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. Exact Solar's Habitat for Humanity Project Gains National Recognition

    2D AGO

    Exact Solar's Habitat for Humanity Project Gains National Recognition

    What’s new: Solar Power World just launched a new series, Projects of Impact, in which they interview the owners and installers of the highest-impact solar projects across the country. Exact Solar is proud to announce that the first project highlighted was our Habitat for Humanity project in Strawberry Mansion, Philadelphia. * The Build: The project added solar to five newly constructed rowhomes, totaling 17.6 kW of solar capacity between them. After construction was completed, the first-time homebuyers moved into their energy-efficient, low-cost homes. * The Funding: The installations were made possible by an anonymous donor who specifically requested that their contribution be used to add solar to Habitat for Humanity homes. * The Team: The project was a collaboration between Habitat for Humanity, Solarize Philly, and Exact Solar, with the homeowners themselves contributing “sweat equity” alongside the crews to build their homes. Why it matters: * Energy Bill Savings for Low-Income Households: Each household will save over $40,000 in electricity costs over the life of the system, more than $1,000 a year that can be redirected to essentials like food and healthcare rather than ever-rising bills. * Energy Equity: By pairing solar with ENERGY STAR-certified construction, these homes protect low-income residents against future utility rate hikes. National Renewable Energy Laboratory (Recently Re-Named) Lays Off More Staff What’s new: The National Renewable Energy Laboratory (NREL), which was recently renamed the National Laboratory of the Rockies (NLR), has laid off 134 employees, marking the second major workforce reduction in less than a year. * Second Wave: This follows a previous layoff of 114 employees in May 2025. * Identity Shift: The cuts come just weeks after the Trump administration scrubbed “renewable energy” from the lab’s name, rebranding it to NLR in December 2025. * The Reason: A lab spokesperson attributed the latest layoffs to “projected funding levels” and a need to align with “new priorities” under the current Department of Energy (DOE). Why it matters: * Strategic Pivot: The move underscores the Trump DOE’s shift away from decarbonization. Energy Secretary Chris Wright, who calls himself a “climate realist,” has overseen both the rebranding and the downsizing of the lab’s renewable-focused missions. * Budget Cuts: The lab’s primary funding source, the Office of Energy Efficiency and Renewable Energy, was recently hit with a 10% budget cut (though it avoided a proposed 75% slash). * Impact on Deployment: The cuts are affecting staff who worked on practical deployment, such as helping farmers and small businesses transition to clean energy, signaling a retreat from federal support for renewable adoption. What they’re saying: “These actions were taken to adjust to existing and projected funding levels and alignment with DOE priorities.” — David Glickson, NLR Spokesperson. SOLV Energy IPO’s to $6B Nasdaq debut What’s new: SOLV Energy shares surged 20% in their public debut on Feb. 11, valuing the solar and storage contractor at nearly $6 billion. * The Numbers: The company raised $512.5 million by selling 20.5 million shares at $25, but opened trading at $30. * The Strategy: CEO George Hershman confirmed the proceeds will be used to pay off a term loan, allowing SOLV to exit the IPO completely debt-free. * Their Pipeline: The company boasts an $8 billion backlog of engineering and construction contracts, providing clear revenue visibility for the next 24 to 36 months. Why it matters: * Market Rebound: The successful listing suggests that Federal Reserve rate cuts are finally reopening the IPO window for capital-intensive climate firms, even amid political volatility in Washington. * Safe Harbor: Investors are gravitating toward “infrastructure enablers” (construction and maintenance) and view SOLV’s service-based model as a safer bet against fluctuating power prices. What they’re saying: “It gives us a lot of visibility into the next 24 to 36 months... and it gives us a lot of certainty of how the business will perform moving forward.” — George Hershman, CEO of SOLV Energy. Sources: Anonymous donor helps Philadelphia Habitat for Humanity homes go solar National Lab of the Rockies, formerly NREL, lays off more than 130 employees National Laboratory of the Rockies (formerly NREL) lays off 134 people SOLV Energy fetches $6 billion valuation in strong Nasdaq debut | Reuters 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
  2. How to Talk About Solar Without Confusing Anyone: Phil Horwitch

    4D AGO

    How to Talk About Solar Without Confusing Anyone: Phil Horwitch

    In this episode of This Week in Solar, host Aaron Nichols sits down with Phil Horwich, co-founder of AMH Enterprises, to talk about where the solar industry overcomplicates its messaging. You can connect with Phil on LinkedIn here. He’s created a simplifying solar guide for This Week In Solar listeners that he’ll send you if you DM him the word “podcast.” Listen to this episode here, or on: * YouTube * Apple Podcasts * Spotify Expect to learn: * How to explain megawatts and megawatt-hours in a way anyone can understand * What homeowners and landowners actually care about when evaluating solar projects * Why simplifying solar actually strengthens the industry against political and cultural backlash (and how acronyms, jargon, and overly technical explanations actually create fear and mistrust) Quotes from the episode: “Solar people talk in acronyms that make perfect sense to us and absolutely none to everyone else.”- Phil Horwitch “If a homeowner can’t explain their solar project at the dinner table, we’ve already lost.”- Phil Horwitch Transcript: Aaron Nichols:Phil Horwich. When I asked you to send me your clean energy rant before we recorded and we were in the pre-recording, you mentioned that you’re focused on simplifying solar without dumbing it down so that the average landowner or homeowner can explain their project at the dinner table. What does that look like for you? Phil Horwich:Yeah, so the big theme for me, Aaron, is that on a day-to-day basis you have all these technical terms that solar people like to use, and they’re very scary and very technical. You’re going through plan sets, permitting, and all the acronyms like MW or AHJ. The way we do it at AMH is translating that into language you can use at the dinner table so someone can understand solar and then explain it to their friends at the golf course, basketball court, wherever they hang out. Instead of confusing people with industry jargon that’s normal to us but foreign to homeowners, we break it down. People hear AHJ, FTC, ITC, all these three-letter acronyms, and they have no idea what they mean. So we try to simplify it. I don’t always do a great job, but I try to stop anyone who comes on a show and ask them to spell out whatever acronyms they use. We even took all the acronyms we use and started breaking them down on our socials. What is a watt? What does it actually mean when you see it in solar? That level of clarity matters. Aaron Nichols:I’m excited to talk more about that. But before we do, welcome back to This Week in Solar. I’m your host Aaron Nichols, and today we’re interviewing Phil Horwich. Phil, can you introduce yourself and talk a little more about AMH Enterprises? Phil Horwich:Definitely. Thanks, Aaron. I’m Phil Horwich, one of the owners of AMH Enterprises. We do two main things. First, we do the work. Engineering, permitting, and construction support for residential, DG, and utility-scale solar projects all over the United States. Second, we train teams and homeowners so they can simplify solar enough to explain it to non-solar people. Solar still scares people. We’re trying to make it not scary, so people understand it and don’t think it’s going to give them some disease or make them grow an arm out of their head. I’ve heard all of it at town halls. People think solar causes cancer or kills plants. It doesn’t. It just means you’re generating your own power. We started as an engineering company, but my biggest complaint was that I was tired of explaining the same thing over and over again. So we decided to educate people and make solar mainstream, like oil, gas, or nuclear. Nobody’s really scared of nuclear anymore, but bring up solar and suddenly it’s a huge deal. That’s what we’re trying to fix. Aaron Nichols:The misinformation gets pretty hilarious. I know someone in agrivoltaics who’s been told solar panels kill nearby plants, while standing next to thriving crops. Phil Horwich:Oh yeah. I’ve heard it kills people. Causes every kind of cancer. And then you see sheep grazing under solar panels. If it were that dangerous, no one would allow that. Aaron Nichols:So where do you think messaging gets too complex and too heavy? Phil Horwich:It’s the acronyms, incentives, megawatts. All things we need to talk about in the industry, but landowners want to know if their land is usable after 30 years. What happens after the lease ends. Who’s responsible if a panel breaks. Homeowners want to know if their bill will actually go down, or what happens during a storm. I lived in Texas, and after a big outage people asked why their panels didn’t give them power. They were told that’s how it works, and it’s not. We simplify megawatts and megawatt hours by saying one is your fuel tank and one is your odometer. Everyone understands that. We all drive cars or charge them now. Aaron Nichols:That’s amazing. We work hard to do that at Exact Solar too. It blows my mind how much of the industry thinks graphs will solve everything. Phil Horwich:Oh my God, yes. Big infographics with wild claims. Sure, technically you could power the world with a small area of solar, but that’s not how it works in reality. People want to see what it looks like on their house. Will it still look nice? Can we paint conduits to match the siding? Make it normal. Aaron Nichols:Especially after some bad actors in the early 2020s. Phil Horwich:Yeah. But the industry is resilient now. Every few years it feels like we get punched in the face, but after RE+ this year it felt different. People weren’t panicking. Solar’s mainstream now. That’s why simplifying it matters. If regular people understand it, it’s harder to tear down with misinformation. Aaron Nichols:You mentioned the industry growing faster than the talent pool. How do you handle that? Phil Horwich:We create playbooks. I have a football background, so everything’s a playbook. We share them freely. People think utility-scale projects get permitted like a house. They don’t. We’ve been on projects for five years without permits. Entire teams turn over before construction starts. So we break it down, set realistic expectations, and don’t set people up for failure. Aaron Nichols:What roadblocks surprised you most? Phil Horwich:Civil work. Dirt isn’t just dirt. Stormwater rules vary wildly by state and county. Florida is extremely strict. And the second thing is just being nice. Reviewers are buried. We walk in, humanize it, give clear comment logs, show exactly what changed. Don’t hand someone a hundred pages and make them guess. Aaron Nichols:That’s huge. Sometimes permitting takes longer because we’re bad at communicating. Phil Horwich:Absolutely. I’ve told developers from day one their project won’t be permitted on the first try. They don’t like hearing it, but at the end they’re grateful. We give risk reports, mitigation plans, setback tables, and full Gantt charts so leadership knows the real timeline. Living in reality makes everyone happier. Aaron Nichols:That reminds me of a psychologist who says progress requires choosing to live in reality. Phil Horwich:That’s exactly it. Aaron Nichols:You work all over the country. How different is it state to state? Phil Horwich:Wildly different. Texas versus California versus Virginia. Some jurisdictions are working off hundred-year-old codes. We’ve debated whether solar panels count as impervious cover. People argue grass can’t grow under them, while standing next to grass growing under them. Aaron Nichols:What helps get faster approvals? Phil Horwich:Be clear. Point out exactly what changed. Before projects start, we call jurisdictions anonymously and ask what causes rejections. We take notes. When permits are submitted, we already know what they expect. Make it easy. Highlight changes. Screenshot fixes. Be kind. Aaron Nichols:It’s a lost art to be pleasant to work with. Phil Horwich:It really is. Nobody likes reviewing hundred-page plan sets. Not even engineers. Aaron Nichols:To close, I ask everyone the same question. My grandmother was born before clean energy existed. In her lifetime we went from coal to PV to massive cost declines. What do you think clean energy looks like 80 years from now? Phil Horwich:I hope it’s just normal. Like an iPhone. No one freaks out about the new one anymore. You drive down the road and see solar like you see substations today. And I hope AI handles the boring stuff like permitting research so humans can focus on teaching, building, and enjoying solar again. Make work fun. That’s the goal. Aaron Nichols:That’s a great vision. Where can people find you? Phil Horwich:LinkedIn under Phil Horwich or AMH. And for your listeners, we made a Simplifying Solar guide. DM me and mention the podcast and we’ll send it. Aaron Nichols:That’s been This Week in Solar. We’ll see you next week. 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

    28 min
  3. Polling Shows MAGA Voters Love American-Made Solar

    FEB 6

    Polling Shows MAGA Voters Love American-Made Solar

    What’s new: A new poll commissioned by US manufacturer First Solar reveals that a majority of Trump voters support solar power, with higher approval ratings if the panels are made in America. * The Numbers: The survey of 800 “GOP+” voters (Republicans, leaning independents, and Trump voters) found 51% in favor of solar power. * An “America First” Bump: When asked if they’d support solar panels made in US factories with no Chinese materials, support levels jumped to 70%. * Political Upside: Most agreed that the US needs “all forms of electricity generation,” including solar, to lower power costs and said they would be more likely to support a Congressional candidate who backs an energy agenda that includes solar. Why it matters: * Counter-Narrative: The data challenges the assumption that right-leaning Americans see solar energy as some sort of frivolous green hippie technology. * The China Factor: The poll highlights that for GOP voters, the origin of the technology matters more than the type. Dislike of Chinese imports is a stronger motivator than dislike of the technology itself. * Strategic Messaging: This shows that right-leaning Americans will support solar if shown as a tool for energy dominance and affordability. What they’re saying: “GOP+ voters want America to have energy independence and for their electric bills to be affordable. They understand that utility solar energy is a key aspect in allowing that to happen.” — Tony Fabrizio, Trump campaign pollster. Enphase Ready to Manufacture Bidirectional Chargers Enphase Energy has confirmed it will finally begin mass production of its bidirectional EV charger late next year, unlocking the ability for electric vehicles to power homes during blackouts. We wrote about bi-directional charging back in 2024, and it’s been one of our most-visited blog posts at Exact Solar for years. What’s new: * Target Date: Volume manufacturing for the “IQ Bidirectional EV Charging Platform” is officially set for Q4 2026. * Two-Way Power: The charger connects to an EV’s charging port, allowing it to charge the battery or pull energy out of the EV’s battery to back up a home during power outages. * Commercial Grade: The hardware is engineered for both residential and light-commercial use (single and three-phase architectures). Why it matters: * It’s a “Battery on Wheels”: This technology turns an EV into a home battery, offering backup power without the need to buy batteries. What they’re saying: “Bidirectional charging only works at scale if it works across vehicles, homes and grids... we are making steady progress toward delivering a flexible bidirectional charging platform.” — Jayant Somani, SVP at Enphase Energy. Fraudulent comments put Ohio solar farm at risk Misinformation and fake public comments are slowing down Ohio’s ability to approve new energy infrastructure. What’s new: * The Risk: The 94MW Crossroads Solar project in Morrow County, Ohio, is on the brink of rejection after state regulators flipped their recommendation to “negative” following several community comments against the project. * The Fraud: An investigation by the Crossroads developer found that at least 34 public comments opposing the project were filed using false names or addresses. While opponents claimed the county was “10-to-1” against the project, an analysis of verified comments showed 78% of locals actually supported it. Why it matters: * Policy by Popularity: Developers argue the regulatory process has devolved into a “local popularity contest” vulnerable to manipulation, rather than a technical review of public interest. Sources Exclusive: Majority of Trump voters back solar power, poll finds Poll Shows GOP Voters Support Solar Energy, American-Made Solar | INN Poll finds Republicans support utility-scale solar power, especially if it’s American-made Enphase slates volume production of bidirectional EV chargers for Q4 2026 Enphase IQ Bidirectional EV Charger: Volume Production Set for Late 2026 - News and Statistics - IndexBox Are faked public comments about to tank an Ohio solar farm? An Ohio solar project overcomes local opposition and misinformation 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. Your Energy Bill Shouldn't Be So Hard to Understand: Jessica Fishman

    FEB 4

    Your Energy Bill Shouldn't Be So Hard to Understand: Jessica Fishman

    In this episode of This Week in Solar, host Aaron Nichols sits down with Jessica Fishman, a longtime renewable energy communicator and the voice behind some of the most clear, compelling energy explainer content on LinkedIn. Jessica has spent more than 15 years working across nearly every segment of the solar and clean energy value chain, from modules and inverters to batteries, software, recycling, and utility-scale projects. You can connect with Jessica on LinkedIn here. Listen to this episode here, or on: * YouTube * Apple Podcasts * Spotify Expect to learn: * Why most people (including many in the industry) do not understand their electric bills. * How bad incentives drive utilities to build expensive infrastructure instead of cheaper, distributed solutions. * What microgrids and virtual power plants actually are, explained in plain English. Quotes from the episode: * “Energy is one of the most basic necessities we have, and yet it’s still incredibly difficult to understand how we’re charged for it.” - Jessica Fishman * “If any other technology evolved this slowly, we’d still be riding horses and using typewriters.”- Jessica Fishman Transcript: Aaron Nichols:Jessica, what don’t most people realize about the way that we make and consume energy today? Jessica Fishman:I love this question because there are just so many things. I think we can start with the very basics. People don’t even understand the difference between kilowatts and kilowatt hours. And that’s some people in our industry, right, especially those who are just joining. So it makes it really hard to understand your electric bill. You get these things like this many kilowatts, this many kilowatt hours, and it doesn’t make sense, so you just think, okay, I guess I just have to pay this. That gets even more complicated with the way utilities are changing their billing now. They’re separating things out whether it’s time of use, or you’re not just being charged for your usage, you’re being charged for grid access fees and all these other things. Energy usage itself is simple, you turn something on and off, but understanding where your money is going and how you could possibly save it becomes incredibly difficult. Energy is one of the most basic necessities that we need, and yet it’s still so difficult to understand. Part of me wonders whether that’s intentional. Most people just want to turn on their lights, heat and cool their house, take a hot shower, keep their food fresh. Energy demand stayed stable for a long time, but now prices are rising and it’s hurting people. Aaron Nichols:Yeah, no, you please. Jessica Fishman:It’s becoming a very hot button issue. We saw gubernatorial candidates voted in based on energy prices. We’re doing a bill breakdown where I talk about a survey that found 59 percent of people have no idea how their energy bill works. They say it looks like it’s written in another language. It keeps getting more complicated as there are new ways to charge people for energy. Cost structures and pricing structures have evolved in a way that’s continually complex, and often in a way that ensures utilities keep making more money. When energy prices rise, the cost of everything rises. Getting food to the grocery store, cooling it, transportation, everything depends on energy. It’s the bottom layer of the pyramid. Aaron Nichols:That’s really interesting. Well, for everyone 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. I’m very excited about today’s guest. Last year my friend Spencer Meeks told me I had to follow Jessica Fishman on LinkedIn. I started following her, noticed all the engagement, and honestly started copying her shamelessly. That’s when I started getting engagement too. I realized people love graphs. Jessica Fishman, would you briefly introduce yourself, talk about your role at Kite Rocket, and give us an overview of what Kite Rocket does? Jessica Fishman:That is so kind of you to say. I really appreciate it. I stumbled into the LinkedIn thing a few years ago and really enjoyed fostering a larger community. I’m happy it’s motivated others to speak out. I’ve been in renewable marketing communications for about 15 years. That was a very conscious choice. I used to work in high tech marketing and decided that if I was going to spend this much of my life working, I wanted it to be on the most important issue of our time, the climate crisis. When I first jumped in, I sent my resume to every solar company in the state and no one responded. Fifteen years ago the industry looked very different. I eventually found a role at what was then the largest solar distributor in the world. Back then, there were no recruiters or organizations focused on helping people transition into climate careers. Now there are, and I actively advocate for them. Since then, I’ve worked across the value chain with modules, inverters, batteries, trackers, racking, software, recycling, residential, commercial, utility, and enterprise. My role has always focused on communications. I believe you can’t explain technology unless you deeply understand it yourself. This is a real, regulated industry. It’s not just free energy from the sun. One term I’ve been excited about recently is electrification or electro-tech, focusing on energy as a progressing technology rather than a depleting resource like fossil fuels. Aaron Nichols:One thing you mentioned earlier is that the way we make power started a hundred years ago and hasn’t really changed. Jessica Fishman:The grid is really old. At a high level, it’s still burning something centrally and transmitting it outward. If any other technology evolved this slowly, we’d still be using typewriters and riding horses. Utilities are monopolies. They lobby heavily and are incentivized to invest in more expensive infrastructure because they’re allowed a guaranteed return on equity. That motivates them to choose bigger, costlier projects rather than better ones for customers. Aaron Nichols:You described virtual power plants as the Uber and Airbnb of energy. Can you explain what virtual power plants and microgrids are? Jessica Fishman:A microgrid can operate independently. It can island itself and continue operating even if the grid goes down. A virtual power plant aggregates distributed resources like batteries, solar, EVs, and thermostats into a single coordinated system. You might have hundreds of small systems that collectively act like a large power plant. The reason I like the Uber and Airbnb analogy is because it democratizes energy. People can use their own assets to participate in energy markets, lowering the barrier to entry. Aaron Nichols:So instead of centralized burning, we now have distributed generation and storage. Jessica Fishman:Exactly. It’s more complex, but also more democratic. Demand can shift to meet supply instead of the other way around. The grid becomes proactive instead of reactive. Aaron Nichols:Why have utilities been so resistant to this change? Jessica Fishman:Monopolies. Utilities are incentivized to make the wrong investments because they earn more on bigger capital projects. They also capture regulators through lobbying, which has left us with aging infrastructure. Aaron Nichols:You’ve built a passive-style house. Can you talk about that? Jessica Fishman:It’s inspired by passive house design. The south-facing side is mostly glass. In winter it heats the home naturally, and in summer overhangs block direct sunlight. Yesterday it was 10 degrees outside and 74 inside without mechanical heating. The house is fully electrified with heat pumps, induction cooking, and thick insulation. The shell is incredibly efficient. I also focus on water conservation and soil restoration. Aaron Nichols:I end every show with the same question. My grandmother was born before any of this technology existed. What do you think clean energy looks like 80 years from now? Jessica Fishman:I think we’ll see microgrids, peer-to-peer trading, true demand response, and a wide range of battery chemistries for different use cases. The biggest question is whether the U.S. leads or lags. That will be determined in the next few years. Aaron Nichols:If people want to find you, where should they look? Jessica Fishman:LinkedIn is the main place. I also mentor through platforms like Work on Climate, Terra.do, and Open Door Climate. I really believe in paying it forward. Aaron Nichols:Thank you so much for coming on today, Jessica. And for everyone listening, that’s been This Week in Solar. We’ll talk to you next week. 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

    34 min
  5. Maryland Governor Plans to Lower Energy Bills With Solar

    JAN 30

    Maryland Governor Plans to Lower Energy Bills With Solar

    What’s new: On January 27th, Maryland Governor Wes Moore announced the “Lower Bills and Local Power Act” (LBLPA), a legislative package designed to provide immediate cash relief to families while aggressively modernizing the state’s power grid. Here’s what it would do at the state level: * Solar financing: A new $70 million “Gap Financing Program” will fund local solar and storage projects, explicitly designed to offset cuts to federal Investment Tax Credits under the Trump administration. * Cash relief: The bill allocates $100 million for a new round of direct utility bill rebates for families, scheduled to hit this fall. This is on top of $200 million in electricity bill rebates that Maryland started sending out to all Maryland ratepayers last year. * Highway power: The state is putting $10 million toward using existing highway rights-of-way for new high-voltage lines and battery storage, allowing them to bypass complex private land acquisition deals. Why it matters: * They’re filling the federal gap: With federal clean energy support shrinking, Maryland is stepping in with state funds (reinvested from utility compliance payments) to keep local solar and storage on track. * They’re cutting red tape: By focusing on highway rights-of-way and existing state-owned lines, the administration can deploy desperately needed infrastructure faster than traditional permitting will allow. * They’re defending consumers: The bill frames energy policy as a housing affordability issue. By cutting utility profit incentives and forcing participation in regional planning, the state estimates it could save ratepayers tens of millions of dollars. What he’s saying: “Energy policy is about more than megawatts and transmission corridors. It is about whether Maryland families can afford to live in their homes.” - Wes Moore 11.2 Megawatts of New Community Solar To Be Built in Delaware What’s new: TurningPoint Energy (TPE) and Standard Solar announced a new partnership on Jan. 27 to build two major community solar projects in Delaware that will offer clean energy access to nearly 1,700 homes. Here’s what you should know: * The projects: The collaboration will deliver 11.2 MW of power across Harrington, Delaware. Both projects feature single-axis tracker systems and are scheduled for completion in 2027. * Charitable giving: As part of the deal, TPE is donating $40,000 to local non-profits in the host counties. Why it matters: * It’s a statewide commitment: This move continues TPE’s 2022 pledge to invest over $100 million in Delaware’s energy infrastructure. * They’re offering energy equity: The projects are designed to lower electricity bills for subscribers who cannot install panels themselves (like renters), with 15% of bill savings specifically reserved for low-income customers. * It’s a state policy win: Standard Solar cited Delaware’s “forward-looking” Renewable Portfolio Standard as a key driver for the investment, proving that state-level policy continues to attract national capital even as the federal administration de-prioritizes solar development. Musk Says Cost of Deploying Solar in U.S. ‘Artificially High.’ What’s new: Elon Musk used his debut at the World Economic Forum in Davos to argue that solar energy is the critical bottleneck preventing an AI-driven economic boom. Here’s an overview of his statement: * His 100GW target: Musk announced that Tesla and SpaceX are independently working to build up to 100 gigawatts per year of solar manufacturing capacity within the United States. * Critique of tariffs: Musk slammed US solar tariffs, arguing they make the cost of deploying clean energy “artificially high” at a time when electricity is desperately needed. * How much solar he believes we need: Musk reiterated his long-standing belief that roughly 100 by 100 miles of solar panels in a corner of Nevada or New Mexico could power the entire United States. Why it matters: * We’re headed for an AI energy crunch: Musk warned that the world is approaching a hard limit where “we’re very soon going to be producing more chips than we can turn on.” * Domestic Pivot: By targeting 100GW of domestic manufacturing, Musk is attempting to bypass the tariff barriers he criticized. In His Words: “Unfortunately, the tariff barriers for solar are extremely high, and that makes the economics of deploying solar artificially high.” - Elon Musk Sources: Maryland introduces legislation to curb energy costs, spur solar development Governor Moore Announces the Lower Bills and Local Power Act to Combat Rising Utility Costs and Deploy Affordable Local Energy Standard Solar, TurningPoint Energy spearhead Delaware community solar portfolio TurningPoint Energy and Standard Solar Partner to Build Two Delaware Community Solar Projects, Totaling 11.2 MW In Davos debut, Musk says US tariffs make solar power a challenge Elon Musk at Davos 2026: why technology could shape a more ‘abundant future’ 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. We Don't Need China to Make Batteries: Brett Simon

    JAN 28

    We Don't Need China to Make Batteries: Brett Simon

    In this episode of This Week in Solar, host Aaron Nichols sits down with Brett Simon, Director of Commercial Strategy at e-Zinc, a long-duration battery storage manufacturer. Brett explains what makes e-Zinc’s zinc-based hybrid flow battery different from the lithium systems most people know (and why that’s huge under the current administration). You can connect with Brett on LinkedIn here. Listen to this episode on: * YouTube * Apple Podcasts * Spotify Expect to learn: * Why battery storage is essential for a renewable grid once you cross 60 to 70 percent clean generation. * How battery storage can be a non-wired alternative to expensive grid upgrades Quotes from the episode: “Storage is the enabler for a high-renewables grid. Once you get to around 60 to 70 percent renewables, you basically need long-duration storage for the grid to function efficiently.”- Brett Simon “Our system is completely lithium-free. Everything in the battery is made from commodity materials, so we are not exposed to the same extreme commodity risk that lithium-based chemistries face.”- Brett Simon Transcript: Aaron Nichols:Hello, everyone, ladies and gentlemen. Welcome back to This Week in Solar. As always, I’m your host Aaron Nichols, the Research and Policy Specialist here at Exact Solar in Newtown, Pennsylvania.And today, I think we’re going to be talking more about batteries, which is an area I know shamefully little about—and I’m excited to learn a lot more.So our guest today, Brett Simon—would you tell us a bit about EZinc and your role there? Brett Simon:Sure. Hi, everybody. I’m Brett Simon, Director of Commercial Strategy at EZinc. EZinc is a long-duration battery storage manufacturer based out of the Toronto area of Canada—though I personally work out of our U.S. arm in northern New Jersey.Our solution is a zinc-based hybrid flow battery that can discharge anywhere from 10 to 100 hours. Traditional flow batteries have two tanks that pump solution between them; ours is a single sealed tank. If you were to look at it, it would resemble a fish tank with a potassium hydroxide electrolyte. It uses zinc chemistry to charge and discharge energy, giving advantages like long lifetime, low degradation, inherent safety, and, of course, the long duration I mentioned earlier.It’s made entirely of commodity materials, so we aren’t subject to the extreme commodity risks affecting other technologies that rely on rare earth elements or materials refined in foreign nations. Aaron Nichols:So does that mean lithium is not involved in the chemistry at all? Brett Simon:We don’t use any lithium. Our solution is completely lithium-free. Aaron Nichols:That’s amazing—you’re much less dependent on supply chain disruptions. Brett Simon:Definitely. I was just at a conference in Austin, Texas, where there was a lot of discussion about supply chain and the drive toward domestic manufacturing for the storage industry, especially with new federal rules around foreign entities of concern. There’s going to be a big push toward domestically manufactured content. Aaron Nichols:So what are some of the major differences in degradation between zinc and lithium? Brett Simon:Good question. Lithium systems have improved a lot over time, but typically, depending on how much you cycle them, you’ll get between a 7- and 13-year lifetime. Our battery targets a minimum 15-year lifetime. That’s a major difference.Our system also has a different discharge profile. Lithium systems—because they’re shorter duration—are usually cycled almost daily. Ours, being long-duration, often does partial cycles each day. Aaron Nichols:Do you have a similar depth of discharge? Brett Simon:Ours is superior—0 to 100 percent. Lithium generally doesn’t go below 5 percent or above 95 percent. But customers don’t really see that difference. The rated capacity they buy is what they get. Aaron Nichols:On EZinc’s website, it says your mission is to enable a safe and cost-effective transition away from fossil fuels to renewables. For listeners who might not know—why is energy storage so important for renewables? Brett Simon:Storage is the key enabler of a renewable grid. A study from about four years ago found that once a grid hits 60–70% renewables, you need 8+ hours of duration storage to function efficiently because of generation variability.Some grids are already approaching that level. Hawaii, for example, was facing solar backfeed issues as early as 2015, even requiring battery storage or smaller systems to limit exports. Aaron Nichols:They also eliminated net metering, didn’t they? Brett Simon:Exactly. So if we want to scale renewables, we need storage—and increasingly, long-duration storage. Ten years ago, a 1 MWh project was exciting. Now, 100 MWh deployments barely make the news. Aaron Nichols:At a basic level, renewables don’t produce power all the time, so we need to store it for when it’s needed most. Brett Simon:Exactly. And beyond that, storage improves the transmission and distribution grid. It can defer or replace costly infrastructure upgrades—substations, poles, and wires—saving utilities time and money. Aaron Nichols:That’s huge. Utilities in our region raise prices every year because they can’t keep up with upgrades. Brett Simon:Yeah, and you’re in PJM territory—same as us in New Jersey. Energy prices and grid constraints are major political topics here, especially during elections. Aaron Nichols:We even have governors threatening to leave PJM! It’s wild. Anyway—what are the major challenges facing storage deployment right now? Brett Simon:Three main ones:First, supply chain. The global battery market is still dominated by China—something like 80–90% of lithium refining happens there. With FEOC (Foreign Entities of Concern) rules kicking in around 2026, there’s urgency to build a domestic supply chain. Second, market design. PJM and other regional operators weren’t built for storage. FERC Order 841 forced markets to compensate storage, but mainly short-duration. We need a similar order for long-duration systems. Right now, if you bid a 24-hour resource, you’re only paid as if it’s a 4-hour one. Third, interconnection and permitting. The process is painfully slow—averaging seven years in PJM from queue to approval. Batteries and solar can be built in a year or less, but permitting delays everything. Aaron Nichols:And permitting isn’t standardized—every jurisdiction does it differently. Brett Simon:Exactly. Even stormwater rules vary wildly and can add months if developers don’t plan for them. Aaron Nichols:You mentioned before recording that you have a soapbox about AI and energy. Let’s hear it. Brett Simon:I’m an AI skeptic—not that it’s bad, but it’s overhyped. It’s great for optimizing battery charge/discharge and identifying faults, but most companies claiming to use AI can’t explain what it actually does. I’ll ask at conferences, “What does that mean?” and often get blank stares. Aaron Nichols:Yeah, that happens across industries. Everyone says “we use AI,” but no one can show where. Brett Simon:Exactly. It’s become a buzzword. I even tried Spotify’s AI DJ once—it said, “You were listening to Blink-182, so here’s Taylor Swift.” That’s not intelligence. I just want companies to be transparent—say what AI actually does and why it’s needed. Aaron Nichols:That’s a great point. Reporters tell me they’re drowning in AI-generated responses. Sometimes not using it is an advantage. Brett Simon:Totally. It comes down to authenticity. If your AI truly optimizes performance—great. But if you can’t explain it, it’s a red flag. Aaron Nichols:I’ve called myself a “nerd whisperer” since joining this industry. There’s often a gap between engineers and communicators—people saying “it’s AI, it just works,” when they don’t understand it themselves. Brett Simon:Exactly. I don’t expect a marketing rep to recite algorithms—but they should be able to clearly explain what it does and why it matters. I once met someone who did just that—gave a full, 20-minute breakdown of how their AI worked. I wish more would follow that example. Aaron Nichols:Alright, to wrap up, I ask everyone the same final question. My grandma just turned 80, and she was born into a world where renewables didn’t exist. What do you think clean energy looks like 80 years from now? Brett Simon:Eighty years from now—so, 2105—I’m going to dream big. I think humanity will at least start building a Dyson Sphere: solar panels orbiting the sun, capturing massive energy directly from our star. It sounds crazy, but a hundred years ago, no one could imagine video calls or smartphones. Why not? Aaron Nichols:That’s what would make interstellar travel possible, right? Neil deGrasse Tyson talks about how civilizations evolve through energy levels—and a Dyson Sphere would get us to the next one. Brett Simon:Exactly. Even in my lifetime, the pace of progress has been wild. Maybe by then we’ll have near-infinite storage—or at least affordable, practical long-duration storage everywhere. Aaron Nichols:That’s a great vision. Brett, thank you so much for coming on today. If people want to find you, where can they connect? Brett Simon:LinkedIn is best. I post regularly and attend plenty of clean energy conferences, especially around New York City. So if you see me at one, say hi! Aaron Nichols:Awesome. Thanks again, Brett. And for everyone listening—that’s been This Week in Solar. We’ll talk to you next week. Brett Simon:Thanks for having me on, Aaron. I really enjoyed it. 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

    29 min
  7. NJ Governor Declares Energy Emergency On Day One

    JAN 23

    NJ Governor Declares Energy Emergency On Day One

    What’s new: New Jersey Gov. Mikie Sherrill wasted no time Wednesday, signing six executive orders before she finished her inaugural address. Two of them were related to energy. Sherrill declared a formal State of Emergency regarding utility costs, allowing the state to bypass red tape, expedite power projects, and get new generation on the grid as fast as possible. * (EO #1) Freezing Rates: The order halts upcoming utility rate hikes and utilizes existing state funds to offset bill increases scheduled for June. * (EO #2) Solar & Nuclear Push: The administration is fast-tracking thousands of megawatts of new solar and battery storage in the short term, and establishing a nuclear power task force to figure out longer-term projects. Why it matters: * Immediate Relief: The policies take an aggressive stance against regional grid operator PJM, blaming their “mismanagement” for current costs and forcing utilities to realign business models to benefit ratepayers. * Supply, supply, supply: Sherrill’s strategy is based on the idea that more power will automatically mean lower costs. Her administration is shifting focus to getting in-state generation on the grid fast rather than relying on the regional grid. Her own words: “In the Navy, I learned that you have to lead, follow, or get out of the way... I promised the people of New Jersey that I would be on a mission to deliver starting Day One.” Checking In on Trump’s Campaign Promise to Cut Energy Bills In Half What’s new: President Trump and his administration have yet to deliver on their campaign pledge to cut energy bills by 50% in their first year, as electricity and gas prices climbed significantly in 2025. * Bills are rising everywhere: The average US household electricity bill rose 6.7% in 2025, and gas bills jumped 5.2%. * It’s worse in our region: Electricity prices in New Jersey and Pennsylvania, however, rose far faster than the national average, rising by double-digit percentage points across both states. * Disconnections: Utility shut-offs (when a power company intentionally cuts power to a specific region) are also spiking. In New York, the disconnection rate rose fivefold. In December, thousands of Colorado residents went without power for an entire weekend due to an intentional utility shut-off. Why it matters: * Supply vs. Demand: Experts say the grid is failing to meet new demand due to the “ideologically driven attack” on wind and solar. Solar is now the cheapest and fastest power source to deploy. * Policy paradox: The White House is doubling down on fossil fuels and blaming “blue states,” but analysts note that infrastructure costs and extreme weather are driving rates up regardless of state politics. Sources: Promise Kept: Governor Sherrill Takes Bold Action with Executive Orders Declaring State of Emergency on Utility Costs New Jersey governor spends first day in office issuing executive orders on solar Trump promised to cut energy bills in half. One year later, has he delivered? How Trump’s promise to slash energy bills in half has failed across the US 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
  8. How to Make Legislators Listen to You: Dan Crawford

    JAN 21

    How to Make Legislators Listen to You: Dan Crawford

    Aaron sits down with Dan Crawford, Senior Vice President at Echo Communications Advisors, a policy-first communications firm that works exclusively with climate and clean energy clients. Dan spends his days helping clean energy companies and nonprofits shape public narratives, place op-eds, and talk to policymakers in ways that actually move votes. He and Aaron dig into how energy prices became one of the hottest political issues in the country and how the solar industry can seize the moment. Listen to this episode here, or on: * YouTube * Apple Podcasts * Spotify You can connect with Dan on LinkedIn here. Expect to learn: * How the clean energy sector got outmaneuvered in Washington during the One Big Beautiful Bill fight * What clean energy companies can do right now to tell better stories, get local press, and bring elected officials into their projects. * Why facts alone do not speak for themselves, and how emotion, human stories, and pocketbook concerns drive modern energy politics. Quotes from the episode: “Energy prices are not going away as an issue. Voters see the increases on their bills and they are looking for someone to blame and someone to fix it.” - Dan Crawford “Clean energy has flipped from being something people supported for climate reasons to something most voters support because they want cheaper electricity.”- Dan Crawford Transcript Aaron NicholsHello, everyone, and welcome back to this week in solar. As always, I’m your host, Aaron Nichols, the research and policy specialist here at Exact Solar in Newtown, Pennsylvania.And today we have someone that I’ve followed for a little while. Once we got started talking on LinkedIn, I realized that I’ve been subscribed to the Echo Communications Newsletter for, I think, over a year, and until I got really excited to make that connection.We have Dan Crawford here, the Senior Vice President at Echo Communications Advisors. Dan, would you introduce yourself and echo and talk about what a day in your working life might look like? Dan CrawfordYeah, Aaron, it’s great to be on the pod. I started listening and we’ve been really enjoying the interview so far.Great to be chatting with you. So Echo Communications and advisors. We are a DC based policy first communications firm. We focus exclusively on climate and clean energy clients.So what I tell people is, you know, we help climate and clean energy companies, nonprofits, organizations have their voices heard in Washington and across the country.So if you’re looking to change policy, if you’re looking to fix a piece of legislation or get something past or input with lawmakers, you know, we help with communications tactics like media, op-eds, messaging to have your voice heard. Aaron NicholsOkay, great. And just off the top of my head, I’m really interested in landing op-eds. How, what’s a off the top of your head tip for anyone who’s interested in getting more? Dan CrawfordYou know, op ads are top. They’re easier said than done. Yeah. There’s a lot of people submitting a lot of op ads to not a lot outlets.I would say the first tip is know your audience. So, if you are trying to reach, you know, people in the specific area look for, you know, local or regional outlets, if you’re trying to reach people that are interested in a specific topic, you know, look at trade publications, look at kind of more niche websites, don’t assume that if you’re writing an op-ed, you have to pitch it to USA Today of New York Times, you know, they’re probably going to be outlets that are better read by your audiences.And if you kind of do your homework a little bit and find something that you think is a really good fit, you’re more likely to get it picked up.You know, having a clear message and a really unique point of view is really helpful. It can’t just be, you know, hey, here’s, you know, this thing that I think is cool, pay attention to me.You have to be making an argument, you have to be, you have to be saying something that it is unique to you that they’re not hearing from a bunch of other people.So make sure your argument is unique, make sure your audience, you have the right audience in mind, and make sure that your writing is solid and compelling. Aaron NicholsYeah, okay, those are all great tips. I mean, I’ve never thought about this until I just asked you that, but the average editor who’s publishing op-eds probably has to sort through just the craziest stuff you can imagine coming into their newspapers.So make yours easy quick and related. Dan CrawfordYeah, you have to imagine, you know, these folks are probably spending like two minutes for submission before they decide whether to accept it or reject it.So you have to make sure that you can grab their attention with something that’s very compelling. When they get go, that’s a unique argument that they haven’t heard before.And a point of view that is not represented in their newspaper or if they’re out there already. Aaron NicholsYeah, well, to take it in a different direction, one thing that I wanted to talk to you about and that we are very excited about at Exact Solar because we install Solar in New Jersey is Mikey Cheryl, winning the governorship of New Jersey. And we also had Abigail Spanberger win the governorship of Virginia and both talked a lot about using clean energy to bring down energy prices when they were on campaign trail.We also saw two new elected officials to the Georgia Public Service Commission who ran on very similar terms, which for that to make national news is crazy.A lot of people probably hadn’t even heard of public service commissions before the last couple of years. So do you think this will be a winning strategy for other candidates a year from now as we go through the midterms? Dan CrawfordYeah, I absolutely do, you know, 2025 elections were a big issue with energy prices across the board, and I don’t see any sign of that changing in the next year.Or if you look at New Jersey and electricity prices were up 20% year over year this summer and polls showed that a vast majority of voters considered it to be an important issue in the election.And Cheryl was really able to seize on that. She came out and announced that she was going to freeze rates, be executive order, and that she was going to fight to reform PJM, the grid operator in New Jersey.And, you know, she really kind of defined the debate over energy prices, and I think, you know, it was very smart and she ended up winning on the issue.You know, we were joking before we started recording. When was the last time a grid operator would say a household name, you know, in an election?So it’s clear that voters are paying attention. People have noticed that their electricity prices are going up, you know, in Virginia, data centers are a huge issue.There’s more data centers in Virginia than I think anywhere in the world, definitely anywhere in the country. And, you know, people see them as you’re driving by, you see these huge data centers, and you know that they’re just gobbling up tons of power.And there’s a big fight over whether there should be more of them and how they should pay for their power.And Spamberger was really able to see them on that as well. And then, of course, in Georgia, you had two Democrats winning in the public service commission, which is the first time that Democrats have won statewide non-federal election in Virginia or in Georgia in like 20 years or something like that.And, you know, these, these public service commissioners, gigs, like, usually if you’re, if you’re in an incumbent, you’re not really worried about a reelection challenge, people tend to just kind of like vote the same people in over and over again.So the fact that voters were fired up enough to even go to the polls for this election, let alone vote for a challenger shows that energy prices are going to be, you know, a huge issue.And I think what we’ve seen is really a flipping of the script with clean energy where, you know, clean energy, especially solar is oftentimes the cheapest form of energy that we put on the grid.It’s by far the fastest, and when you talk about supply constraints as data centers are demanding more power, you know, the fact that you can put solar panels up, the fact that you can get solar panels up and connect them to the grid in a couple of years compared to five, six, seven, eight years for a gas plan means that solar is by far the best option and so clean energy has kind of switched from being something that people backed because they cared about climate change, they backed because they care about the environment, to something that the majority of voters support because they want to see cheaper electricity.And I think that flipping of the script has been really interesting. And it I think is a great sign for the solar industry and for the clean energy industry in general going forward. Aaron NicholsYeah there’s so many places to go here and so many things that I’m curious about since you are in this every day and you know so much more than I do.But I am I’m particularly interested in the story that’s being told right now because I know that that Mikey Cheryl and Abigail Spanberger won, and there was this public service commission election as well.And the media has really seized on that, saying, like, energy is going to be a hot-button issue. But four people does seem like a small sample size to me.And so I’m interested in what you’ve seen in the broader picture as well. Dan CrawfordYeah, I mean, you know, 2025 is an off-year election and, you know, it’s not even a proper mid-term, so you really only have Virginia and New Jersey and then a couple of smaller state elections.So it’s a small sample size, but I don’t think this issue is going away. You’re already seeing Democrats talk about it, you know, who are sort of thinking about running for President in 2028.

    30 min
4.5
out of 5
14 Ratings

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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