Journey to the Center of the Solar Industry

Journey to the Center of the Solar Industry

There are two stories playing out in solar today. One of them is decidedly negative. The other is extraordinarily positive. And they're both unfolding at the exact same time. In this week's podcast, we detail the different stories playing out in solar. We'll weave reflective conversation together with excerpts from Shayle's keynote address at last month's Solar Summit. In part one, the brutal year for many businesses: Public solar companies are getting thrashed; module oversupply is causing severe financial pain for manufacturers; and even downstream companies who’ve benefited from cheaper equipment and growing demand have struggled. What does this tell us about the state of in the industry? In part two, the macro trends: While the industry is in upheaval, the prospects could not be better for the technology. It’s one of the strange contradictions in solar. Where do we stand on the growth trajectory today? In part three, preparing for explosive growth: How do you manage the coming wave of solar with better market design and integration techniques? The Interchange is brought to you by AES Energy Storage. AES is helping utilities harness the power of battery-based energy storage to make the electric power system cleaner, more flexible, and more reliable. Find out more: bit.ly/2oxZ5dT See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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Episoder(358)

Re-release: Flexibility as a service: Can Octopus's acquisition of Uplight finally make US residential VPPs work?

Re-release: Flexibility as a service: Can Octopus's acquisition of Uplight finally make US residential VPPs work?

Millions of enrolled devices, 60 utilities, and the participation rate gap that's been embarrassing the US market for a decade. US residential virtual power plants have been a promising idea that's co...

3 Nov 45min

Re-release: Fuel cells are powering AI data center demand: they’ve moved from interesting clean tech to major player

Re-release: Fuel cells are powering AI data center demand: they’ve moved from interesting clean tech to major player

We're looking back at some of our most popular episodes of the year. Here is one from January this year.US data centre announcements are averaging 435MW a month, and there’s around 175GW of large-load...

20 Okt 43min

Re-release: Building the plane while it’s flying: data centers, utilities, and the new rules of power

Re-release: Building the plane while it’s flying: data centers, utilities, and the new rules of power

After more than a decade of flat demand, the US power sector is now facing explosive growth, arriving faster than grids, generation, and transmission can be built. In this episode, Interim host of Int...

6 Okt 44min

When hydro is no longer enough: Colombia’s race to diversify before the next El Niño

When hydro is no longer enough: Colombia’s race to diversify before the next El Niño

Colombia’s power system was built around a powerful advantage: abundant hydropower backed by domestic gas, delivering electricity that was relatively cheap, relatively clean, and largely local. But th...

22 Sep 42min

The fastest path to more power: How advanced conductors could unlock grid capacity without new transmission

The fastest path to more power: How advanced conductors could unlock grid capacity without new transmission

The pressure on the power system is no longer theoretical. AI, data centers, electrification, and new industrial load are arriving faster than utilities can build generation and transmission through c...

15 Sep 46min

 Speed to power: Why data-center load growth is creating a new opening for C&I solar, storage, and microgrids

Speed to power: Why data-center load growth is creating a new opening for C&I solar, storage, and microgrids

After a decade of flat demand, power markets are being forced to absorb a very different problem: rapid load growth arriving faster than transmission, large-scale generation, and utility interconnecti...

8 Sep 49min

Thorium’s nuclear pitch: Can molten salt reactors cut cost, use waste, and scale faster than conventional designs?

Thorium’s nuclear pitch: Can molten salt reactors cut cost, use waste, and scale faster than conventional designs?

Electricity demand is rising, capital is tightening, and nuclear is back in the conversation as utilities, governments, and large power users look for firm low-carbon supply. But the central question ...

25 Aug 39min

The inverter security turn: How Europe and the US are redrawing solar procurement around Chinese hardware

The inverter security turn: How Europe and the US are redrawing solar procurement around Chinese hardware

Solar demand remains strong, storage is scaling fast, and inverter technology is becoming more central to how modern power systems actually function. But the conversation around inverters is no longer...

11 Aug 38min

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