There has been no shortage of the figures attesting to the cosmic transformation of the US Inflation Reduction Act (IRA) – the largest clean energy and climate legislation in US history – since its passage in August 2022. Yet, two years on and the IRA is at a critical juncture with the impending US elections potentially altering the contours of what has been a goldilocks era of clean energy regulation.
To put this into perspective, Ehsan Khoman, Head of Research – Commodities, ESG and Emerging Markets (EMEA), delves into MUFG’s latest ESG thought leadership report, titled, “US Inflation Reduction Act (IRA) two years on – How the US elections may alter the contours of the capex supercycle” (see here), in this week’s podcast.
The MUFG Global Markets Podcast can be found directly on our MUFG Podbean page or via a number of platforms, including Spotify, Apple, and Stitcher.