SMP 236: Solar for All Terminated: Policy Shifts and U.S. Solar Growth Slowdown

In this episode 32 of The League, hosts David Magid and Benoy Thanjan (Reneu Energy, Solar Maverick Podcast) break down the biggest solar and clean energy headlines of the week.

Topics we cover today:

• Solar for All Terminated: The Trump administration halts the $7B program, impacting nearly 1M low-income households. Legal challenges are expected.

• U.S. Solar Growth Slows: Utility-scale solar grew just 10% in mid-2025 vs. mid-2024 — a sharp drop from the 33% growth seen the prior year. Texas (+14%) and Arizona (+24%) surged, while California and Florida lagged.

• The Big Beautiful Bill: How developers are racing to complete projects before year-end to capture full tax credits.

• Texas ERCOT Storage Shake-Up: New four-hour non-spinning reserve requirements squeeze battery developers, benefiting gas peakers.

• Why Solar Still Wins: As costs fall, investors say projects can pencil without the ITC — even with tariffs.

Key takeaway: Solar is a technology, not a fuel — and the cheapest, fastest-growing source of new energy.

If you have any questions or comments, email us at info@reneuenergy.com.