Clean energy finance in uncertain times – live from the ACORE Finance Forum in New York

The Energy Gang

Wood Mackenzie

Alternative Energy, Tech News, 958784, Environment, Technology, Renewable Energy, Energy, Business, Sustainability, Wind Energy, Climate Change, Cleantech, News, Solar Energy, Innovation, News Commentary

4.6 • 1.3K Ratings

🗓️ 5 June 2025

⏱️ 59 minutes

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Summary

The Energy Gang are at The American Council on Renewable Energy (ACORE) Finance Forum in New York City, which brings together industry leaders, investors, and bankers to discuss the hottest issues in clean energy. Host Ed Crooks and regular guest Amy Myers Jaffe talk to ACORE Chief Executive and President Ray Long about the uncertainty hanging over the industry following the debate in Congress over repealing energy tax credits. He talks about the reasons why a Republican president and Congress should preserve tax breaks for low carbon technologies to advance their energy dominance agenda.

Ed and Amy also talk to Meghan Schultz, EVP and Chief Financial Officer of Invenergy, the largest independent power producer in the US, and to Ted Brandt, CEO and Founder of Marathon Capital. They explain the impact that uncertainty over tax credits has already had on their businesses. They discuss what rising demand from data centers means for electricity prices. And they explore the potential implications if subsidies for low carbon energy are scrapped.

Finally, Ed and Amy reflect on what the proposed legislation could mean for energy competition between the US and China.

This is the first of three special episodes from the ACORE Finance Forum. We’ll be back tomorrow with further coverage of all the essential conversations at the event.

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Transcript

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0:00.0	Hello and welcome to The Energy Gang, a discussion show about the fast-changing world of energy from Wood Mackenzie.
0:08.7	I'm Ed Crooks, and today we're at the ACOR Finance Forum, Acour, the American Council on Renewable Energy,
0:15.5	one of the leading industry groups in the clean energy world.
0:19.6	And I'm joined by Amy Myers-Jaffey. Amy is the director of the
0:23.0	Energy, Climate Justice and Sustainability Lab at New York University. Hi, Amy. How are you?
0:27.9	I'm great. Great to be here today. And it's also a great pleasure to welcome back Ray Long.
0:32.5	Ray is the president and chief executive of ACOR. Hi, Ray. How are you?
0:36.3	Ed, I'm great. Thanks for having me again.
0:38.2	Well, thank you very much for inviting us to your event. Can you talk a little bit for the benefit
0:43.3	of the listeners who may not know this event? What is the ACOR Finance Forum? Sure. So the ACOR
0:47.9	Finance Forum goes back to about 2001. It's the forum for what ACOR was originally built on,
0:53.4	which is basically to take the financial
0:55.0	community and link them up with the folks who are developing clean energy projects around the United
1:00.0	States. Right. And you've got a two-day program here. I've been looking at the agenda. We have a
1:05.4	fantastic lineup of speakers from the worlds of industry and finance and investment coming up, some of whom we're
1:11.7	going to be talking to on this show later on, some of whom we're going to be talking to in
1:15.6	subsequent shows. Before we get into that, though, I wanted to talk a bit about where we are
1:21.0	right now in the renewable energy industry. You spoke very powerfully about this in your
1:26.9	opening remarks to the conference,
1:28.8	talked about obviously the keen interest in the reconciliation bill, currently being debated in
1:35.7	Congress, potentially very large implications from that bill for renewables and low carbon energy
1:42.4	in the US. We've talked about that on previous shows.
	...

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