The US is projected to add an additional 26 GW of solar capacity in 2025. Solar has been one of the energy transition’s biggest success stories, but there are dark clouds gathering. Uncertainty is the biggest barrier to deployment at the moment: there’s potential changes coming with federal tax credits and trade policies (some of which are already having an impact), and the perceived risks are high for investors of solar projects. To find out how developers and manufacturers are mitigating these risks, Sylvia Leyva Martinez, principal analyst covering solar markets at Wood Mackenzie, is joined by Mike Hall, CEO of Anza Renewables. Mike talks through the data he’s analysing; Anza is seeing supply chains diversify and financial incentives like the ITC Adder helping developers.  Despite efforts to bolster domestic manufacturing, China continues to dominate the global solar market. What are the impacts of Trump’s tariffs on domestic manufacturing? With a quarter of the year already gone, what have we seen in solar investment? How can long-term planning be done when so much is up in the air?See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

The US is projected to add an additional 26 GW of solar capacity in 2025. Solar has been one of the energy transition’s biggest success stories, but there are dark clouds gathering. Uncertainty is the biggest barrier to deployment at the moment: there’s potential changes coming with federal tax credits and trade policies (some of which are already having an impact), and the perceived risks are high for investors of solar projects. To find out how developers and manufacturers are mitigating these risks, Sylvia Leyva Martinez, principal analyst covering solar markets at Wood Mackenzie, is joined by Mike Hall, CEO of Anza Renewables. Mike talks through the data he’s analysing; Anza is seeing supply chains diversify and financial incentives like the ITC Adder helping developers. Despite efforts to bolster domestic manufacturing, China continues to dominate the global solar market. What are the impacts of Trump’s tariffs on domestic manufacturing? With a quarter of the year already gone, what have we seen in solar investment? How can long-term planning be done when so much is up in the air? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The US is projected to add an additional 26 GW of solar capacity in 2025. Solar has been one of the energy transition’s biggest success stories, but there are dark clouds gathering. Uncertainty is the biggest barrier to deployment at the moment: there’s potential changes coming with federal tax credits and trade policies (some of which are already having an impact), and the perceived risks are high for investors of solar projects.&nbsp;To find out how developers and manufacturers are mitigating these risks, Sylvia Leyva Martinez, principal analyst covering solar markets at Wood Mackenzie, is joined by Mike Hall, CEO of Anza Renewables. Mike talks through the data he’s analysing; Anza is seeing supply chains diversify and financial incentives like the ITC Adder helping developers.&nbsp;&nbsp;Despite efforts to bolster domestic manufacturing, China continues to dominate the global solar market. What are the impacts of Trump’s tariffs on domestic manufacturing? With a quarter of the year already gone, what have we seen in solar investment? How can long-term planning be done when so much is up in the air?See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer">https://art19.com/privacy#do-not-sell-my-info</a>.

Uncertainty isn’t good for domestic solar manufacturing. How are suppliers and utilities managing it?

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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Uncertainty isn’t good for domestic solar manufacturing. How are suppliers and utilities managing it?

Uncertainty isn’t good for domestic solar manufacturing. How are suppliers and utilities managing it?

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