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Interchange Recharged

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

Mar 25, 2025
Mike Hall, CEO and co-founder of Anza Renewables, offers insights into the solar industry's future amidst uncertainty. He discusses the projected 26 GW solar capacity increase and the impact of shifting federal tax credits. Hall reveals how supply chains are diversifying to adapt, though China's dominance persists. He also tackles Trump’s tariffs on manufacturing and the financial incentives aiding developers. The conversation underscores the need for strategic planning in an unpredictable landscape, highlighting innovative procurement approaches.
21:47

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Podcast summary created with Snipd AI

Quick takeaways

  • Uncertainty surrounding federal tax credits and trade policies poses significant risks for solar project investors and developers.
  • Despite the dominance of Chinese manufacturers, the U.S. solar industry is shifting towards blending domestic and imported solutions to adapt to new incentives.

Deep dives

The Growing Landscape of Solar and Storage

The solar and storage markets have experienced unprecedented growth, driven by an increasing demand for power and the transition towards clean energy solutions. The past decade has seen a significant rise in solar installation, yet uncertainties regarding policy and market dynamics loom large. Despite this, the outlook remains optimistic, with expectations of continuous load growth fueled by advancements in technology and electrification of various sectors. However, challenges such as permitting, interconnection queues, and policy inconsistencies could hinder the seamless expansion of these markets.

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