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

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Manage episode 489208500 series 3184523
Content provided by Tim Montague, John Weaver, Tim Montague, and John Weaver. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Montague, John Weaver, Tim Montague, and John Weaver 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.

In this episode of Clean Power Hour Live, hosts Tim Montague and John Weaver tackle the elephant in the room - policy uncertainty - while making a compelling case for why now might be the best time to double down on solar. Fresh from the Midwest Solar Expo in Chicago and the ACORE Financial Forum in NYC, they share insights from industry heavyweights who are aggressively pursuing projects despite potential ITC changes. Here is what we discussed:

Industry Outlook & Market Confidence

  • Solar industry resilience despite policy uncertainty - Both hosts express optimism that the solar transition will continue despite potential ITC changes, with John noting strong confidence from major industry players at the ACORE Financial Forum in NYC (PV Magazine)

Policy & Legislative Updates

  • Texas anti-solar bills defeated - Multiple bills that would have restricted solar deployment in Texas failed to progress in the state House of Representatives (PV Magazine)

Market Data & Economics

  • Residential electricity price increases - EIA data shows average 13% increase across US, with some regions seeing up to 26% increases, potentially offsetting reduced solar incentives (Energy Information Administration)
  • Solar curtailment in California - 2024 saw 3.4 million MWh curtailed (up 29%), but represents only ~1% of total energy generation (PV Magazine)

Technology & Manufacturing News

  • Perovskite efficiency record - New record of 829 watts achieved for utility-scale perovskite modules (PV Tech)

Be sure to connect with us at RE+ Vegas, Solar Farm Summit, and other industry events!

Shop at our recently launched merch store too…swag to make your clean energy dreams come true. Thanks for following us!

Support the show

Connect with Tim

Clean Power Hour
Clean Power Hour on YouTube
Tim on Twitter
Tim on LinkedIn

Email [email protected]

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: [email protected]

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

  continue reading

336 episodes

Artwork
iconShare
 
Manage episode 489208500 series 3184523
Content provided by Tim Montague, John Weaver, Tim Montague, and John Weaver. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Montague, John Weaver, Tim Montague, and John Weaver 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.

In this episode of Clean Power Hour Live, hosts Tim Montague and John Weaver tackle the elephant in the room - policy uncertainty - while making a compelling case for why now might be the best time to double down on solar. Fresh from the Midwest Solar Expo in Chicago and the ACORE Financial Forum in NYC, they share insights from industry heavyweights who are aggressively pursuing projects despite potential ITC changes. Here is what we discussed:

Industry Outlook & Market Confidence

  • Solar industry resilience despite policy uncertainty - Both hosts express optimism that the solar transition will continue despite potential ITC changes, with John noting strong confidence from major industry players at the ACORE Financial Forum in NYC (PV Magazine)

Policy & Legislative Updates

  • Texas anti-solar bills defeated - Multiple bills that would have restricted solar deployment in Texas failed to progress in the state House of Representatives (PV Magazine)

Market Data & Economics

  • Residential electricity price increases - EIA data shows average 13% increase across US, with some regions seeing up to 26% increases, potentially offsetting reduced solar incentives (Energy Information Administration)
  • Solar curtailment in California - 2024 saw 3.4 million MWh curtailed (up 29%), but represents only ~1% of total energy generation (PV Magazine)

Technology & Manufacturing News

  • Perovskite efficiency record - New record of 829 watts achieved for utility-scale perovskite modules (PV Tech)

Be sure to connect with us at RE+ Vegas, Solar Farm Summit, and other industry events!

Shop at our recently launched merch store too…swag to make your clean energy dreams come true. Thanks for following us!

Support the show

Connect with Tim

Clean Power Hour
Clean Power Hour on YouTube
Tim on Twitter
Tim on LinkedIn

Email [email protected]

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: [email protected]

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

  continue reading

336 episodes

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