Know More. Risk Better. Podcast | S10E21 Why Markets Underprice the Return of Clean Energy Credits

[Please note, this podcast was recorded on Monday, 4 May 2026]

Welcome to the CreditSights Podcast!
This episode explores how shifting energy markets, rising power demand from data centers, and evolving policy dynamics are shaping the outlook for clean energy. Zachary Griffiths is joined by Andy DeVries to discuss why natural gas prices are diverging from broader energy trends, the impact of geopolitical developments on power markets, and a contrarian view that US clean energy tax credits are likely to return.
They also examine implications for wind and solar growth, power price dynamics, and potential investment opportunities across utilities and energy markets, offering a clear, forward-looking perspective to help investors better position for emerging trends.

Speakers
· Zachary Griffiths, CFA, Head of IG & Macro Strategy, CreditSights:
Zachary leads US investment grade and macro strategy, bringing expertise in financial markets and economic implications.
· Andy DeVries, CFA, Head of IG, Head of Utilities, CreditSights:
Andy has over 20 years of experience analyzing natural gas and power sectors across the capital structure through full market cycles.

Timestamps:
00:00 Introduction to the Energy Landscape
02:22 Natural Gas Prices and Market Dynamics
04:01 The Return of Clean Energy Tax Credits
07:02 Impact of Legislative Changes on Clean Energy
09:57 Forecasting Energy Production and Demand
12:56 Legislative Pathways for Tax Credit Reinstatement
17:01 Investment Strategies in Clean Energy
20:06 Next Era and the Utility Landscape

Connect with CreditSights
· Website: https://know.creditsights.com/
· LinkedIn: https://www.linkedin.com/company/creditsights

Видео Know More. Risk Better. Podcast | S10E21 Why Markets Underprice the Return of Clean Energy Credits канала CreditSights