The Big Bill Got Done. Now What?

Now that Congress has passed and President Trump has signed into law the One Big Beautiful Bill Act, we talk about the final language and what it means for the U.S. energy sector on this episode of Political Climate.  We discuss short term implications for solar and wind developers, particularly in light of a new executive order calling for new Treasury rules to strictly enforce the repeal of renewable energy tax credits. We also tackle what the OBBB means for American energy competitiveness on a global scale. Plus, a new Department of Energy report warns that blackouts could increase by 100 times in 2030 if the U.S. continues to close baseload power plants and fails to add additional firm capacity. Is the U.S facing a grid reliability crisis without coal and natural gas plants? We weigh in on the DOE report and the growing mismatch between US electricity supply and demand (for a primer, listen to our previous episode with Asim Haque, VP with grid operator PJM Interconnection).

U.S. grid operators braced for a surge in electricity demand and possible power outages this week as scorching temperatures hit the eastern half of the country. Heat waves are just one of the challenges facing increasingly strained electricity systems across the country, amid rapidly growing demand from data centers and a looming shortfall in supply. On this episode of Political Climate we’re joined by Asim Haque, SVP of Governmental and Membership Services for PJM Interconnection. Haque helps us unpack this historic "all hands on deck" moment for the U.S. power grid. Challenges and opportunities lie ahead: from preparing for AI's energy usage and tackling interconnection queues, to managing diverse resource portfolios and price increases that drag grid operators into the political fray. This period of transition is taking place against a historic debate in Congress on the future of energy tax policy, which could have major implications for how grid operators manage the supply crunch and demand spikes they're facing. We kick off the episode with our ongoing coverage of the Big, Beautiful Bill as we dig into the Senate Finance Committee's version of the tax and spending cuts package. We unpack some of the differences between the House and Senate language, next steps ahead of the President's July 4th deadline, and what the reconciliation bill means for the U.S. power system.

Dropping in with a quick update that Political Climate is pushing the release of our next full episode to next week. As our listeners know, the Senate is in the process of revising and releasing their version of the reconciliation bill that the House passed a few weeks ago. Senate Finance Committee text dropped Monday evening and there is a lot to unpack. While there are many things we want to talk about that aren’t directly related to the bill, so much of the energy sector is set to be impacted by the big bill that we wanted to take the time to read it — and to bring in a guest or two who can help us unpack what it all means.  So, while we don’t have an episode for you this week, we’ll have another one coming soon. Stay tuned!

President Trump’s return to office has reignited a bold push for energy dominance — a sweeping agenda to supercharge U.S. energy production, slash regulatory red tape, and reestablish America as a powerhouse in global energy markets. In this episode, we dive deep into what that actually means. From a wave of recent executive orders to the high-stakes reconciliation bill moving through Congress, we explore how the administration aims to lower energy costs, secure supply chains, and leverage American energy to bolster both the economy and national security. During President Trump's March address to Congress, he pledged to combat inflation by “rapidly reducing the cost of energy.” His administration is also laser-focused on winning the AI race against China, which requires a massive amount of new energy development. The stakes are high — and in many ways, Congress holds the keys to making the president’s energy dominance agenda a reality. But is the House-passed reconciliation bill aligned with that vision, or does it fall short? Finally, we announce some exciting if bittersweet news, as we welcome a new voice onto the show and bid farewell to another!

If you’re tracking the world of budget reconciliation then you know it’s crunch time as House Speaker Mike Johnson works to pass a party-line megabill by Memorial Day. House Republicans have a lot on their plates as they try to make significant spending reductions while extending tax cuts and raising the debt ceiling. The fate of U.S. energy tax credits also hangs in the balance, as debate continues to rage around the GOP’s so-called big, beautiful bill. In this episode of Political Climate, we’re back from a break to discuss the latest developments on the reconciliation package now that the House has released legislative text. Which clean energy policies and programs remain at risk of repeal? Which ones could the Senate step in to save? Plus, we look at how the energy sector is responding to tariffs and how all of this is shaping up to fulfill President Trump’s Energy Dominance agenda. Listen and subscribe to Political Climate on Apple Podcasts, Spotify, Amazon Music and beyond! Follow us on X at @Poli_Climate or find the show on LinkedIn.

Hey Political Climate listeners, we’re jumping on to let you know that we’re taking a short recess.  The show will be back in another couple of weeks, with hosts Julia Pyper, Emily Domenech, and Brandon Hurlbut to help you understand the latest news with perspectives from across the political spectrum.  There is no shortage of activity, from tariffs to reconciliation, DOGE program cuts, and so much more. Follow Political Climate wherever you listen, so you don’t miss the latest episode release. Thank you for listening! Back soon.

As “Political Climate” marks the one-year anniversary of its re-launch, the deluge of energy sector news continues. In today’s episode, the hosts dig into a series of recent and contentious moves from the Environmental Protection Agency—from massive power plant deregulations and an intention to undo the 2009 endangerment finding, to the termination of $20 billion in climate grants. Which of these policies could have the most impact, and where can the hosts find some unexpected common ground? Also in this episode—21 House Republicans have issued a letter calling on leaders to preserve some clean energy tax credits in the upcoming Congressional reconciliation bill; they’ve suggested they might vote against the bill if the credits are repealed. But will they really die on that hill? And later, the hosts assess some of the issues that Trump’s tariffs could inflict on the energy sector. The show wraps up with some reflections on the past year. --- Credits: Hosted by Julia Pyper, Emily Domenech, and Brandon Hurlbut. Produced by Max Savage Levenson. Edited by Anne Bailey. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Political Climate is co-produced by Boundary Stone Partners, a leading bipartisan climate change strategic advisory and government affairs firm. Their mission-driven approach combines innovative solutions with expertise in technology, finance, policy, federal funding, and advocacy. Learn more and get in touch today at BoundaryStone.com. The energy industry is transforming - are you staying ahead of the curve? As the premier bipartisan strategic advisory firm, Boundary Stone Partners bridges the gap between technology, policy, and finance to drive real-world impact, empowering clients to shape a more sustainable future. Visit BoundaryStone.com to learn more.

In this special episode of “Political Climate,” hosts Brandon Hurlbut and Emily Domenech travel to Big Sky, Montana, to record the podcast live at the Winterfest conference. Now in its twentieth year, Winterfest brings together leaders in clean energy and finance to help move the global energy transition forward. This year the conference focused on finding solutions in a singular and difficult political moment. To help make sense of the political headwinds rocking clean energy and decarbonization efforts, the hosts are joined by two conservative-minded insiders with decades of experience: Rich Powell, CEO of the Clean Energy Buyers’ Association, and Travis Kavulla, vice president of regulatory affairs at NRG.  In their wide-ranging conversation, the hosts and their guests explore the clean energy projects most likely to make gains during the Trump administration, discuss how skyrocketing energy demand impacts supply, and offer advice for industry leaders unsure of how to move their projects forward amidst compounding political challenges. --- Credits: Hosted by Emily Domenech and Brandon Hurlbut. Produced by Max Savage Levenson. Edited by Anne Bailey. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Political Climate is co-produced by Boundary Stone Partners, a leading bipartisan climate change strategic advisory and government affairs firm. Their mission-driven approach combines innovative solutions with expertise in technology, finance, policy, federal funding, and advocacy. Learn more and get in touch today at BoundaryStone.com. The energy industry is transforming - are you staying ahead of the curve? As the premier bipartisan strategic advisory firm, Boundary Stone Partners bridges the gap between technology, policy, and finance to drive real-world impact, empowering clients to shape a more sustainable future. Visit BoundaryStone.com to learn more.

Since President Trump took office on January 20, he has quickly enacted an expansive list of policies with immediate and dramatic impacts on climate and energy.  If you feel like you’re struggling to process these rapid-fire actions, you’re not alone. Among other pursuits, the President has vowed to “terminate the Green New Deal” and paused funding for tons of clean energy projects—from offshore wind development to Solar for All and IRA grants. He has signed executive orders designed to maximize fossil fuel extraction and domestic mining, and overseen the launch of an enormous, power-hungry data center called Stargate, which could potentially employ solar as part of its fuel mix. Additionally, Trump instituted a 10% tariff on all Chinese imports, and has threatened to implement additional tariffs on Mexican and Canadian goods. (Okay, let’s take a breath.) In today’s episode, the hosts dig into some of these pressing issues, debate their impact on the clean energy sector, and find some common ground on the potential upside of trimming the federal government. This episode wraps up with the rapid-fire segment, the Mark-Up. --- Credits: Hosted by Julia Pyper, Emily Domenech, and Brandon Hurlbut. Produced by Max Savage Levenson. Edited by Anne Bailey. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Political Climate is co-produced by Boundary Stone Partners, a leading bipartisan climate change strategic advisory and government affairs firm. Their mission-driven approach combines innovative solutions with expertise in technology, finance, policy, federal funding, and advocacy. Learn more and get in touch today at BoundaryStone.com. The energy industry is transforming - are you staying ahead of the curve? As the premier bipartisan strategic advisory firm, Boundary Stone Partners bridges the gap between technology, policy, and finance to drive real-world impact, empowering clients to shape a more sustainable future. Visit BoundaryStone.com to learn more.

Amid the ongoing fires that have plagued California this month, the conversation around mitigation and prevention has accelerated. In today’s episode, the hosts are joined by Anukool Lakhina, the CEO and co-founder of BurnBot. The company produces tank-sized robots that take in biomass, incinerate it, and extinguish it as they move. Prescribed burns are a normal part of forest management, but they typically require specific weather conditions for safety purposes. But BurnBot can operate around the clock, no matter the weather. In the interview, Anukool explains how his robots work and their potential to diminish the strength of fires like those in LA. He also discusses the bills and policies that he believes can make the biggest impact on fire mitigation moving forward. Earlier in the show, the hosts unpack and debate some of the first moves from the new Trump administration on climate and energy, including the President’s “national energy emergency,” the unwinding of President Biden’s tailpipe emissions rules, and the impact of an EPA study on the social cost of carbon. --- Subscribe to Latitude Media’s newsletter to get weekly updates on tech, markets, policy, and deals across clean energy and climate tech. Political Climate is co-produced by Boundary Stone Partners, a leading bipartisan climate change strategic advisory and government affairs firm. Their mission-driven approach combines innovative solutions with expertise in technology, finance, policy, federal funding, and advocacy. Learn more and get in touch today at BoundaryStone.com. The energy industry is transforming - are you staying ahead of the curve? As the premier bipartisan strategic advisory firm, Boundary Stone Partners bridges the gap between technology, policy, and finance to drive real-world impact, empowering clients to shape a more sustainable future. Visit BoundaryStone.com to learn more.