August 28, 2025

TRANSMISSION:THE PODCAST: Tariffs, Tax Credits, and the Future of US Clean Energy

The US is at a pivotal energy transition moment. The Inflation Reduction Act has unlocked unprecedented clean energy investment, but turning climate ambition into bankable projects requires navigating complex capital, regulatory, and deployment challenges.

Modo Energy’s CEO Quentin Scrimshire speaks with GridStor CEO Chris Taylor, about how capital flows into US energy storage, what investors demand, and why regulatory clarity is crucial for large-scale deployment.

In this episode, they discuss:
• How the IRA is reshaping storage investment
• Interconnection queues as deployment barriers
• Investor requirements for large-scale storage backing
• Balancing federal incentives with private capital
• Supply chain impacts from tariffs and domestic production

Ambition alone doesn’t build projects—execution does.

Listen to the full episode on your podcast platform of choice, or the Modo Energy Youtube channel here.