The US is projected to add an additional 26 GW of solar capacity in 2025. Solar has been one of the energy transition’s biggest success stories, but there are dark clouds gathering. Uncertainty is the biggest barrier to deployment at the moment: there’s potential changes coming with federal tax credits and trade policies (some of which are already having an impact), and the perceived risks are high for investors of solar projects. To find out how developers and manufacturers are mitigating these risks, Sylvia Leyva Martinez, principal analyst covering solar markets at Wood Mackenzie, is joined by Mike Hall, CEO of Anza Renewables. Mike talks through the data he’s analysing; Anza is seeing supply chains diversify and financial incentives like the ITC Adder helping developers.  Despite efforts to bolster domestic manufacturing, China continues to dominate the global solar market. What are the impacts of Trump’s tariffs on domestic manufacturing? With a quarter of the year already gone, what have we seen in solar investment? How can long-term planning be done when so much is up in the air?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Bridget Van Dorsten, a principal analyst at Wood Mackenzie specializing in hydrogen market trends, and Carl Cho, director of Clean Energy Finance at Citibank with over a decade of clean energy experience, dive into the identity crisis facing hydrogen energy. They discuss the U.S. transition toward blue hydrogen and the lag in green hydrogen project advancements. Roadblocks like financing, offtake uncertainty, and scaling challenges are explored. The duo also debates localized projects versus large-scale infrastructure, pondering hydrogen's future role in energy.

Maria Korsnick, President and CEO of the Nuclear Energy Institute, shares her expertise on the evolving landscape of nuclear energy in the U.S. She discusses the ambitious goals for nuclear capacity by 2050 and how large tech companies drive demand for reliable clean energy. Korsnick highlights the challenges and potential of small modular reactors and the vital role of tax credits in accelerating deployment. Furthermore, she explores the need for regulatory reform to foster growth and the importance of collaboration between the nuclear and tech sectors.

Nuin-Tara Key, Executive Director of Programs at California Forward, shares her insights on building climate resilience in the face of severe weather events. She emphasizes the urgent need for a balanced approach between mitigation and adaptation strategies amidst rising temperatures. Key discusses how California can enhance collaboration across sectors, navigate political challenges, and transform disaster funding from reactive relief to proactive resilience. The conversation highlights innovative solutions and community involvement as essential components for tackling climate impacts.

In this engaging discussion, Sandhya Ganapathy, CEO of EDP Renewables North America, shares her expertise on the future of renewable energy amidst shifting U.S. policies. She examines the anticipated surge in clean energy installations, the critical role of power purchase agreements, and the complexities of grid integration. Sandhya also highlights the significance of diverse energy sources, the impact of the Inflation Reduction Act, and the pressing need for sustainable supply chains and community engagement in energy projects.

Join Chris Seiple, Vice Chairman at Wood Mackenzie’s Power & Renewables group, and Jonny Sultoon, Head of Markets & Transitions, as they dive into the future of clean energy in 2025. They discuss the challenges of rising electricity demand and inflation, while highlighting the silver lining of solar power growth amidst global slowdowns. The duo explores innovations in energy storage, tariff changes, and the evolving role of hydrogen in clean energy transitions, showcasing a dynamic landscape essential for navigating the upcoming energy revolution.

Abigail Hopper, the dynamic President and CEO of the Solar Energy Industries Association (SEIA), dives into the electric landscape of the U.S. solar industry amidst political changes. She discusses the influence of the Inflation Reduction Act, the uncertainty surrounding tax credits, and the importance of strategic planning for developers. Hopper emphasizes community engagement in solar adoption and highlights the pressing need for business certainty and energy security, all while navigating the challenges of the energy transition.

Join Martin Pochtaruk, CEO of Heliene, a US solar manufacturer paving the way for domestic production, as he discusses the potential impact of a second Trump term on solar energy. He and Sylvia Martinez delve into how the repeal of the Inflation Reduction Act could threaten solar growth. They explore workforce challenges, the skills gap in the industry, and the need for specialized training. Plus, advancements in solar technology promise improved efficiency amid trade policy complexities. Can US solar remain competitive globally? Tune in to find out!

Mhairidh Evans, VP and head of CCUS research at Wood Mackenzie, and Peter Findlay, director of CCUS economics, share their insights on carbon capture technologies. They discuss the viability of CCUS in achieving net zero, emphasizing its critical role in hard-to-decarbonize sectors like cement and steel. The guests explore regional policy differences, the impact of government incentives like the U.S. 45Q tax credit, and the necessity for community support. They also consider the future of carbon pricing and its potential to drive investment in this essential technology.

Gregg Felton, CEO of Altus Power, shares insights on commercial and community solar's critical role in America's clean energy future. He discusses how strategic solar deployments near consumption hubs can alleviate grid stress. Gregg reflects on his transition from investment banking to renewable energy leadership and highlights the impact of state support and local partnerships. The conversation also touches on the necessity of educating stakeholders to boost solar adoption and the implications of increased energy demand driven by electrification and AI.