The solar industry faces its biggest challenge yet - will it survive the gutting of the Inflation Reduction Act?
Tim Montague sits down with Marc Palmer, founder and CEO of Conductor Solar, to discuss the current state of solar financing and how the industry is changing in light of threats facing our industry.
In this episode, you'll discover how the "Big Beautiful Bill" could shrink the solar market by 46% between now and 2030, and why industry leaders are shifting to survival mode. Marc shares exclusive insights from his conversations with top developers, IPPs, and financing providers at the Expo, revealing how they're adapting their strategies in these uncertain times.
Key Topics Covered:
- The potential $2.4-5 trillion impact of budget reconciliation on national debt
- How solar companies are focusing on quality over quantity to weather the storm
- Midwest Solar Expo takeaways and industry sentiment
- State incentives becoming critical as federal support wanes
- The AI-driven energy demand boom creating a "Clash of Titans"
- Dean Solon's revolutionary Create solar technology with 3,000-volt modules
- ITC transfers and M&A opportunities in the middle market
- Why energy independence arguments may save solar despite political headwinds
Marc provides a rare insider's perspective on how financing providers are adding conservatism to their pricing, why developers are rushing to safe harbor projects, and what the consolidation wave means for smaller players in the market.
Whether you're a solar developer, installer, investor, or policy maker, this episode delivers the real-world intelligence you need to navigate these turbulent times. Don't miss Marc Palmer’s predictions on why solar can emerge stronger after a likely contraction that is starting now.
🔗 Connect with Marc Palmer:
- Conductor Solar: [website]
- Email: marc@conductorsolar.com
- LinkedIn: Marc Palmer
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The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com
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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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