What we are seeing in the market.
Intelligence from live searches across US and German renewable energy - hiring, compensation and the people behind the pipeline.
Interconnection is now a talent problem
Queue reform changed the skills developers need. The people who can actually navigate it are scarce - and everyone wants the same ones.
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Capital is available. Execution talent is the constraint.
Raising capital does not build the internal capability to deploy it. On the search that most well-capitalised platforms are quietly running.
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The first functional leader changes the function.
Hiring someone to build a function is a different search from hiring someone to inherit one. Most clients scope it as the same thing.
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Do not evaluate the role. Evaluate the platform.
A job description tells you almost nothing. What senior candidates should diligence before they move, and why the title is the least useful data point.
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US Solar Is Now Two Markets: How to Read the 2026 Split Between Utility-Scale and Distributed
US solar installed 7.8 GWdc in Q1 2026 while global solar corporate funding rose 56% in the first half. Both figures are accurate - and they describe different markets.
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Brookfield's $7bn Aypa Agreement and the Repricing of Standalone Storage
Brookfield agreed to acquire Aypa Power from Blackstone at roughly $7bn enterprise value on 22 July 2026. The contract profile behind that price is the real signal.
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Section 232 Polysilicon: What the 4 December Deadline Does to US Module Procurement
Proclamation 11052 sets minimum import prices of $0.38/W on modules alongside a 15% tariff, effective 4 December 2026. The minimum prices matter more than the tariff.
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Debt Up 69%, Venture Down 40%: What the 1H 2026 Solar Funding Split Tells Investors
Mercom recorded $16.9bn of global solar corporate funding in 1H 2026. Debt rose 69% while venture capital fell 40%. That divergence is the story.
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What a 200-Person Team Transfer Actually Signals in Platform M&A
Approximately 200 Aypa employees are expected to transfer to Brookfield with the platform. It is the clearest talent signal in the current window, and it is not what most coverage claims.
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Community Solar Fell 67% in a Quarter. Consolidation Is the Response.
Community solar installed 247 MWdc in Q1 2026 - a 67% quarterly decline. Meanwhile MN8, Catalyze and ClearGen are acquiring. Both facts describe the same market.
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Distributed Solar Capital Hasn't Dried Up. It Has Become Selective.
Two distributed platforms raised over $1bn between them in August 2026 while the segment contracted. The qualifying criteria have changed, not the availability of capital.
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Interconnection Certainty Just Slipped Into 2027. Someone on Your Team Owns That Risk.
All six RTOs and ISOs asked FERC for a 90-day abeyance instead of filing substantive large-load tariff reforms. Certainty now sits in late 2026 and 2027.
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Why Compensation Benchmarks Are Failing in US Renewable Energy - and What a Defensible One Requires
Federal wage data covers one solar occupation, and it is a construction trade. Everything else circulating is self-selected. Here is what a defensible benchmark actually requires.
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Trade Compliance Became a Commercial Function in US Solar This Year
Three overlapping trade and tax regimes now sit between a procurement decision and a project's returns. That has changed what compliance experience is worth.
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Solar PPA Prices Fell for the First Time in Two Years. Wind Didn't.
LevelTen's Q2 2026 North American index recorded the first quarterly solar PPA price decline in two years - while wind moved the other way.
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The Safe-Harbour Deadline Has Passed. What Boards Should Be Asking About What Got Preserved.
A June 2026 court ruling vacated the IRS notice that governed how most projects established beginning of construction - three weeks before the deadline it applied to.
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