Uncertainty isn’t good for domestic solar manufacturing. How are suppliers and utilities managing it?
Interchange Recharged25 Maalis 2025

Uncertainty isn’t good for domestic solar manufacturing. How are suppliers and utilities managing it?

The US is projected to add an additional 26 GW of solar capacity in 2025. Solar has been one of the energy transition’s biggest success stories, but there are dark clouds gathering. Uncertainty is the biggest barrier to deployment at the moment: there’s potential changes coming with federal tax credits and trade policies (some of which are already having an impact), and the perceived risks are high for investors of solar projects.

To find out how developers and manufacturers are mitigating these risks, Sylvia Leyva Martinez, principal analyst covering solar markets at Wood Mackenzie, is joined by Mike Hall, CEO of Anza Renewables. Mike talks through the data he’s analysing; Anza is seeing supply chains diversify and financial incentives like the ITC Adder helping developers.

Despite efforts to bolster domestic manufacturing, China continues to dominate the global solar market. What are the impacts of Trump’s tariffs on domestic manufacturing? With a quarter of the year already gone, what have we seen in solar investment? How can long-term planning be done when so much is up in the air?

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The muscle we forgot: SMRs, hyperscalers, and why this nuclear renaissance might actually be different

The muscle we forgot: SMRs, hyperscalers, and why this nuclear renaissance might actually be different

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The grid nobody planned for: public power, hyperscalers and the race to rewire America for the AI age

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10 Maalis 1h 4min

Is hyperscaler demand finally giving CCS its moment?

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Carbon capture and storage has long been framed as a clean technology that’s forever five years away. Bridget van Dorsten speaks with Tim Vail, CEO of ION Clean Energy, to explore why a surge in AI da...

24 Helmi 47min

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After more than a decade of flat demand, the US power sector is now facing explosive growth, arriving faster than grids, generation, and transmission can be built. In this episode, Interim host of Int...

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Fuel cells are powering AI data center demand: they’ve moved from interesting clean tech to major player. How are utilities using them?

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US data centre announcements are averaging 435MW a month, and there’s around 175GW of large-load capacity already committed or under construction. AI hyperscalers are looking for innovative ways to me...

27 Tammi 43min

AI, and the battle for energy in 2026. What clean energy sources are going to meet demand?

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How are key renewable energies faring at the end of 2025? Guest host and energy analyst Bridget van Dorsten talks through developments in geothermal, hydrogen and wind.

How are key renewable energies faring at the end of 2025? Guest host and energy analyst Bridget van Dorsten talks through developments in geothermal, hydrogen and wind.

At the start of the year things were looking uncertain for nascent renewables like hydrogen and geothermal. With policy support from the previous US administration they had boomed with the IRA, then c...

2 Joulu 202537min

Energy policy, technology, and utility challenges: How industry leaders are overcoming barriers

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Utility-scale clean energy projects in development are still facing connection queues and regulatory barriers. RE+ may be done for 2025, but the debate is still going. Host Sylvia Leyva Martinez, Rese...

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