Local Trackers. The 45X credits are making a real impact to the supply chain in trackers, importantly partnering innovating tracker manufacturers with existing steel companies and allowing them to expand. This is allowing an even landscape between large incumbents and new entrants with innovative tech to benefit at the same level without massive capex disadvantages. Trackers have been on a 20 year innovation curve and it seems like it’s just beginning to gain hold. The Oil Conundrum. How does a president that signed the largest clean energy infrastructure investment bill in history square the reality with the electorate that the United States … Read More →


Local Trackers. The 45X credits are making a real impact to the supply chain in trackers, importantly partnering innovating tracker manufacturers with existing steel companies and allowing them to expand. This is allowing an even landscape between large incumbents and new entrants with innovative tech to benefit at the same level without massive capex disadvantages. Trackers have been on a 20 year innovation curve and it seems like it’s just beginning to gain hold. The Oil Conundrum. How does a president that signed the largest clean energy infrastructure investment bill in history square the reality with the electorate that the United States … Read More →

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