Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
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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.
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What's REALLY Happening to The Solar Industry Under the Big Beautiful Bill? | EP296
Manage episode 493284641 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.
The solar industry faces its biggest challenge yet - will it survive the gutting of the Inflation Reduction Act?
Tim Montague sits down with Marc Palmer, founder and CEO of Conductor Solar, to discuss the current state of solar financing and how the industry is changing in light of threats facing our industry.
In this episode, you'll discover how the "Big Beautiful Bill" could shrink the solar market by 46% between now and 2030, and why industry leaders are shifting to survival mode. Marc shares exclusive insights from his conversations with top developers, IPPs, and financing providers at the Expo, revealing how they're adapting their strategies in these uncertain times.
Key Topics Covered:
- The potential $2.4-5 trillion impact of budget reconciliation on national debt
- How solar companies are focusing on quality over quantity to weather the storm
- Midwest Solar Expo takeaways and industry sentiment
- State incentives becoming critical as federal support wanes
- The AI-driven energy demand boom creating a "Clash of Titans"
- Dean Solon's revolutionary Create solar technology with 3,000-volt modules
- ITC transfers and M&A opportunities in the middle market
- Why energy independence arguments may save solar despite political headwinds
Marc provides a rare insider's perspective on how financing providers are adding conservatism to their pricing, why developers are rushing to safe harbor projects, and what the consolidation wave means for smaller players in the market.
Whether you're a solar developer, installer, investor, or policy maker, this episode delivers the real-world intelligence you need to navigate these turbulent times. Don't miss Marc Palmer’s predictions on why solar can emerge stronger after a likely contraction that is starting now.
🔗 Connect with Marc Palmer:
- Conductor Solar: [website]
- Email: [email protected]
- LinkedIn: Marc Palmer
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
341 episodes
Share
Manage episode 493284641 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.
The solar industry faces its biggest challenge yet - will it survive the gutting of the Inflation Reduction Act?
Tim Montague sits down with Marc Palmer, founder and CEO of Conductor Solar, to discuss the current state of solar financing and how the industry is changing in light of threats facing our industry.
In this episode, you'll discover how the "Big Beautiful Bill" could shrink the solar market by 46% between now and 2030, and why industry leaders are shifting to survival mode. Marc shares exclusive insights from his conversations with top developers, IPPs, and financing providers at the Expo, revealing how they're adapting their strategies in these uncertain times.
Key Topics Covered:
- The potential $2.4-5 trillion impact of budget reconciliation on national debt
- How solar companies are focusing on quality over quantity to weather the storm
- Midwest Solar Expo takeaways and industry sentiment
- State incentives becoming critical as federal support wanes
- The AI-driven energy demand boom creating a "Clash of Titans"
- Dean Solon's revolutionary Create solar technology with 3,000-volt modules
- ITC transfers and M&A opportunities in the middle market
- Why energy independence arguments may save solar despite political headwinds
Marc provides a rare insider's perspective on how financing providers are adding conservatism to their pricing, why developers are rushing to safe harbor projects, and what the consolidation wave means for smaller players in the market.
Whether you're a solar developer, installer, investor, or policy maker, this episode delivers the real-world intelligence you need to navigate these turbulent times. Don't miss Marc Palmer’s predictions on why solar can emerge stronger after a likely contraction that is starting now.
🔗 Connect with Marc Palmer:
- Conductor Solar: [website]
- Email: [email protected]
- LinkedIn: Marc Palmer
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
341 episodes
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Similar to Clean Power Hour
Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
…
continue reading
The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
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continue reading
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Defensive Security Podcast - Malware, Hacking, Cyber Security & Infosec
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Defensive Security is a weekly information security podcast which reviews recent high profile cyber security breaches, data breaches, malware infections and intrusions to identify lessons that we can learn and apply to the organizations we protect.
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Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of climate tech with prominent experts, investors, researchers, and executives. Produced by Latitude Media.
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Every Friday and Sunday, Slate’s popular daily news podcast What Next brings you TBD, a clear-eyed look into the future. From fake news to fake meat, algorithms to augmented reality, Lizzie O’Leary is your guide to the tech industry and the world it’s creating for us to live in.
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continue reading
WSJ’s Bold Names brings you conversations with the leaders of the bold-named companies featured in the pages of The Wall Street Journal. Hosts Tim Higgins and Christopher Mims speak to CEOs and business leaders in interviews that challenge conventional wisdom and take you inside the decisions being made in the C-suite and beyond.
…
continue reading
Tom Merritt and the team help you stay up to date with an independent, authoritative and trustworthy tech news briefing. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
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