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

David Dunlap

VP, Product Strategy

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 <a class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmluf