SEIA & Wood Mackenzie Lunch Briefing
September 11, 2024 | 12pm PST
Registration for the briefing is now closed.
Wood Mackenzie's solar, storage and power analysts along with experts from SEIA will be hosting a lunch briefing on Wednesday, September 11th, to share our latest insights on the historical impact of the Inflation Reduction Act and the upcoming presidential election.
Agenda:
12pm: Lunch served
12:30pm: Welcome and Introductory Remarks from Abigail Ross Hopper, President & CEO, Solar Energy Industries Association
12:45pm: The US solar industry and presidential election, with Michelle Davis, Global Head of Solar, Wood Mackenzie
The solar industry is the foundation of the United States’ energy transition. But the pace of that transition will be dramatically impacted by the results of the US presidential election. This presentation will review the current state of the US solar market and how we expect it could evolve.
12:55pm: The evolving US solar supply chain, moderated by Sylvia Leyva Martinez, Principal Analyst, North America Utility-Scale Solar, with Stacy Ettinger, Senior Vice President of Supply Chain and Trade, SEIA, Elissa Pierce, Research Analyst, Solar Module Technology and Markets, Jade Jones, Director of Supply Chain Analysis, SEIA
The domestic solar supply chain is currently navigating multiple trade policy actions, significant declines in global module pricing, and elevated demand for products made in America. In this session, panelists will explore the current state of U.S. solar and storage manufacturing, and what opportunities and challenges lay ahead to continue building out a robust source of domestically made products across the value chain.
1:25pm: Unprecedented demand growth and its impact on the energy transition, with Chris Seiple, Vice Chairman Energy Transition and Power & Renewables, Wood Mackenzie
Robust electricity demand growth is expected over the next few decades. This presents opportunities and challenges for the US renewable energy industry. This presentation will dive deep into how industry stakeholders are currently grappling with both meeting power demand and accomplishing clean energy goals.
1:50pm: Adjourn