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Stuart Decew

Apr 17, 2025

10:33
So I don't know whether that resonates at all, but we are a little bit like, have we read this right? Or have we missed something?
10:41
No, no, it really does resonate.
10:43
And I think the story is still being written in the United States right now.
10:46
And in interesting ways, we'll see how durable the Inflation Reduction Act is.
10:50
There's a wonderful resource by MIT and the Rhodium Group that shows where all the investment has happened since the Inflation Reduction Act.
10:56
85% of it has gone to right-of-center districts that voted for Trump.
11:01
And so you have created the idea of an industrial policy that focuses on changing the political economy around, you know, the energy transition and these investments.

16 MINS LATER

26:47
What does it feel like?

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