Demand for solar, storage and electrification is at an all-time high in the U.S. But economic and political uncertainties have clouded up my 2025 crystal ball. Nevertheless, here is what I see going into 2025.
- No one knows what will happen with IRA tax credits and rebates.
- TPO system demand will increase if residential IRA incentives are reduced.
- Utilities throughout the U.S. will increasingly exercise their monopoly power to suppress or outright prohibit customer-sited solar and battery systems.
- Electricity demand will increase more slowly than utilities predict.
- Heat pump rebate process was broken even before it started.
- Heat pumps combined with solar will shine in 2025.
- New UL-3741 solar rapid shutdown codes add price pressure to micro-inverter and optimizer component suppliers.
- Battery system shortages will continue in 2025, but newcomers will be hard pressed to meet this demand.
- Battery systems with integrated inverters will become the standard.
- “Grid Defection” will enter the energy system lexicon.
For the details on my Ten Solar, Storage and Electrification Predictions for 2025, please join us on this week’s Energy Show Podcast.
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