Why Global Solar Demand Will Be Off The Charts

Energy Gang

Wood Mackenzie

Tech News, Environment, Sustainability, Innovation, Renewable Energy, Technology, Alternative Energy, Energy, News, Cleantech, Wind Energy, Business, Climate Change, Solar Energy

4.6 • 1.3K Ratings

🗓️ 1 July 2015

⏱️ 43 minutes

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Summary

By the end of the decade, the solar industry could be installing 135 gigawatts yearly – more capacity in 12 months than all cumulative installations over the last four decades. The 2020 solar market will look much different today. It will be defined by fewer subsidies, greater geographic diversity and more sophisticated business models. This week, we’ll talk with Adam James, a senior solar analyst at GTM Research, about some of the most interesting findings from his new global demand report. Later in the show, we’ll discuss the Supreme Court ruling against the EPA’s mercury and air toxics rule for power plants. We’ll wrap up with a look at leading residential installer Sunrun as it prepares to go public. This podcast is sponsored by ReneSola, a Tier 1 solar cell and module manufacturer with a decade of experience in the cleantech industry. The Energy Gang is produced by Greentechmedia.com. The show features weekly discussions between energy futurist Jigar Shah, energy policy expert Katherine Hamilton and Greentech Media Editor Stephen Lacey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Transcript

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0:00.0	The Energy Gang is sponsored by Renna Sola, a top manufacturer and supplier of clean energy equipment, including solar modules, inverters, energy storage, and efficient lighting.
0:10.0	With 40 worldwide subsidiaries, the company offers one-stop shopping for all your equipment needs with next day delivery.
0:18.0	You can see the entire list of Rennesola's offerings available coast to coast at renna sola. us.
0:25.0	For the week of July 1st, 2015, this is the Energy Gang from Green Tech Media.
0:35.0	I'm Stephen Lacey, a senior editor with Green Tech Media in Washington DC.
0:45.0	Welcome, thanks for joining us.
0:47.0	This week we're going to look at the crazy global demand growth coming for solar.
0:51.0	If I use the term crazy a couple of years ago I would have been
0:54.1	referring to the yearly ups and downs for the industry, but now I'm just referring to the
0:58.4	massive expansion coming for all areas of the globe. We'll chat with GTM solar analyst Adam James about some of our
1:05.2	new projections. Then we'll talk about the Supreme Court decision that could jeopardize a major
1:10.2	air pollution rule crafted by the Obama administration.
1:13.6	And we'll end with an examination of Sunrun's financials
1:16.2	as it prepares to go public.
1:18.1	We will also tell you something you don't know
1:19.8	to cap the show as usual.
1:21.7	Catherine Hamilton and Jigger Shower with me, ready to break it down for us.
1:26.2	Catherine's a partner at 38 North Solutions here in Washington.
1:29.3	Are you feeling the palpable excitement as we prepare to celebrate another birthday for our
1:33.4	country this weekend in the capital city? I am and I just did the
1:37.2	loveliest thing this morning. My father and his wife were in town and we went to
1:40.2	Arlington Cemetery to the grave site of my grandparents this morning and it was just really,
	...

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