.

Fresh from the passage of the "One Big Beautiful Bill," Zindler reveals how recent legislation in the US could set back clean energy development by years, potentially undermining investments in wind, solar and electric vehicles.

There are a couple of brighter spots too, with costs in some technologies falling so rapidly that they might escape the drag of the current administration, and other technologies — like advanced geothermal and nuclear — seeing an uptick in support.

Zindler brings the latest analysis from BloombergNEF to Cleaning Up to help unpack the One Big Beautiful Bill and what it means for the future of US energy policy.

Leadership Circle:

Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.

Links and more:

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The Inevitable End of Fossil Fuels | Ep221: Michael Liebreich & Bryony Worthington

The Inevitable End of Fossil Fuels | Ep221: Michael Liebreich & Bryony Worthington

What if the energy transition isn't a race, but a steady march toward the end of fossil fuel usage? Do we need to move more like the tortoise, and less like the hare? And in a world of competing narra...

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Audioblog 15: The Pragmatic Climate Reset Part 1 — The Energy Transition Is Not Dead

Audioblog 15: The Pragmatic Climate Reset Part 1 — The Energy Transition Is Not Dead

In February, veteran fossil industry advisor Dan Yergin and two co-authors published a piece called The Troubled Transition. In it they dismiss the idea that there is or can ever be an energy transiti...

6 Elo 202527min

North Sea Oil & Gas Is Dying, What Comes Next? | Ep218: Tessa Khan

North Sea Oil & Gas Is Dying, What Comes Next? | Ep218: Tessa Khan

⁠If the UK can’t ditch fossil fuels, who can? What impact would more drilling in the North Sea have for UK energy prices? What does the end of the net zero consensus mean for UK energy policy?This wee...

23 Heinä 202557min

How Fungi Shape Our World, From Carbon Sinks to Zombie TV:  | Ep217: Merlin Sheldrake

How Fungi Shape Our World, From Carbon Sinks to Zombie TV: | Ep217: Merlin Sheldrake

What if the key to solving our climate crisis lies beneath our feet? Could tiny fungal networks be the unsung heroes of carbon sequestration? And how might reimagining our relationship with fungi tran...

16 Heinä 202545min

The Best Markets for Wind and Solar Are Not Where You Think | Ep216: Daniel Calderon

The Best Markets for Wind and Solar Are Not Where You Think | Ep216: Daniel Calderon

In a world where 17% of all electricity is generated from wind and solar and where 93% of all new capacity added to the grid is from renewables, it can be easy to forget that countries got their first...

10 Heinä 202548min

NVIDIA Rising: Will The AI Boom Bust The Planet? | Ep215: Josh Parker

NVIDIA Rising: Will The AI Boom Bust The Planet? | Ep215: Josh Parker

In 1849, when the Gold Rush hit California, the people who were certain to make money were not the miners, but the sellers of picks and shovels. Indeed, America's first millionaire, Samuel Brannan, ma...

2 Heinä 202552min

Is There A Future Without Oil & Gas? Ep214: Ben van Beurden

Is There A Future Without Oil & Gas? Ep214: Ben van Beurden

Oil and gas companies lie at the heart of the energy transition. To some, they are heroes, continuing to power human progress despite all the odds. To some, they are villains, responsible for the clim...

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