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.
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