
That Which Does Not Kill Clean Energy Makes It Stronger
About this episode
Nietzsche must have been referring to clean energy. Not even Nostradamus could have predicted this much turmoil in the energy sector in 2025. Nevertheless, Barry predicts steady clean energy progress due to lower solar, battery and heat pump costs.
1) Bad news - expect a record number of clean energy bankruptcies in 2026
2) AC2HP reach codes for homes will take off
3) Utilities will lie every time they say that the data center buildout will not cause electric rates to skyrocket
4) Battery storage costs will continue to decline rapidly
5) Cheap batteries + solar will threaten all other grid energy sources
6) Top tier battery system manufacturers will gain share
7) More rooftop solar MCIs, fewer MLPEs
8) Residential solar financing demand will exceed supply of compliant modules and batteries
9) Plug-in solar hype will eventually crack the utility interconnection monopoly
10) Automakers will fail with V2G but succeed with V2H
Tune into this week’s Energy Show for details on these predictions, as well as a translation of this new slew of clean energy acronyms (AC2HP, MCI, MLPE, V2G, V2H, ETC).
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