Latest / Catalyst with Shayle Kann
Tumult in residential solar
Residential solar has had a rough couple of years. In 2024, the market contracted 31% and major companies like Sunpower and Titan went bankrupt. Now, only halfway through 2025, Sunnova and Mosaic have filed for bankruptcy, too. The market has suffered from low demand, high interest rates, and major policy changes like California’s cuts to net metering.
So now that the One Big Beautiful Bill phases out key tax credits, what’s next for the battered industry?
In this episode, Shayle talks with Julien Dumoulin-Smith, who leads equity research for power, utilities, and clean energy at Jefferies…
The skinny
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