Gas prices are rising and the demand for renewable energy is growing. How are big players in the green tech industry preparing for the evolving policy around solar energy credits? (Recorded live at RE+ in Las Vegas)

Gas prices are rising and the demand for renewable energy is growing. How are big players in the green tech industry preparing for the evolving policy around solar energy credits? (Recorded live at RE+ in Las Vegas)

Despite the US adding 4.3 gigawatts of solar manufacturing capacity in Q2, there were no additions to the upstream components of polysilicon wafer and cell manufacturing. As gas prices continue to rise and the demand for alternative power supplies grows, get a detailed look at what big names in energy are doing to get over the hurdles.

On her second day at RE+ in Las Vegas, Sylvia Leyva Martinez, Research Director at Wood Mackenzie, explores the trajectory of solar and storage. Alongside industry experts, this episode of Interchange Recharged discusses the exciting yet challenging future of solar energy and energy storage amidst changing policy landscapes and growing demand. Sylvia and her guests explore and explain the dynamics of solar capacity, regulatory and financial challenges such as One Big Beautiful Bill (OB3) accelerating the phase-down of key tax credits, and emerging technologies fueling the renewable energy sector.

This episode includes an exclusive excerpt from Sylvia’s presentation with the Solar Energy Industries Association (SEIA). She discusses energy policy uncertainty, market saturation in the solar energy industry, and manufacturing hurdles in the renewable energy space.

Featured guests in this episode of Interchange Recharged:

  • Sean Gallagher, Senior Vice President of Policy at SEIA
  • Steven Munson, Valuation and Tax Credit Advisor for Energy Transition at CohnReznik

In this episode, Sylvia and her guests discuss:

  • The State of Solar Energy and Storage - Sean discusses why solar and energy storage are crucial for power demands in the coming years, emphasizing their role in new energy infrastructures.
  • Impact of Policy Changes - Sean and Sylvia explore the effects of recent legislative changes, including the projected decline in solar installations post-2027, and how peak chaos impacts the industry.
  • Investor Perspectives and Valuations - Steven shares insights on current investor sentiments, valuation challenges, and trends in renewable energy financing.
  • Technological Advancements – The guests discuss strategies to improve efficiencies in solar modules, automated permitting, and innovations aiming to lower costs.
  • Looking Into the Future – Sylvia and her guests explore potential long-term effects of emerging technologies like AI on power markets and the need to adapt quickly to policy updates.

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Interchange Recharged explores clean tech, green finance and energy innovation, the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated.

Sylvia Leyva Martinez, Research Director at Wood Mackenzie, and her guests bring you data and forecasts on clean technology, climate change, and offer predictions on the build out of utility-scale projects and the future of green finance.

--

Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/podcasts/the-energy-gang

Wood Mackenzie is the leading global data and analytics solutions provider for renewables, energy and natural resources. Learn more about Wood Mackenzie on the official website: https://www.woodmac.com/

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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Jaksot(349)

Bigger turbines, bigger consequences: how wind is rethinking risk, insurance, and predictive maintenance

Bigger turbines, bigger consequences: how wind is rethinking risk, insurance, and predictive maintenance

Wind remains fundamentally healthy: electricity demand is rising, decarbonised power is still needed, and both Europe and the US continue to pull new projects forward, albeit for different reasons. Bu...

14 Heinä 45min

As racks scale, power must change: The AC-to-DC rethink inside AI factories

As racks scale, power must change: The AC-to-DC rethink inside AI factories

As AI systems scale, the infrastructure challenge is no longer just about chips, models, and software performance. It is increasingly about the physical systems that allow computation to happen at all...

30 Kesä 33min

Handing back the mic: Six months of data center reality, from Bragawatts to behind-the-meter, and the questions still open

Handing back the mic: Six months of data center reality, from Bragawatts to behind-the-meter, and the questions still open

A year ago the data centre conversation was about scale. Increasingly it is about what happens when the announcements meet the physical grid. New capacity is being announced at roughly 435 megawatts a...

16 Kesä 43min

The grid's missing operating system: Why a $100,000 AI controller could defer trillions in hardware and why utilities won't buy it

The grid's missing operating system: Why a $100,000 AI controller could defer trillions in hardware and why utilities won't buy it

The energy transition conversation focuses on what connects to the grid. Far less attention goes to whether anyone is coordinating what those assets do once connected. AI training runs swing hundreds ...

2 Kesä 43min

The grid's immune system is retiring: Synchronous condensers, AI data centers and the physics gap that software alone can't close

The grid's immune system is retiring: Synchronous condensers, AI data centers and the physics gap that software alone can't close

As coal and gas plants retire, the energy transition conversation focuses on replacing their generation capacity. What gets far less attention is the loss of the physical properties those machines pro...

19 Touko 1h 2min

Beyond combustion: Long Island's first hydrogen-powered linear generator and the fuel-flexible answer to the dispatchable emissions-free resource problem

Beyond combustion: Long Island's first hydrogen-powered linear generator and the fuel-flexible answer to the dispatchable emissions-free resource problem

Utilities are under pressure to deliver generation that is dispatchable, affordable, and clean enough to satisfy increasingly stringent environmental rules, notoriously hard to do in one asset. As ren...

5 Touko 39min

The electrolyzer reckoning: Can disciplined product development deliver on green hydrogen's promise before the survivors run out of runway?

The electrolyzer reckoning: Can disciplined product development deliver on green hydrogen's promise before the survivors run out of runway?

Empty gigawatt factories, product recalls, participation rates that never materialised, and a policy environment that has now stripped the green premium entirely. The electrolyzer industry has had a b...

21 Huhti 1h

Flexibility as a service: Can Octopus's acquisition of Uplight finally make US residential VPPs work?

Flexibility as a service: Can Octopus's acquisition of Uplight finally make US residential VPPs work?

Millions of enrolled devices, 60 utilities, and the participation rate gap that's been embarrassing the US market for a decade. US residential virtual power plants have been a promising idea that's co...

7 Huhti 45min

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