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)

Can CCUS help achieve net zero?

Can CCUS help achieve net zero?

The future of carbon captureWith global emissions on the rise, the pressure to decarbonise is driving interest in CCUS (carbon capture, utilisations and storage) … but is CCUS a viable path to net zer...

19 Nov 202441min

How can we ease stress on the grid?

How can we ease stress on the grid?

Strategic solar for a stronger gridThe solar industry is at a turning point, shifting from niche investments to a cornerstone of America’s clean energy future. With renewable energy investment soaring...

5 Nov 202444min

How are tariffs and trade policies impacting green energy growth in the US?

How are tariffs and trade policies impacting green energy growth in the US?

Global investment in renewables is projected to surpass US$2 trillion by 2030, with wind, solar and storage projects leading the way. Syliva Martinez, Principal Analyst at Wood Mackenzie is joined by ...

22 Okt 202430min

How the energy industry is solving issues with battery safety – part 2

How the energy industry is solving issues with battery safety – part 2

Part two of our analysis of safety developments for energy storage and batteries.Guest host Sylvia Leyva Martinez, Principal Analyst at Wood Mackenzie, joins us to explore the challenges and solutions...

9 Okt 202441min

How can the industry improve battery and storage fire safety? - part 1

How can the industry improve battery and storage fire safety? - part 1

Exploring fire risk mitigation in the face of lithium-ion challenges.Battery and energy storage-related fires are still relatively rare, but when they do occur, they are challenging to manage due to t...

23 Sep 202449min

Innovative financing is needed to mobilise clean energy capital in developing countries. What could it look like?

Innovative financing is needed to mobilise clean energy capital in developing countries. What could it look like?

Less than 1% of clean energy investments goes to developing countries. Guarantees and partnerships could increase this.The global energy transition effort is all about ‘the new’. New technology, new f...

10 Sep 202443min

Is the industry taking the wrong approach to Scope 3 emissions reporting?

Is the industry taking the wrong approach to Scope 3 emissions reporting?

How can we reimagine Scope 3 in order to make faster progress?The intention of the original framing of Scope 1, 2 & 3 emissions reporting was to support business understanding of their broader impact ...

27 Aug 202435min

Green hydrogen may be less clean than we think

Green hydrogen may be less clean than we think

The Environmental Defense Fund wants changes made to the way the industry analyses hydrogen emissions data.A recent study from the Environmental Defense Fund asserts the energy industry is miscalculat...

13 Aug 202433min

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