What will the Inflation Reduction Act Unleash Cutting through the fog of enactment with S&P Global
Date:
Thursday, September 29, 2022
Location:
On-Demand
Duration:
60 Minutes
The early August signing of the Inflation Reduction Act into law represented a significant reweighting of US federal energy policy toward renewable energy and cleantech deployment through more than $350 billion in financial incentives. The successive rounds of negotiation it took to get the IRA across the finish line in the US Congress was only the beginning for the nation’s energy markets and the global energy industry, which are evaluating the potential range of impacts across financial, regulatory and physical vectors. Each stakeholder in the emerging understanding of the newly recast future of the US energy sector faces limits and constraints in how quickly adjustments can be made, and S&P Global analysts have been at the forefront in cutting through the “fog of enactment” with revised forecasts, actionable insight and thought-provoking commentary.
On this webinar we will discuss:
Updates to forecasts and models from S&P Global since the passage of IRA
The role states and state utility regulators will play in setting the speed limits for the distribution of federal funds
The realities of metals supply chains and mining capacity that runs counter to the ambitions of the IRA’s electric vehicle subsidies
Limitations for power markets in absorbing hugely accelerated renewable energy deployment
How financial and capital markets firms will be central in activating federal support allocated in the IRA
Next steps for energy sector stakeholders as the IRA is implemented
Lilian FedericoResearch Director, Energy, S&P Global Market Intelligence
Ms. Federico has been following the power and gas utility sector for more than 30 years, and the water sector for the last three years at Regulatory Research Associates, which is now an offering of S&P Global Market Intelligence. Full Bio
Ms. Federico has been following the power and gas utility sector for more than 30 years, and the water sector for the last three years at Regulatory Research Associates, which is now an offering of S&P Global Market Intelligence.
During her 30-year tenure, she has participated in RRA's Regulatory Focus research offering, and at different times, has had responsibility for the firm's coverage of more than 20 state regulatory jurisdictions, including Alaska, Arizona, Delaware, the District of Columbia, Idaho, Illinois, Indiana, Iowa, Kansas, Maryland, Missouri, Montana, New Jersey, New Mexico, New York, North Dakota, South Dakota, Oklahoma, Pennsylvania, Texas, Virginia, West Virginia and Wyoming. She has also participated extensively in the firm’s production of topical special reports on various industry and regulatory issues and contributed meaningfully to the firm’s Financial Focus equity research effort. She spearheaded RRA’s content expansions into Federal regulation of electric transmission and gas pipeline sectors, as well as state-level coverage of the water sector.
She is a 1987 graduate of Drew University, where she received a Bachelor of Arts Degree in Psychology/Business Management. She joined Regulatory Research Associates, then a stand-alone independent research firm, immediately upon her graduation from Drew. While employed by RRA, she was awarded an MBA in Financial Management from Pace University in 1992. RRA was acquired by SNL Financial in 2005, and became part of SNL Energy. In addition to myriad research responsibilities, Ms. Federico was part of the transition and integration into SNL, as a Senior Vice President of RRA. Ms. Federico was promoted to RRA President in 2011. Upon the acquisition of SNL by McGraw Hill Financial, later renamed S&P Global, her title was changed to Research Director for S&P Global Market Intelligence. Minimize
S&P Global Contributor
Molly ChristianIndustry Editor, S&P Global Commodity Insights
Molly Christian is an Industry Editor for S&P Global Commodity Insights, where she reports and edits coverage on the intersection of federal energy and climate policy and the electric power sector. Full Bio
Molly Christian is an Industry Editor for S&P Global Commodity Insights, where she reports and edits coverage on the intersection of federal energy and climate policy and the electric power sector. She has a 15-year history in energy journalism, having previously served as a senior reporter for S&P and a past editor of Argus Media's U.S. coal markets publication, Argus Coal Daily. Minimize
S&P Global Contributor
Chad SingletonAssociate Director, IHS Markit
Chad Singleton is an associate director with the IHS Markit Investing in Energy group, specializing in power, gas, and renewables. Previously, Mr. Singleton spent 10 years on Wood Mackenzie’s North American power and renewables fundamentals team, where he served as the regional expert for the Western Interconnect and the topical lead for a number of subjects, including renewable resource adequacy, flexibility, resiliency, and grid modernization. Full Bio
Chad Singleton is an associate director with the IHS Markit Investing in Energy group, specializing in power, gas, and renewables. Previously, Mr. Singleton spent 10 years on Wood Mackenzie’s North American power and renewables fundamentals team, where he served as the regional expert for the Western Interconnect and the topical lead for a number of subjects, including renewable resource adequacy, flexibility, resiliency, and grid modernization. Mr. Singleton also developed numerous proprietary models concerning renewable energy certificate price forecasting, renewable portfolio standard compliance, hourly scarcity adders, flexible resource adequacy, and the Clean Power Plan and was the chief architect behind the North America Power & Renewables Tool. Following Wood Mackenzie, Mr. Singleton joined ETTMA, where he led the Transformation in Energy team, focusing on an asset valuation product that also accounted for the myriad technological and external business environment risks being presented by the fourth industrial revolution. He holds a bachelor’s degree in business economics from the University of North Texas. Minimize
S&P Global Contributor
Mark FergusonResearch Director, Metals and Mining Research, S&P Global Commodity Insights
Mark Ferguson is a Director with the Metals & Mining Research group at S&P Global Commodity Insights. Having worked for previous iterations of the division since 2004, he has extensive experience in producing exploration and supply-side studies and topical research for the mining sector.
Mark is currently responsible for providing strategic leadership and functional direction for the Metals & Mining Research team, which produces annual studies on exploration and reserves replacement efforts, monthly reports on exploration, production, and commodity market trends, as well as detailed production cost models.
Mark holds a Bachelor of Science in Geology/Geography from Saint Mary’s University, and an MSc in Earth Sciences from Dalhousie University. Minimize
S&P Global Contributor
Peter GardettExecutive Director, Climate and Cleantech, S&P Global Commodity Insights
Peter is an executive director for S&P Global Commodity Insights and is part of a dedicated research team that provides integrated climate and cleantech advisory research to the financial sector. Full Bio
Peter is an executive director for S&P Global Commodity Insights and is part of a dedicated research team that provides integrated climate and cleantech advisory research to the financial sector. Peter has more than 20 years of experience in energy and commodities markets as a journalist, analyst, entrepreneur, and executive. His work at S&P Global Commodity Insights focuses on the energy transition and cleantech, including solar, wind, hydrogen, batteries, and storage. Minimize
The Platts Events mobile app puts conference navigation and networking at your fingertips. Available one week before the event, the mobile app gives delegates :
Advance access to the attendee list
Live agenda updates and networking activities
Immediate access to speaker presentations
Essesntial, real-time event details and notifications
Upload a profile photo, set up a meeting, amd more
* Platts attempts to secure as many speaker presentations as possible, however some speakers choose not to share their materials. Therefore some presentations may not become available.
Additionally speaker presentations for this event are only available for download from the networking mobile app and web link