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Energy Gang

Tax Reform and Tesla's Semi-Truck

Energy Gang

Wood Mackenzie

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

4.61.3K Ratings

🗓️ 17 November 2017

⏱️ 49 minutes

🧾️ Download transcript

Summary

The House passed its tax reform bill yesterday that includes cuts to renewable energy tax credits. The package is already having a chilling effect as developers stall projects because of a potential change to the tax code.

What will happen when the Senate and House try to reconcile their two bills? We'll try to anticipate the political chess match before the pieces move.

Then, we'll take a look at Tesla's newest shiny object: the electric semi-truck. Is this a convenient distraction for Musk as Tesla's financial health worsens? Or yet another master plan step that most of us will never understand until much later?

(Note: we recorded these segments on Thursday afternoon. For more on the House tax bill, read this overview; for a rundown of the new semi-truck, read Julia Pyper's reporting.)

We end the show why talking about IEA's latest worries about nuclear shut-downs in Europe. While global emissions rise, renewables may have a hard time filling in the gap.

This podcast is sponsored by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas. You can find out more about Mission’s American-made, high-power modules at missionsolar.com.

Are you coming to GTM's Storage Summit on December 12-13? Podcast listeners get 20 percent off their registration with the promo code PODCASTS.

Recommended reading:

  • GTM: Why Tesla’s Electric Semi Truck Is the Toughest Thing Musk Has Attempted Yet
  • Washington Post: The House Just Passed Its Big Tax Bill. Here’s What Is in It.
  • Recharge: Wind and PV Build-Out Too Slow to Replace Aging Nuclear, Says IEA

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Transcript

Click on a timestamp to play from that location

0:00.0

This Podcast is brought to you by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas.

0:07.0

Mission Solar modules are designed, engineered, and assembled in their Texas-based 200 megawatt facility and serve residential commercial government and utility applications.

0:17.5

Adhering to the strictest quality standards, Mission Solar's modules outperform their

0:21.8

competition in real-world conditions, proving to be an easy choice

0:25.4

for installers, distributors, and developers.

0:28.4

To find out more about Mission's High Power American Quality modules, visit Mission Solar.com.

0:34.0

So what are you doing on December 12th and 13th?

0:37.0

If it's not hanging out with GTM at our Storage Summit in San Francisco,

0:40.0

I hope you have a good excuse,

0:42.0

especially since podcast listeners get 20% off their

0:44.6

tickets for the last two years this event has sold out and we're already on our way

0:48.8

to another sellout show so there's a lot to cover this year. Here are a few examples.

0:53.0

Utilities are getting serious about all kinds of storage for different grid needs.

0:57.0

Have we reached an inflection point for long-term grid planning?

1:00.0

State mandates on energy storage continue to move forward, what mechanism is best suited

1:04.8

for building out a storage market, and a spate of M&A activity has occurred over the last 11 months

1:10.4

with notable activity including Anel's acquisition of demand energy

1:13.7

and Wartsilla's acquisition of Greensmith. We're going to hear from some of the

1:17.9

companies that have been acquired and are doing the acquiring

1:21.0

and talk about how these acquisitions are shaping the energy

1:23.7

storage business. So again, energy gang listeners get 20% off their

1:28.2

registration at GTM Storage Summit in San Francisco on December 12th and 13th.

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