Capital cycles and industrial policy differences

Despite the dark cloud of federal policy hanging over the solar industry, skyrocketing load growth is driving demand. The question is whether supply can keep up.

In this episode, Shayle talks to Scott Moskowitz — VP of market strategy and public affairs at Qcells and board chair of the Solar Energy Industries Association (SEIA) — about the challenges of reshoring solar in the U.S.

They cover topics like:

• How supply chain resilience incentivize reshoring efforts
• The specific state of polysilicon, wafers, cells, and module reshoring
• Why resource “clustering” has been a boon for Chinese solar manufacturing
• Industry challenges around permitting solar
• Why American solar remains so much more expensive per watt than Chinese solar
• The threat of technological obsolescence to funding solar projects

Resources

• Catalyst: More 2026 trends: Solar costs, oil oversupply, and the startup slump
• Catalyst: Tumult in residential solar
• Open Circuit: Does residential solar have a bad product?
• Latitude Media: GlassPoint is back, and armed with global expansion plans
• Latitude Media: Tesla’s rooftop solar paradox
• Latitude Media: Can the US bring solar installation to below $2 per watt?

Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.

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