Dumoulin-Smith: U.S. residential solar dealer markups will fall without tax credits
Julian Dumoulin-Smith · Tumult in residential solar · Jul 10, 2025 · at 30:44
Jefferies analyst Julian Dumoulin-Smith discusses how high U.S. solar soft costs and dealer markups will compress once federal tax subsidies expire.
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“As we see the tax sort of come out, you're going to see that spread, that difference in how you know, you price residential solar in the U.S. Start to come up, right? The dealer markups and the like start to come down.”
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