What's REALLY Holding Back Solar Energy's GROWTH | EP304

The solar industry faces a wake-up call. Despite becoming the dominant source of new electricity generation globally, clean energy companies spend 20 times less on political power than oil and gas while investing double their capital expenditure.

In this episode, Jigar Shah, former Director of the DOE Loan Programs Office and clean energy pioneer, delivers hard truths about what the industry must do to survive and thrive. JIgar argues that the recent OBBB exposed critical political fragilities and that the time for staying under the radar is over.

He discusses the distributed capacity procurement (DCP) model pioneered in Minnesota that's becoming a template for utilities nationwide. This approach allows utilities to strategically deploy batteries where needed most, reducing interconnection times from 3 years to 6 months while solving grid constraints.

Key topics covered:

• Why 85% of new grid capacity will still be solar, wind, and batteries despite policy changes
• The massive political spending gap between clean energy and fossil fuels
• How virtual power plants could shift 20% of peak load by 2030
• The Minnesota DCP model and why it's spreading to other states
• Why retrofitting batteries to existing solar systems could reduce electricity rates by 20%
• The urgent need for industry pride and community engagement
• How one in six American households now struggle with electricity bills

Jigar challenges the industry to move beyond random customer acquisition to strategic grid planning partnerships with utilities. He emphasizes that as solar becomes the dominant energy, it bears responsibility for the entire system's success.

This conversation reveals why political power building and utility collaboration are essential for solar's next growth phase. Shah provides actionable strategies for industry professionals to engage politically and operationally at state and local levels.

Press play to hear why Shah believes the clean energy industry must fundamentally change its approach to succeed in this new era.

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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