01 Jul 2025
44m

Building Commodity Supply Chains in Trump’s America with Peter Stahley

Podcast cover

The HC Commodities Podcast

In this episode of The HC Commodities Podcast, host Paul Chapman interviews Peter Stahley, Senior Vice President at Cassidy & Associates, about the current state of permitting, regulation, and policy related to the energy transition in the US. They discuss the implications of the seven-county Supreme Court decision and the stalled Manchin-Barroso Energy Permitting Reform Act, diving into the bottlenecks caused by NEPA and the litigation doom loop. They also explore the potential impacts of executive orders, staffing challenges within agencies, and the shifting political landscape regarding energy security and decarbonization, including a discussion of the IRA and its potential revisions, particularly concerning renewable energy and critical mineral supply chains.

Outlines

Part 1: Introduction and Context

Part 2: Supreme Court Decision Analysis

Part 3: IRA and Future Outlook

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