The Road Ahead for Clean Energy Finance with Keith Martin and Jigar Shah

Reunion's Andy Moon spoke with two of the most insightful voices in clean energy — Keith Martin (Norton Rose Fulbright) and Jigar Shah (formerly of the DOE Loan Programs Office) — for an inside look at the current policy environment and market sentiment, and a big-picture discussion on what’s next.

Recording: The road ahead for clean energy finance

Key topics

• Introductions to Keith Martin and Jigar Shah [00:58]
• Reunion’s report on transferable tax credits in 2025, drawing from in-depth interviews with buyers [03:36]
• Policy and tax updates by Keith Martin [05:40]
• Trends in the clean energy sector, based on Jigar Shah’s experience at the DOE Loan Programs Office [14:23]
• Discussion of trends in nuclear energy [20:00]
• Impact of tariffs on the clean energy industry [22:43]
• Impact of potential changes to the IRA, with a focus on tax credits [26:00]
• Discussion of letter from 21 Republican members of Congress in support of the IRA, and legislative strategies for the clean energy industry [29:58]
• Importance of making voices heard in-district, rather than in DC [31:41]
• How stakeholders can prepare in case IRA tax credits are repealed [36:15]
• How federal agencies including DOE and IRS will be able to operate in the face of cuts from DOGE [37:58]
• Over 90% of new energy capacity in 2024 was clean; why doesn’t the clean energy industry act more dominant? [44:00]
• Most counterintuitive predictions for the next four years in clean energy [47:46]
• Wishlist requests for the Trump administration [52:36]