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)

Uncertainty isn’t good for domestic solar manufacturing. How are suppliers and utilities managing it?

Uncertainty isn’t good for domestic solar manufacturing. How are suppliers and utilities managing it?

The US is projected to add an additional 26 GW of solar capacity in 2025. Solar has been one of the energy transition’s biggest success stories, but there are dark clouds gathering. Uncertainty is the...

25 Mar 202521min

Is the world giving up on green hydrogen? | Hydrogen energy is having an identity crisis but who’s to blame?

Is the world giving up on green hydrogen? | Hydrogen energy is having an identity crisis but who’s to blame?

In 2025, the US will consolidate its position as a blue-focused hydrogen market, driven by policy developments under a second Trump administration. A surge in blue hydrogen investment – with at least ...

11 Mar 202532min

The US needs nuclear energy now, more than ever | Are permitting and regulations set up for rapid deployment?

The US needs nuclear energy now, more than ever | Are permitting and regulations set up for rapid deployment?

Former President Biden's final days in office involved signing an US$840 million energy contract with Constellation - a statement of intent for the US’s largest nuclear supplier. Since then, what’s ch...

25 Feb 202540min

What needs to happen to strengthen climate resilience in the US? | Balancing climate mitigation with adaptation is getting harder and harder

What needs to happen to strengthen climate resilience in the US? | Balancing climate mitigation with adaptation is getting harder and harder

The fires in Los Angeles of January 2025 were devastating. They were also made about 35% more likely due to climate change.This is true all over the world; a recent study authored by Research Fellow P...

11 Feb 202542min

Meeting energy demand requires long-term solutions. What do they look like?

Meeting energy demand requires long-term solutions. What do they look like?

How a major US utility plans for sustainable growth.The US is on track to see over 25% growth in annual clean energy installations this year, despite uncertainty around permitting and grid connections...

29 Jan 202540min

The energy analysts' view on what’s ahead in 2025

The energy analysts' view on what’s ahead in 2025

The trends, challenges and breakthroughs.Clean energy in 2025 will face challenges from rising electricity demand, inflation-driven costs, and political pressures. How can these challenges be solved? ...

14 Jan 202551min

Is US solar growth truly unstoppable?

Is US solar growth truly unstoppable?

In conversation with Abigail Hopper Policy changes which will impact US solar – both manufacturing and demand - are on the horizon. To discuss the current state of the solar industry in the wake of t...

17 Des 202434min

What does a second Trump term mean for US solar?

What does a second Trump term mean for US solar?

Could the potential repealing of the IRA halt the progress of solar manufacturing?A second Donald Trump presidency will have a big impact on the energy transition. The Biden administration’s landmark ...

3 Des 202432min

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