Dec 14 2023 67 mins
Prepare to embark on an electrifying journey as Steve Levine and I unravel the multi-faceted world of electric vehicles and renewable energy as we glimpse into the 2023 rear view mirror.
We dissect the implications of the Inflation Reduction Act (IRA) on the industry, drawing a few parallels with past stimulus packages. The discussion extends to the influential works of both Steve and Levi Tillemann, who both wrote chronicles some time ago now on what we see unfolding all around us today.
We navigate the geopolitically charged issue of the US battery supply chain and Chinese involvement... and the potential role of oil and gas companies in the battery and renewables landscape. We also talk about my recent close encounters with Arnold Schwarzenegger and Professor Stan Whittingham, both of whom underscored the importance of relatable dialogue and urgency in tackling this global issue.