Episode
Why Green Subsidies Are Creating a Trade War
- Published
- Jun 28, 2026
- Duration seconds
- 538
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Summary
The U.S. Inflation Reduction Act's green subsidies are provoking retaliation from Europe and Asia. This episode examines the specific case of EU 'carbon border adjustment' tariffs on American solar panels and how the U.S. is responding with counter-subsidies for domestic battery production. We break down the $9.5 billion in EU countervailing duties proposed in May 2026, the WTO disputes brewing, and what this means for the cost of renewable energy globally. Lucas and Luna debate whether subsidy competition accelerates or fragments the green transition. A concrete look at how industrial policy is reshaping climate economics in mid-2026. #GreenSubsidies #TradeWar #InflationReductionAct #CarbonBorderAdjustment #SolarPanels #BatteryProduction #WTO #EU #IndustrialPolicy #ClimateEconomics #RenewableEnergy #CountervailingDuties #SupplyChain #GreenTransition #SubsidyCompetition #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo