Residential solar has had a rough couple of years. In 2024, the market <a href="https://www.latitudemedia.com/news/is-residential-solar-poised-for-a-comeback/">contracted</a> 31% and major companies like <a href="https://www.latitudemedia.com/news/sunpower-is-bankrupt-competitors-see-opportunity/">Sunpower</a> and Titan went bankrupt. Now, only halfway through 2025, <a href="https://www.latitudemedia.com/news/sunnovas-debt-problem/">Sunnova</a> 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 <a href="https://www.linkedin.com/in/julien-dumoulin-smith-4554191/">Julien Dumoulin-Smith</a>, who leads equity research for power, utilities, and clean energy at Jeffries. Shayle and Julien cover topics like:
Why the IRA eased — but didn’t solve — the troubled market’s key challenges, like high interest rates, tax equity challenges, and intense competition
How debt prevented companies from weathering rising input costs
How the final version of the One Big Beautiful Bill avoided the worst case scenarios for residential solar
Whether the bill will impact utility or residential solar more
How the shift toward leasing will benefit  larger companies over small, local installers
The impact of rising electricity prices
Resources:
<a href="https://www.latitudemedia.com/news/sunnovas-debt-problem/">Latitude Media</a>: Sunnova’s debt problem
<a href="https://www.latitudemedia.com/news/is-residential-solar-poised-for-a-comeback/">Latitude Media</a>: Is residential solar poised for a comeback?
<a href="https://www.latitudemedia.com/news/open-circuit-does-residential-solar-have-a-bad-product/">Open Circuit</a>: Does residential solar have a bad product?
<a href="https://www.latitudemedia.com/news/could-vpps-save-rooftop-solar/">Catalyst</a>: Could VPPs save rooftop solar?
<a href="https://www.latitudemedia.com/news/sunpower-is-bankrupt-competitors-see-opportunity/">Latitude Media</a>: SunPower is bankrupt. Competitors see opportunity
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor.
Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at <a href="http://go.anzarenewables.com/latitude">go.anzarenewables.com/latitude</a>.
Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting<a href="https://www.energyhub.com/"> energyhub.com</a>.
Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at <a href="http://antennagroup.com/">antennagroup.com</a>.

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Jeffries’ Julien Dumoulin-Smith talks about what Trump’s One Big Beautiful Bill means for residential solar.

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