Policy, Tariffs, and Shoals' Manufacturing Position

Most energy projects look solid on paper. Fewer stay on track in the field.

Brandon Moss sees the difference every day.

Energy demand is rising. Load growth is real. Timelines are tightening.

So what actually keeps large energy projects on track?

In this conversation, Brandon Moss, CEO of Shoals, shares what he sees from the center of utility-scale deployment. Shoals touches a significant portion of U.S. solar projects, giving Brandon a rare vantage point into how projects are planned, where they slip, and what separates strong operators from the rest.

We discuss:

1. What the biggest EPCs are prioritizing right now
2. Where early decisions create downstream risk
3. Why partnership is replacing transactional procurement
4. How labor constraints are shaping engineering and design
5. What “bankable” and “buildable” really mean in today’s market
6. How AI and load growth are changing the urgency around delivery

Brandon also reflects on the shift from private to public leadership, the responsibility that comes with scaling a business, and why simplicity and execution still win.

If you’re building projects, financing them, or planning infrastructure in a volatile policy and trade environment, this episode offers practical insight from someone who sits at the center of it.

Hit play and learn from a leader who sees where projects succeed and where they break.

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