Why Markets Underprice the Return of Clean Energy Credits
Know More. Risk Better. Podcast | Season 10, Episode 21
In this episode of the Know More. Risk Better. podcast, the conversation explores how shifting energy markets, geopolitical developments, and evolving policy dynamics are shaping the outlook for US power and clean energy. Zachary Griffiths is joined by Andy DeVries to discuss the divergence between oil and natural gas prices, the impact of rising data center demand on power markets, and a contrarian view that clean energy tax credits are likely to return.
They examine implications for wind and solar growth, power price trajectories, and investment positioning across utilities and energy assets. The episode delivers practical, forward-looking insight to help investors navigate the evolving energy and power landscape with greater confidence.
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Speakers:
Zachary Griffiths, CFA, Head of IG & Macro Strategy, ÂÒÂ׶ÌÊÓƵ:
Zachary leads US investment grade and macro strategy, bringing expertise in financial markets and economic implications.
Andy DeVries, CFA, Head of IG, Head of Utilities, ÂÒÂ׶ÌÊÓƵ:
Andy has over 20 years of experience analyzing natural gas and power sectors across the capital structure through full market cycles.
Timestamps:
Introduction to the Energy Landscape
Natural Gas Prices and Market Dynamics
The Return of Clean Energy Tax Credits
Impact of Legislative Changes on Clean Energy
Forecasting Energy Production and Demand
Legislative Pathways for Tax Credit Reinstatement
Investment Strategies in Clean Energy
Next Era and the Utility Landscape
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U.S. Special Situations Outlook: LMEs, Litigation and Bankruptcy
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Conflict, Commodities and the Price of Disruption
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