SunCast

882: Semiconductors, Solar, and the ‘Beautiful Bill’ That’s Reshaping Energy


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The rules of the game have changed. Have you figured out the OB3 playbook?

From massive tax credit shifts to permitting bottlenecks and foreign entity restrictions, the so-called “One Big Beautiful Bill” has reshaped the future of clean energy in America. At this year’s RE+ 2025, top minds from GoodLeap, Infineon, SEIA, and Wood Mackenzie broke down what OB3 really implicates across solar, storage, and grid infrastructure.

Recorded live from the PowerUp Podcast Stage, this episode captures the pulse of an industry in motion. You’ll hear how residential solar is pivoting fast, why semiconductor companies are critical to the grid’s future, and what’s really driving policy conversations in DC.

Expect to learn:

🔹 Why the 25D tax credit expiration is shaking up residential solar

🔹 How semiconductors are the unsung heroes of grid reliability

🔹 What the industry is doing about permitting and foreign entity risk

🔹 Why demand from data centers is putting stress on gas and renewables alike

Whether you’re a policy wonk, project developer, or just trying to keep up with the latest legislation, this episode delivers high-impact insights you won’t want to miss.

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 875 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

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