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Tumult in residential solar

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Content provided by Latitude Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Latitude Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Residential solar has had a rough couple of years. In 2024, the market contracted 31% and major companies like Sunpower and Titan went bankrupt. Now, only halfway through 2025, Sunnova and Mosaic have filed for bankruptcy, too. The market has suffered from low demand, high interest rates, and major policy changes like California’s cuts to net metering.

So now that the One Big Beautiful Bill phases out key tax credits, what’s next for the battered industry?

In this episode, Shayle talks with Julien Dumoulin-Smith, who leads equity research for power, utilities, and clean energy at Jefferies. Shayle and Julien cover topics like:

Why the IRA eased — but didn’t solve — the troubled market’s key challenges, like high interest rates, tax equity challenges, and intense competition

How debt prevented companies from weathering rising input costs

How the final version of the One Big Beautiful Bill avoided the worst case scenarios for residential solar

Whether the bill will impact utility or residential solar more

How the shift toward leasing will benefit larger companies over small, local installers

The impact of rising electricity prices

Resources:

Latitude Media: Sunnova’s debt problem

Latitude Media: Is residential solar poised for a comeback?

Open Circuit: Does residential solar have a bad product?

Catalyst: Could VPPs save rooftop solar?

Latitude Media: SunPower is bankrupt. Competitors see opportunity

Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor.

Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude.

Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com.

Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.

  continue reading

204 episodes

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Tumult in residential solar

Catalyst with Shayle Kann

12,422 subscribers

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Manage episode 493650316 series 3001880
Content provided by Latitude Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Latitude Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Residential solar has had a rough couple of years. In 2024, the market contracted 31% and major companies like Sunpower and Titan went bankrupt. Now, only halfway through 2025, Sunnova and Mosaic have filed for bankruptcy, too. The market has suffered from low demand, high interest rates, and major policy changes like California’s cuts to net metering.

So now that the One Big Beautiful Bill phases out key tax credits, what’s next for the battered industry?

In this episode, Shayle talks with Julien Dumoulin-Smith, who leads equity research for power, utilities, and clean energy at Jefferies. Shayle and Julien cover topics like:

Why the IRA eased — but didn’t solve — the troubled market’s key challenges, like high interest rates, tax equity challenges, and intense competition

How debt prevented companies from weathering rising input costs

How the final version of the One Big Beautiful Bill avoided the worst case scenarios for residential solar

Whether the bill will impact utility or residential solar more

How the shift toward leasing will benefit larger companies over small, local installers

The impact of rising electricity prices

Resources:

Latitude Media: Sunnova’s debt problem

Latitude Media: Is residential solar poised for a comeback?

Open Circuit: Does residential solar have a bad product?

Catalyst: Could VPPs save rooftop solar?

Latitude Media: SunPower is bankrupt. Competitors see opportunity

Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor.

Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude.

Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com.

Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.

  continue reading

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