Solar and storage resilience amid policy headwinds

The panel examines why solar and storage have remained resilient despite broader policy uncertainty. Nick Riva cites fundamental economics and a backlog of safe harbour projects. Glenn Jacobson highlights that hyperscalers accounted for roughly half of large corporate PPAs last year and that solar remains the cheapest and fastest source of new power regardless of policy. He also discusses how major tech companies like Google and Microsoft continue to pursue net zero commitments even as they add gas capacity.