SMP 297: Solar Gets Complicated: AI, Storage, Inverters & Grid Challenges

In Episode 53 of The League, Benoy Thanjan and David Magid discuss how the solar industry is becoming more complex as policy uncertainty, storage, cybersecurity, and grid constraints reshape project development. They look at growing concerns around inverter supply chains and national security, as well as the impact of changing rules on financing and project timelines. The conversation also covers Massachusetts’ latest energy storage solicitation and the rising costs of permitting, interconnection, and network upgrades. They also discuss ERCOT’s massive queue of large-load applications driven by data centers and the increasing scrutiny around grid and resource impacts. The episode highlights why success in clean energy now requires understanding far more than just solar panels.