Join us as we share our findings on how OBBBA will change power markets compared to the previous Inflation Reduction Act (IRA) policy framework. We will explore the national-level impact on technology buildout, and dive into regional markets to reveal how resource trade-offs and demand growth will drive critical changes in the makeup of wholesale markets and resulting energy prices.
In this session, we’ll unpack Baringa’s latest North America Power Outlook and explore:
Renewables in the new economic reality: The unwinding of the Inflation Reduction Act provisions marks a landmark shift in the competitiveness of renewable electricity generation technologies over the next decade.
Regional challenges and opportunities: Demand growth, supply chain constraints and region-specific resources continue to shape grid-level opportunities.
Technology mix tradeoffs: OBBBA is expected to trigger both near-and-long-term impacts on the technology mix and alter the outlook for regional wholesale power prices and markets.
This session will feature our fundamental-based results and analysis of OBBBA's immediate implications and long-term consequences.