There are two stories playing out in solar today.
One of them is decidedly negative. The other is extraordinarily positive. And they're both unfolding at the exact same time.
In this week's podcast, we detail the different stories playing out in solar. We'll weave reflective conversation together with excerpts from Shayle's keynote address at last month's Solar Summit.
In part one, the brutal year for many businesses: Public solar companies are getting thrashed; module oversupply is causing severe financial pain for manufacturers; and even downstream companies who’ve benefited from cheaper equipment and growing demand have struggled. What does this tell us about the state of in the industry?
In part two, the macro trends: While the industry is in upheaval, the prospects could not be better for the technology. It’s one of the strange contradictions in solar. Where do we stand on the growth trajectory today?
In part three, preparing for explosive growth: How do you manage the coming wave of solar with better market design and integration techniques?
The Interchange is brought to you by AES Energy Storage. AES is helping utilities harness the power of battery-based energy storage to make the electric power system cleaner, more flexible, and more reliable. Find out more: bit.ly/2oxZ5dT

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

There are two stories playing out in solar today. One of them is decidedly negative. The other is extraordinarily positive. And they're both unfolding at the exact same time. In this week's podcast, we detail the different stories playing out in solar. We'll weave reflective conversation together with excerpts from Shayle's keynote address at last month's Solar Summit. In part one, the brutal year for many businesses: Public solar companies are getting thrashed; module oversupply is causing severe financial pain for manufacturers; and even downstream companies who’ve benefited from cheaper equipment and growing demand have struggled. What does this tell us about the state of in the industry? In part two, the macro trends: While the industry is in upheaval, the prospects could not be better for the technology. It’s one of the strange contradictions in solar. Where do we stand on the growth trajectory today? In part three, preparing for explosive growth: How do you manage the coming wave of solar with better market design and integration techniques? The Interchange is brought to you by AES Energy Storage. AES is helping utilities harness the power of battery-based energy storage to make the electric power system cleaner, more flexible, and more reliable. Find out more: bit.ly/2oxZ5dT See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Journey to the Center of the Solar Industry

Clean tech, green finance and energy innovation are the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. That intersection is&nbsp;Interchange Recharged.&nbsp;&nbsp;Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, invites visionaries, entrepreneurs, policy-makers and energy analysts to explore the newest developments in renewable technology, explain the ideas on global energy policy that could accelerate the energy transition, and identify new funding and financial models that could solve the biggest challenges we face on the way to net zero.&nbsp;&nbsp;Sylvia and her guests bring you data and forecasts on clean technology, climate science, and offer predictions on the build out of utility-scale projects and the future of green finance.&nbsp;What impacts do the annual UN Conference of the Parties have on decarbonisation goals and climate change? What will COP30 bring? What’s happening in global EV adoption and development? What’s the forecast for solar energy, one of the major success stories of renewable energy in the last ten years? What does the data tell us about the future of hydrogen, of nuclear, or of low-carbon power?&nbsp;&nbsp;These are examples of the insights and detailed analyses you can expect bi-weekly on Tuesdays at 7am ET.&nbsp;&nbsp; If you like&nbsp;The Energy Transition Show,&nbsp;Catalyst with Shayle Kann,&nbsp;The Big Switch from Columbia University,&nbsp;Open Circuit  with Jigar Shah or&nbsp;The Green Blueprint, you’ll enjoy&nbsp;Interchange Recharged.&nbsp;&nbsp;Want to get involved with the show? Reach out to <a href="mailto:podcasts@woodmac.com" rel="noopener noreferrer" target="_blank">podcasts@woodmac.com</a> to:&nbsp;Bring Sylvia and Interchange Recharged&nbsp;to your event&nbsp;Be a guest on the show&nbsp;Sponsor an episode&nbsp;Ask a question to Sylvia or one of our guests&nbsp;&nbsp;Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/podcasts/the-energy-gang&nbsp;Wood Mackenzie is the leading global data and analytics solutions provider for renewables, energy and natural resources. Learn more about Wood Mackenzie on the official website:&nbsp;<a href="https://www.woodmac.com/" rel="noopener noreferrer" target="_blank">https://www.woodmac.com/</a>&nbsp;

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Clean tech, green finance and energy innovation are the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. That intersection is Interchange Recharged.   Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, invites visionaries, entrepreneurs, policy-makers and energy analysts to explore the newest developments in renewable technology, explain the ideas on global energy policy that could accelerate the energy transition, and identify new funding and financial models that could solve the biggest challenges we face on the way to net zero.   Sylvia and her guests bring you data and forecasts on clean technology, climate science, and offer predictions on the build out of utility-scale projects and the future of green finance.  What impacts do the annual UN Conference of the Parties have on decarbonisation goals and climate change? What will COP30 bring? What’s happening in global EV adoption and development? What’s the forecast for solar energy, one of the major success stories of renewable energy in the last ten years? What does the data tell us about the future of hydrogen, of nuclear, or of low-carbon power?  These are examples of the insights and detailed analyses you can expect bi-weekly on Tuesdays at 7am ET.   If you like The Energy Transition Show, Catalyst with Shayle Kann, The Big Switch from Columbia University, Open Circuit with Jigar Shah or The Green Blueprint, you’ll enjoy Interchange Recharged.    Want to get involved with the show? Reach out to podcasts@woodmac.com to:  Bring Sylvia and Interchange Recharged to your event  Be a guest on the show  Sponsor an episode  Ask a question to Sylvia or one of our guests    Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/podcasts/the-energy-gang  Wood Mackenzie is the leading global data and analytics solutions provider for renewables, energy and natural resources. Learn more about Wood Mackenzie on the official website: https://www.woodmac.com/ 

Clean tech, green finance and energy innovation are the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. That intersection is&nbsp;Interchange Recharged.&nbsp;&nbsp;Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, invites visionaries, entrepreneurs, policy-makers and energy analysts to explore the newest developments in renewable technology, explain the ideas on global energy policy that could accelerate the energy transition, and identify new funding and financial models that could solve the biggest challenges we face on the way to net zero.&nbsp;&nbsp;Sylvia and her guests bring you data and forecasts on clean technology, climate science, and offer predictions on the build out of utility-scale projects and the future of green finance.&nbsp;What impacts do the annual UN Conference of the Parties have on decarbonisation goals and climate change? What will COP30 bring? What’s happening in global EV adoption and development? What’s the forecast for solar energy, one of the major success stories of renewable energy in the last ten years? What does the data tell us about the future of hydrogen, of nuclear, or of low-carbon power?&nbsp;&nbsp;These are examples of the insights and detailed analyses you can expect bi-weekly on Tuesdays at 7am ET.&nbsp;&nbsp; If you like&nbsp;The Energy Transition Show,&nbsp;Catalyst with Shayle Kann,&nbsp;The Big Switch from Columbia University,&nbsp;Open Circuit  with Jigar Shah or&nbsp;The Green Blueprint, you’ll enjoy&nbsp;Interchange Recharged.&nbsp;&nbsp;Want to get involved with the show? Reach out to <a href="mailto:podcasts@woodmac.com" rel="noopener noreferrer">podcasts@woodmac.com</a> to:&nbsp;Bring Sylvia and Interchange Recharged&nbsp;to your event&nbsp;Be a guest on the show&nbsp;Sponsor an episode&nbsp;Ask a question to Sylvia or one of our guests&nbsp;&nbsp;Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/podcasts/the-energy-gang&nbsp;Wood Mackenzie is the leading global data and analytics solutions provider for renewables, energy and natural resources. Learn more about Wood Mackenzie on the official website:&nbsp;<a href="https://www.woodmac.com/" rel="noopener noreferrer">https://www.woodmac.com/</a>&nbsp;

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