Conor Walsh
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conorwalsh.bsky.social
Conor Walsh
@conorwalsh.bsky.social
Columbia Business School Assistant Professor. Growth, firms, cities.
Reposted by Conor Walsh
Official data is in today, and American solar power remained near a record high in August, with generation up 25% compared to last year!
October 24, 2025 at 10:47 PM
Reposted by Conor Walsh
Open call for papers, Energy Markets and the Macroeconomy Conference. Meeting to be held in Cambridge on December 10–11, 2026. Submit papers by 11:59pm EDT on November 19, 2025. More information: https://www.nber.org/calls-papers-and-proposals/energy-markets-and-macroeconomy-conference
September 22, 2025 at 9:00 PM
Reposted by Conor Walsh
Here's an awesome guide to navigating the changes in federal clean energy tax cuts after passage of the Republicans' budget bill, from the NYU Tax Law Center:
taxlawcenter.org/blog/navigat... 🔌💡
Navigating OBBBA: phaseouts, prohibited foreign entity rules, and other new rules
This post builds on the briefs we published on June 20 (the House draft) and June 30 (the Senate draft) and describes the energy credit provisions as enacted in the final version of the recently-enact...
taxlawcenter.org
July 11, 2025 at 9:20 PM
Reposted by Conor Walsh
What does the GOP Megabill passed by the House this morning mean for the US energy transition, energy prices, emissions and the economy? REPEAT Project's new analysis has you covered. Read the new report or listen to our recent SHIFT KEY episode diving into the details. 🔗 ⤵️
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May 22, 2025 at 4:05 PM
Quite amazing...the US and China are undergoing the energy transition at roughly the same pace.
Both China and US got 24% of their total March electricity supply from wind and solar.. ☀️

Latest monthly data here: ember-energy.org/data/electri...
April 21, 2025 at 2:17 PM
This is an excellent idea.
We are pleased to announce an experiment intended to stimulate academic discussion and exchange, centered on papers published in Econometrica 1/5
March 27, 2025 at 1:54 PM
Reposted by Conor Walsh
We are pleased to announce an experiment intended to stimulate academic discussion and exchange, centered on papers published in Econometrica 1/5
March 27, 2025 at 12:36 PM
Reposted by Conor Walsh
A typical photovoltaic module sold in 2024 was mono TOPCon with 22.7% efficiency, at a price below $0.10/W.

A typical solar module sold in 2012 was multi AlBSF with efficiency of 15.4% and a price of about $0.87/W.
March 18, 2025 at 11:04 AM
The EV/hybrid transition is continuing in the US. Greater model availability seems to be driving sales.
December 20, 2024 at 10:51 PM
Reposted by Conor Walsh
Here’s a crazy fact for you: Spain and Germany have now seen basically the exact same amount of economic growth post-2008. Would have been unthinkable to people during most of the 2010s. Spain has seen ~10 percentage points more cumulative growth since 2017.
November 23, 2024 at 9:26 AM
The road from Australia to Italy runs one bad idea at a time...

www.smh.com.au/politics/fed...
Future Fund told to sink cash into homes and green energy
The $230 billion Future Fund was created to stop a black hole in the federal budget. It’s now been tasked with investing in housing, energy and infrastructure.
www.smh.com.au
November 21, 2024 at 12:32 AM
Great overview of a rapidly growing field!
nber.org NBER @nber.org · Nov 13
A review of recent research on spatial economics, from Stephen J. Redding https://www.nber.org/papers/w33125
November 15, 2024 at 11:51 AM