Journey to the Center of the Solar Industry

Journey to the Center of the Solar Industry

There are two stories playing out in solar today. One of them is decidedly negative. The other is extraordinarily positive. And they're both unfolding at the exact same time. In this week's podcast, we detail the different stories playing out in solar. We'll weave reflective conversation together with excerpts from Shayle's keynote address at last month's Solar Summit. In part one, the brutal year for many businesses: Public solar companies are getting thrashed; module oversupply is causing severe financial pain for manufacturers; and even downstream companies who’ve benefited from cheaper equipment and growing demand have struggled. What does this tell us about the state of in the industry? In part two, the macro trends: While the industry is in upheaval, the prospects could not be better for the technology. It’s one of the strange contradictions in solar. Where do we stand on the growth trajectory today? In part three, preparing for explosive growth: How do you manage the coming wave of solar with better market design and integration techniques? The Interchange is brought to you by AES Energy Storage. AES is helping utilities harness the power of battery-based energy storage to make the electric power system cleaner, more flexible, and more reliable. Find out more: bit.ly/2oxZ5dT See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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OB3 and market uncertainty has put more pressure than ever on clean energy assets. How are owners and operators getting the most out of their wind, solar and storage? (Recorded Live at RE+ in Las Vegas)

OB3 and market uncertainty has put more pressure than ever on clean energy assets. How are owners and operators getting the most out of their wind, solar and storage? (Recorded Live at RE+ in Las Vegas)

In a year defined by uncertainty, this RE+ special episode of Interchange Recharged flips the script from “build more” to “get more from what you’ve got.” Sylvia Leyva Martinez, Research Director at W...

10 Syys 202556min

Forget Net Zero. Everyone’s talking about energy dominance, but is a rebrand really the best thing for climate action? Recorded at RE+ in Las Vegas as the energy industry’s biggest event gets underway, storytelling becomes part of the strategy.

Forget Net Zero. Everyone’s talking about energy dominance, but is a rebrand really the best thing for climate action? Recorded at RE+ in Las Vegas as the energy industry’s biggest event gets underway, storytelling becomes part of the strategy.

The policy environment in the US at the moment is challenging, but developers, utilities, and investors are still moving forward with decarbonisation goals and climate action; they’re just talking abo...

9 Syys 202515min

Could your EV power your home? A look at how electric vehicles could be used as two-way charging systems, easing strain on the grid.

Could your EV power your home? A look at how electric vehicles could be used as two-way charging systems, easing strain on the grid.

EV growth is moving, but is it moving quickly enough? Wood Mackenzie research projects battery electric vehicles to account for 58% of light vehicle sales globally by 2050. It won’t be until 2045 that...

26 Elo 202542min

Transferable tax credits for renewable projects has created a $52 billion market | How are clean energy developers making the most of it?

Transferable tax credits for renewable projects has created a $52 billion market | How are clean energy developers making the most of it?

Way back in 2016, US energy storage capacity had just hit 336MWh, a 100% year-on-year increase. The growth forecast for storage was for 7.3GWh by 2022 – a US$3.3 billion market. It’s just one example ...

12 Elo 202546min

What’s the forecast for energy projects as the Big Beautiful Bill looms over the industry? Developers and suppliers are adapting to the chaos – but how?

What’s the forecast for energy projects as the Big Beautiful Bill looms over the industry? Developers and suppliers are adapting to the chaos – but how?

The uncertainty rippling through the energy industry in the first half of 2025 hasn’t gone away. Utilities, developers, and manufacturers are still grappling with the fallout from the "One Big Beautif...

29 Heinä 202539min

How is geothermal faring in 2025? Investment is booming but is the technology and policy support there?

How is geothermal faring in 2025? Investment is booming but is the technology and policy support there?

Despite uncertainty for US clean energy investors, things are looking good for the geothermal sector. US$1.7 billion in public funding was pumped into geothermal projects in Q1 this year - 85% of 2024...

15 Heinä 202537min

The oil and gas majors are phasing down their renewable strategies. What does it mean for climate goals?

The oil and gas majors are phasing down their renewable strategies. What does it mean for climate goals?

In February this year BP announced it was cutting its investment in green energy ventures from $5B to $2B while reallocating $10B to fossil fuels, and abandoning its 2030 oil output reduction target. ...

1 Heinä 202541min

The world’s most-used carbon accounting rule is about to get a major overhaul. What does it mean for clean energy buyers?

The world’s most-used carbon accounting rule is about to get a major overhaul. What does it mean for clean energy buyers?

The Greenhouse Gas Protocol – the global gold standard for measuring corporate emissions – is under review, and the proposed changes could dramatically reshape how clean energy is bought, sold, and re...

17 Kesä 202534min

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