Solar and storage account for 70% of all new capacity added to the electric grid in the first half of 2026, and the US now has enough solar capacity to power more than 50 million American homes, according to a recent report from the Solar Energy Industries Association (SEIA) and Wood Mackenzie. On this week’s episode of the Sustainability Currents podcast, Tim Pawlenty, former governor of Minnesota and current president and CEO of SEIA, joins Eric Kane, Bloomberg Intelligence director of sustainable finance research, to discuss key findings from the group’s U.S. Solar Market Insight report. They discuss the strategic road map for scaling American solar and storage, bipartisan market reform, soaring power demand from data centers, grid interconnections and much more

<p>Solar and storage account for 70% of all new capacity added to the electric grid in the first half of 2026, and the US now has enough solar capacity to power more than 50 million American homes, according to a recent report from the Solar Energy Industries Association (SEIA) and Wood Mackenzie. On this week&rsquo;s episode of the Sustainability Currents podcast, Tim Pawlenty, former governor of Minnesota and current president and CEO of SEIA, joins Eric Kane, Bloomberg Intelligence director of sustainable finance research, to discuss key findings from the group&rsquo;s U.S. Solar Market Insight report. They discuss the strategic road map for scaling American solar and storage, bipartisan market reform, soaring power demand from data centers, grid interconnections and much more</p>

Financial markets can no longer ignore the impacts of climate change, shifting consumer expectations, and increasing regulatory scrutiny. These forces are reshaping industries, redefining risk, and creating new opportunities for long-term value creation. Through conversations with industry leaders, investors, and subject-matter experts, we explore where sustainability is translating into measurable financial outcomes.

<p>Financial markets can no longer ignore the impacts of climate change, shifting consumer expectations, and increasing regulatory scrutiny. These forces are reshaping industries, redefining risk, and creating new opportunities for long-term value creation. Through conversations with industry leaders, investors, and subject-matter experts, we explore where sustainability is translating into measurable financial outcomes.</p>

Sustainability Currents

Tim Pawlenty on the US Solar Industry

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e1970e55-c00a-491e-bbb0-b4dc00c5869a/transcript