The evolution of the solar industry in the US since 2021

The evolution of the solar industry in the US since 2021

The 2024 Solar and Energy Storage Summit has wrapped. What are the key takeaways?

In the past three years there’s been a lot of advancement in solar deployment. We’ve seen technology develop and policy support increase. The key talking points have changed similarly in the last three years of the event, but a common thread has been consistent: the importance of supportive government policy.

We are joined by Vanessa Witte, Senior Research Analyst at Wood Mackenzie, and Kelly Sarber, CEO of Strategic Management Group to recap the summit and explore the impact of the most important climate legislation in living memory: the IRA. New tariffs on solar and storage are part of it – what’s the impact been? What are the policy effects on emerging markets?

Plus, supply chain issues in 2022 were a major talking point. Have these been resolved? On previous episodes of the show the issue of bottlenecks to new projects was raised as a big concern – Vanessa gives her perspective on this. It’s a high cost of capital environment and it’s causing delays. What can be done?

Finally, Kelly explores the geopolitical risks, and the impacts of tariffs and policies aimed at strengthening domestic solar manufacturing.

Registration for the 2025 Solar and Energy Storage summit will be open soon. Keep an eye on woodmac.com/events to secure your ticket.

Subscribe to the show so you don’t miss any of the analysis from the Solar and Energy Storage Summit on Apple Podcasts or Spotify. Find us on X – we’re @interchangeshow.

For more information from our sponsor Convergent Energy and Power on their industry-leading battery storage and solar solutions, please go to convergentep.com

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Episoder(342)

Is 'Too Much' Wind and Solar a Good Thing?

Is 'Too Much' Wind and Solar a Good Thing?

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Paths to Net-Zero Emissions by 2050

Paths to Net-Zero Emissions by 2050

Net-zero commitments went mainstream in 2020. There are now 22 regions, 452 cities, and over 1,100 companies with revenues over $11 trillion that have pledged to bring emissions to net zero by middle ...

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The Virtuous Climate Tech Cycle of 2020

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It’s been a great year for "climate" oriented public companies. Virtually every clean energy or climate company has dramatically outperformed market indices and most now have record-high equity value....

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In this episode: we try to figure out where hydrogen is headed.In the universe of clean energy, the world seems to rally around one big technology push each decade. This is when governments introduce ...

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Decoding the New Energy Customer

Decoding the New Energy Customer

This week, Shayle Kann talks with Kiran Bhatraju, the CEO of Arcadia, about who's buying clean energy.Every pathway toward economy-wide decarbonization drives straight through a dramatic transformatio...

20 Nov 202040min

Autonomous Vehicles Are Going Off-Road

Autonomous Vehicles Are Going Off-Road

For all the hype around autonomous vehicles, we're still in the very early stages of a rollout. While most of the attention is being paid to the Waymos and Zooxs of the world, trying to build fully au...

12 Nov 202032min

California’s Optimal Decarbonization Path [Special Content From Wartsila]

California’s Optimal Decarbonization Path [Special Content From Wartsila]

This is a sponsored episode produced by GTM Creative Strategies in collaboration with Wärtsilä. In August, California’s grid operators shut off power for millions of residents during an historic heat ...

12 Nov 202024min

Energy-Themed Game Show: Would I Lie to You?

Energy-Themed Game Show: Would I Lie to You?

Need a distraction from the election? Shayle Kann and Adam James have you covered, with an energy-themed version of the game show "Would I Lie to You?"Rules:Each person selects three energy related fa...

5 Nov 202048min

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