The US solar industry is expected to experience a significant growth over the next decade, with the industry expanding five-fold during this period. This webinar focuses on the headwinds and tailwinds across utility-scale and residential solar demand touching on near-term supply chain alleviation, interest rate ramifications, IRA and state level policy impacts.
We review the forecast scenarios for every US solar segment, including the assumptions around:
- What share of projects we assume will receive tax credit adders, given current IRS guidance uncertainty
- Various supply/demand balances for solar PV modules across the scenarios based on factors like domestic module production, imported modules, and the impacts of anticircumvention tariffs
- Segment-specific factors such as retail rates for distributed solar and interconnection constraints for utility-scale solar
Get to know our speakers

Michelle Davis
Head of Global Solar
Michelle leads our solar research, identifying emerging industry themes and cultivating a team of solar thought leaders.
Latest articles by Michelle
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Opinion
What could further trade actions mean for the US solar supply chain?
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Opinion
Sunny skies ahead: the solar market and supply chain in 2024 and beyond
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Opinion
Our top takeaways from the Solar & Energy Storage Summit 2024
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Opinion
The US solar industry is off to a strong start in the first quarter
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Opinion
Is the IRA paying off for the US solar supply chain?
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Opinion
US solar shattered records in 2023, but will this continue in 2024?

Sylvia Leyva Martinez
Principal Analyst, North America Utility-Scale Solar and Host of Interchange Recharged podcast
Sylvia researches market dynamics, business models, market developments and financial strategies of solar PV projects
Latest articles by Sylvia
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Opinion
Energy Gang and Interchange Recharged join forces to discuss flexibility on the power grid
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Opinion
In uncertain times, is a greater reliance on battery storage what’s needed? And how can developers better prepare for it?
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Opinion
Solar and energy storage experts debate the current market
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Opinion
It’s uncertain times in solar and storage
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Opinion
Are current legal frameworks too restrictive for CCUS projects?
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Opinion
Uncertainty isn’t good for domestic solar manufacturing. How are suppliers and utilities managing it?