About this episode

The episode discusses a recent US federal court ruling affecting solar and wind safe harbor rules and the implications for developers, alongside trends observed at the Shanghai Solar Show.

A US federal court just ruled the IRS acted in an "arbitrary and capricious" manner on solar and wind safe harbor rules, shaking up project timelines for developers racing toward the July 4, 2026 deadline. Meanwhile, at the Shanghai Solar Show (SNEC), energy storage claimed more floor space than solar panels for the first time, signaling a major shift in where the industry is placing its bets. Tim and John dig into safe harbor court rulings, vertical integration in US module manuf...

People in this episode

Hosts: Tim Montague, John Weaver

Topics covered

• solar energy
• court rulings
• project timelines
• energy storage
• vertical integration
• module manufacturing

Keywords

• solar safe harbor
• court ruling
• IRS
• energy storage
• project timelines
• vertical integration
• module manufacturing

Mentioned in this episode

Organizations: IRS, SNEC

Places: US, Shanghai

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