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.
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Solar Meets Growing Power Demand
- Power load growth is surging due to electrification and demand from data centers.
- Solar and storage are key to meeting this increased power need rapidly and effectively.
US Domestic Solar Manufacturing Grows
- Domestic solar manufacturing options are increasing, especially for cells and modules.
- More companies now seriously consider domestic content adders they previously thought unattainable.
Use Data to Manage Market Risks
- Use comprehensive data and analytics to navigate trade policy risks and supply uncertainties.
- Early 2023 shows high client demand for data amid tariff and funding uncertainties.