US Inflation Reduction Act (IRA) one year on – contextualising the capex supercycle

2023-09-15

One year on since US President Biden signed the landmark IRA into law, there’s been no shortage of figures attesting to the cosmic transformation of the “Made in America” clean energy renaissance. Ehsan Khoman, Head of Research – Commodities, ESG and Emerging Markets (EMEA) at MUFG, discusses MUFG’s latest ESG thought leadership report that provides a comprehensive assessment of what the IRA has achieved in its first year and what comes next.

Ehsan Khoman, Head of Research – Commodities, ESG and Emerging Markets (EMEA) at MUFG, discusses MUFG’s latest ESG thought leadership report that provides a comprehensive assessment of what the IRA has achieved in its first year and what comes next.

According to Ehsan, the energy trilemma pillars of affordability, security and sustainability, naturally dovetail with this goldilocks piece of clean energy regulation, with the data to date substantiating that we are in the early innings of a renewables capex supercycle – see here for the full report.

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