New York Climate Week Speaker Series: The Future of US Clean Energy

Mark Strouse discusses recent trends and his team’s outlook for the US renewable energy market. The space has been very dynamic with cross-currents spanning surging electricity demand, and impacts from the US One Big Beautiful Bill Act and a related safe harbor update.   Speaker Mark Strouse, CFA, US Clean Energy / Sustainable Investing Senior Analyst   This podcast was recorded on 23 September 2025. This communication is provided for information purposes only. Institutional clients can view the related reports at: https://www.jpmm.com/research/content/GPS-5022198-0 https://www.jpmm.com/research/content/GPS-5059659-0 https://www.jpmm.com/research/content/GPS-5076966-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.