The Battle for Solar’s Future: Solar Manufacturing & Policy Insights from PanelClaw & CPS America | EP277

Today on the Clean Power Hour, host Tim Montague speaks with Costa Nicolau of PanelClaw and John Drummond of CPS America about the critical policy challenges facing the solar industry in 2025. Recorded at InterSolar San Diego, the conversation highlights the existential threat to energy credits that the solar and storage industries depend on.

Costa Nicolau, a long-time SEIA board member, delivers a passionate call to action for industry professionals to become more politically engaged as Congress considers significant budget cuts that could impact the ITC, IRA, and other vital solar incentives. The discussion emphasizes how these policies have successfully built American manufacturing capacity from nearly zero to over 50 gigawatts of solar module production and created thousands of jobs across red, blue, and purple states.

John Drummond provides insights on how CPS America is adapting to policy changes by developing new energy storage solutions, particularly in response to shifts like California's NEM 3.0. Both guests stress that solar offers immediate energy independence benefits that complement longer-term solutions like nuclear power, making it an essential component of American energy strategy.

The episode concludes with breaking news about a House vote signaling potential reconciliation package cuts of $4-4.5 trillion, placing all energy credits at risk. Don't miss this essential conversation about the future of American energy policy and how the solar industry must unite to protect its interests. Listen now to understand what's at stake and how you can help defend the progress we've made.

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John Drummond
CPS America

Costa Nicolau

PanelClaw

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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