Julien Dumoulin-Smith

In this discussion, Julien Dumoulin-Smith, who leads clean energy equity research at Jeffries, sheds light on the challenges facing residential solar. He examines the implications of the One Big Beautiful Bill, particularly how phasing out tax credits will influence the market. Julien highlights the struggles posed by high interest rates and debt burdens that have led several companies to bankruptcy. He also predicts that leasing will favor larger companies over smaller installers, while energy price hikes might reshape demand in the coming years.