Uncertainty isn’t good for domestic solar manufacturing. How are suppliers and utilities managing it?
Interchange Recharged
Wood Mackenzie
4.8 • 535 Ratings
🗓️ 25 March 2025
⏱️ 22 minutes
🧾️ Download transcript
Summary
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?
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Transcript
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| 0:00.0 | The uncertainty isn't good for domestic productions. |
| 0:03.0 | I mean, I think we can be real about that. |
| 0:05.0 | There's this wave that even this uncertainty is not going to totally break. |
| 0:10.0 | And so we are going to see more capacity for cells coming online on both the storage and the solar side. |
| 0:25.9 | No energy producing technology has grown this quickly before. The rise of solar over the past decade has been amazing, but has it peaked? |
| 0:31.0 | Are there dark clouds ahead? |
| 0:32.8 | And how are things looking in the storage market? |
| 0:35.7 | I'm Sylvia Leva Martinez and I'm a principal analyst covering |
| 0:38.4 | solar research at Wood McKenzie. This is Interchange recharge. Welcome. Today, I'm speaking with |
| 0:45.0 | Mike Hall, CEO and co-founder of ANSA Renewables. Coming up, we'll look at the domestic content |
| 0:51.5 | market around solar and storage and see how it's changing. Spoiler, it's changing and fast. We'll look at the domestic content market around solar and storage and see how it's changing. |
| 0:55.1 | Spoiler, it's changing and fast. |
| 0:57.8 | We'll hear how sentiment is in the industry and how to mitigate risk in this fast changing market. |
| 1:03.8 | Mike, welcome to the show. |
| 1:06.0 | Great to be here. |
| 1:06.8 | Thanks for having me, Sylvia. |
| 1:08.3 | So some of our listeners might be familiar with ANZER renewables, |
| 1:12.6 | but just in case, Mike, could give us a refresher on what is ANZER renewables |
| 1:17.2 | and how the platform works. |
| 1:18.4 | We are focused entirely on supply chain, data, and technology, |
| 1:23.7 | specifically for solar modules and batteries. |
| 1:27.2 | And the analogy I like to use, we're a little bit like kayak or Expedia, |
... |
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