SunCast

870: How FEOC Rules Are Reshaping Solar Procurement in 2025 | 4 Experts Weigh-in


Listen Later

“Is your project really compliant?”

That’s the billion-dollar question developers across the U.S. are asking as Foreign Entity of Concern (FEOC) rules tighten their grip on clean energy tax credits. If you are(were) banking on the ITC, PTC, or 45X, you can’t afford to miss this Tactical Tuesday deep-dive.

The rules are shifting. Supply chains are murky. And guidance is still evolving. Host Nico Johnson pulls together an expert panel to decode how FEOC is reshaping the way projects are sourced, engineered, financed, and papered across the U.S. solar and storage market.

You’ll hear from:

  • Christian Roselund (Clean Energy Associates) — decoding ownership, material assistance, and effective control

  • Raj Pawar (EVS) — revealing how inverter-level definitions trigger real engineering redesigns

  • Aaron Gomolak (Ampt) — showing how string-level optimization keeps projects on schedule and compliant

  • Mona Dajani (Baker Botts) — outlining how to structure deals and mitigate legal risk while guidance evolves

Expect to learn:

🔹 Why Treasury’s guidance on "qualified facility" could force developers to rethink procurement

🔹 How to vet supplier self-certifications and avoid “phantom compliance”

🔹 How top counsel advise clients when regulations are still in flux

🔹 The engineering tradeoffs and cost-neutral approaches developers are taking to stay bankable

The FEOC clock is ticking — this episode gives you the clarity (and tactics) to stay compliant, on schedule, and in control.

Check out OpenSolar OS 3.0 at: https://suncast.media/opensolar

If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 850 other founder stories and startup advice at www.suncast.media.

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus

...more
View all episodesView all episodes
Download on the App Store

SunCastBy Nico Johnson

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

175 ratings


More shows like SunCast

View all
Odd Lots by Bloomberg

Odd Lots

1,896 Listeners

Energy Gang by Wood Mackenzie

Energy Gang

1,250 Listeners

Columbia Energy Exchange by Columbia University

Columbia Energy Exchange

398 Listeners

Currents by Norton Rose Fulbright

Currents

124 Listeners

Interchange Recharged by Wood Mackenzie

Interchange Recharged

501 Listeners

Redefining Energy by Laurent Segalen and Gerard Reid

Redefining Energy

133 Listeners

Switched On by Bloomberg

Switched On

103 Listeners

POLITICO Energy by POLITICO

POLITICO Energy

140 Listeners

Volts by David Roberts

Volts

617 Listeners

The Big Take by Bloomberg

The Big Take

156 Listeners

Catalyst with Shayle Kann by Latitude Media

Catalyst with Shayle Kann

270 Listeners

The Green Blueprint by Latitude Media

The Green Blueprint

210 Listeners

Zero: The Climate Race by Bloomberg

Zero: The Climate Race

227 Listeners

Shift Key with Robinson Meyer and Jesse Jenkins by Heatmap News

Shift Key with Robinson Meyer and Jesse Jenkins

111 Listeners

Open Circuit by Latitude Media

Open Circuit

140 Listeners