This is your SolarWakeup for February 13th 2025

What’s The Future Of Solar? People that know me well know that I live within the realm of what seems possible and adjust my outlook based on the variables changing. When real entrepreneurs have told me their innovative ideas, I usually can’t grasp the overlap of ‘sounds good’ and ‘possible’. But that’s why I scale businesses versus start them. I give you this background because I had the fun time of catching up with Andrew Birch (Birchy) this week as he gave me his latest view of his ‘solar model’ where he projects where the market is going. For background, for those that don’t know him, Birchy was a co-founder of Sungevity and is co-founder and CEO of OpenSolar. He’s still banging the drum for solving for automated permitting and removing half the installed cost, as the fundamental solution to unleash the US resi market (down 25% over the last few years and at risk again this year).Sounds like the market is off to a soft start to 2025.Globally he’s much more upbeat. I know he’s always kept a big model on the progress of the global solar industry, but he just decided to publish the results this month as he’s projecting a stunning headline: if the solar industry continues to grow at 25%, solar will supply over half the world’s energy in the next decade.  That’s half of all energy, not just electricity.  Check out the 3min video here, take a look and let us know your thoughts. 

Opinion

Best, Yann