The Energy Show sponsored by Aztec Solar The OBBB and the End of Solar and Battery Tax Credits — Insights From Jeff Spies at Planet Planets
Aug 6, 2025
Jeff Spies, President of Planet Plansets and CALSA board member, dives deep into the complexities introduced by the One Big Beautiful Bill, highlighting the significant impacts on solar tax credits and installation costs. He shares insights on the founding of his company amidst the picturesque backdrop of Arizona’s Superstition Mountains, addressing the challenges solar contractors face in light of rising utility rates. Spies also emphasizes innovative strategies in solar racking and the need for clear communication to navigate regulations and secure tax credits.
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End of Residential Solar Tax Credit
- The federal 30% residential solar tax credit ends January 1, 2026, causing a sharp price increase for cash/loan purchased solar systems.
- Commercial solar will face new restrictions and complexities affecting leasing and pricing structures.
Contractors Should Prepare for 2026 Slump
- Contractors should plan to scale back operations early 2026 due to expected business contraction and focus on retaining skilled staff.
- Minimizing cash burn while preparing for industry rebound is critical for survival and future growth.
Utility Rate Trends Impact Solar Value
- Utility rate increases (8%-10% per year in California) will continue, but utilities may increase fixed charges, complicating true cost dynamics.
- Higher utility rates may help solar competitiveness despite loss of tax credits.
