With the upcoming US election less than four months away, a key investor debate remains on what may happen to a key piece of US climate legislation, the Inflation Reduction Act (IRA).
This legislation has catalyzed spending, profit-enhancing incentives, and job creation across multiple industries and corresponding supply chains, yet there remains concern around the potential for the IRA to exist in its current form, or at all, if a Republican victory were to occur.
Goldman Sachs recently has recently outlined implications across multiple sectors, including Clean Technology, Autos, Energy Services, Utilities, US Multi-Industry, and Chemicals.
This included a discussion of the top 10 companies most exposed to IRA incentives based on % of earnings attributable to IRA incentives.
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