The evolution of the solar industry in the US since 2021
Interchange Recharged
Wood Mackenzie
4.8 • 535 Ratings
🗓️ 18 June 2024
⏱️ 31 minutes
🧾️ Download transcript
Summary
The 2024 Solar and Energy Storage Summit has wrapped. What are the key takeaways?
In the past three years there’s been a lot of advancement in solar deployment. We’ve seen technology develop and policy support increase. The key talking points have changed similarly in the last three years of the event, but a common thread has been consistent: the importance of supportive government policy.
We are joined by Vanessa Witte, Senior Research Analyst at Wood Mackenzie, and Kelly Sarber, CEO of Strategic Management Group to recap the summit and explore the impact of the most important climate legislation in living memory: the IRA. New tariffs on solar and storage are part of it – what’s the impact been? What are the policy effects on emerging markets?
Plus, supply chain issues in 2022 were a major talking point. Have these been resolved? On previous episodes of the show the issue of bottlenecks to new projects was raised as a big concern – Vanessa gives her perspective on this. It’s a high cost of capital environment and it’s causing delays. What can be done?
Finally, Kelly explores the geopolitical risks, and the impacts of tariffs and policies aimed at strengthening domestic solar manufacturing.
Registration for the 2025 Solar and Energy Storage summit will be open soon. Keep an eye on woodmac.com/events to secure your ticket.
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Transcript
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| 0:00.0 | Wood McKenzie's Solar Energy and Storage Summit is back in Denver on the 29th and 30th of April, |
| 0:06.2 | 2026. It's co-located with the brand new North American Power and Renewables Forum, |
| 0:11.9 | which features senior speakers from across the U.S. power sector. Come and join over 450 senior |
| 0:18.2 | leaders from U.S. power developers, utilities, and independent power producers |
| 0:23.3 | to tackle the industry's biggest challenges. From navigating life after tax credits to capturing |
| 0:29.7 | the load growth boom, discover how the energy mix is evolving and how the U.S. is going to meet |
| 0:34.9 | that power demand. Seats are limited, so register now at woodmack.com. |
| 0:40.5 | This is the interchange recharge. |
| 0:43.5 | A Wood McKenzie production. |
| 0:45.5 | I'm David Banmiller. |
| 0:48.9 | Success 2024 is a wrap. |
| 0:52.1 | And to kind of recap the past two days, |
| 0:55.4 | I've got Vanessa Whitty and Kelly Sarber to join me |
| 0:57.6 | to give me their kind of takeaways, |
| 0:59.7 | some of the things that they've heard, |
| 1:01.4 | important areas, and what we can look forward to |
| 1:04.7 | going into next year's summit. |
| 1:07.6 | So Vanessa, let me start with you. |
| 1:08.7 | What are some of the key themes, key takeaways |
| 1:12.0 | that you've heard from the two days? Yeah, so on the storage front, I think what's been really |
| 1:17.6 | important as some of the recent policy changes. We've had a lot of analysis around that. So |
| 1:22.9 | we had domestic content guidance that were just released, new tariffs on solar and storage, |
... |
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