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: https://conductor.solar/
Email: marc@conductorsolar.com
LinkedIn: https://www.linkedin.com/in/palmermarc/
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00:00 Introduction
03:15 Guest Introduction: Mark Palmer
08:12 Midwest Solar Expo Highlights
09:36 Impact of Budget Reconciliation Bill
12:00 Solar Finance Panel Insights
17:09 State Incentives and Future Outlook
20:20 Rising Utility Prices and Solar Industry Dynamics
21:32 The Clash of Titans: Energy Demand and AI
23:13 Nuclear vs. Solar: The Future of Energy
23:58 Economic Implications of Repealing the IRA
25:33 National Debt Concerns and Fiscal Policies
27:41 Innovations in Solar Technology
29:55 2025 Solar Highlights
33:15 Navigating RE Plus Vegas
37:32 Upcoming Events and Webinars
39:03 Conclusion and Contact Information
