Sponsored by: EDF Renewables

When it comes to the utility-scale and residential solar sectors in the US, Daniel Cruise, partner at Lium Research, says current trends tell a tale of two markets. While research from the team at Lium points to a booming utility-scale market that is enjoying record construction starts, the residential market is struggling in California and beyond. Other highlights from our conversation include:

• With sourcing of solar modules a hot topic in the news, Cruise notes that NextEra is switching to Indian suppliers for many of its large scale solar projects.
• Cruise predicts 40 gigawatts of new solar will be interconnected to the grid in 2024, with an additional 50 gigawatts to follow in 2025.
• Noting a decline in the fervor surrounding overall renewables markets in the last year or two, Cruise shares his insights on suspected causes ... and possible remedies.

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This episode is sponsored by EDF Renewables

Rob Gramlich, the founder and president of Grid Strategies, discusses the challenges faced by the US grid in accommodating increasing demand for renewable energy sources, including power demand growth, limited grid capacity, and constraints in the interconnection process. Rob highlights the importance of building transmission infrastructure and leveraging battery storage to ease grid stress during peak summer hours. Rob also shares his perspectives on the Inflation Reduction Act's impact on clean energy, including the significance of storage tax credits and the need for transmission cost allocation policies to develop the grid. Finally, Rob emphasizes the importance of maximizing clean energy sources and leveraging energy storage to provide value in the system.

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With the American Clean Power Association’s brand new RECHARGE conference taking place this week in Portland, Oregon, we decided to bring on a guest who is the leader of a battery energy storage company that just so happens to be headquartered in The Rose City. Chris Taylor, the CEO of GridStor, has been in the renewables industry for a long time, so he joins the show to discuss the origins of GridStor and how the battery sector has grown in recent years. Ahead of his appearance on the "A View From the Top - Energy Storage Leadership Fireside Chat" panel discussion at the RECHARGE conference, Chris also shares his insights about the state of the marketplace and how factors like the Inflation Reduction Act and growth in energy storage procurement among utilities and corporations are driving big interest in batteries.

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