Demand for solar, storage and electrification is at an all-time high in the U.S. But economic and political uncertainties have clouded up my 2025 crystal ball. Nevertheless, here is what I see going into 2025. 1) No one knows what will happen with IRA tax credits and rebates 2) TPO system demand will increase if residential IRA incentives are reduced. 3) Utilities throughout the U.S. will increasingly exercise their monopoly power to suppress or outright prohibit customer-sited solar and battery systems 4) Electricity demand will increase more slowly than utilities predict 5) Heat pump rebate process was broken even before it started 6) Heat pumps combined with solar will shine in 2025 7) New UL-3741 solar rapid shutdown codes add price pressure to micro-inverter and optimizer component suppliers 8) Battery system shortages will continue in 2025, but newcomers will be hard pressed to meet this demand 9) Battery systems with integrated inverters will become the standard 10) “Grid Defection” will enter the energy system lexicon For the details on my Ten Solar, Storage and Electrification Predictions for 2025, please check out the Energy Show website at www.energyshow.biz
