Episode
How are energy supply chains changing as electricity demand surges? A special episode from the ACORE Policy Forum in Washington
- Podcast
- Energy Gang
- Published
- Feb 26, 2026
- Duration seconds
- 2928
- Processing state
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Summary
ACORE, the power and renewables industry group, is this week hosting its annual Policy Forum in Washinton DC. It’s an event where industry leaders and experts discuss how the changing landscape of US energy policy is shaping infrastructure investment, the growth of electricity supply, and the affordability of power. Host Ed Crooks is recording two special episodes from the forum. This first show is focused on the US government’s attempts to build up a domestic supply chain for renewables and other energy equipment. Ed speaks with Dr Sarah Kapnick, who is the global head of Climate Advisory at JP Morgan, and Peter Toomey, the Chief Development Officer at Cypress Creek Renewables, which is one of the country’s leading energy developers. They discuss how supply chains and infrastructure for renewable energy are evolving. Demand for electricity is booming, but supply chains are under pressure. Volatile government support creates uncertainty for developers and suppliers. The “one big beautiful bill” (OB3) last year, which scrapped tax credits for wind and solar power, created “cliffs” in support for projects as the deadlines for eligibility are passed. That creates challenges for equipment manufacturers thinking about investing in new production capacity in the US. The Trump administration, like the Biden administration before it, faces a tension between its objectives of building up US manufacturing, accelerating US electricity supply growth, and making consumers’ power bills more affordable. The ultimate question is whether the US can build resilient, competitive, domestic energy supply chains while balancing affordability, energy security, and surging demand from AI. Plus, Ed talks to Alice Lin, a senior tax advisor at the Natural Resource De…