Sam Wilkinson

Head of Renewables at S&P Global Commodity Insights with responsibility for global analysis and forecasting of renewable energy markets, featured to discuss solar trends and 'peak solar.'

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Nov 10, 2025 • 29min

203. Peak Solar - nov25

Sam Wilkinson, Head of Renewables at S&P Global Commodity Insights, shares his expertise on solar energy's explosive growth. He discusses the '3 Cs' impacting this rapid expansion: congestion, curtailment, and cannibalization. Sam reveals a forecasted 100 GW drop in solar capacity by 2026, a concept termed 'Peak Solar.' He highlights China's significant role and the implications for global supply chains. Despite challenges, he remains optimistic about ongoing innovation and market consolidation as the industry adapts to a rapidly changing landscape.

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