SunCast

838: Cutbacks, Consolidation & Energy Chaos: Will Solar and Batteries Survive 2025? With Barry Cinnamon

Jul 26, 2025
Barry Cinnamon, a 20+ year veteran in the solar industry and host of his own podcast, dives into the turbulent landscape of solar in 2025. He discusses the surge in layoffs and budget cuts affecting solar companies and the importance of strategic partnerships. Cinnamon shares survival tips for companies diversifying into HVAC and roofing, highlighting the need for smart marketing despite cutbacks. With challenges like shifting tax credits and regulatory hurdles, he emphasizes adaptation as key to thriving in clean energy's future.
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INSIGHT

Solar's Visibility Problem

  • Solar energy is ubiquitous in many US cities but often invisible on roofs.
  • The industry lacks mainstream visibility and cultural presence despite widespread adoption.
INSIGHT

Tariffs Hinder Clean Energy Costs

  • Tariffs and FIAC policies intended to boost domestic manufacturing are increasing clean energy costs.
  • These policies ironically complicate and raise expenses for solar and battery production.
ADVICE

Buy Markets, Secure Capital

  • Instead of expanding alone, companies should merge or acquire to gain markets and sales teams.
  • Securing capital now enables strategic acquisitions to strengthen business success.
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