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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An energy podcast crossover: Energy Gang and Interchange Recharged join forces to discuss flexibility on the power grid: why it is so important, and how to create it

An energy podcast crossover: Energy Gang and Interchange Recharged join forces to discuss flexibility on the power grid: why it is so important, and how to create it

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30 Apr 202539min

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Wood Mackenzie’s 18th Solar and Energy Storage summit is back, in Denver this week. If you can’t make it, don’t worry – we have all the debate and key insight you need to know here on the podcast. Rec...

25 Apr 202536min

Solar and energy storage experts debate the current market: what have we seen in the first quarter of 2025?

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Wood Mackenzie’s 18th Solar and Energy Storage summit is back, in Denver this week. If you can’t make it, don’t worry – we have all the debate and key insight you need to know here on the podcast.Reco...

24 Apr 202550min

It’s uncertain times in solar and storage. How can we use smarter grid optimisation to give developers some assurance? | Recorded live at SESS 2025

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Over the past couple of years unprecedented low prices for solar panels have spurred incredible growth. But there’s a big shift underway. In this special episode of the show, recorded live from the st...

24 Apr 202528min

Are current legal frameworks too restrictive for CCUS projects? What permitting and tax credit reform needs to happen to make things easier?

Are current legal frameworks too restrictive for CCUS projects? What permitting and tax credit reform needs to happen to make things easier?

“If you don't think in 15 years that we're going to value decarbonisation, or if you're worried about the 45Q, it's pretty tough to write that multi-billion dollar cheque,” says Peter Findlay, Directo...

8 Apr 202546min

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