David Kovatch

Founder, DC CleanTech | Mission Strategies | Prev White House NSC, DOE, and NNSA | Intersection of Policy, Government Finance, and Clean Energy
#EnergyTwitter

[David Kovatch @DavidKovatch]

🧵In the newest issue of #DCCleanTech we dug into 14 House #Republicans who recently testified to Ways & Means about the #IRA tax credits that should be spared from the chopping block in the upcoming #reconciliation bill.
#Energy #Energytwitter
https://t.co/AdT6uQctTa

[General Matter @generalmatter]

General Matter is enriching uranium for the US.

We will revive nuclear fuel production in America. We chose to do this not because it’s easy, and not because it’s hard, but because it needs doing.

Nothing gets made if fuel isn’t made. America’s ambitions, from manufacturing to AI, all require nuclear. It’s the only source of energy that is reliable, scalable, and clean. It’s not only our future but our present, powering almost half of our clean energy and roughly 20% of our grid today.

But the US is forced to look abroad for our nuclear fuel. Despite pioneering the technology, we’ve since outsourced enrichment to allies, competitors, and even adversaries. We didn’t just give up the lead. We’re no longer even in the game.

It’s time to enrich. For the past year, General Matter has been incubated within Founders Fund, with a team from SpaceX, Tesla, Anduril, national labs, and the DOD. We are undertaking an engineering challenge which, if successful, will fundamentally improve the trajectory of our nation.

The raw material is embedded in the bedrock beneath our feet. America’s future is written in stone.

We are turning our potential into power, and exceptional talent is needed. Join us.

[David Kovatch @DavidKovatch]

💰And of course, we're providing a comprehensive rundown on government clean tech #financing. In just the first 17 days of January the government announced more than $74.5 billion of funding awards and $937 million of new opportunities 🤑. We've got you covered with the details!

[David Kovatch @DavidKovatch]

🧵In the newest issue of #DCCleanTech we dug into 14 House #Republicans who recently testified to Ways & Means about the #IRA tax credits that should be spared from the chopping block in the upcoming #reconciliation bill.
#Energy #Energytwitter
https://t.co/AdT6uQctTa

[David Kovatch @DavidKovatch]

📜We also published a Clean Tech Legislation Tracker covering the bills introduced in the 119th Congress that are most impactful for the clean tech sector. We're talking #criticalminerals, #semiconductors, #forestry, and new limits on #China for accessing IRA tax credits.

[David Kovatch @DavidKovatch]

And we’re hitting some clean tech hot topics:
🪨U.S.-China Graphite Trade Tensions escalate as U.S. producers file AD/CVD case
💵The @JCTgov updates its IRA scores. 🚨Spoiler Alert🚨They’re still woefully underestimating IRA uptake across several credits, with one BIG exception

[David Kovatch @DavidKovatch]

In this month’s edition of DC Clean Tech we are profiling all 14 House Republicans that signed Rep Garbarino’s letter to Speaker Johnson warning against a premature repeal of the IRA clean energy tax credits.🧵
https://t.co/eqaMMX8tOS

[David Kovatch @DavidKovatch]

We also cover a few bonus Reps, like E&C Chair Brett Guthrie, that serve on key committees and have major investments in their districts. 🚨Spoiler Alert🚨 the KY-02 is #3 in the country for clean tech investment, attracting $10 billion, according to the Clean Economy Tracker

[David Kovatch @DavidKovatch]

🤑And of course, we’re still bringing you a comprehensive roundup of the month’s clean tech government funding awards and opportunities. The government announced more than $57.5 billion of clean tech funding awarded and $3.9 billion of new funding opportunities in December!

[David Kovatch @DavidKovatch]

New issue of DCCleanTech is out! We're talking #CleanEnergy to Republicans, featuring @ShaneSkelton

We're also covering $19.5 billion in government clean tech financing awards and $170 million in new opportunities!

https://t.co/nf5lMgQ0pl

#Energytwitter

[Matt @MattHaydenOH]

The #DCCleanTech newsletter is out NOW!

Check out @DavidKovatch 's in depth analysis on how IRA tax credits are driving public and private investment to spur the U.S. EV economy.

Please read and subscribe below!

https://t.co/UBlbrgGGLm

[Shane Skelton @ShaneSkelton]

Check out @DavidKovatch latest edition of DC Clean Tech. October's Cliff Notes: 4 tax credits provide more than $10B for U.S. EV production and uptake; $19.25B in new grants/loan financing; and $2B in new funding opportunities #energytwitter #CleanEnergy
https://t.co/0MWLOGHPoK

[David Kovatch @DavidKovatch]

Combined, we expect $10 billion+ in IRA tax credit claims to incentivize EV supply and demand in 2024.

We also are providing a monthly rundown of every USG clean tech funding award and opportunity!

Check it out and subscribe to the free newsletter!

https://t.co/2XWB5JrspS

[David Kovatch @DavidKovatch]

We just dropped the latest edition of DCCleanTech! We’re going deep on #electricvehicles and how the #IRA tax credits have been way more successful than anticipated in incentivizing new EV purchases and domestic battery manufacturing.

#EnergyTwitter

https://t.co/L19TWZFC8K

[David Kovatch @DavidKovatch]

30D and 25E New and Used Clean Vehicle tax credits are on pace to hit more than $2.5 billion in 2024 point of sales claims alone! We detail why we anticipate more than $3 billion in 30D and 25E this year.