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)

The State of Carbon Capture, Removal and Utilization

The State of Carbon Capture, Removal and Utilization

Net-zero carbon pledges are heating up. Japan just committed to reaching net zero, just four weeks after China did the same. In total, seven of the 10 largest economies in the world (not including Ame...

30 Okt 202040min

The Carbon Hidden in Our Buildings

The Carbon Hidden in Our Buildings

When we talk about climate change on this show, and what causes it, we are usually talking about gases that come from vehicles or from the electricity sector. But what about the built environment? Thi...

22 Okt 202038min

Making Sense of the DER Extravaganza

Making Sense of the DER Extravaganza

This week: consolidation and cooperation in the distributed energy market.Just as federal regulators in the U.S. are making batteries, solar systems, electric cars, generators and other similar resour...

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Will California’s Gas-Car Ban Boost America’s Flat EV Market?

Will California’s Gas-Car Ban Boost America’s Flat EV Market?

California plans to ban new internal-combustion vehicles by 2035. But are electric vehicles ready to take their place?We know that there are dozens and dozens more models of electric cars on the marke...

2 Okt 202043min

California's Grab Bag of Climate Risks

California's Grab Bag of Climate Risks

In recent weeks, five million acres have burned across California, Oregon and Washington State -- killing dozens, displacing tens of thousands of people, and causing untold damage.In California, over ...

18 Sep 202037min

The Cleantech SPAC Attack

The Cleantech SPAC Attack

The market for initial public offerings dropped way down this year. Or did it? There is a surge in activity in a different kind of IPO: a special purpose acquisition company, or SPAC. It’s also known ...

14 Sep 202036min

Demand Response and California’s Blackouts

Demand Response and California’s Blackouts

There are still questions about what exactly caused California’s blackouts during last month’s heat wave. We know that imports were down, natural gas plants tripped off line, and wind generation fell....

7 Sep 202038min

Why Trump’s Energy Dept Squashed a Supergrid Report

Why Trump’s Energy Dept Squashed a Supergrid Report

This week: how an innocuous grid-modeling project became a threat to Trump’s efforts to save coal -- and then languished inside the Department of Energy.It’s one of many pieces of research that have b...

28 Aug 202022min

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