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 Menlo Park, California.

This conundrum gets to the heart of C&I solar's complexity. We'll address the landlord-tenant split that plagues commercial solar — and the broad range of financing and policy solutions.

Later in the show, we'll talk with two of our senior solar analysts at GTM Research, Michelle Davis and Allison Mond. Both residential installers and commercial developers have customer acquisition problems — only they’re the exact opposite problems.

Residential installers now have more attractive loan options for ownership, but it’s getting harder to find the next tier of customers who want PV on their roofs; meanwhile, commercial solar developers are seeing more demand for third-party ownership, but projects are still bespoke and complicated.

Davis and Mond unpack the latest financing and customer acquisition trends in residential and commercial PV.

This podcast is supported by Wunder Capital, the easiest way to invest in large-scale solar energy projects across the U.S. With Wunder, you can help finance renewable energy projects while earning up to 7.5 percent annually. Get started here to diversify your portfolio and support American solar projects.

This podcast is brought to you by Shoals, the gold standard for solar and storage balance-of-systems solutions. Learn more about how Shoals can make your project operate at the highest level.

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Episoder(342)

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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.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...

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