Catalyst with Shayle Kann

Scaling America's domestic solar supply chain


Listen Later

Despite the dark cloud of federal policy hanging over the solar industry, skyrocketing load growth is driving demand. The question is whether supply can keep up.

In this episode, Shayle talks to Scott Moskowitz — VP of market strategy and public affairs at Qcells and board chair of the Solar Energy Industries Association (SEIA) — about the challenges of reshoring solar in the U.S.

They cover topics like:

  • How supply chain resilience incentivize reshoring efforts
  • The specific state of polysilicon, wafers, cells, and module reshoring
  • Why resource “clustering” has been a boon for Chinese solar manufacturing
  • Industry challenges around permitting solar
  • Why American solar remains so much more expensive per watt than Chinese solar
  • The threat of technological obsolescence to funding solar projects
  • Resources

    • Catalyst: More 2026 trends: Solar costs, oil oversupply, and the startup slump
    • Catalyst: Tumult in residential solar
    • Open Circuit: Does residential solar have a bad product?
    • Latitude Media: GlassPoint is back, and armed with global expansion plans
    • Latitude Media: Tesla’s rooftop solar paradox
    • Latitude Media: Can the US bring solar installation to below $2 per watt?

      Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.

      Catalyst is brought to you by Uplight. Uplight activates energy customers and their connected devices to generate, shift, and save energy—improving grid resilience and energy affordability while accelerating decarbonization. Learn how Uplight is helping utilities unlock flexible load at scale at uplight.com.

      Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate, energy, and infrastructure leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.

      Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.

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

      Catalyst with Shayle KannBy Latitude Media

      • 4.9
      • 4.9
      • 4.9
      • 4.9
      • 4.9

      4.9

      270 ratings


      More shows like Catalyst with Shayle Kann

      View all
      Planet Money by NPR

      Planet Money

      30,684 Listeners

      Odd Lots by Bloomberg

      Odd Lots

      1,992 Listeners

      Energy Gang by Wood Mackenzie

      Energy Gang

      1,248 Listeners

      Columbia Energy Exchange by Columbia University

      Columbia Energy Exchange

      401 Listeners

      Interchange Recharged by Wood Mackenzie

      Interchange Recharged

      505 Listeners

      The Indicator from Planet Money by NPR

      The Indicator from Planet Money

      9,558 Listeners

      Redefining Energy by Laurent Segalen and Gerard Reid

      Redefining Energy

      131 Listeners

      Switched On by Bloomberg

      Switched On

      104 Listeners

      Cleaning Up: Leadership in an Age of Climate Change by Michael Liebreich, Bryony Worthington

      Cleaning Up: Leadership in an Age of Climate Change

      80 Listeners

      Hard Fork by The New York Times

      Hard Fork

      5,595 Listeners

      Volts by David Roberts

      Volts

      642 Listeners

      The Green Blueprint by Latitude Media

      The Green Blueprint

      203 Listeners

      The Latitude by Latitude Media

      The Latitude

      124 Listeners

      Hot Buttons by Latitude Media

      Hot Buttons

      71 Listeners

      Zero: The Climate Race by Bloomberg

      Zero: The Climate Race

      228 Listeners

      With Great Power by GridX and Latitude Studios

      With Great Power

      87 Listeners

      Shift Key with Robinson Meyer by Heatmap News

      Shift Key with Robinson Meyer

      119 Listeners

      Open Circuit by Latitude Media

      Open Circuit

      142 Listeners