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The Gist
The Gist is the monthly newsletter of The Ad Hoc Group that covers everything at the intersection of climate tech and policy. Subscribe at the link here to have The Gist mailed to your inbox each month.

The Ad Hoc Gist: Full Steam Ahead on Clean Industrial Heat?
This month’s Gist covers how the Inflation Reduction Act should accelerate the decarbonization of industrial heat and create new technology winners like hydrogen and thermal storage, but warns that the IRS and wholesale energy markets could trip things up.

The Ad Hoc Gist: Manchin’s Electric Big Bang
This month’s Gist cautions that the new Inflation Reduction Act could accelerate a distributed electric time bomb putting further strain on our fragile grid if regulators don’t reform our antiquated energy markets with more urgency.

The Ad Hoc Gist: Fear of a Chinese Battery Planet
This month’s Gist takes on battery manufacturing, supply chain, and tech. In short, China is kicking our butt and we need to get our act together fast or we’ll concede our battery future. AHG is hiring a Senior Comms Manager. Interested? Apply here. Enjoying the Gist? Forward to those who should subscribe. And if there’s…
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Press
WASHINGTON POST
Anti-China fervor casts a dark cloud over solar and U.S. climate goals
April 27, 2023
In Congress, there is sudden bipartisan momentum to reinstitute tariffs on Chinese components. The U.S. solar industry is alarmed.
"As lawmakers work to isolate China by pressuring U.S. companies to abandon suppliers there, the fervor to undercut a rival threatens to undermine the transition to green energy at home..."
WASHINGTON POST
Silicon Valley Bank Collapse could slow the transition to clean energy
March 13, 2023
The bank cast a wide shadow over climate tech, with half the start-ups in the sector doing business with it
"The collapse of Silicon Valley Bank has created new challenges not just for the nation’s banking system, but also for the Biden administration’s climate agenda, following a harrowing weekend in which many major clean tech companies faced insolvency..."
BLOOMBERG
The Investors Putting Billions Into Climate Tech Don't Plan to Stop Now
June 17, 2022
"Bill Gates is worried about a dark period ahead for the global economy. “We’re going to go through a winter period for a number of years,” he warned a room full of go-getting green entrepreneurs last week, lamenting at a TechCrunch event that their success had come up against bad timing..."
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