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)

Damn, Commercial Solar Is Hard

Damn, Commercial Solar Is Hard

This week on The Interchange, a listener tries to convince his office building owner to install solar: "he's open to the idea, but we're struggling with the question of who pays," says Daniel from Men...

8 Mai 201829min

Batteries Are Changing Residential Solar

Batteries Are Changing Residential Solar

The solar industry is talking about battery storage almost as much as solar these days.On this week's Interchange, we're addressing the shift toward storage in residential solar. Sunrun, a top install...

4 Mai 201838min

European Solar Rises Again, With Fewer Subsidies

European Solar Rises Again, With Fewer Subsidies

Europe was once the world's biggest solar spender, until the region's PV market fell into a structural decline after subsidies were pulled back. Now Europe is on the upswing once again — this time, wi...

24 Apr 201832min

Shell Thinks Solar Could Beat Oil & Gas

Shell Thinks Solar Could Beat Oil & Gas

Shell, the world’s sixth biggest oil and gas company, just published a future "sky" scenario that's getting a lot of attention. That potential future: By 2050, renewables could overtake oil, gas and c...

17 Apr 201831min

What Will Energy Blockchain Become?

What Will Energy Blockchain Become?

Blockchain is largely untested compared to its potential. We know it’s likely transformative — we just don’t know exactly how.There are hundreds of potential applications in the electricity business. ...

11 Apr 201853min

How Blockchain Peer-to-Peer Energy Trading Might Work

How Blockchain Peer-to-Peer Energy Trading Might Work

Out of the 122 startups (and counting) that GTM Research is tracking in the energy-blockchain space, 22 are focused on peer-to-peer energy trading.Sharing electrons directly with peers sounds cool, bu...

3 Apr 201846min

Gina McCarthy

Gina McCarthy

Gina McCarthy isn't happy watching Scott Pruitt dismantle the climate plan that she helped President Obama build. But she doesn't think Pruitt will be successful."They've made a lot of announcements, ...

27 Mar 201843min

Solar's Tough Year

Solar's Tough Year

Last year was a tough one for many U.S. solar companies. For the first time, America's solar market saw a decline in growth and solar employment.What gives? In this podcast, we're going to walk throug...

21 Mar 201847min

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