Go offline with the Player FM app!
Podcasts Worth a Listen
SPONSORED


1 You Are Your Longest Relationship: Artist DaQuane Cherry on Psoriasis, Art, and Self-Care 32:12
ESS Market Volatility with Aaron Marks | EP272
Manage episode 473746657 series 3184523
The energy storage industry is evolving rapidly, driven by shifting market trends, policy changes, and supply chain volatility. In this episode of the Clean Power Hour, Tim Montague sits down with Aaron Marks from Clean Energy Associates (CEA) to unpack the latest insights on energy storage, battery procurement, and how tariffs and policy shifts are shaping the industry.
Aaron shares insights from his seven years in energy storage market intelligence, highlighting the different sources of volatility the industry has faced - from the transition in battery cell procurement in 2017-18 when Korean OEMs dominated before Chinese OEMs and LFP batteries gained traction, to the impacts of the Inflation Reduction Act, and now the policy changes under the Trump administration.
The conversation explores how recent policy shifts are creating market turbulence, with Aaron revealing breaking news about manufacturing pullbacks, including Freyr's pivot away from their planned Georgia battery factory toward solar production. This exemplifies the rapid changes that make market intelligence services so valuable for companies trying to deploy solar and storage solutions while keeping pace with industry developments.
Aaron explains how CEA has expanded from its origins in factory audits and quality assurance to offer comprehensive supply chain services and market intelligence - helping clients know exactly what they're buying, who they're working with, and how to make strategic decisions based on current market conditions.
Listen to this episode to gain valuable insights into:
- How policy volatility affects energy storage markets
- The evolution of battery cell procurement trends
- The impact of the IRA and Trump administration policies on US manufacturing
- The integrated approach CEA takes to quality assurance, supply chain management, and market intelligence
As the clean energy sector continues to grow, understanding market dynamics is more important than ever. Tune in to gain valuable insights from one of the industry’s leading experts and ensure your projects are set up for success.
Social Media Handles
Connect with Tim
Clean Power Hour
Clean Power Hour on YouTube
Tim on Twitter
Tim on LinkedIn
Email tim@cleanpowerhour.com
Review Clean Power Hour on Apple Podcasts
The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com
Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/
The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
344 episodes
Manage episode 473746657 series 3184523
The energy storage industry is evolving rapidly, driven by shifting market trends, policy changes, and supply chain volatility. In this episode of the Clean Power Hour, Tim Montague sits down with Aaron Marks from Clean Energy Associates (CEA) to unpack the latest insights on energy storage, battery procurement, and how tariffs and policy shifts are shaping the industry.
Aaron shares insights from his seven years in energy storage market intelligence, highlighting the different sources of volatility the industry has faced - from the transition in battery cell procurement in 2017-18 when Korean OEMs dominated before Chinese OEMs and LFP batteries gained traction, to the impacts of the Inflation Reduction Act, and now the policy changes under the Trump administration.
The conversation explores how recent policy shifts are creating market turbulence, with Aaron revealing breaking news about manufacturing pullbacks, including Freyr's pivot away from their planned Georgia battery factory toward solar production. This exemplifies the rapid changes that make market intelligence services so valuable for companies trying to deploy solar and storage solutions while keeping pace with industry developments.
Aaron explains how CEA has expanded from its origins in factory audits and quality assurance to offer comprehensive supply chain services and market intelligence - helping clients know exactly what they're buying, who they're working with, and how to make strategic decisions based on current market conditions.
Listen to this episode to gain valuable insights into:
- How policy volatility affects energy storage markets
- The evolution of battery cell procurement trends
- The impact of the IRA and Trump administration policies on US manufacturing
- The integrated approach CEA takes to quality assurance, supply chain management, and market intelligence
As the clean energy sector continues to grow, understanding market dynamics is more important than ever. Tune in to gain valuable insights from one of the industry’s leading experts and ensure your projects are set up for success.
Social Media Handles
Connect with Tim
Clean Power Hour
Clean Power Hour on YouTube
Tim on Twitter
Tim on LinkedIn
Email tim@cleanpowerhour.com
Review Clean Power Hour on Apple Podcasts
The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com
Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/
The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
344 episodes
All episodes
×
1 How Vertical Solar Panels Are Changing Farms in 2025! | EP298 1:01:17

1 Why Solar Panel Recycling Is Critical for Clean Energy's Future | EP297 38:06

1 BBB Bill Bombshell, What’s New With Solar And Batteries In 2025? 48:04

1 What's REALLY Happening to The Solar Industry Under the Big Beautiful Bill? | EP296 40:47

1 What's REALLY Driving the DMV Solar Boom in 2025? | EP 295 37:29

1 Why Equity Is the Solar Industry's Secret Weapon | EP294 28:44

1 How Vertical Solar Is Solving Land Use Conflicts in Agriculture | Agrivoltaics Revolution | EP293 38:13

1 The Secret To Avoiding Solar Power Downtime! | EP292 23:49

1 The #1 Reason Data Centers Are Driving The NEXT BIG THING in Solar Energy 47:56

1 $483 Million Reasons: How Solar and Wind Are Saving Rural Schools | EP291 35:27

1 How Solar Can Save Your Business Money Fast! EP290 35:46

1 How the Budget Reconciliation Bill Could Impact Your Solar Business 43:46

1 Is Midwest Solar Expo the KEY to Unlocking Regional CLEAN ENERGY? | EP289 23:27

1 The Secret to Affordable Solar for Multifamily Homes! EP288 33:31

1 The BIG Shift in Solar and Storage Industry You Need to Know 44:18

1 What's The SECRET to CPS America's Success? Tyler Anderson Explains | EP287 6:25

1 Inside Look at Canada's Booming Solar Market with CPS's Ross Wickenheiser | EP286 9:59

1 Solar Grid Crisis, Mega-Projects, and Balcony Solar Revolution on the Clean Power Hour Live 48:11

1 Single-Axis Trackers: How Array Technologies is Tackling Solar Efficiency | EP285 40:20

1 Solar Inverter Technology with Evan Upshur, CPS America | EP284 8:32

1 Revolutionizing Rooftop Storage: Jordan Harris on Yotta Energy's Innovative Battery Solutions | EP283 9:08

1 Next Generation Battery Storage with David Florenz | EP282 12:24

1 Will the IRA Survive? LIVE Solar Industry News on Policy, Tech Breakthroughs & Market Trends 47:35

1 Understand Domestic Solar Manufacturing with Chris Lettman | EP281 31:14

1 Evolving Landscape of C&I Solar & Storage | EP280 9:12

1 Latin American Solar Market Insights with Carlos Abad, CPS America | EP279 19:26

1 LinkedIn Growth Hacks for Clean Energy Professionals with Jacob Lundy 43:38

1 Solar & Storage News: Perovskite Breakthroughs, Record-Low Battery Costs and Global Supply Chain 49:12

1 The Future of Solar Construction: Automation, AI, and Reaching Terawatt Scale | EP278 13:52

1 The Battle for Solar's Future: Solar Manufacturing & Policy Insights from PanelClaw & CPS America | EP277 11:01

1 Building Winning Teams and Revolutionary Products with Bryan Wagner | EP276 13:22

1 Unlocking Capital for Distributed Energy Projects with Tooraj Arvajeh | EP275 28:59

1 C&I Battery Storage Solutions with Ryan Mayfield & Jayson Smith | EP274 21:02

1 Solving the Multifamily EV Charging Challenge with Aubrey Gunnels of 3V Infrastructure | EP273 31:57

1 ESS Market Volatility with Aaron Marks | EP272 6:48

1 How Denowatts & Portside Systems Are Revolutionizing Solar Monitoring | EP271 9:16

1 Women in Solar, Pay Equity, and Building a Clean Energy Future with Noelle Paige | EP270 29:29

1 Solar Manufacturing Politics, Global Expansion, and Australia's Synthetic Fuel Ambitions 38:41

1 Solar Innovation and Energy Resilience with Peter Oprysko| EP269 21:22

1 Commercial Solar + Battery Storage: Making Smart Energy Solutions Work for Your Facility | EP268 1:05:25

1 Engineering the Future of Community Solar with Patrick Canning | EP267 10:07

1 Solar's Growing Pains: Tariffs, Utah's Balcony Solar, and Commercial Project Updates 38:35

1 The Future of Solar Power Electronics with Bryan Wagner of CPS America | EP266 14:12

1 Your All-In-One Solar Ecosystem with Parker Schram | EP265 39:22

1 Navigating the Solar O&M Landscape: Challenges, Opportunities, and Workforce Solutions with Chris Grablutz | EP264 9:30
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.