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Silicon solar is approaching a hard physical efficiency ceiling at 30%. Perovskite tandem solar is the only proven path through it. Joel Jean, CEO of Swift Solar, explains the technology, what the Meyer Burger acquisition brings, and where tandems sit on the road to commercial scale.
After seven decades, silicon solar is closing in on its physical efficiency limit, and no previous thin-film technology has been able to outperform it at competitive cost. Joel Jean, CEO and co-founder of Swift Solar, a tandem PV manufacturer based in California, joined Tim Montague on the Clean Power Hour to explain why perovskite-silicon tandems are different and how Swift is building toward commercial scale.
Jean explains how Swift's approach of vertically integrating perovskite and silicon at the cell level differs from other tandem strategies, and what certifications and milestones a new module technology must clear before utility buyers and independent engineers will finance it. The conversation also covers the US position in the global solar race, perovskite degradation and lead-content concerns, and what a consistent industrial policy would mean for US solar manufacturers.
Here is what you will learn in this conversation about perovskite tandem solar and the path to next-generation module efficiency:
You'll understand why silicon solar cells are physically limited to around 30% efficiency, and how stacking a perovskite layer on silicon creates a two-junction cell with a path to 35-40%, with three junctions pushing toward 45% or more.
Find out what Swift Solar gains from the Meyer Burger acquisition: a heterojunction product with 0.2% annual degradation, the lowest rate in the industry, and a bankable product to serve customers while the tandem completes its certification and field-proof timeline.
Learn why Swift's approach of integrating perovskite and silicon at the cell level differs from other tandem strategies, including four-terminal approaches where perovskite is deposited on glass and stacked on a separate module.
You'll hear Tim push back on two common concerns about perovskites: degradation and lead content. Joel explains Swift's cell-level stability progress and why perovskite panels contain less lead per square meter than the solder in a standard silicon module.
With China installing solar 8.5 times faster than the US and having spent 15-20 years building a manufacturing and policy foundation, the US is still trying to rebuild. The window for US tandem solar companies to establish a position is narrowing. Swift Solar's acquisition of Meyer Burger assets is one of the few cases where a US perovskite tandem startup enters the market with a proven, bankable product already generating field data, rather than waiting years for the tandem to reach certification. For solar professionals evaluating next-generation module technology and investors tracking the US manufacturing pipeline, this conversation gives a clear picture of where tandem technology stands today and what the next two to three years need to deliver.
Connect with Joel Jean, Swift Solar
LinkedIn: https://www.linkedin.com/in/joeljean/
Swift Solar: https://www.swiftsolar.com/
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Connect with Tim
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Clean Power Hour on YouTube
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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
A new report from Clean Energy Associates found that some solar module factories in their first year of production are hitting yield rates as low as 30%. That means 70% of modules coming off certain lines require rework before they ship. The finding applies directly to US manufacturers, most of which are still in early ramp-up stages.
In this week's Clean Power Hour Live, Tim Montague and John Weaver break down what the report means for solar developers sourcing modules right now, why newer factories in the US face the same challenges previously seen in India and Vietnam, and what due diligence steps developers should be taking before modules arrive on site. They also cover grid-forming battery validation, island microgrids, and a $14 billion Chinese renewable energy investment in Ethiopia.
This episode covers battery storage technology, solar panel manufacturing quality, island microgrids, and large-scale renewable energy investment in Africa.
These are the stories Tim and John break down this week:
Solar professionals, project developers, and clean energy investors will find this episode directly useful. The topics Tim and John cover, from US manufacturing quality to grid-forming battery validation to Africa's energy buildout, reflect decisions the industry is making right now. The Strait of Hormuz situation adds urgency to the energy transition conversation, and this episode puts all of it in context.
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
Community microgrids are functionally illegal in most of the United States, yet climate-driven outages are getting worse. Cameron Brooks of Think Microgrid explains why wires laws block resilient grid solutions and what it costs us to keep burying lines instead.
Burying power lines costs $4 million per mile in Colorado and up to $9 million per mile in California. That means every 20 to 25 feet of buried line costs as much as it would take to equip a home with a full battery backup system capable of riding through a 48-hour outage. Cameron Brooks, founder of Think Microgrid and E9 Insights, joins host Tim Montague to explain why that staggering opportunity cost keeps getting overlooked.
This episode tackles the regulatory barriers that keep community microgrids illegal in most US territories, the structural incentives inside the utility model that favor capital investment over cost-effective distributed solutions, and the specific state-level reforms beginning to create new openings.
Here is what you will learn in this conversation:
The combination of rising power prices, extreme weather, and growing electricity demand from data centers and transportation electrification is putting real pressure on the centralized grid model. States like Utah, Maine, and Colorado are already writing new rules.
Connect with Cameron Brooks, Think Microgrid
Cameron Brooks: https://www.linkedin.com/in/cameron-brooks-/
Website: https://www.thinkmicrogrid.org/
Tracker: tracker.thinkmicrogrid.org
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
American solar manufacturing is getting a reboot. Dean Solon, founder of Create Energy and formerly of Shoals Technologies, sold 1 GW of product in Q1 of this year alone. In this episode, he walks Tim Montague through his vertically integrated factory in Portland, Tennessee, and names exactly why utility-scale solar equipment is quietly failing at scale.
American solar manufacturing has a reliability problem, and the utilities and independent power producers who own these fields for 30 to 50 years are the ones absorbing the cost. Dean Solon, founder of Create Energy and the man who built and took Shoals Technologies public on the NASDAQ in 2021, has spent three years building a vertically integrated solar manufacturing operation in Portland, Tennessee, to address this directly. Create sold 1 gigawatt of product in Q1 of this year, with Q2 expected to double that output. Host Tim Montague tours the Create Energy factory floor and draws out exactly what full-stack, American-made solar hardware looks like in practice.
Here is what you will learn from this conversation:
For any asset owner weighing supply chain decisions in 2025, this conversation is a direct look at what the American manufacturing alternative looks like on the ground.
Connect with Dean Solon and Create
LinkedIn: https://www.linkedin.com/in/dean-solon-b8876649/
Website: https://www.create.energy/
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
Solar racking is one of the lowest-cost line items on a DG project and one of the highest-risk failure points. Kyle Sinclair, Co-founder and CEO of SDE (Sinclair Designs and Engineering), joins Tim Montague to explain how USA-made steel and 4-day commercial engineering turnarounds are solving the lead time and logistics failures that slow commercial solar projects. SDE produces 3 megawatts of racking in a single 8-hour shift.
On this episode of the Clean Power Hour, host Tim Montague speaks with Kyle about the full arc of SDE's product line, from the Skyrack 2.0 fixed-tilt ground-mount system to a new I-beam solution designed for rocky soil conditions in Texas and on the West Coast. They also cover the realities of solar carport installation, including foundation risk, soil testing, and why carport projects require a fundamentally different approach than ground mount racking.
Here is what you will learn in this conversation:
Any EPC designing projects in the Midwest or expanding into new geographies need to hear Kyle's approach to engineering for conditions that historical data no longer predicts accurately.
Connect with Kyle Sinclair, SDE
Kyle LinkedIn: https://www.linkedin.com/in/kyle-sinclair-b9b60a62/
SDE Website: https://www.sinclair-designs.com/
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
LG Energy Solution plans to bring over 50 gigawatt hours of annual battery manufacturing capacity online in the US by the end of 2026 across five facilities (MI, IL, AZ, OH, GA). The company also projects a 15% cost reduction on its next-generation cells by 2028. Tim Montague and John Weaver dig into that story and more in this May 1, 2026, edition of Clean Power Hour Live.
Tim and John cover five stories this week, drawn from industry publications and their own active projects in the field.
The battery capacity numbers, perovskite efficiency milestones, and tariff developments covered here carry direct implications for procurement and project planning decisions in 2026 and beyond.
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
San Diego pays the second-highest electricity rates in the United States, trailing only Hawaii, and peak-hour pricing from 4 pm to 9 pm runs up to triple morning rates. In this episode, Tim Montague sits down with Rod Matthews, President of Brevian Energy, a North County San Diego developer focused on solar, battery storage, and community microgrids. Brevian works with Community Choice Aggregators to deliver behind-the-meter solar and storage at no upfront cost to commercial property owners. Tim and Rod cover the Clean Energy Alliance Solar Plus Battery program, a 25-year power purchase agreement with a 1% annual escalator and lease payments to the host site.
Here's what you'll learn in this conversation about California microgrids and community solar:
Energy prices are climbing as data center demand grows and natural gas prices spike on global tensions. California's duck curve makes evening storage the limiting factor for further solar adoption. This episode shows a working model for solving both problems at commercial scale and at the community level.
Connect with Rod Matthews
Rod Matthews: https://www.linkedin.com/in/rodmatthews/
Brevian Energy: https://www.brevianenergy.com/
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
Eighty-five towns across New York state sit under battery storage moratoriums right now, and two of three Westchester County towns where Joe Tassone Jr. built successful battery projects in 2020 have since banned the technology outright. In this episode, Tim Montague sits down with Joe Tassone Jr., partner at onCORE Origination, a site origination firm working in 25 states on solar, battery storage, data centers, and EV infrastructure.
This episode covers the top three issues blocking battery development at the community level, why fire safety fears around lithium-ion storage miss the wider context, and what separates developers who close projects from those who waste millions.
Here's what you'll learn in this conversation about battery development and site origination:
Joe's 30 years of site origination experience surfaces one clear lesson: developers who treat zoning as static codes and give up at the first denial lose tens of millions in project value every year. The industry needs to move from reactive to proactive, meeting with town and county associations before moratoriums pass instead of reacting after.
Connect with Joe Tassone Jr
Joe Tassone Jr. LinkedIn: https://www.linkedin.com/in/joseph-f-tassone-jr-a778a1190/
onCORE Origination Website: https://oncoreorig.com/
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
John Weaver calls California's daytime pricing shift the story of the year. Battery demand has pushed wholesale solar prices from negative five cents per kilowatt hour up by 4.2 cents, adding around $10,833 of revenue to solar asset owners in a single five-minute period. Tim Montague and John Weaver break down what this shift means for solar developers, plus community solar crossing 10 gigawatts, BYD's 14.5 megawatt-hour battery priced at 1.4 cents per kilowatt hour lifecycle cost, and Dean Solon's plan to build 50-year solar power plants in Tennessee.
EPISODE HIGHLIGHTS
California is giving every solar market a preview of what saturated grids look like once batteries scale. The pricing data, BYD's 1.4 cent per kWh lifecycle cost, and India's 90% grid coverage research all point in the same direction: solar plus storage economics are entering a new phase.
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
One large solar company reported less than 1% of its field employees were women. The solar industry overall sits at 25 to 30% women across all roles, but the construction side drops to an estimated 1 to 3%. Riley Neugebauer, founder of Solar for Women, joins Tim Montague on the Clean Power Hour to talk about why women are missing from solar installation and what the industry needs to do about it. Riley Neugebauer is the founder of Solar for Women, a nonprofit building a network of women in the solar trades.
EPISODE HIGHLIGHTS
You will learn why girls outperform boys in STEM subjects through middle school but drop off by high school, and how socialization pushes women away from trades careers before they ever consider them.
You will hear Riley describe how one employer told her she had no natural ability after a year of work, while hiring men around her for the field roles she wanted. That experience led her to start the Facebook group that became Solar for Women.
Riley explains that companies need to do specific work: put women in visible roles, show diversity in marketing materials, create employee resource groups, offer mentorship, and allow schedule flexibility for parents.
You will hear about organizations already training women in solar, including Grid Alternatives, Remote Energy, and the Solar Energy International (SEI) women's lab programs. Riley credits Grid Alternatives with producing many of the women she knows in the solar construction workforce.
Tim and Riley discuss the broader U.S. trades shortage. The country needs a million new electricians, many are aging out, and K-12 education still steers students toward college rather than skilled trades.
This episode matters because the solar industry faces a labor shortage while half the population remains almost entirely absent from its construction workforce. Riley Neugebauer and Solar for Women are working to change that by building community, advocating for workplace culture shifts, and connecting women to training resources. The opportunity is large and the barriers are solvable.
Connect with Riley Neugebauer, Solar for Women
LinkedIn: https://www.linkedin.com/in/riley-neugebauer-5a534a5/
Website: https://www.solarforwomen.com/
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
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