Join Tim Montague and John Weaver for this bi-weekly Solar & Storage News LIVE, where they dive deep into the latest developments shaping the solar industry. In this April 18, 2025, episode, our hosts explore critical industry updates from policy battles to technological breakthroughs that could reshape the future of renewable energy.

The discussion evolves into a broader conversation about America's position in the global renewable energy race, particularly in relation to China's aggressive advancement in solar, battery, and EV technologies.

Key Topics Covered:

• IRA Update: Bipartisan support grows with legislators stating opposition to wholesale repeal
• Oxford PV Breakthrough: The company signs a landmark perovskite silicon tandem patent licensing agreement with Trina Solar
• Global Solar Milestone: Solar power surpasses 10% of global electricity consumption in 2024
• Silver Prices Impact: 21% increase in silver prices affects solar manufacturing costs and innovations
• China vs. US: Analysis of technology leadership in renewable energy and the importance of collaboration
• Safety Alert: Discussion on workplace safety following a tragic wind turbine accident
• Project Updates: Real-world challenges including foundation issues in carport installations
• Copper Theft: Law enforcement tackles organized copper theft targeting solar plants in Spain

Subscribe to Clean Power Hour for bi-weekly updates on solar, battery, and wind energy news, and join the conversation about building a sustainable energy future.

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The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com

Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/

The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

Today’s episode of the Clean Power Hour, Tim Montague welcomes back Chris Lettman, US Sales Director for Imperial Star Solar, to dive deep into the world of domestic content in solar panel manufacturing. As the US approaches 50 gigawatts of solar panel manufacturing capacity, Chris brings his 16+ years of industry experience to clarify the often misunderstood requirements for domestic content qualification.

Chris explains the critical distinction between modules assembled in the US versus those that truly qualify for the 10% ITC domestic content adder, which requires US-manufactured solar cells. With only about 5 gigawatts of the current 50 gigawatts of panel manufacturing capacity using domestically produced cells, Chris cautions developers and EPCs to thoroughly vet manufacturers' claims about domestic content eligibility.

The conversation explores Imperial Star Solar's 2-gigawatt manufacturing facility in Houston, Texas, their partnership with Suniva for solar cells, and their commitment to transparency regarding domestic content verification. Chris shares insights from his recent experience at the Solar and Wind Finance Conference in Phoenix, noting the growing brand recognition of Imperial Star in the US market.

Tim and Chris also discuss the broader implications of reshoring solar manufacturing, including job creation, tax revenue, and supply chain security. They address how the current political climate affects the solar manufacturing renaissance spurred by the Inflation Reduction Act, emphasizing the importance of continued good industrial policy to support American manufacturing.

Whether you're a solar developer navigating ITC requirements, an EPC looking to source domestically manufactured panels, or simply interested in the future of American clean energy manufacturing, this episode offers valuable insights you won't want to miss. Listen now to understand the complexities and opportunities in US solar panel manufacturing.

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Chris Lettman

Imperial Star Solar

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The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com

Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/

The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

Today on the Clean Power Hour, recorded at Intersolar San Diego, host Tim Montague sits down with McKay Johnson of Helix Electric and Kelly Shamblen of CPS America to discuss the current state of the commercial and industrial solar market. Despite the industry's unpredictable nature—often called the "solar coaster"—both guests express optimism about continued growth in the clean energy transition.

McKay Johnson highlights how permitting challenges in Southern California create obstacles for project implementation, noting that other states offer a smoother process for getting solar projects "into the ground and built." The conversation reveals a significant shift in the storage market, with Johnson explaining how Helix Electric has moved from primarily PV-only installations to seeing dramatic growth in hybrid systems and standalone battery storage projects over the past 18 months.

The discussion also explores how NEM 3 (Net Energy Metering 3) has created tailwinds for storage adoption, changing project characteristics even while overall development pace remains strong. Johnson shares insights into why Helix Electric consistently chooses CPS America for power electronics, citing product quality, continuous innovation, and exceptional customer service as key factors in their long-standing partnership.

Kelly Shamblen offers perspective on Southern California's role as a hotbed for C&I (Commercial and Industrial) projects, particularly highlighting school districts, municipalities, and retrofit opportunities as growth areas. The episode concludes with both guests emphasizing the value of industry trade shows like Intersolar for discovering innovations and the importance of strong, loyal partnerships in navigating the evolving solar landscape.

Listen to this episode to gain valuable insights into market trends, technological developments, and successful business relationships that are helping speed the energy transition in Southern California and beyond.

Social Media Handles

McKay Johnson

Helix Electric

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Clean Power Hour
Clean Power Hour on YouTube
Tim on Twitter
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Email tim@cleanpowerhour.com

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The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com

Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/

The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com