10,000 Projects, 1 Big Threat: What the Data Says About the IRA Rollback

Michael Thomas joins us to discuss the clean energy tax provisions and industrial stimulus in the Inflation Reduction Act, which have brought billions of dollars in private investment and added gigawatts of power. However, these provisions are at risk of being cut as the "One Big Beautiful Bill" makes its way through Congress.

Michael is a repeat guest and a data expert who has been tracking over 10,000 clean energy projects through his business, Cleanview. Since his last appearance, he's been highlighting the potential impact of these provisions. We discuss the challenges they face and how their loss would affect U.S. manufacturing and energy. Contrary to the name of the show, the loss of these provisions is not inevitable—Michael and Cody explore the ways we can all get involved to prevent it.

Episode recorded on June 6, 2025 (Published on June 9, 2025)

In this episode, we cover: 

• [2:45] Michael’s work since his last appearance
• [8:34] Cleanview and its clients
• [10:47] IRA’s impact on clean energy
• [13:59] Billion-dollar investments in red states
• [16:22] Cuts to clean energy in the Big Beautiful Bill
• [19:25] Economic impacts in Republican districts
• [23:11] Consequences of halting clean energy deployment
• [29:45] The transfer of wealth behind the bill
• [36:25] The Musk-Trump feud
• [38:20] Actions people can take
• [44:18] Timeframes for the bill to pass and go into effect

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*Editing and post-production work for this episode was provided by The Podcast Consultant