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THE CURRENT TRUTH PODCAST

Sep 2
9 min read

The New Era of Solar: Rising Electricity Costs, AI Power Demand, Dirty Electricity and What Comes Next


Insights from B.D .Erickson II and Team Smart Energy Owner Benjamin Legrow


The residential solar industry is entering a new chapter.


For years, much of the conversation around going solar centered on incentives, tax credits and calculating how quickly a system could pay for itself. But the energy landscape is changing—and the reasons homeowners consider solar are changing with it.


Electricity demand is growing. Artificial intelligence and massive data centers are placing new demands on the electrical grid. Homes are becoming increasingly electrified and technologically complex. At the same time, the solar industry has accumulated years of experience about what works, what doesn't and what homeowners should understand before installing a system.


In this episode of The Current Truth Podcast, SATIC's BD Erickson II sits down with SATIC Sales Manager Ben LeGrow to discuss what the next era of residential solar could look like—and why the future may ultimately be about much more than simply putting solar panels on a roof.


From rising electricity costs and AI-driven energy demand to dirty electricity, EMFs, smart meters, solar inverters and power quality, the conversation explores an important question:

What does a truly modern, efficient and clean home energy system actually look like?


"It's a new time. It's a new chapter, and we just need to embrace it and move forward and adapt and grow."


Residential Solar Is Entering a New Chapter


Solar Home

The solar industry expanded rapidly over the past several years. Incentives helped introduce millions of homeowners to an alternative way of producing electricity, while falling equipment costs and improvements in installation made residential solar increasingly accessible.


But rapid growth also created growing pains.


BD and Ben discuss the lessons the industry learned from installations that didn't go as planned, poorly communicated expectations and confusion surrounding tax incentives.

Rather than pretending those problems didn't happen, BD argues that the industry should learn from them.


Experience creates better processes.


"You don't know what you don't know."


For SATIC, nearly two decades in the solar industry have created opportunities to encounter problems, solve them and improve the process for the next customer. BD explains that becoming better at solar installation wasn't the result of never making mistakes—it was the result of learning from them.


"If you stay in business long enough and you've made those mistakes one or two times, you stop repeating them. That's how you end up being really good."


That accumulated experience could become one of the solar industry's greatest advantages moving forward.


Is Solar Still Worth It Without the Old Incentive-Driven Sales Pitch?


That's one of the biggest questions facing homeowners and the residential solar industry.

BD's answer is emphatic: he believes solar's best years may still be ahead.


"Solar without the tax credit is, in a fantastic way, going to be better than ever."


Why?


Because the fundamental economics surrounding electricity are changing.

Instead of relying primarily on incentives to make solar attractive, homeowners are increasingly facing another motivation: the possibility of higher electricity demand and rising utility costs.


The conversation therefore shifts from:

"How much of a tax credit can I receive?"

to:

"What will electricity cost me over the next 10, 20 or 30 years?"


That is a fundamentally different way to evaluate residential solar.


Rising Electricity Costs Could Change the Solar Equation


Utility Bill

Solar economics have always depended heavily on local electricity prices.


A homeowner paying relatively little for utility electricity has a different financial calculation than someone living in a market with significantly higher rates, demand charges or time-of-use pricing.


As BD explains:


"If you're paying 5 cents a kilowatt hour, solar doesn't make a lot of sense financially. If you're paying 20 cents a kilowatt hour, solar makes all the sense in the world."

The equipment itself hasn't necessarily changed between those two homes. What changes is the value of the electricity being offset.


That distinction becomes increasingly important if electricity prices continue climbing.

During the episode, BD uses Missoula, Montana, as an example. He explains that systems in areas with roughly 12- to 14-cent electricity could historically produce a much different return-on-investment calculation than systems in higher-cost markets such as California.

But if utility electricity becomes substantially more expensive, the economics change again.


"With electricity prices going up, they don't have to go up that much before you're back to that seven-year ROI. They go up again, you're at that four- or five-year ROI."


The exact economics will always vary by utility, system size, financing, consumption, solar production and local regulations. But the larger point is important:


The value proposition for solar doesn't exist in a vacuum. It is directly connected to what happens to the price and availability of grid electricity.


AI and Data Centers Are Changing the Electricity Conversation


Data Center

One of the most important forces affecting future electricity demand may have very little to do with residential solar itself:


Artificial intelligence.


Training and operating increasingly sophisticated AI systems requires enormous computing infrastructure. That infrastructure is housed in data centers—and data centers require electricity.


A lot of it.


BD and Ben discuss projections they've encountered regarding the potential growth of electricity consumption associated with AI and large data centers, while acknowledging that projections are evolving as quickly as the technology itself.


BD makes the larger point clearly:


"We're only using AI more. So any projection is a very temporary projection."


He continues:


"The more we unleash that beast, it's a temporary projection that I don't see going anywhere but up."


Whether any particular forecast ultimately proves accurate is less important than the broader trend: AI has introduced a massive new source of electricity demand at the same time electrification is expanding across transportation, homes, businesses and industry.


That raises a basic economic issue: Supply and Demand.


If electricity demand grows faster than generation and grid infrastructure can expand, pressure on electricity prices and grid capacity can follow.


As the episode puts it, electricity is increasingly being consumed by AI, data centers and other emerging technologies—and that changes the conversation about why homeowners may want greater control over their own energy.


Energy Independence Is Becoming a Bigger Part of the Solar Conversation


The original residential solar pitch was often built around savings. The next generation of solar may increasingly be about control.


How much electricity does your home require?


Where does that electricity come from?


How exposed are you to utility-rate increases?


Could solar and battery storage provide greater resilience?


And what is the quality of the electricity moving through the home once it gets there?


Those questions point toward a much broader concept than traditional rooftop solar.

The future may be a complete home energy ecosystem incorporating solar generation, battery storage, intelligent energy management, power conditioning and technologies designed to improve the quality and efficiency of the home's electrical environment.


The Difference Between Clean Energy and Clean Electricity


Powerlines

This is where the conversation takes an important turn.


Solar is routinely called "clean energy."


But SATIC argues that renewable energy and electrically "clean" power are not necessarily the same thing.


Solar panels produce DC electricity, which must typically be converted into AC electricity for household use. That conversion is performed by an inverter.


Modern solar installations may also incorporate smart meters, battery inverters, optimizers, communications equipment and other power electronics.


Those technologies perform important functions—but power electronics can also introduce high-frequency electrical noise and harmonics into electrical systems.


This unwanted electrical noise is commonly referred to as conducted electromagnetic interference or, more colloquially, "dirty electricity."


As BD explains in the episode:


"We always want the power clean."


And later, the distinction becomes even clearer:


"It's renewable, but it isn't necessarily clean by the definition of clean."


That distinction sits at the center of SATIC Shield's approach to modern energy.



What Is Dirty Electricity?


Homes in the modern world contain far more electronics than they did even a few decades ago.


LED lighting, variable-speed motors, switching power supplies, solar inverters, EV chargers, computers, televisions, appliances, battery systems and countless smart devices interact with the electrical system.


These technologies can introduce electrical distortion and high-frequency noise onto household wiring.


SATIC Shield develops power-conditioning technology designed to address unwanted electrical noise and improve the electrical environment within homes and businesses.


Rather than asking only:


"Where did this electricity come from?"


SATIC encourages homeowners and solar professionals to ask another question:


"What does the electricity look like after it enters and moves throughout the building?"


Learn more about dirty electricity, power quality and SATIC's approach to whole-home power conditioning at www.saticshield.com.


Solar Inverters, Smart Meters and the Modern Electrical Environment


The podcast also discusses another lesson learned through years of solar installations: adding solar changes the electrical environment of a home. Net-metered solar installations frequently involve smart-meter technology, while the solar system itself requires inverter technology.


BD discusses how this became particularly important to him because of his family's experience with electromagnetic sensitivity.


That experience ultimately influenced a much broader question behind SATIC Shield:

Can we embrace modern electrical technology while also paying closer attention to the electrical environment it creates?


SATIC believes the answer is yes.


The goal isn't to abandon solar, smart technology or electrification... It's to make those systems better.


The Missing Piece in a Modern Solar Installation?


SATIC Power Perfect Technology

Toward the end of the conversation, BD and Ben discuss where they believe power conditioning is headed within the solar industry.


The vision is straightforward: solar installations shouldn't stop at renewable energy generation.


They should also consider power quality.


BD describes a growing movement among companies toward adding dirty-electricity and EMF-filtering technologies as another layer within modern solar installations.


The objective, in his words, is to move toward:


"Truly green, truly clean, healthy, efficient and effective solar installations."


Ben describes SATIC's technology as a potential missing piece in that equation.


"With our technology, they can confidently and dare I say morally say, yes, this is clean."


The larger vision is that power conditioning could eventually become a standard consideration alongside panels, inverters, batteries and other components.


Power Conditioning as Part of the Future of Solar


For years, homeowners evaluating solar typically focused on several core components:


Solar panels.

Inverters.

Racking.

Net metering.

Financing.

And increasingly, battery storage.


But the next generation of residential energy may add another category:


Power quality.


SATIC Shield's whole-home power-conditioning technology is designed to address electrical noise and power-quality issues within modern electrical systems.


In the episode, BD describes this approach not simply as an accessory to solar but as an attempt to address a problem that exists throughout today's increasingly electronic electrical environment.


"Our technology as a power conditioner becomes not just an adder but a universal solution to a universal problem."


The company's long-term goal is ambitious.


"Ultimately, we foresee being part of every single solar installation."


Whether that becomes an industry-wide standard remains to be seen, but the underlying idea represents an important evolution in how we think about energy.


Generating electricity is only one part of the equation.


Managing its quality may be another.


The Solar Industry Has an Opportunity to Get Better


Solar Rep

Perhaps the most optimistic message from the episode is that the solar industry's challenges don't necessarily signal its decline...

-They may signal its maturation.

-Installers have more experience.

-Equipment has improved.

-Processes have become more professional.

-Consumers are becoming more educated.

-Industry organizations are encouraging greater collaboration.


And companies that intend to remain in business have strong incentives to provide better installations and better customer experiences.


As BD puts it:


"Solar isn't getting worse. Solar is getting better."


That may ultimately define the next chapter.


Instead of an industry driven primarily by incentives and aggressive growth, the next era could reward companies that provide lasting value, education, quality installation and comprehensive energy solutions.


The Old Solar Pitch Is Dead. What Replaces It?


Ben makes one of the episode's most important observations when discussing the industry's reliance on incentives.


"The industry was relying too much on that pitch."


The next solar conversation has to be different. It needs to address the actual problems homeowners are facing:


Rising electricity costs.

Growing electricity demand.

Grid reliability.

Energy independence.

Battery storage.

Electrification.

Power quality.

Dirty electricity.

Smart-home technology.

And the long-term electrical health and efficiency of the home.


Instead of asking consumers to buy solar simply because an incentive exists, the industry can return to a more fundamental question:


Does producing and managing more of your own electricity make sense for your home?


From Surviving to Thriving in the New Solar Era


Solar

Near the end of the episode, Ben tells the familiar story of two shoe salesmen entering a market where nobody wears shoes.


One sees disaster.


The other sees opportunity.


The lesson applies perfectly to today's solar industry.


"It's just how we're going to look at this and say what's new, what's exciting, what's opportunistic for us to say this is how we're not going to just survive. This is how we're going to thrive."


The old solar landscape is changing. But change doesn't automatically mean decline.

It can mean evolution.


Solar technology has matured. Installation practices have improved. Batteries are becoming increasingly important. Home energy management is becoming more sophisticated. AI and data centers are reshaping electricity demand. And consumers are beginning to think more deeply about not just the amount of electricity they consume, but where it comes from, what it costs and what its quality looks like.


Final Thoughts: The Future Is About Better Energy, Not Just More Energy


The future of residential solar may ultimately be much bigger than solar panels.

We're moving toward homes that generate, store, manage and condition electricity as interconnected systems.


Solar can generate power.


Batteries can store it.


Energy-management systems can decide when and where to use it.


And power-conditioning technologies can address aspects of the electrical environment that traditional solar systems were never designed to solve.


That is the larger vision behind SATIC Shield.


As electricity demand grows and our homes become more technologically complex, the goal shouldn't simply be to produce more energy.


It should be to build smarter, cleaner, more efficient electrical environments.


For homeowners, solar professionals, builders and energy companies interested in learning more about dirty electricity, power quality, EMF reduction and whole-home power conditioning, visit: www.saticshield.com


And watch the full episode of The Current Truth Podcast to hear BD Erickson II and Ben LeGrow discuss the changing solar industry, AI-driven electricity demand, rising utility costs and why they believe the next era of residential solar could be its best yet!

 
 
 

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