Solar has matured from proving financeability to delivering decades of reliable performance. Vishrut Bhatt explains how expectations have shifted toward long-term partnerships, scalable operations, and lifecycle support. As projects grow and timelines extend, success depends on aligning manufacturing, service strategy, and innovation with asset owners’ 30-year revenue outlook.
Main Topics Discussed
• Evolution of solar industry from early deployment to large-scale, mature market
• Changing expectations from bankability to long-term performance and lifecycle support
• Importance of scaling manufacturing, operations, and partnerships with IPPs
• Interconnection delays and rise of behind-the-meter energy for data centers
• Role of domestic manufacturing and supply chain strategy in project de-risking
