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)

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This week, we have an interview with Christopher Leonard, author of a new book, “Kochland: The Secret History of Koch Industries and Corporate Power in America.”Earlier this month, David Koch passed a...

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This week, we explore a possible financial time bomb for renewable energy: merchant risk.Since the dawn of grid-connected wind and solar, long-term power purchase agreements were the financial glue th...

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The State of Distributed Energy Aggregation: How Is It Working?

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This week, we’re talking about a trend that’s picking up in electricity markets: aggregation of distributed resources.Utilities have been remotely switching off air conditioners to manage demand for a...

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The Surprising Public Opinion Trends Behind the Green New Deal

The Surprising Public Opinion Trends Behind the Green New Deal

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15 Jul 201945min

The Complexity of NYC’s Green New Deal [Special Content From Centrica]

The Complexity of NYC’s Green New Deal [Special Content From Centrica]

This week, we present a special episode on behalf of Centrica Business Solutions.The Green New Deal is now a driving force in climate politics. But up until now, it’s been mostly theoretical.And then,...

11 Jul 201924min

Where Is the Global Energy System Headed?

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Every year, we see a wide range of models for the future global energy system.The scenarios come from a wide array of organizations: International Energy Agency and the Energy Information Administrati...

9 Jul 201930min

Solar & Wind Curtailment: A Liability or Asset for Grid Decarbonization?

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On the docket this week: curtailment of renewable energy.Historically, we’ve thought about curtailment as a waste of valuable clean electricity — a financial penalty for renewable generators who need ...

26 Jun 201938min

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