The Real Reason U.S. Solar Is So Expensive #344 copertina

The Real Reason U.S. Solar Is So Expensive #344

The Real Reason U.S. Solar Is So Expensive #344

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Solar modules once cost $8 per watt. Geoff Greenfield bought his first panels from a classified ad in Home Power magazine. Twenty-six years later, he leads an EPC division building 67 MW projects and negotiating 100 MW contracts.

In this episode of The Clean Power Hour, host Tim Montague sits down with Greenfield to trace the full arc of the U.S. solar industry, from off-grid battery systems with lead-acid batteries to utility-scale construction backed by a multi-billion-dollar general contractor. They cover NABCEP's role in professional standards, why U.S. residential solar costs two to three times more than in Australia or Germany, and why the industry needs to prepare for a future without tax credits.

EPISODE HIGHLIGHTS

  • Starting a solar company in 2000 meant buying used 53-watt panels from classified ads at $6 per watt. Greenfield traces how the economics shifted from pure environmental motivation to grid parity and beyond.
  • NABCEP credentials go beyond technical competence. Organizations have lost certification over ethical violations, and state attorneys general are now pursuing solar bad actors.
  • Panel efficiency is approaching physical limits, but economic efficiency still has room.
  • In PJM territory, commercial battery storage pays for itself through peaking value and ancillary services, sometimes faster than solar alone. Resilience sells in residential, but the commercial case depends on grid services math.
  • The solar tax credit is likely not returning. Companies preparing for 2028 and beyond are cutting soft costs, joining procurement cooperatives like Amicus Solar, and building business models that work without incentives.

This conversation provides a 26-year field perspective on what it took to grow from a one-person off-grid installer to a utility-scale EPC, and what comes next for companies facing the same transition.

Connect with Geoff Greenfield, Kokosing

Geoff LinkedIn: https://www.linkedin.com/in/geoff-greenfield-595a406/

Kokosing Website: https://kokosingsolar.com/

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The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com

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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

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