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• 5 min read
• Published on 25 July 2025
View the full Basket:Post-IRA Energy Shift
Let’s be honest, there’s a certain delicious irony in all of this. For years, the West has been on a righteous crusade for green energy, a transition we were told was both morally essential and economically inevitable. The American government, with its Inflation Reduction Act, threw billions of taxpayer dollars at the cause, only to wake up and realise a rather inconvenient truth. A huge chunk of that money was flowing directly to Chinese manufacturers who, it turns out, dominate the solar panel market. It’s like trying to go on a diet by ordering a salad, but having it delivered by a doughnut company that takes most of the payment.
Now, Washington is having a moment of clarity, or perhaps just a fit of pique. The talk is of new taxes on Chinese-made wind and solar components. To me, this isn't some grand strategic masterstroke. It’s a predictable, almost clumsy, correction. But for a canny investor, these moments of political scrambling can create some rather interesting openings. The question is, where does one look when the green energy narrative gets a dose of geopolitical reality?
View the full Basket:Post-IRA Energy Shift
The most obvious beneficiaries, I think, are the energy sources that were looking a bit yesterday. Nuclear power, for instance. For all the hand wringing, it does one thing exceptionally well, it provides enormous amounts of carbon-free power, 24 hours a day. It doesn’t care if the sun is shining or the wind is blowing. If building vast solar farms suddenly becomes more expensive and complicated due to these new taxes, then reliable old nuclear, championed by companies like Constellation Energy, starts to look very attractive again. It’s the dependable workhorse, patiently waiting in the stable while the flashy show ponies stumble.
Then there’s natural gas. It’s the energy source environmentalists love to hate, but politicians and engineers secretly rely on. It has long been called the "bridge fuel," and this policy shift could make that bridge a whole lot longer. If renewables face a slowdown, something has to pick up the slack to keep the lights on. Companies like EQT, America’s largest gas producer, could find themselves in a surprisingly strong position, providing the flexible power needed to balance the grid. It’s not glamorous, but it is pragmatic.
View the full Basket:Post-IRA Energy Shift
Of course, the policy is designed to help domestic players, and it’s here that a clear theme emerges. While many solar companies were chasing cheap production in Asia, a few, like First Solar, kept their manufacturing at home. This once looked like a costly decision. Now, it looks remarkably shrewd. If its main competitors are suddenly slapped with tariffs, First Solar’s American-made panels could become the default choice for major projects. It’s a classic tortoise and hare story.
This shift away from reliance on a single foreign power creates a compelling collection of opportunities across the energy spectrum. It’s not just about one company, but about a broader realignment towards domestic security and reliability. We've actually grouped a number of these companies together in a theme we call The Post-IRA Energy Shift, which captures this very dynamic. It’s a basket that includes not just the power producers, but also the crucial infrastructure players who stand to benefit from this American-focused pivot. After all, whether the power is from the sun, the atom, or gas, you still need the pipes and wires to move it. And that, to me, is where the quiet money is often made.
View the full Basket:Post-IRA Energy Shift
View the full Basket:Post-IRA Energy Shift
View the full Basket:Post-IRA Energy Shift
View the full Basket:Post-IRA Energy Shift
View the full Basket:Post-IRA Energy Shift
View the full Basket:Post-IRA Energy Shift
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