Solar and energy storage experts debate the current market: what have we seen in the first quarter of 2025?

Wood Mackenzie’s 18th Solar and Energy Storage summit is back, in Denver this week. If you can’t make it, don’t worry – we have all the debate and key insight you need to know here on the podcast. Recorded live on day 1 of the summit, host Sylvia Leyva Martinez talks to four industry leaders in solar and storage to answer these questions: Can the U.S. solar industry keep up with demand amid trade wars and policy chaos? Discussing this is David Carroll, ENGIE’s Chief Renewables Officer. He warns that policy uncertainty and tariff whiplash are stalling U.S. solar investment. Sylvia and David look at sodium-ion batteries; are they a safer option? Plus, more domestic energy storage is needed amid growing calls for stable tax credit policy to meet growing electricity demand. A must-hear for developers navigating today’s volatile energy landscape. What about VPPS? Can they scale fast enough to provide a real alternative? Answering this is Sarah Noll, She shares insights on regulatory challenges, customer trust, and tech adoption, showing how the Arizona Public Service is turning grid flexibility into a real growth strategy. Are storage operators leaving millions on the table because they don’t understand their own batteries? That’s the big question Shyam Srinivasan, CEO of Zitara, answers with Sylvia. He reveals how poor software integration is holding back storage performance. As storage scales rapidly, Shyam stresses the need for better diagnostics and real-time decision tools to optimise revenue, reliability, and resilience - especially in merchant markets. Finally, Samantha Frisk from Pivot energy sits down with Sylvia to look at models for community solar development. Sam explains how early engagement, local benefits like agrivoltaics, and trusted partnerships can turn sceptical communities into solar advocates - proving clean energy can uplift as well as decarbonise. This episode is brought to you by Foss & Company - a leader in tax equity investing. At the forefront of clean energy finance, Foss helps developers and investors unlock capital for solar and energy storage projects across the U.S. If you're navigating the tax credit landscape or looking to maximize project returns, partner with the experts. Visit fossandco.com to learn more. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Om Podcasten

Clean tech, green finance and energy innovation are the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. That intersection is Interchange Recharged.  Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, invites visionaries, entrepreneurs, policy-makers and energy analysts to explore the newest developments in renewable technology, explain the ideas on global energy policy that could accelerate the energy transition, and identify new funding and financial models that could solve the biggest challenges we face on the way to net zero.  Sylvia and her guests bring you data and forecasts on clean technology, climate science, and offer predictions on the build out of utility-scale projects and the future of green finance. What impacts do the annual UN Conference of the Parties have on decarbonisation goals and climate change? What will COP30 bring? What’s happening in global EV adoption and development? What’s the forecast for solar energy, one of the major success stories of renewable energy in the last ten years? What does the data tell us about the future of hydrogen, of nuclear, or of low-carbon power?  These are examples of the insights and detailed analyses you can expect bi-weekly on Tuesdays at 7am ET.  If you like The Energy Transition Show, Catalyst with Shayle Kann, The Big Switch from Columbia University, Open Circuit with Stephen Lacey or The Green Blueprint, you’ll enjoy Interchange Recharged.  Want to get involved with the show? Reach out to podcasts@woodmac.com to: Bring Sylvia and Interchange Recharged to your event Be a guest on the show  Sponsor an episode Ask a question to Sylvia or one of our guests  Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/podcasts/the-energy-gang Wood Mackenzie is the leading global data and analytics solutions provider for renewables, energy and natural resources. Learn more about Wood Mackenzie on the official website: https://www.woodmac.com/