Solar Disruption Theory

From Naval pilot and Pentagon analyst to CEO of solar financing giant, Mosaic, Patrick Moore is no stranger to risky situations. In this episode, Moore takes us into the world of solar financing, breaking down ever-changing interest rates, misconceptions around dealer fees, and how finance companies make a profit. Tune in to hear how Mosaic is changing the renewable energy movement, one loan at a time.

What is the cost of “loyalty?” In solar sales, it could cost you up to 60% of your sales commission. In this episode of the Solar Disruption Theory, CEO Brett Bouchy talks about how many installers and sales organizations take advantage of sales reps' misconceptions of the industry and their “loyalty” by sneaking unethical provisions into their agreements. Tune in to uncover the chaos and the solution that’s on the horizon for Freedom Forever!

In this electrifying episode, we dive into the dynamic realm of solar escrow with Kelly Curtis, the CEO and mastermind behind Paykeeper. From Curtis’ unique experience in construction financing emerges a solution for solar cash projects and more. Tune in to explore how Paykeeper's innovative approach not only provides a safety net for both contractors and homeowners, but also regulates cash flows in an industry facing regulatory challenges.

While California is widely known for its support and love for solar, a perplexing decision like NEM 3 raises questions about the influence of power companies and the ongoing battle against utility monopolies. Bernadette del Chiaro and Brad Heavner from CALSSA (California Solar and Storage Association), the champions advocating for the entire solar food chain in the Golden State, unveil the complexities of the solar industry causing a disconnect between consumers' perspectives and regulatory decisions. Join us for a compelling conversation as we untangle the intricate web of California's solar landscape and its resilient journey toward a sustainable energy future!

Danny Rubin has been riding the solar-coaster since 2007 and has experienced it all, from being a self-proclaimed “not very good” installer to selling solar, to now being Freedom Forever’s VP of Field Operations. Having witnessed the evolution of the industry over the last 16 years has made this seasoned expert an integral part of the company’s safety culture, installation quality, growth, and success. Join us for a riveting discussion on solar's past, present, and future, as Danny shares his vision and ambitious goal for the solar landscape - installing a gigawatt in a single year. Tune in!

2023 marked a year of chaos for solar, with rising interest rates and a “reckoning” for many installers. Despite the challenges, Freedom Forever’s commitment to operations and game-changing software, LIGHTSPEED, created a reliable platform to sell solar. Growth remains steadfast, and new markets are continuously opening up, yet the disruptions have left a trail of lessons and opportunities in the solar marketplace.

As the industry looks ahead to a brighter future, with lower interest rates on the horizon and declining equipment costs, Freedom Forever sets sights on creating genuine alignment with its sales partners and customers. So how does Freedom Forever plan to keep up with its growth in 2024? Tune in to our insightful conversation with CEO Brett Bouchy to find out!

Solar Disruption Theory host Chad Towner reunites with his first ever sales manager, CEO of VITL, Tyler Bastian. Learn the secrets to the disruptive 10/20 sales model and how VITL is bringing uncommon energy to the industry and to homes across the country!

In part 2 of this special edition episode with SEIA, Abby and John break down the government’s new incentives and how that will change the future of solar. With the increasing complexity of foreign imports and supply chain limitations, it’s clear that we need to grow solar manufacturing in the United States. Thanks to SEIA and the Inflation Reduction Act (IRA), we plan to do just that. Tune in to hear how Freedom Forever is expanding our investment in American-made solar!

On part one of this special edition two part episode of the Solar Disruption Theory podcast, we’re honored to be joined by SEIA, the Solar Energy Industries Association. Abigail Ross Hopper, CEO and John Smirnow, SVP of Supply Chain and Sustainability, give us a behind-the-scenes look into how the Inflation Reduction Act (IRA) came to be. Riding the highs and lows of the solar coaster, the perseverance of their team at SEIA prevailed to create the most transformative legislation in the history of solar. From the stackable adders to loans and PPAs, watch for the full breakdown of the IRA!

On December 15, 2022, the California Public Utilities Commission (CPUC) unanimously voted to eliminate the state’s solar net energy metering (NEM) program and replaced it with a “Net Billing Tariff.” Join us for part two of Senior Research Analyst Philip Shen’s Solar Disruption Theory episode as we dive into what this means for the customer and why solar storage will likely be included in every system.

For everything you need to know about NEM 3.0, visit the Freedom Forever blog!

ROTH makes a market in shares of Canadian Solar Inc., Enphase Energy, Inc., First Solar, Inc., Generac Holdings Inc., JinkoSolar Holdings Co., Ltd, Maxeon Solar Technologies, Ltd., Sunnova Energy International, Inc., Sunrun Inc., SolarEdge Technologies, Inc. and SunPower Corporation and as such, buys and sells from customers on a principal basis.

A Research Analyst and/or a member of the Analyst's household own(s) debt or equity securities of Enphase Energy, Inc. and Sunrun Inc. stock.

Within the last twelve months, ROTH Capital Partners, or an affiliate to ROTH Capital Partners, has received compensation for investment banking services from Sunnova Energy International, Inc..

Within the last twelve months, ROTH Capital Partners, or an affiliate to ROTH Capital Partners, has managed or co-managed a public offering for Sunnova Energy International, Inc..