Energy and the ‘big beautiful bill’ | live from day 2 of 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

🗓️ 6 June 2025

⏱️ 75 minutes

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Summary

As the US races against China to develop the most advanced capabilities in AI, energy is critical. In this second episode from the ACORE finance forum, we speak to experts about how US energy policy, and in particular the reconciliation bill now being debated in Congress, might affect that race.

Host Ed Crooks and regular guest Amy Myers Jaffe talk first to Joseph Webster, a Senior Fellow at the think-tank the Atlantic Council. They discuss the need for increased power supplies for data centers, the US reliance on clean energy supply chains that originate in China, and the challenges facing attempts to reduce that dependence.

Ed and Amy then talk to Seth Hanlon, a Senior Fellow at the New York University Tax Law Center, and to Lesley Hunter, the Senior VP for Policy and Engagement at ACORE. They dig into the politics around the reconciliation bill currently being worked on in the Senate. Seth previously worked at the US Treasury on the implementation of the energy tax credits in the Inflation Reduction Act, and shares his perspectives on the possible effects of the new legislation that could come out of Congress. Lesley provides her insight on the prospects for persuading senators to support a more favorable outcome for the clean energy industry.

This is the second of three special episodes from the ACORE Finance Forum. We’ll be back next week 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-moving world of energy from Wood McKenzie.
0:08.8	I'm Ed Crooks, and we're back again at the second day of the ACOR Finance Forum in New York City,
0:14.6	and I'm joined again by Amy Myers-Jephy. Amy is the director of the Energy, Climate Justice and Sustainability Lab at New York University.
0:21.5	Hi, Amy, how are you?
0:23.0	I'm good, Ed, and I'm still recovering from that very spicy dinner we had last night at that
0:28.4	wonderful Indian restaurant.
0:29.5	Did have a very good curry last night.
0:31.4	It was a great way to round off what was a very hectic day.
0:34.7	The first day of this event was really great.
0:36.8	We spoke to a great set of people.
0:38.5	I needed all that anti-inflammatory properties of Tameric and so forth to, you know, be prepared
0:45.3	to head talk another day about the output for clean energy in the United States. Exactly, yeah.
0:50.8	As you say, we'rearing to go on another great day, another great day of programming they've got on the agenda here.
0:57.1	And we're talking to some of the key speakers. They have, again, a great lineup of people from the energy industry, from finance, from investments, and think tank people as well speaking here.
1:07.5	And some of those other people we're going to be having as interviews on this show. So let's go
1:13.2	straight into our first interview. We spoke earlier to Joe Webster, who's a senior fellow at the
1:19.0	Atlantic Council, which is the think tank, and we talked to him about various things, but energy policy,
1:25.6	broadly speaking, and in particular we focused in on one of his
1:29.0	areas of expertise, which is China, and talk quite a bit about rivalry between China and the US
1:35.1	in terms of artificial intelligence and what that meant for energy. So, Joe, welcome to the show.
1:41.4	Thanks for having you. So perhaps for the benefit of listeners who might not know you, and it's your first time
1:47.4	on the show, could you talk a little bit about what you do at the Atlantic Council and where
	...

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