Is This The Reality Check We All Needed?

Layoffs. Shrinking margins. Policy gut punched. If you’ve been wondering how the solar industry will make it through this, hang tight - I’ve got a 20+ yr veteran who’s seen enough dips & turns on the SolarCoaster to provide ample insight.

Barry Cinnamon returns to SunCast for a brutally honest conversation with Nico Johnson about what’s unraveling in the solar and storage space—and what smart companies are doing to stay ahead.

From Capitol Hill chaos to customer acquisition woes, this conversation covers the unfiltered landscape of 2025’s solar rollercoaster. If you’re feeling the pressure to pivot, cut back, or just survive, you’re not alone.

Expect to learn:

🔹 Which financing models are collapsing—and who might survive

🔹 Survival tips from companies investing in HVAC, roofing, and service

🔹 Where companies are cutting fat and doubling down

🔹 Why marketing is often first to go—and why that’s a mistake

This isn’t about doom and gloom—it’s about adaptation. And as Barry reminds us, clean energy is inevitable. But only the nimble will thrive in the next 12 months.

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

SunCast is proudly supported by Trina Solar.

You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus

838: Cutbacks, Consolidation & Clean Energy Chaos: The State of Solar 1H:2025, with Barry Cinnamon

SunCast

838: Cutbacks, Consolidation & Clean Energy Chaos: The State of Solar 1H:2025, with Barry Cinnamon