Clean energy deployment is moving faster than many investors realize. Russell Gold reflects on lessons from decades covering energy markets and how narratives, capital allocation, and technology shape the industry’s trajectory. From solar’s dominance on the grid to domestic manufacturing ambitions, the conversation explores where momentum is truly building.
Main Topics Discussed
• Why solar and storage dominate new power generation in the United States
• Wall Street narratives versus the reality of energy infrastructure deployment
• Transmission challenges and the rise of behind-the-meter energy solutions
• Regional conditions driving solar development across the western United States
• The future competitiveness of domestic solar manufacturing in global markets
