residential solar market
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Nov 9, 2023 by Shayle Kann · across every show →
Everything said about residential solar market, oldest first
Nov 9, 2023 bearish
Kann: Residential solar market might contract over the next year
“Which the residential solar market between interest rates and some policy changes, particularly in California around net metering, that's a market that might be down over the next year. You know, relative to this year, and I think this year might be down relat…”
Jul 10, 2025 bullish
Dumoulin-Smith: Solar leasing volume will rise in 2026 despite market contraction
“20, 26 is going to be, again, I would call it extraordinarily dynamic in a market which you could argue the market itself is going to decline in absolute terms. And yet for the incumbent leasing companies, arguably their volumes on a discrete basis are going t…”