The Interchange: Recharged cover image

The Interchange: Recharged

The evolution of the solar industry in the US since 2021

Jun 18, 2024
Vanessa Witte and Kelly Sarber discuss key takeaways from the 2024 Solar and Energy Storage Summit, including the impact of supportive government policies and new tariffs. They explore supply chain issues, bottlenecks in projects, and the high cost of capital environment causing delays. The podcast also delves into geopolitical risks, tariffs on domestic solar manufacturing, and the importance of resiliency in the energy sector.
29:29

Podcast summary created with Snipd AI

Quick takeaways

  • Supportive government policies remain crucial for the success of the solar industry in the US.
  • Strategic alliances and optimization efforts are key strategies to navigate challenges in project development.

Deep dives

Storage Policy Changes and Market Sophistication

Recent policy changes in the storage sector have generated significant discussion, including domestic content guidance, new solar and storage tariffs, and FERC reform measures on transmission. Players in the market are focusing on optimization, siting, and asset management to increase revenue returns. Emerging markets are playing a vital role influenced by policy shifts.

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