This episode breaks down the financing shifts you need to understand - from TPO to loan structures and how to evaluate your options in a volatile market.

With the residential tax credit set to expire at the end of the year, things are changing fast in the solar industry. Here's what installers should do next.

To move the industry forward, repowering PV solar systems is now more important than ever before. Hear insights, tips, and tricks from the experts in this Solar Tech Talk episode!

Check out the recap from the show on YouTube or wherever you get your podcasts:










































Highlights From This Episode:

















After months of anticipation, the "One Big Beautiful Bill" was officially signed into law on July 4th, 2025. In this podcast, David Dunlap, BayWa r.e. VP of Product Strategy, and Joy Seitz, CEO of American Roofing & Solar, discuss initial reactions to the bill and strategies moving forward with the new legislation in place.

0:00 - Intro
1:37 - Is this a setback for the solar industry?
4:45 - Installer advocacy experience leading up to the final bill
12:48 - How will the early elimination of 25D (Homeowner ITC) affect solar installers?
25:32 - Commercial tax credits, the value of leasing models and solar installations for businesses
35:50 - Foreign Entities of Concern (FEOC), Safe Harboring, and other considerations for C&I solar
48:36 - The state of clean energy manufacturing in the U.S.
1:01:00 - The immediate timeline of industry shifts
1:04:45 - Positioning solar beyond ROI & adding diverse offerings
1:15:15 - Final thoughts

Note: This podcast was recorded on July 8th, 2025.













Joy Seitz
Owner & CEO
American Solar & Roofing









David Dunlap
VP, Product Strategy
BayWa r.e. 















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BayWa r.e. Solar Distribution supplies residential and commercial solar installers in the United States with quality solar + storage components, forecasting, business planning advice, and a community of experts. Visit www.solar-distribution.com to engage with our team, read our industry insights articles, and stream our Solar Tech Talk podcasts and recorded webinars on YouTube and Spotify. Follow us on LinkedIn and Facebook to stay connected. Ask us about our Financing Program and use our industry-leading Webstore to save time, get gear shipped, and get jobs done! 
Part of the BayWa r.e. Global family of renewable energy companies.

Zooming in on the concept of “repowering,” and how you can turn that into a profit center as a solar installer.

Hear experts from BayWa r.e., Enphase, and Enstall dive even further into the complexities of the domestic content bonus adder and what it means for installers and contractors in 2025.

What will the solar market look like in 2025? Join BayWa r.e. and Chris Crowell as we cover topics like product oversupply, residential market expectations, the upcoming presidential administration's impact on solar, and more.

Join BayWa r.e. as we sit down with Enphase and Enstall to break down the complexities of the domestic content bonus adder and what it means for installers and contractors.

Solar Builder Editor-in-Chief Chris Crowell gets a crash course in third-party ownership (TPO) solar programs from BayWa r.e. Finance Program Manager Joshua Tinaglia.

Recap and explore the conversations from RE+ 2024, including the state of solar financing, why third-party ownership (TPO) is an important financing tool for solar installers, how the domestic content adder is being utilized, and how to judge loans vs. leases heading into 2025.

In this episode of Solar Tech Talk, BayWa r.e. sits down with Fronius to discuss their GEN24 product line and how their new GEN24 PLUS software upgrade supports efficient design and customer satifaction.

We’re taking stock of solar business in 2024 and previewing what’s happening at RE+ in Anaheim with BayWa r.e.’s Director of Business Development, Travis Walker and Chris Crowell, Editor-in-Chief at Solar Builder Magazine.

Have you been searching for a gathering of fellow Solar Pros across the nation that are committed to growing, innovating, optimizing and bettering not just their solar businesses, but the entire solar industry? The Business Leadership Summit may be your golden ticket.

Saying no to bad business is crucial for solar installers. BayWa r.e. and Solar Builder talk best business practices to help speed up quality growth in today's market.

In this episode of Solar Tech Talk, BayWa r.e. sits down with Enphase Energy to talk all things commercial solar, break-out and go-to-market strategies, tips and tricks for navigating commercial insurance and install safety, and so much more.

California solar installers experienced a disastrous 2023 as soon as the NEM 3 rate changes took effect. Is there any way to Power Forward! in California?

What went wrong for the solar industry in 2023? Did anything go right? What can we expect in 2024 in terms of residential solar demand and solar panel supply? BayWa r.e. and Solar Builder discuss what to expect in 2024.

On this episode of Solar Tech Talk, BayWa r.e.'s Aaron Bingham and Jason Burnett sit down with our friends at SPAN to discuss exciting new partnerships, their latest and greatest in products, and how their work can help you become a whole home electrification expert.

Keep watching to learn all about the Qcells overall growth strategy, their efforts in the U.S. space and their navigation of retail energy rate plans.

In this podcast episode, BayWa r.e. and Solar Builder Magazine discuss the hottest trends and takeaways from this year's RE+, how to navigate module purchasing in 2024, and what is coming up the pipe for energy storage.