Rooftop solar on edge: navigating the tax credit drop

President Donald Trump's federal budget bill, signed in July 2025, accelerated the end of the Section 25D residential clean energy tax credits in the US, which had been previously set to extend into the mid-2030s. With the sunsetting of the Section 25D tax credit at the end of 2025, the US residential solar sector must once again adapt to dramatic shifts to the tax credit landscape, a phenomenon known as the "solar-coaster." For this episode, Dan Testa spoke with Platts renewable energy reporter Kirsten Errick , who covers US solar, about what this could mean for US residential solar. Kirsten interviewed Cinthya Peña , a renewables market analyst at S&P Global Energy Horizons, and Maheep Mandloi , director of clean energy equity research at Mizuho Americas, who shed light on how this tax credit cliff could alter the market.

You can listen to Rooftop solar on edge: navigating the tax credit drop online on Radio and Podcast. Open the player on this page to stream the available audio.

Rooftop solar on edge: navigating the tax credit drop is an episode from Platts Future Energy by S&P Global Commodity Insights.

This episode is 37:10 long.

This episode was published on Jan 6, 2026.

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