Why Solar and Batteries Are Still Winning, Even in a Trade War скачать в хорошем качестве

Why Solar and Batteries Are Still Winning, Even in a Trade War

When President Trump kicked off an aggressive trade war, a lot of people predicted economic doom. But it didn’t happen. We’re seeing something similar in clean energy right now: ever-shifting tariffs, half-written rules on foreign sourcing, and the weaponization of permitting. But capital hasn’t fled either. In fact, it increased last year — even as manufacturing investment pulled back. In this episode of Open Circuit, we dig into new market intelligence from Crux and ask: what does “resilience” actually look like in the capital stack? Where is money leaning in — and where is it quietly stepping away? Then we turn to the technologies pulling in the most capital right now: solar and batteries. That’s also where tariffs and Foreign Entity of Concern (FEOC) rules are theoretically most acute — and yet the market is still scaling fast. We break down the battery boom, what it means for grid reliability, and why some developers are increasingly willing to skip tax credits entirely to avoid FEOC complexity. Timestamps: 0:00 Cold open 1:00 The trade war analogy — and why doom didn’t show up 8:00 Crux market snapshot: where capital grew in 2025 12:30 Safe harbor and the “170 GW” debate 15:00 Tax credit markets, selectivity, and balance-sheet advantage 27:00 FEOC rules: what’s clearer, what’s still murky 37:30 The Supreme Court tariff ruling — what it actually changes (and what it doesn’t) 43:30 Solar + storage: why the most exposed sectors are still pulling in capital 45:00 The battery boom: what 2025 deployment tells us about 2026 53:00 The new twist: skipping tax credits to avoid FEOC 55:30 Data centers + co-located generation: gas hedge or battery future? 1:02:30 Final takeaways: what “maturity” looks like now Episode resources: Read the Crux market intelligence report: https://www.cruxclimate.com/reports/2... Read the SEIA battery report: https://seia.org/news/united-states-i... Sponsors: Ready to accelerate your career in clean energy? Yale’s Financing and Deploying Clean Energy Certificate is a fully online, 10-month program built for working professionals. It delivers real-world skills in clean energy policy, technology, project finance, and innovation — all in just five hours a week. Enroll here: https://cbey.yale.edu/ Use the discount code OpenCircuit26 on your application to save $500 on tuition. Applications close April 20, 2026. Want to learn more about the hidden world of data centers? Listen to Google’s podcast, Where the Internet Lives: https://datacenters.google/discover-m... And watch the documentary series: https://www.youtube.com/hashtag/where... About Open Circuit: Open Circuit brings together three industry veterans to decode the forces shaping the next era of the energy transition — from AI-driven load growth and supply chain crunches to market upheavals and policy battles. Hosted by Stephen Lacey, Jigar Shah, and Caroline Golin, the show offers a rare insider’s view into the biggest technological and economic transformation of our time. Watch more episodes: https://www.youtube.com/@LatitudeMedi... Read Latitude Media: https://www.latitudemedia.com/ Subscribe to newsletters: https://www.latitudemedia.com/newslet... Get your ticket to Transition-AI: https://www.latitudemedia.com/events/...