Should Big Tech fret Interior Department's slow roll of wind and solar? ... Jigar Shah compares renewables now to fracking of the early 2000s ... Amazon's carbon emissions cllimb ... VPPs save the day in heat waves ... GOP districts come to grips with project cancellations

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A salute to Cipher ... Renewables go missing in Pittsburgh ... The US threatens to pull out of the IEA ... Uncertainty persists for transferability of tax credits ... California bill tweaks net metering for home sales

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Sponsored by KPMG

Policy shifts and market pressures are making big headlines in renewables industry in the US. Amid all the uncertainty, Daniel Cruise, Partner and Head of Renewables at LIUM, returns to the show to provide an update on the state of the solar sector. Leveraging data gathered via LIUM's solarSAT montioring system, Daniel offers a near-term forecast for utility-scale solar that many listeners of this podcast might find surprising.

(Note: This episode was recorded on June 25, 2025)

More resources from KPMG:

Shaping the Future of Renewable and Emerging Energies

Natural Gas Power Surge

The First 100 Days: The New Administration's Impact on Energy

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Sponsored by KPMG

Negotiations currently taking place on Capitol Hill stand to have a dramatic impact on tax incentives in the Inflation Reduction Act that have powered tremendous growth in clean energy and domestic manufacturing. With so much chatter coming out of Congress, Alfred Johnson, the co-founder and CEO of Crux, and Lauren Collins, a partner at Vinson and Elkins LLP, return to the show to help separate the signal from the noise -- or in this case, decipher the difference between a scalpel and a sledgehammer.

Insights from Crux (updated May 22, 2025)

Insights from Vinson & Elkins LLP (updated May 22, 2025)

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Transferable Tax Credits

Trade and Tarfiff Insights

Shaping the Future of Renewable and Emerging Energies

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From project development and permitting to interconnection, construction and startup, the experience of a fully integrated engineer-procure-construct (EPC) team can be a crucial driver of results for renewables projects. With that in mind, two experts from Burns & McDonnell join the show to outline best practices for getting projects done amid all the uncertainty that is swirling around the industry. Cam Garner, section manager in the solar program, and Bob Fayard, solar preconstruction manager, share examples from the field and offer great tips that owners and developers can utilize at various stages of a project.

More resources from Burns & McDonnell:

Drive Predictable Results With an Integrated EPC Team

Early Moves That Matter: Aligning Solar Project Teams From Day One

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Walt Musial, a principal engineer at the National Renewable Energy Laboratory, stops by the show to discuss the current state of the US offshore wind market. Walt details progress in key regions like the Northeast, where gigawatt-scale projects are actively under construction. Walt addresses the ramifications of renegotiations of power purchase agreements and the mixed outcome of recent offshore wind lease auctions. On the technology front, Walt goes into great detail about the potential of floating wind technology, which offers flexible siting and cost benefits when compared to fixed-bottom turbines. Walt also outlines the key highlights of NREL's annual Offshore Wind Energy Market Assessment, which track information for 2,036 active offshore wind energy projects in 49 countries.

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