Check out the recap from the show on YouTube or wherever you get your podcasts:
Highlights From This Episode:
After months of anticipation, the “One Big Beautiful Bill” was officially signed into law on July 4th, 2025. In this podcast, David Dunlap, BayWa r.e. VP of Product Strategy, and Joy Seitz, CEO of American Roofing & Solar, discuss initial reactions to the bill and strategies moving forward with the new legislation in place.
- 0:00 – Intro
- 1:37 – Is this a setback for the solar industry?
- 4:45 – Installer advocacy experience leading up to the final bill
- 12:48 – How will the early elimination of 25D (Homeowner ITC) affect solar installers?
- 25:32 – Commercial tax credits, the value of leasing models and solar installations for businesses
- 35:50 – Foreign Entities of Concern (FEOC), Safe Harboring, and other considerations for C&I solar
- 48:36 – The state of clean energy manufacturing in the U.S.
- 1:01:00 – The immediate timeline of industry shifts
- 1:04:45 – Positioning solar beyond ROI & adding diverse offerings
- 1:15:15 – Final thoughts
Note: This podcast was recorded on July 8th, 2025.
David Dunlap
VP, Product Strategy
BayWa r.e.
BayWa r.e. Solar Distribution supplies residential and commercial solar installers in the United States with quality solar + storage components, forecasting, business planning advice, and a community of experts. Visit www.solar-distribution.com to engage with our team, read our industry insights articles, and stream our Solar Tech Talk podcasts and recorded webinars on YouTube and Spotify. Follow us on LinkedIn and Facebook to stay connected. Ask us about our Financing Program and use our industry-leading Webstore to save time, get gear shipped, and get jobs done!
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