Webinar
Webinar

Webinar | US Solar

A look ahead across the investible landscape

 

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

 

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