The HC Commodities Podcast

American Renewables: A Markets Story with Julie McLaughlin

August 26, 2026·49 min
Episode Description from the Publisher

The sector  American renewables has undergone policy uncertainty, even whiplash. Challenging a sector already impacted by rising interest rates and infrastructure back-logs. Despite that, the renewable sector matches Europe in scale and continued to grow. Now, in a world of data centers and increasing power demand, is its fortune set to be reversed? Returning to the show, and this time in person, hence slightly different audio quality this time, is Julie McLaughlin, Managing Director and Partner at Alvarez & Marsal Julie was last on the show in late 2023, calling for the imperative of capital discipline within the renewables sector, a call that turned out to be very prescient indeed. This time, Julie's sharing how the sector fared in the wake of that call and where it's headed. For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

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