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Excellent piece Neil. Really enjoyed it. But I disagree with the notion that IRA spending in red counties or states will protect it from Trump. Look at Medicaid expansion, this results in increased federal dollars for healthcare yet 9 Red states never adopted it. Basically ideology will trump self-interest. And speaking of Trump, if he proposed a massive IRA Roll-Back, a Republican controlled Congress will surely go along even if it's detrimental to their constituents. Lastly, parts of the IRA, like the GGRF, are very dependent on federal agency implementation and that would almost certainly end even if the dollars have been appropriated.

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You may be right Jerry. The Senate might be another issue. I am going to set up an interview with some industry insiders pre-election to discuss. Stay tuned!

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