Navigating the Solar Coaster: Strategic Resilience in a Volatile Market

While the long-term fundamentals of the energy transition remain robust, the immediate path for developers has become a "solar coaster" of regulatory shifts and market whiplash. In this executive conversation, Jason Kaminsky (CEO, KWH Analytics) and Zoe Berkery (COO, Clean Capital) sit down to dissect how the industry’s leading players are moving beyond simple solar deployment toward a sophisticated, storage-heavy strategy to ensure project viability through 2029.

The conversation has moved beyond the "if" of renewable deployment to the "how" of market survival. As the industry grapples with the slow reveal of policy impacts and procurement hurdles, Clean Capital’s journey offers a blueprint for adapting to the current environment—shifting from a pure-play acquirer to a vertically integrated developer focused on brownfield and greenfield innovation.

Strategic Takeaways: Beyond the Megawatt

• The Pivot to Storage and Hybridization: Clean Capital’s pipeline has undergone a fundamental technology shift, with a majority now focused on battery storage. This is no longer just a trend but a technical necessity for grid reliability and revenue optimization.

• Speed to Power as a Competitive Moat: In the face of 15-year timelines for nuclear and heavy utility-scale projects, Distributed Generation (DG) offers the "speed to power" required to meet the immediate electrification demands of data centers and corporate off-takers.

• From Sustainability to Energy Dominance: The messaging for clean energy is evolving. While the "North Star" remains the climate transition, successful developers are now framing projects through the lens of reliability, resiliency, and energy dominance to secure local and regulatory buy-in.

• Operational Realism in Asset Management: As the industry matures, the focus has shifted to the "real life" of the asset. Moving away from optimistic modeling, the focus is now on prevailing wage compliance, domestic content requirements, and the hard realities of project performance.

Meet the Experts in San Diego

Both Zoe Berkery and Jason Kaminsky will be featured speakers at the upcoming Solarplaza Summit Asset Management North America on 1-2 April 2026 in San Diego.

Join 650+ high-level stakeholders to dive deeper into these topics, explore the latest in BESS asset management, and network with the leaders shaping the future of the North American solar landscape.