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Safe Harbor Strategies in the Solar Industry (2025-2026)
As the U.S. solar market evolves under rapid policy shifts, developers, investors, and procurement teams must reevaluate how they approach tax incentives, project development, and risk management. With the introduction of the One Big Beautiful Bill Act (OBBB or HR1), and subsequent IRS and Treasury guidance, safe harbor strategies have become both more critical and more complex for solar projects in 2025 and 2026. This blog post offers a comprehensive, client-ready guide to:
Sanjay Bhatia
Oct 215 min read


The Shifting Landscape of the Solar Energy Market: A Deep Dive into Domestic vs. International Content Supply
The solar energy industry is in a constant state of flux, shaped by a complex interplay of market forces, technological advancements, and policy shifts. For stakeholders across the value chain-from developers and original equipment manufacturers (OEMs) to utilities and investors-navigating this dynamic environment is crucial for success. As a consultant specializing in market strategy, supply chain, finance, and policy within the renewable energy sector, I partner with these
Sanjay Bhatia
Oct 146 min read


Asset-Light Acceleration - Scaling Clean Energy Through Smart Financial Structures (TPO-PPAs) and Special Purpose Company (SPC)
As enterprises and customers across residential and commercial solar, grid services, and finance functions reevaluate their renewable...
Sanjay Bhatia
Oct 84 min read


Unlocking the Power of Energy Service Companies (ESCOs) and Energy-as-a-Service (EaaS)
What Are Energy Service Companies (ESCOs)? Energy Service Companies (ESCOs) provide comprehensive energy solutions to their clients,...
Sanjay Bhatia
Sep 264 min read


The OBBB Era: How 48E, 45Y, and New Rules Are Reshaping Solar in the U.S.
The U.S. solar industry is undergoing a historic shift due to the passage of the One Big Beautiful Bill Act (OBBB) and its reshaping of...
Sanjay Bhatia
Aug 314 min read


The Future is Converged: How AMI 2.0, DERMS, and VPPs Are Stabilizing the Energy Grid
The energy landscape is undergoing a radical transformation. While many solar companies focus on expanding capacity and exploring new...
Sanjay Bhatia
Aug 147 min read


Interconnection Demystified: A Guide for VPP Aggregators and DER Developers
As Virtual Power Plants (VPPs) and Distributed Energy Resources (DERs) surge across the energy landscape, a critical process determines...
Sanjay Bhatia
Jun 173 min read


Plugged In: How DERs Connect to VPPs and the Software Powering the Energy Revolution
Assets Connection to VPP and DERMS Introduction The rise of Distributed Energy Resources (DERs) - like solar panels, residential...
Sanjay Bhatia
Jun 104 min read


Solar ABS (Asset Backed Securities): Methods to Determine Fair Market Value of TPO Solar Assets?
Powering the Future: Decoding Residential Solar, Third-Party Ownership, and the Rise of Solar ABS The residential solar energy market is...
Sanjay Bhatia
Jun 26 min read


Solar Companies As Finance Companies: Asset-Backed Securities (ABS), Institutional Investors and Power Purchase Agreements (PPA)
In the solar energy industry, companies such as Sunrun Solar , Sunnova , and Tesla Energy have gained attention for their technological...
Sanjay Bhatia
May 266 min read


California ISO: DSGS, VPP & DER Market Analysis: Current State and Future Outlook
California is North America's largest market for Virtual Power Plants (VPP), with 24% of all regional projects. Driven by an extensive...
Sanjay Bhatia
May 185 min read


Driving the Energy Transition: EV-Home Integration
Executive Summary The energy transition is entering a new phase - one defined not just by clean generation, but by flexible,...
Sanjay Bhatia
May 134 min read


Unlocking the Power of Distributed Energy: Managing Solar, Batteries, and EVs as Separate Assets with DERMS for a Smarter Grid
Introduction: The Rise of Distributed Energy Resources In the quest for a cleaner, more resilient energy future, distributed energy...
Sanjay Bhatia
May 54 min read
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