This Week in Solar

Exact Solar

A weekly look at what's new in solar, brought to you by Exact Solar. Clean energy news, policy updates, and stories that matter. exactsolar.substack.com

  1. Your State-By-State Plug-In Solar Update (Balcony Solar)

    2d ago

    Your State-By-State Plug-In Solar Update (Balcony Solar)

    Plug-in solar is sweeping the nation. What started as a fringe, under-the-radar DIY movement (look up “guerrilla solar”) will soon be a legally protected appliance class across the United States. Curious where your state stands on legalizing anyone’s right to harvest sunlight? Read on. Listen to this episode on: * YouTube * Apple Podcasts * Spotify When it comes to plug-in solar, states have wildly different attitudes. A few have made moves to eliminate utility red tape, while others have killed bills under heavy pressure from utility and labor monopolies. States where legislation has passed Five states have officially signed plug-in solar bills into law. These are: * Utah: The pioneer that started the movement when they signed their 1,200W limit into law in March 2025. * Maine & Virginia: Both signed their respective 1,200W limit bills into law in April 2026. * Colorado: Signed into law on May 7, 2026. HB 26-1007 sets the national high-water mark with a 1,920W limit and explicitly stops HOAs from interfering with homeowners’ rights to put a few solar panels on their property. * Maryland: Signed into law on May 12, 2026. HB 1532 is unique because it specifically exempts smaller systems under 391W from needing UL certification or building code alterations. * Connecticut: HB 5340 passed both chambers on June 4th States where legislation is advancing These states have active, moving legislation. * Awaiting Signature: New York, New Hampshire, and Vermont. * Active in Chambers: Illinois (SB 3104 successfully advanced out of committee), California, Massachusetts, Hawaii, Delaware, North Carolina, Oklahoma, and Washington, D.C. States where legislation’s been killed stone dead Utility pushback, union opposition, and legislative gridlock effectively stalled progress in 11 states for the 2026 session. * The Casualties: Washington (the plug-in solar exemption was explicitly stripped from a broader energy bill before passage), New Jersey, Pennsylvania, Wyoming, Indiana, Missouri, Arizona, New Mexico, Oregon, Georgia, and Idaho. Opponents in these states largely cited fire risks and technical interconnection concerns, causing bills to either fail a floor vote or die in committee. Sponsors in these states are forced to regroup for 2027. States with no Legislation 16 states remain entirely without explicit legislation. Utilities in these states continue to apply outdated, heavy-handed interconnection rules designed for massive rooftop arrays to simple 120V plug-in systems. * The Holdouts: Alabama, Arkansas, Florida, Kansas, Kentucky, Louisiana, Mississippi, Montana, Nebraska, Nevada, North Dakota, South Dakota, Tennessee, Texas, West Virginia, and Wisconsin. Sources: https://pluginsolarguide.com/ https://www.brightsaver.org/legislation-tracker/ https://pluginsolarusa.com/ https://www.reddit.com/r/pluginsolarusa/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit exactsolar.substack.com

    4 min
  2. Dr. Janette Freeman: Why Aren't We Recycling More Solar Panels?

    4d ago

    Dr. Janette Freeman: Why Aren't We Recycling More Solar Panels?

    Aaron talks with Dr. Janette Freeman, VP of Business Development at Fabtech and a leading expert in the circular economy for solar. Janette is a former minister and mindfulness coach who transitioned into renewable energy to help solve the issue of solar waste. Listen to this episode on: * YouTube * Apple Podcasts * Spotify Connect with Janette on LinkedIn here. Expect to learn: * Why it currently costs $15–$16 to recycle a panel versus $1 to landfill it (and why that gap is closing fast). * The difference between metal stripping (solar recycling level 1) and the advanced separation of glass, copper, and silver (advanced solar recycling). * How the solar industry ended up being the first industry in history to impose recycling standards on itself (before being forced by legislation). Quotes from the episode: “Clean energy has to take care of their circularity and the end-of-life panels. We can’t be in clean energy and add to a problem on the other side of it.” — Dr. Janette Freeman “What I would hope is that within 80 years, human beings evolve enough to handle this kind of technology... that will determine if we actually still have a planet that’s inhabitable and we can live on.” — Dr. Janette Freeman Transcript Aaron Nichols: Janette, why aren’t more solar panels recycled when they reach the end of their useful lives? Dr. Janette Freeman: Basically, the main reason is cost, because it costs to recycle solar panels. And sometimes that is a sticker shock for a lot of customers and companies. Because we’re a new industry, and because waste in solar panels is new, people don’t know about it. The infrastructure for recycling centers is just building because it’s not a typical recycling product to recycle. In 10 years that won’t be the case. There will be more of an infrastructure, more education, and more companies that are budgeting in advance for the cost of recycling. Aaron Nichols: So at the moment, it’s more of a problem of incentives than anything else. We just haven’t lined up the incentives correctly for everyone to make it happen. Dr. Janette Freeman: I think you could say it like that. Everyone always takes action based on certain incentives, right? But I don’t like that to sound like, unless there’s all kinds of handouts and financial incentives, then it’s not gonna happen. There’s a lot of incentives. One major incentive is a company’s social governance. It’s part of their social influence. They don’t want their company to be known as filling the local landfills with the solar panels that are providing power in the communities. Aaron Nichols: And we’ll get to that. I know that you mentioned that social norms are a very powerful motivator when people are talking about a company and what they’re doing or what they’re not doing. We’ll get to that down the line, but for anyone who’s listening, welcome back to This Week in Solar. I am your host, Aaron Nichols, the research and policy specialist here at Exact Solar in Newtown, Pennsylvania. And my guest today is Dr. Janette Freeman. I know you’re at Fabtech—I forgot your title. Would you please introduce yourself and talk about your day-to-day life at Fabtech? Dr. Janette Freeman: Thanks so much for having me on, Aaron. So my name is Janette Freeman and my title is VP of Business Development. To give a little bit of history, Fabtech’s been around over 25 years. We started out in the refurbishing of electronics, from cell phones to all kinds of different things. Then we got into solar panels about 15 years ago. About six years ago, they brought me on. Fabtech is a family company, basically. My brother-in-law and sister started it. They had been in the salvage market, not really in renewable energy. They brought me on to really build relationships in the renewable industry space so that we could get those used solar panels off solar farms in large quantities. It didn’t take long for me to realize that reuse is only one part of the puzzle; recycling is a very key part of that circularity. Aaron Nichols: And what were you doing before? I know there was a quick sidebar there. What did your brother-in-law and sister pull you away from? Dr. Janette Freeman: For about 20 years before that, I was actually a minister in churches. I founded and served new thought ministries. I also did coaching on the side and had written three books. My work was working with people with their personal mindset and deeper spirituality. I was an expert in mindfulness and meditation training. After I had gotten out of nonprofits, I was teaching in psychiatry with mindfulness and behavioral management. I was craving something brand new. I just said to my sister one day, I wonder if there’s anywhere where my particular skill set will meet your growing needs. It’s been great fun; it fills my need to do something with purpose that makes the planet a better place. Aaron Nichols: That is so awesome. I certainly can relate to that. I ended up in this business because I was surfing and trying to figure out what to do with the rest of my life in Ecuador. I had just done some yoga teacher trainings and realized that if I spent the rest of my life deploying clean energy, I could look back and feel like that was a good use of a life. Going back to that purpose angle—even though solar has this green image, a lot of panels end up getting taken down and thrown away far before they need to be replaced. Can you elaborate on why that is? Dr. Janette Freeman: There’s actually a lot of reasons and they’re usually good reasons. In larger commercial rooftop projects, they might come off early because of a roofing issue, a transference of ownership, or technology increases. 10 years ago we had 250-watt panels; now you can put a 650-watt panel on. Those are typically the reasons: decommissioning, repowering, or ownership change. The other reason is breakage from weather incidents. Aaron Nichols: So it’s not always motivated specifically by business reasons. It’s no one’s fault. Dr. Janette Freeman: Right. There’s usually a good reason. Aaron Nichols: So what do we do about it? Where do you guys come in? Dr. Janette Freeman: Reuse is always a priority if panels can be reused. That’s first choice before recycling and definitely before landfill. Reuse comes in when panels can be resold. There’s a big difference; 250-watt panels still work, but we can’t really do anything with them because we can’t resell those. Nowadays, it’s really over 320 watts where there is resale value to cover the labor, testing, and marketing costs. The second choice is recycling. Solar panels are sturdy pieces of equipment made with many different materials that have to be recycled separately. The aluminum frame and junction box come off, then the glass is separated, and then the solar cell is processed to pull out precious materials like silver, copper, and lead. Some metals recyclers just strip the frame and landfill the rest—that is no solution. We want “real recycling” where the entire panel gets recycled. Recycling prices have already come down since I started five years ago. As the price of silver goes up and demand increases, I can see a time where recycling costs very little or is even free. Right now, landfilling might cost $1 or $2 versus $15 or $16 for recycling. That’s why 90% of panels are still being landfilled, which is entirely too high. However, we’re seeing prohibitions. Texas and California have legislation banning solar panels from landfills. Aaron Nichols: That’s really good news. I got into this industry because of the amount of trash I saw while traveling through the developing world. You mentioned social pressure is something you believe will change this. How can we ethically and in a friendly way put the pressure on? Dr. Janette Freeman: Social influence has always been a factor—you don’t want people to see you throwing a plastic bottle in the garbage when there is a recycling bin. In the last five years, I’ve noticed a huge difference in companies making it a policy to recycle. Part of that is driven by the consumer in communities where solar farms are being installed. People don’t want those panels in their local landfills. The industry is actually pushing the industry to do things the right way, which is pretty admirable. Aaron Nichols: It is. I live very close to Kate Collardson, who started solarrecycle.org. She mentioned that we’re the first industry in history to impose recycling upon ourselves before anyone made us do it. Dr. Janette Freeman: Yeah, I was just going to mention that. We were talking at the RE+ conference in September and you were saying that. I was like, “Yay us!” Aaron Nichols: Well, Janette, I ask everyone who comes on this show the same closing question. My grandma turned 80 last year. 80 years means she was born in 1945—a world where clean energy didn’t exist. PV wasn’t invented until 1954. Within her lifetime, solar went from a niche technology to the cheapest power source in the world. What do you think clean energy looks like 80 years from now? Dr. Janette Freeman: I’m going to say a little twist to this. Our technology is increasing exponentially now with AI. What I would hope is that within 80 years, human beings evolve enough to handle this kind of technology. What we see in the world will be directly related to if human beings evolve to think more of the common good versus selfish needs. That will determine if we still have a planet that’s inhabitable. Of course, clean energy then will be the normal way that we have energy. Aaron Nichols: That’s a beautiful vision. Janette, where do you like people to find you online? Dr. Janette Freeman: LinkedIn is the best place—Janette Freeman. And of course, my website is fabtech.net. Aaron Nichols: Great. Thank you so much for coming on today. That’s been This Week in Solar. Dr. Janette Freeman: Thank you

    24 min
  3. Is Solar Panel Quality Getting Worse?

    Jun 5

    Is Solar Panel Quality Getting Worse?

    What’s New: Two of the solar industry’s leading independent testing labs, Kiwa PVEL and RETC, just dropped their 2026 solar panel reliability reports. The high-level takeaway is: solar panels are becoming more efficient and delivering higher energy yields than ever before, but their failure rates during extended laboratory stress testing have skyrocketed to historic highs. We don’t say this to scare you; it’s just another reason to work with a reputable, locally owned installer that’s done their research when you’re considering going solar. You can listen to this episode here, or on: * YouTube * Apple Podcasts * Spotify Why it Matters: For a high-quality, locally-owned solar installer like Exact Solar, it’s absolutely critical that we can stand behind the promises that we make to home and business owners. Those promises are only as good as the equipment we use to build our systems. We’re brand-agnostic in the systems we build, and we’re always testing new equipment to ensure home and business owners get the best experience. It’s our name on the roof, not the manufacturers’. If the system breaks, we’re the ones who get called to fix it. Most home and business owners only have a vague idea of who manufactured their solar panels, but they know who installed them. Historically, standard certifications kept catastrophic equipment failures from happening on a large scale. But as the market scrambles to meet surging energy demands, manufacturers are cutting corners to save on costs and increase output. We are seeing thinner encapsulant layers, zero-busbar designs, and significantly thinner aluminum frames. Thinner frames and glass mean higher rates of glass breakage and cell cracking when panels are exposed to simulated heavy snow, high winds, and severe hail storms. Let’s look at the numbers coming out of the labs: * 87% of manufacturers evaluated in the Kiwa PVEL Scorecard experienced at least one test failure. * More than 10% of the tested module samples failed during the intensive 2,000-hour damp heat test (this means that layers separated and moisture crept in). * Not a single solar panel model managed to achieve “Top Performer” status across every single test category for the first time in history. How to Find The Top Performing Panels: If you’re interested in going solar, here’s how to make sure you’ll own a system that’s built to last. If you are working with a well-established, locally owned, reputable installer, ask them what equipment they have worked with extensively and like. They have years of experience and will help you find the equipment that works best in your area, for your unique climate. If you want something to cross-reference with, these five brands earned high honors as both a Kiwa PVEL “Top Performer” and an RETC “Overall Highest Achiever” for 2026: * JinkoSolar * Trina Solar * JA Solar * Qcells * LONGi Solar Sources: Photovoltaic Reliability and Standards Development Latest PV Module Reliability Scorecard shows unsettling uptick in failures RETC solar panel report shows troubling performance issues Latest RETC solar module quality report reveals significant issues 2026 PV Module Index Report The 2026 PV Module Reliability Scorecard This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit exactsolar.substack.com

    5 min
  4. Inventing a Transforming Solar Shipping Container: Dr. Ryan Wartena

    Jun 3

    Inventing a Transforming Solar Shipping Container: Dr. Ryan Wartena

    Aaron talks with Dr. Ryan Wartena, CEO and Founder of Southern Beams Builds and creator of Dragonwings. If you don’t already know what Dragonwings are, you should. They’re insanely cool. Imagine off-grid power in a box, Blade Runner style. You can look at ‘em here. Ryan has a PhD in electrochemical engineering and a long resume of awesome achievements. He’s now building robotic solar generators that unfold from shipping containers. Listen to this episode here, or on: * YouTube * Apple Podcasts * Spotify Connect with Ryan on LinkedIn here. Expect to learn: * How Dragonwings is moving off-grid solar away from slow, custom construction and toward a production line manufacturing model. * Why Ryan picked the 20-foot shipping container shape (it’s perfect for something very specific). * How these cool mobile solar units are powering everything from NFL games to off-grid villages at Burning Man. Quotes from the episode: “I think Dragonwings has been part of a collective dream... let’s not have to do a lot of wiring in the field. Why can’t we just have something to drop it down and it opens up and does the thing?” — Dr. Ryan Wartena “This may be one of the fastest ways to deploy renewables if we can build solar generators like cars... the economics are there, and now it’s about that speed.” — Dr. Ryan Wartena Transcript: Aaron Nichols: Ryan, I’m so excited to finally meet you. Ever since I saw a video of Dragonwings just unfolding out of the shipping container, like some sort of amazing sci-fi robot, I’ve wanted to meet you and talk to you. Would you please introduce yourself, just kind of discuss your background in the solar industry a little bit and talk about the creation of Dragonwings? Dr. Ryan Wartena: Absolutely. Well, thank you, Aaron. I’m Dr. Ryan Wartena. I’m the CEO and founder of Southern Beams Builds, and we build Dragonwing Solar Generators. It’s the first to market three-phase power renewable solar generator with all integrated solar, batteries, power conversion, and the key point is it has enough solar panels to generate enough energy to feed a three-phase power system. And so it’s been a bit of a dream. I think Dragonwings has been part of a collective dream that anyone who’s been involved with solar has been kind of wanting as far as like—let’s not have to do a lot of wiring in the field. Why can’t we just have something to drop it down and it opens up and does the thing? A bit of my background: I have a PhD in industrial electrochemical engineering from Georgia Tech. I did a postdoc at the Naval Research Lab where I started developing micro battery technologies and then another postdoc at MIT for Professor Yat-Ming Chiang while he was starting up A123. My job was on the self-assembling battery. But through all of that, I realized like, even if we had the “everlasting gobstopper” of batteries, we’d really need an energy operating system to coordinate batteries with solar, the grid, and all the loads. Aaron Nichols: Mm. Dr. Ryan Wartena: In 2008, I founded a company called Geli—Growing Energy Labs Incorporated. We were pioneers in software for energy storage, and we sold that company in 2020 to Hanwha Q-cells. After that, I took a step back and looked at how long it took to develop commercial solar storage. I saw productized solutions for residential and utility scales, but nothing for commercial and industrial (C&I). C&I starts at say 20 or 30 kilowatt power and can scale up to a megawatt. Commercial developers didn’t want to develop small projects because there was as much headache as a bigger project. What if we can provide a product that, as soon as it’s delivered, is ready to provide power service? That’s where Dragonwings came from—a desire to build an all-in-one system to productize solar, building power plants like cars on a production line. Aaron Nichols: Right. That’s, I think, the thing that I love the most. The cool factor is just so off the charts. Go to dragonwings.co, just watch the video, watch these things unfolding. They’re such a statement. So obviously you were solving a problem in the market, but how important were aesthetics in the design process? Dr. Ryan Wartena: I am an artist, and I love to make things beautiful. Back at Geli, our first energy storage system in 2006—instead of putting it into a gray box, I designed a turquoise hexagon. We’ve been blind to power systems; we just know they work. There’s always been an intention here to make whatever we do absolutely beautiful. The design for Dragonwings was functionality-driven. We wanted it to open at the push of a button and not take up much ground space. That led to the horizontal scissor design, which we have a patent on. The form factor was inspired by a 20-foot shipping container—they go everywhere, they’re standardized on fork pockets and corner posts. So the beauty followed the engineering. It is the beginning of solar robotics and robotic architecture. Aaron Nichols: Now, just to bring the story down to Earth—what can an average Dragonwing power? How many EV chargers would the average one be able to handle? Dr. Ryan Wartena: We put four level-two chargers on Dragonwings. In the wintertime, we’re going to make between 50 and 70 kilowatt-hours; in the summertime, up to 150. So we can do like two cars in the winter and six cars in the summer. We recently sold a unit to Hyundai and they’ve been using it every day this winter charging one or two cars. Aaron Nichols: I think another obvious place my mind goes is disaster zones or places that need to be electrified. Is that something y’all have worked on? Dr. Ryan Wartena: Absolutely. Dragonwings can be multi-use. You can use them for charging construction equipment or EVs most of the time, and when there is a disaster, they can be utilized for emergency response. We’re working with state agencies in California and organizations like Direct Relief and the Footprint Project on this. Aaron Nichols: Yeah, and the portability is a huge asset. Dr. Ryan Wartena: One of the design goals was to make sure we could put two of them onto a 53-foot flatbed trailer. We have a potential military application coming up for exactly that. Because we fit into the shipping container ecosystem, we fit right into the global logistics industry. Aaron Nichols: Very cool. And what’s been your crowning moment so far? Dr. Ryan Wartena: We have two Dragonwings at Levi’s Stadium right now for the Super Bowl. They’ve been operating great in conjunction with Sunbelt Rentals. We also had units at the Google I/O conference. NextTracker bought a Dragonwing and has been using it for nearly two years on construction sites. Aaron Nichols: I imagine it’s faster to put a hundred Dragonwings in a field than to build a traditional project. Dr. Ryan Wartena: I believe that too, Aaron. We’re talking with Tier 1 construction companies who are building data centers. We’ve actually started looking at our first data center rack over here that we’ll be putting into a Dragonwing to do certified renewable AI compute. Delivering Dragonwings to a site the day you sign a lease means you can start generating revenue immediately. Aaron Nichols: Roughly how many Dragonwings exist in the world today? Dr. Ryan Wartena: We’ve built eight. One prototype and seven that are all online and deployed across California, Arizona, and the Mojave Desert. Aaron Nichols: Nice. Haven’t they been deployed at Burning Man yet? Dr. Ryan Wartena: All of them have been to Burning Man. This last year we had five Dragonwings powering a whole village of 330 people—kitchens, sound systems, and even an electric sauna. Aaron Nichols: If you had your way, where is it going? Dr. Ryan Wartena: I see it developing into fields of Dragonwings for fast setup. This may be one of the fastest ways to deploy renewables if we can build solar generators like cars. We’ve had inbounds from over 50 countries. A lot of the world runs on gas and diesel generators at the edge of the world; I’d love to see us have an international reach and develop projects of 20 or 50 megawatts. Aaron Nichols: I hammer on this all the time—there are enough parking lots in this country to cover several states. Dr. Ryan Wartena: Exactly. Through my experience at Geli, I saw the hurdles of C&I solar. Often it’s a REIT that owns the building, managed by a management company, with a short-term lease. No one is motivated to put in fixed solar. But with Dragonwings, you can. It doesn’t necessarily increase the property value or the taxes because it’s mobile. Having that flexibility and multipurpose use is what opens the market. Aaron Nichols: Ryan, what do you believe clean energy looks like 80 years from now? Dr. Ryan Wartena: In 1999, I asked myself the same question. At the time, it looked like it would take 1,000 years to get to 100% renewables. Then China stepped in and increased solar panel production by 10x, and financial solutions like PPAs gave it another step function. I’d like to believe in 80 years, we will be running on 500% or 700% renewable energy. I think we can get to near 100% in the 2030s. AI and electric vehicles are asking us for more and more energy, so it’s about who can build and deploy it fastest. I can see the world running on 500% renewables in our lifetime. Aaron Nichols: If you like to be found online, where do you like to be found? Dr. Ryan Wartena: LinkedIn is a great place. We have an Instagram under Southern Beams, or you can contact me directly at ryan@southernbeams.com. Aaron Nichols: Ryan, thank you so much. That’s been This Week in Solar. Dr. Ryan Wartena: Awesome, thank you, Aaron. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit exactsolar.substack.com

    27 min
  5. Elon Musk Planning to Double US Solar Manufacturing Capacity

    May 29

    Elon Musk Planning to Double US Solar Manufacturing Capacity

    What’s New: Earlier this year, Elon Musk set an aggressive goal for Tesla and SpaceX: to build 100 gigawatts (GW) of annual solar manufacturing capacity in the United States within the next three years. The plan’s moving forward, but there’s a lot to overcome. You can listen to this episode here, or on: * Substack * YouTube * Apple Podcasts * Spotify Why it Matters: To put this into perspective, the entire U.S. solar industry added 43.2 GW of capacity in 2025, and America’s largest domestic manufacturer, First Solar, projects adding 18 GW of capacity by 2027. If successful, Tesla alone would more than double the entire country’s domestic solar manufacturing capacity. The center of this planned expansion is a massive new factory under development in Brookshire, Texas, right next to Tesla’s existing Megapack Megafactory. Here’s where it gets really interesting. Normally, solar panels that are “manufactured” in the U.S. are actually just “assembled” in the U.S. Making a solar panel is a multi-step process that starts with raw polysilicon that’s turned into ingots, wafers, solar cells, and finally the finished module. Because building solar cell manufacturing lines requires massive capital investments, highly specialized cleanroom environments, and complex chemical processing, U.S. companies don’t generally manufacture all the components. Instead, they import ready-made photovoltaic cells (overwhelmingly made by Chinese manufacturers or their subsidiaries in Southeast Asia) and perform only the final mechanical assembly in America. This final stage involves soldering the imported cells together, sealing them between protective glass and a backsheet, and framing them in aluminum. Tesla is designing this factory to be completely vertically integrated. That means the process will include: * Ingot growth and wafer slicing * Photovoltaic (PV) cell production * Finished module and panel assembly While the surging electricity demand from AI data centers and electrification makes the timing perfect, there are a few logistical issues to overcome: * Supply Chain & Sourcing: Tesla is reportedly spending nearly $3 billion to purchase cell manufacturing equipment from top Chinese suppliers. However, there are risks, including U.S. Section 232 tariffs on raw materials like polysilicon, and potential Chinese export restrictions on solar tech. * Massive Power Demands: Operating 100 GW of shared cell and module manufacturing will require up to 1,200 MW of power. The industrial transformer market faces two-year wait times, but Tesla hopes to bypass this by manufacturing its own transformers. * Space and Labor Constraints: Producing 100 GW will require an estimated 43 million square feet of factory space (four times the size of Tesla’s Gigafactory Texas) and an influx of roughly 22,000 workers (I mean, hey, it’s more jobs than a data center). Hitting 100 GW by 2028 is highly improbable. But Elon Musk is famous for convincing investors he can do the impossible, and then finding ways to pull it off. If Tesla successfully executes even a third of this plan in the next three years, they’ll be a dominant force in the American solar energy market. By manufacturing the panels, the inverters, the home batteries (Powerwall), and utility-scale storage (Megapack), Tesla could offer home and business owners a domestically manufactured “solar energy system in a box” that doesn’t need any non-Tesla components. It could also make solar even more cost-effective for anyone who invests in a solar energy system with a reputable, locally-owned company like Exact Solar. Sources: Assessing Elon Musk’s massive 100 GW solar ambitions Tesla is building a massive Texas solar factory in its clearest push yet for 100 GW How Tesla’s Ambitious Solar Plans Could Soon Power the Stock Higher This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit exactsolar.substack.com

    5 min
  6. Episode 100! You Don't Need Permission to Use Solar: Mr. Money Mustache

    May 27

    Episode 100! You Don't Need Permission to Use Solar: Mr. Money Mustache

    In This Week In Solar’s one hundredth episode, Aaron Nichols sits down with Mr. Money Mustache. They dive into the unnecessary red tape surrounding traditional solar installations and explore some highly unconventional, DIY ways to capture the sun’s energy without asking for permission. Pete became an internet legend under the pseudonym Mr. Money Mustache. By optimizing his spending, earning, and investing (and always maximizing for fun while minimizing cost), Pete managed to retire at the age of 30. Pete is also a self-proclaimed “eco-nerd” who loves harnessing the free magic energy from the sky that is solar power. You can listen to this episode here, or on: * YouTube * Apple Podcasts * Spotify Expect to learn: * How Pete bypassed city permits by buying cheap used solar panels on Craigslist and wiring them directly into his electric water heater for free hot water. * Why solar is so expensive in the United States compared to countries like Germany and Australia (hint: it’s mostly administrative red tape). * Pete’s wild DIY trick using a $20 farmer’s bucket heater and a direct solar connection to turn his hot tub into a 120-degree cauldron of free, sun-powered hot water. * How to make sure you’re working with a reputable, locally owned solar installer like Exact Solar. Quote from the episode: “It takes very little resources to manufacture a solar panel... You put it in the sun, it's paid back its manufacturing costs within something like three months in terms of the embodied energy. And then it's like 30 more years of profit that you're helping the earth.” — Pete (Mr. Money Mustache) Transcript: Aaron Nichols Hey guys, a quick note before today’s episode with Mr. Money Mustache. Pete, who I interview, has a huge risk tolerance. He’s known for doing out-there things and he’s gonna describe some things that are pretty unsafe. Now, if you are interested in putting solar on your home, consult with qualified professionals. Electricity is no joke. You can really hurt yourself and we would hate to see that. So, please talk to us at X-ACC Solar if you live in New Jersey or Pennsylvania, if you’re thinking of putting solar on your home, and do not go messing around with the electricity in your own home unless you have qualifications. Now, without further ado, enjoy today’s interview with Mr. Money Mustache. Aaron Nichols Pete, I know you as Pete. The world knows you as Mr. Money Mustache. Not too long ago, you asked me to help you break down the solar energy system you’d put on your roof and you’d done something really unique with it. So I’d like to launch into that story. Mr. Money Mustache (Pete) Oh yeah. Sure. Okay. So the background is that I’m an electrical guy in the past, like an electrical engineer, and I’ve done wiring, full houses. So I’m comfortable with all your electricity stuff. But what I don’t like is a lot of red tape and permits and high fees that usually comes with solar, especially like the city we’re in right now, Longmont, is a little bit solar unfriendly compared to some other cities. So I just had a bunch of solar panels that I got off of Craigslist and I wired them up and really just chucked them onto my roof. I didn’t even mount them. I just made like a little metal frame and set them in there. And then I ran that DC current right into an electric water heater. And because of the principles of electricity, a heating element doesn’t care whether you’ve done gone through a fancy inverter and made AC or not, it’s just like solar panels right into the water heater and then I got free hot water for like a year and a half total cost of like just the cost of the solar panels on Craigslist so maybe like $800 of solar panels and I made about $400 of electricity with them in just the first, like per year I guess. So it’s like a giant return on investment compared to these systems where you spend many thousands of dollars in order to save like a little bit more per year. But it takes like sometimes 15 or 20 years to pay it back. Aaron Nichols So for anyone who doesn’t know, I mean you have written online and published all sorts of stuff about how to financially and how otherwise optimize your life. Would you just give the audience an overview of who you are, what you’re about. Mr. Money Mustache (Pete) Yeah, okay, that’s a bigger story. I, on the internet, I write as Mr. Money Mustache, although my real identity is not a secret either. And the basic idea is I like to optimize everything, maximizing for fun, preferably at minimal cost, especially when I was younger, when I didn’t have a lot of money. So what that led to is optimizing my whole spending and earning and investing. And it led to me being able to retire when I was 30 years old, just in time to start raising a child, get married, raising a kid and now I’ve been retired for like almost 22 years because I’m like coming up on 52 years old so it’s just been like a giant fun story of freedom and then I decided to start writing about this at some point and that’s where the Mr. Money Mustache blog was born. Aaron Nichols Yeah and you’ve been a big fan of solar for a long time I mean the building we’re sitting in now which for anyone who doesn’t know you own this building it’s like half co-working space half community center yeah and it is powered by the Sun. Mr. Money Mustache (Pete) Yeah somewhat like it’s a grid-tied solar system and during the summer it makes more electricity than we use and during the winter it runs a deficit so we have to pay a power bill and pull it out of the grid. Aaron Nichols So why are you such a fan of solar? Mr. Money Mustache (Pete) Just because it’s magic free energy from the sky. It’s like raining the equivalent of money down onto you everywhere on earth. So why wouldn’t you want to harvest it? It just seems super cool to me. Aaron Nichols Yeah. I remember, I mean, you’re actually one of the reasons I wound up in the solar industry was reading your story of how you actually got solar on this building. Mr. Money Mustache (Pete) Oh, I didn’t know that. Aaron Nichols Yeah. This was years ago before I was still a vagabond just traveling before I decided to do the installer training that I did and everything that took me here I was just like my god he made solar sound so cool. Mr. Money Mustache (Pete) Yeah well thanks. Yeah. And I also like it because I’m a closet eco nerd as well right like I care about the environment I don’t like pollution so anytime I can displace fossil fuels with clean energy I like that too. But if you do it with the right little tweaks on how you do it it can be more profitable and less hassle and that’s also what I like. Aaron Nichols So let’s talk about ways that people can use this amazing technology without permission and also how they can be safe doing so. Mr. Money Mustache (Pete) Yeah. Yeah. Some of the stuff I do is not always safe. Aaron Nichols I’ve been with you for some of those experiences. Mr. Money Mustache (Pete) Yeah. Like when we took the tree down to the coworking space. Aaron Nichols Oh yeah. Some big heavy stuff falling down. Mr. Money Mustache (Pete) Yeah. I’m a little bit of a honey badger. I might have used up a couple of my nine lives if I were a cat. So don’t exactly do what I do, but you can choose the things that are safe. So what I would recommend... What first comes to mind with today’s solar environment is you buy one of those like all-in-one solar generator battery units, have dropped in price so much. Your solar panels go straight into that and it’s just got a bunch of plugs on the front. And if you get a big enough one, you can have thousands of watts of solar going in there and thousands of watts coming out to power all your stuff, like your hot tub and your electric car and anything else that uses a lot of power. And it can be completely off grid. So you don’t need a permit to do it. And that’s the easiest way to get comfortable and have some fun with solar. And then you can scale up from there. And then there’s like the new laws, which you might mention in this podcast that allow you to have like a mini grid tide system, right? Aaron Nichols Yeah. Mr. Money Mustache (Pete) Then of course, if you have a big enough house and a big enough budget, then it starts to shift over to become profitable to do the big array and make it grid tied. And that’s what we did here at this building because I really wanted it to make a surplus of power and then, you know, get credits that last through the seasons. Aaron Nichols Yeah. Big fan of the battery option, just getting a little battery and plugging appliances into it because power’s just getting more and more expensive. Like you said, those things are cheap and that’s such a great option, especially for, let’s say, renters who don’t own their home. They don’t have the option to put solar on their roofs, but their bills just keep going up and up. There’s nothing stopping you. And it’s not even dangerous from buying a solar panel on Craigslist, buying a battery bank on Craigslist and plugging your refrigerator into it. Yeah, and the cool thing is, especially I moved from Longmont to Denver, in Denver we have time of use pricing and from 5 to 9 p.m. each day the price triples just for those few hours. So you can do tricks like have one of those batteries on a little timer, even if you didn’t have solar it could just charge from the grid and then it flips off the power supply at 5 o’clock and then your fridge runs from 5 to 9 on cheap power and then it recharges itself after hours, simplest system of all. We can later like put in the show notes or something exactly how this would work. So that’s level one. Or if you plug some solar panels into that low cost battery, then you don’t even have to charge it from the grid. Anytime you have time of use pricing, then it becomes like t

    20 min
  7. Battery Storage Sets Q1 Record While Fueling AI Boom

    May 22

    Battery Storage Sets Q1 Record While Fueling AI Boom

    What’s new: The U.S. energy storage sector just posted its strongest first quarter in history, installing 9.7 Gigawatt-hours (GWh) of new capacity. Why it matters: I don’t like to throw large numbers at you without context. Here’s what you need to know to understand what 9.7 GWh means: * Battery capacity is measured in energy. Energy is power (measured in Watts) times time (expressed in hours). Whenever you see something measured in kilowatt, Megawatt, or Gigawatt hours, that’s a measure of how long that amount of stored energy can power an electrical load. When we’re sizing batteries for home and business owners at Exact Solar, we always ask, “What do you want to power, and for how long?” * It’s enough energy to power ~300,000 homes for a full day in an outage. If that much capacity were backing up New York City, it’d power the whole city for an hour and a half in a full outage. It’s a ton of energy, and we’re deploying it at breakneck speed. Battery deployment is one of the best solutions to the many problems that we’re facing with energy prices in the U.S. Wholesale power costs are soaring, and geopolitical tensions continue to drive up fuel costs. Data centers have caused a massive surge in electricity demand. You don’t need to have a deep understanding of energy markets to know that this is a mess that won’t be easily solved. Right now, everyone wants power from a grid that was built before many people’s grandparents were born and desperately needs repairs. It’s a perfect storm that’s likely going to get worse before it gets better. On top of all of this, extreme storms and power outages now happen far more frequently. What’s standing in the way: Washington politics. According to the Solar Energy Industries Association (SEIA), 467 solar and storage projects currently have permits pending and are vulnerable to politically motivated delays. Industry leaders warn that stalling these permits threatens American energy security and could push electricity bills even higher. The U.S. is rapidly building the storage capacity needed to support AI’s power needs and stabilize the grid, but maintaining this momentum will require clearing federal permitting bottlenecks. Sources US energy storage has record breaking Q1 2026 Energy Storage Market Outlook Q2 2026 SEIA: AI is fueling a massive US energy storage boom This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit exactsolar.substack.com

    4 min
  8. It's Way Too Hard to Connect Solar to the Grid: Vaughan Woodruff

    May 20

    It's Way Too Hard to Connect Solar to the Grid: Vaughan Woodruff

    Aaron talks with Vaughan Woodruff, the founder of Equinox DG. Vaughan’s an interconnection expert, industry veteran, and “muck shoveler” who tackles bureaucratic and technical hurdles that no one else wants to take on. If you’ve ever wondered why we haven’t connected way more solar to the grid, this one’s for you. Listen to this episode here, or on: * YouTube * Apple Podcasts * Spotify Connect with Vaughan on LinkedIn here. Expect to learn: * Why connecting solar to the grid has become a nightmare (13 states still don’t even regulate the process). * How a federal mandate 20 years ago led to 39 different sets of state rules. Quotes from the episode: “We used to use libraries. We went to the library to get information and then we downloaded it. We now are seeing our kids learn off the internet where they are uploading things and downloading things. That’s what’s happening on the grid.” — Vaughan Woodruff “If we do this right, what I think this does is really enhances people’s control over their own economic and political lives... it’s about getting that power back into the hands of people.” — Vaughan Woodruff Transcript: Aaron Nichols: Vaughan, you’re probably one of the only interconnection experts I know. You’re definitely the only public-facing interconnection expert I know. And for anyone listening who’s unfamiliar, can you just give a quick definition of interconnection and then give a high-level overview of the problems we’re facing as an industry? Vaughan Woodruff: Well, first off, you’re living the good life if you can keep us at arm’s length. That’s great. Interconnection is the process the utility uses in order to make sure that anything that it connects to its grid is safe. This happens at the transmission level for big utility scale projects. The stuff I focus on is really on the distribution system—so everything ranging from small residential projects up to say community solar scale projects. And so the interconnection process is typically, you know, a customer or someone acting on behalf of that customer applies to the utility. The utility goes through a set of procedures to check whether things are okay. And then it either gives the thumbs up or thumbs down or a thumbs up and says, “Hey, it’s going to cost this much money to upgrade the grid in order to be able to accommodate your project.” And the big piece that I focus on is how we regulate utilities for that because they’re monopoly utilities and really regulating them is how we make sure that we’re serving the public interest. Aaron Nichols: Okay, awesome. Will you give just a general overview of who you are in the solar industry and what your day-to-day life looks like at Equinox DG? Vaughan Woodruff: Yeah, I don’t know what I am in the industry. I’m a little bit of a vagabond. I started out in this industry like 20 years ago when it was largely a plumbing and heating industry. We were doing solar water heating at that time. And over the years as PV got more inexpensive and more affordable, it largely converted into an electrical contracting world. I started a company that started in solar water heating, moved into electrification—so solar PV, energy storage, heat pumps, as well as EV charging. Man, it’s been so long, I sometimes can’t remember. I did that for roughly 12 years with the founder and ran the company. And then we merged with a larger national, multi-state company up here in the Northeast. I’m originally from Maine, where I live now. I have always kind of jumped between local work here in Maine—Maine’s a nice small state, a lot of connections here. I was the chair of the industry trade group through a pretty tumultuous gubernatorial administration here, so really worked to kind of build coalitions, both within the industry and with other advocates, and even with utilities and commissioners. Most recently, I’ve really focused on interconnection. It’s an issue that really impacts our ability to deploy solar, energy storage, and EVs that are able to backfeed to the grid at scale. It’s a really complicated and bureaucratic process. For some reason in my life, I always pick the things that nobody likes to do. Aaron Nichols: You’re a muck shoveler. Vaughan Woodruff: Yes, exactly. Beating your head against the wall. Because at the end of the day, it’s impact, right? There’s not a lot of glory in it, but it’s absolutely important. Interconnection is just really important to have folks in the weeds doing this stuff who understand how it works and can help bring coalitions together to drive change. I’m trying to do that, but we’ll see. My success will be measured probably as I’m sitting in my rocking chair late in life reflecting back. Aaron Nichols: Well, for everyone who’s listening, welcome back to This Week in Solar. I’m your host, Aaron Nichols, the research and policy specialist here at Exact Solar in Newtown, Pennsylvania. My guest today is Vaughan Woodruff, who’s an interconnection expert and industry veteran, as you heard. It was lovely to hear you say the thing about the rocking chair. I talk about that all the time. I believe that if I spend my life putting my energy towards deploying as much clean energy as I possibly can, I’ll be able to look back at the end of it and say that I had lived a good life and that it mattered. Vaughan Woodruff: Well, I saw you post about a grandfather who kind of gave you an earful. I had a grandfather who sat in that rocking chair. I think we probably had some examples there for us to think about as we have a chance to think about life in its full breadth. Aaron Nichols: Yeah, absolutely man. So would you give just a general high-level overview of the problems we’re facing related to interconnection as a country and why it’s become such like a tangled messy ball of string? Vaughan Woodruff: Yeah, the answer to that question largely dates back 20 years ago. In the mid-2000s, the Feds made it very clear that this was a state responsibility to regulate. There was actually a bill that got passed, the Energy Act in 2005, that said essentially every state within the next couple of years should put together interconnection rules. At that point, a lot of states only had regulations on the books having to do with big utility-scale stuff where you have to do engineering studies for every single one of them. If you read the Energy Act—I won’t do it here because I want your listeners to stay engaged... it basically says you need to do this, every state you need to do this. And then at the end, if you look very carefully, it was an optional thing for the states to do because of “states’ rights.” What ended up happening from there were essentially maybe 39 different routes that states took. This process is essentially the same everywhere: you have a customer applying, the utility needs to assess the project and its grid to evaluate if it can be okayed in a few days or needs a big detailed study on the physics to figure out whether it’s safe. We have 37 different sets of rules and 13 states that don’t even regulate it—they just leave it up to the utilities. So at that point, it’s just whatever the utility feels like. A big part of this is really about having consistent, enforceable rules. We don’t have that. It makes it really, really complex. Aaron Nichols: Right. Yeah. I know that people in the industry love to talk about interconnection in Australia and how simple it is... How do we get somewhere to something like that as a country? How do we get the incentives right to make sure that we build a better system? Vaughan Woodruff: One of the challenges is that utilities in this country are incentivized to be conservative. Safety and reliability doesn’t benefit from taking lots of chances. You take chances and the grid goes down—that could be life and death. It’s bureaucratic. When new technologies like distributed energy resources come in, it butts heads against utility practices. Oftentimes the solutions actually benefit both. I was involved last year in a proceeding in New Hampshire where the utilities were initially very reluctant to look at IREC’s model. But after months of digging in, it became clear that good, strong, clear policies benefit the utilities and their staff as well. Number one, we need uniformity—some sort of underpinning foundation that’s roughly the same. In Australia, they have very high penetration rates and there’s a lot of innovation going on. I think at the end of the day, that diversity in the United States is wonderful but also challenging when it comes to scaling and standardization. Aaron Nichols: So if I’m hearing you right, it seems like the utilities have been regional monopolies forever and have been incentivized to move very, very slowly... Is that about right? Vaughan Woodruff: The paradigm has shifted. I like to think about it—we used to be libraries. We went to the library to get information and then we downloaded it. We now are seeing our kids learn off the internet where they are uploading things and downloading things. That’s what’s happening on the grid. People are now able to upload their energy and be generators and producers. That’s complicated. Now we’re expecting to see increasing amounts of renewable energy on the grid owned by a bunch of different people. States are grappling with how the utility model fundamentally changes. It used to be safety, reliability, and affordable costs. A lot of states are now saying there’s a fourth leg to that stool, which is decarbonization. Aaron Nichols: It is such an interesting problem. I think when I was reading Gretchen Bakke’s book, The Grid, she was talking about how we insist on talking about electricity as if it’s a commodity like boxes of bananas, but it’s not. It’s instantaneous. Vaughan Woodruff: Agreed. The grid is a really complicated thing. What we

    28 min
4.5
out of 5
14 Ratings

About

A weekly look at what's new in solar, brought to you by Exact Solar. Clean energy news, policy updates, and stories that matter. exactsolar.substack.com

You Might Also Like