Episode

Tax Credits, Energy Demand, & the Race to Build New Power Generation | ESG Decoded Podcast #188

Podcast
ESG Decoded Podcast
Published
Mar 17, 2026
Duration seconds
1343
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not_requested
Canonical source
https://podcasters.spotify.com/pod/show/esgdecoded/episodes/Tax-Credits--Energy-Demand---the-Race-to-Build-New-Power-Generation--ESG-Decoded-Podcast-188-e3ghli4
Audio
https://anchor.fm/s/490ed370/podcast/play/117019652/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-16%2F3714ebb5-23b1-1df6-1d63-ec3cf8435680.mp3
JSON
/v1/public/podcasts/esg-decoded-podcast-3566053/episodes/tax-credits-energy-demand-the-race-to-build-new-power-generation-esg-decoded-podcast-188
Markdown
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Summary

The future of energy is not just about new technologies; it is about how policy, investment, and growing demand come together to shape what gets built next. In this episode, host Erika Schiller speaks with Tom Bitting , Managing Director at Advantage Capital, about the evolving landscape of renewable energy development in the United States. Their conversation focuses on how policy shifts, federal tax credits, and investor behavior are shaping the pace and scale of new power generation projects. As electricity demand accelerates, driven by economic growth, data centers, and emerging technologies, the need to build new power generation is becoming increasingly urgent. Tom outlines the market dynamics influencing renewable energy investment, including: The role of Investment Tax Credits (ITCs) and Production Tax Credits (PTCs) in financing solar, wind, and storage projects How transferable tax credits are expanding investor participation in clean energy markets The potential ripple effects of policy changes on project economics, electricity prices, and grid reliability Why investors are beginning to evaluate emerging technologies like energy storage, geothermal, and nuclear alongside traditional renewables Don’t miss an episode—subscribe to ESG Decoded on your favorite podcast platform and follow us on social for the latest updates! Episode Resources: Inflation Reduction Act (IRA): https://www.energy.gov/edf/inflation-reduction-act-2022 Solar Investment Tax Credit (ITC): What Changed: https://www.energy.gov/eere/solar/articles/solar-investment-tax-credit-what-changed Renewable Electricity Production Tax Credit (PTC): https://www.epa.gov/lmop/renewable-electricity-production-tax-credit-information Advantage Capital: https://www.advantagecap.com/ Connect with Tom Bitting: h…