Hasan Nazar

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Hasan Nazar

Hasan Nazar

@hasannazar

Policy @ Crux. Ex-Tesla, DOE. Translating energy and tax policy for capital markets. Sometimes bad sports takes.

Katılım Mayıs 2010
557 Takip Edilen1.3K Takipçiler
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Hasan Nazar
Hasan Nazar@hasannazar·
Big news: Crux closed a $500M debt facility with Nuveen to accelerate clean energy deployment amid surging U.S. electricity demand. The energy finance stack is evolving quickly. This facility will support Crux-led investments as we scale critical infrastructure financing.
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Hasan Nazar
Hasan Nazar@hasannazar·
Big news: Crux closed a $500M debt facility with Nuveen to accelerate clean energy deployment amid surging U.S. electricity demand. The energy finance stack is evolving quickly. This facility will support Crux-led investments as we scale critical infrastructure financing.
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Hasan Nazar
Hasan Nazar@hasannazar·
The debate over how to talk about climate is anachronistic. It’s intrinsic to the issues of the day — be it electricity bills, gas prices, or insurance — and the right answers on cost, performance, and climate are increasingly converging. Call it out as a benefit, not the pitch.
Matt Huber@Matthuber78

Hello, it’s me in @nytopinion. The Democratic Party is historically unpopular & hemorrhaging working class voters. Focusing on the issue of climate change —an issue mainly impt to their educated/affluent base—is not a way to reverse this. This marks the end of an era. 👇

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Hasan Nazar
Hasan Nazar@hasannazar·
To this point, Rep. Schweikert (R-AZ) recently introduced the COPPER Act, which would expand 45X eligibility to (you guessed it) copper. That +152% wire & cable cost jump is largely a copper story — same goes for the windings inside transformers and the bus inside switchgear.
Hasan Nazar tweet media
Hasan Nazar@hasannazar

Keeping electricity affordable will take policy solutions at every level of government. But as DC grapples with the issue, incentives that juice the economics of grid hardware — driving production up and costs down — are about as clean a lever as you can pull. Great thread here.

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Hasan Nazar
Hasan Nazar@hasannazar·
The irony: the more complex the conditions and the more urgent the demand, the more industries skip the incentive and import, and neither onshoring nor reduced reliance is achieved. The fix is a simple, consistent policy playbook. The original 45X was a good example. (4/4)
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Hasan Nazar
Hasan Nazar@hasannazar·
The CATL deal is illustrative of the point. It's not a cheaper version of what we're protecting — it's a different chemistry that undercuts the whole equation. Importing cheaper, novel chemistries will win on the economics regardless of any reasonable protection. (3/4)
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Hasan Nazar
Hasan Nazar@hasannazar·
U.S. policy has converged on a playbook for critical industries (e.g. batteries, chips): trade protections plus domestic incentives gated by complex conditions like PFE, all to reduce reliance on China. At best, it's imperfect policy, and assumes Chinese tech holds still… (1/4)
Electrek.co@ElectrekCo

Huge news from CATL, which has signed a 60 GWh sodium-ion battery deal with HyperStrong. This is the largest sodium-ion order ever placed and equal to half of all energy storage batteries CATL delivered in 2025. CATL claims sodium-ion mass production is solved. (More details electrek.co/catl-sodium-io…)

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Hasan Nazar
Hasan Nazar@hasannazar·
The bill also revives 45V through 2033 and 45L/179D for buildings. Even without knowing the makeup of Congress next year, assuming tighter margins, continued voter concerns about electric bills, a deadline on the calendar, you can start to see the contours of a possible deal.
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Hasan Nazar
Hasan Nazar@hasannazar·
Four House Republicans just introduced a bill to restore the original phase-out dates for 48E/45Y — the tech-neutral credits solar and wind depend on, otherwise set to sunset end of 2027. A notable signal as energy affordability emerges as a pocketbook issue.
Rep. Brian Fitzpatrick 🇺🇸@RepBrianFitz

America cannot bring down costs by making it harder to build. Today, I introduced the American Energy Dominance Act, developed in direct partnership with @NABTU and the trade leaders from our community, to restore key energy and efficiency tax incentives now set to expire under current law. When those incentives disappear, projects become harder to finance, harder to plan, and harder to build. Investment slows, hiring hesitates, supply tightens, and the cost falls on American families and employers. This bill restores and extends critical incentives for energy-efficient buildings and homes, hydrogen production, and clean electricity investment, helping lower costs, strengthen domestic supply chains, expand American energy capacity, and support good-paying union jobs. This is a pro-worker, pro-America bill built to lower costs, unlock American investment, and power long-term growth. 🔗Read more about the bill here: fitzpatrick.house.gov/2026/4/fitzpat…

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Hasan Nazar
Hasan Nazar@hasannazar·
Q1 2026 sharpens it. Europe +27%, rest of world +79%, U.S. -27%. China is down 21% too, but I expect that's the other side of Q4 pull-forward from expiring incentives. We're the only market where policy drove out investment — and buyers along with it. electrek.co/2026/04/14/glo…
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Hasan Nazar
Hasan Nazar@hasannazar·
The EV contraction is uniquely American. Policy reversals prompted an industry retreat that's pinning U.S. consumers to the pump just as gas prices surge — and ceding the booming global market.
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Hasan Nazar
Hasan Nazar@hasannazar·
.@kyleichan's testimony to Congress is a must-read. I'd go further—the grid buildout case doesn't hinge on AI. We're in a broader shift from molecules to electrons. And, again, the policy solves are clear: permitting reform, interconnection, supply-side support for grid hardware.
Hasan Nazar tweet media
Brookings Foreign Policy@BrookingsFP

"What does it mean for America to win in AI?" @kyleichan asked in his testimony to the House Select Committee on China @ChinaSelect. If you missed it, watch the short clip below, or read his testimony here: brookings.edu/articles/compe…

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Hasan Nazar
Hasan Nazar@hasannazar·
Keeping electricity affordable will take policy solutions at every level of government. But as DC grapples with the issue, incentives that juice the economics of grid hardware — driving production up and costs down — are about as clean a lever as you can pull. Great thread here.
Robin Millican@RobinMillican

4/ The hardware inflation is staggering and underappreciated. Since 2019: transformer prices +89%, switchgear +77%, wire and cable +152%. These flow directly into utility capex.

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Hasan Nazar
Hasan Nazar@hasannazar·
My general thesis: once the tech scales, commercial fleets will fully electrify at breakneck speed, upfront premium or not. Fuel cost per mile runs ~$0.60 diesel vs. ~$0.25 electric. Fleet operators are rational actors who run that math.
Chris Meder@EVCurveFuturist

Volvo just dropped a ~700km electric truck into the mix. ~44t GCW ~28t payload ~650hp ~700kWh battery ~A$450k upfront ....but ~$1.7–2M cheaper to run over 10 yrs. Add Tesla + Windrose + BYD, & fleets now have more choice. Diesel just lost another lane.⚡🚛 #Bettrification thedriven.io/2026/04/16/vol…

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Hasan Nazar
Hasan Nazar@hasannazar·
My hot take: Democratic administrations have been too quick to bench practitioners out of a misplaced fear of the optics of regulatory capture. I’m unconvinced voters care — and in exchange, you forgo expertise that would materially improve implementation.
Emily Pontecorvo@emilypont

3 Biden staffers who worked intimately on the Inflation Reduction Act tax credit rollout have a big post-mortem out today, with lessons like... - help the govt compete for talent! - maybe don't base tax credits on LCA! - clarify policy goals! more: heatmap.news/politics/infla…

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Hasan Nazar
Hasan Nazar@hasannazar·
The odds are increasing that the politics of affordability will supersede the politics of protecting the domestic auto industry — opening the door to Chinese automakers and their EV lineup. An unfathomable outcome even a couple of years ago. nytimes.com/interactive/20…
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Keşfet

@kyleichan @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates @NASA @nikifrancismediavine