About this event
Rethink Energy Question Time
We’d like to invite you to attend our third Rethink Energy Question Time entitled “Will the Inflation Reduction save the planet or lead to a global trade war?” where experts and guests will answer questions about the global effects of the IRA legislation in the US. The price of admission is to simply provide us with a serious question.
The virtual event will take serious questions on any aspect of the IRA either that you have heard in news feeds or any concerns which keep you up at night about whether or not it applies to you.
There are plenty of things that keep energy people awake at night and they often relate to finance and subsidies – both of which change dramatically with the IRA. You might wish to be sure your operation qualifies for US tax breaks or if you can build a factory and get a subsidy for any outputs through production credits.
Hosted by
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Team member
Peter White CEO @ RethinkT
Co-founder and CEO of Rethink
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Guest speaker
Scott Graybeal CEO @ CaeluxG
Scott Graybeal, CEO of US PV supplier Caelux, a pioneer in perovskite materials which make solar more powerful and cost less. The company works with partners all over the world to make solar power simply better.
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Guest speaker
Todd Malan Head of Climate Strategy @ Talon Metal CorpG
Todd Malan, head of climate strategy at Talon Metals Corp, which says it is Discovering & developing the USA’s only high-grade nickel resource for the domestic battery supply chain
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Team member
Andries Wantenaar Solar Analyst @ Rethink Technology ResearchT
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Guest speaker
Varyk Kutnick General Partner and Portfolio Manager @ DIVYDE CapitalG
Varyk Kutnick is the general partner and portfolio manager of DIVYDE Capital Partners LP, a concentrated, long-biased equity hedge fund. DIVYDE’s investment objective is to generate long-term returns via explicit long-term megatrends (transport, food, energy, waste) demonstrating durable, efficient, and economic advantages. Before founding the partnership, Mr. Kutnick was the vice president and portfolio manager of a family office and a group of UHNW (ultra-high-net-worth) individuals (via Merrill Lynch Global Investment Management and Alex Brow Private Bank). Prior to launching his finance career, he was a renowned skier for six years. He earned a B.S. in Business Management with a minor in Strategy and Entrepreneurship at the Leeds School of Business at the University of Colorado Boulder.
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Team member
Connor Watts Market Analyst - EV - BatteriesT
