#TSEP 226 Built to Last: Business Resilience in the Renewables Industry

It’s not for the faint of heart: succeeding as a manufacturer in
the fiercely competitive solar and energy storage industries. So,
why do some companies thrive, while others fail?


As relatively young industries, clean energy markets offer rapid
opportunities – but they can disappear just as quickly. The solar
industry, in particular, has seen a long list of manufacturers
rise and fall amid shifting market forces and policy landscapes.


Today, with solar nearing maturity and battery storage following
close behind, there’s renewed optimism. Greater policy stability,
growing investor confidence, and economies of scale could pave
the way for a more resilient and diverse manufacturing ecosystem.


How this plays out will vary across regions – making it all the
more important to examine what’s working, what’s not, and what
lessons we can take forward.


Jonathan Gifford discusses in this podcast with Ivan Saha,
Sebastian Gatz, and Josefin Berg, why the competition in the
solar industry and energy storage market is so challenging.



About the Speakers


Ivan Saha is the CEO of Renewable Manufacturing
at Reliance Infrastructure (Rinfra). Before this, he worked at
the Indian solar manufacturer Vikram Solar for nearly a decade,
serving as both CTO and CEO.


Sebastian Gatz is the Vice President, Renewable
Energies & Strategic Partnerships at Von Ardenne. Before
joining Von Ardenne, Gatz had diverse experience with production
equipment suppliers, including Meyer Burger and Manz.


Josefin Berg is a Research & Analysis
Manager for Solar & Energy Storage at S&P Global
Commodity Insights. She has worked in solar and storage analysis
at IHS Markit, which was then acquired by S&P, for
approximately 15 years.


About the Companies


Reliance Infrastructure Reliance Infrastructure
is a part of the Reliance Group. It is in the business of
providing Engineering and Construction (E&C) services for
power, roads, metro rail and other infrastructure sectors. The
company is a leading Indian utility, having presence across the
value chain of energy businesses.


Von Ardenne is a technology company specializing
in the development and production of vacuum coating systems and
processes. Based in Dresden, Germany, it is a world market leader
in large-scale architectural glass coating and thin-film
photovoltaics.


S&P Global Commodity Insights is a leading
independent provider of information, benchmark prices, and
analytics for the energy and commodities markets. It's a division
of S&P Global, a global provider of financial information and
analytics. The company offers insights, data, and price
assessments for various commodities, including oil, gas, power,
petrochemicals, metals, agriculture, and shipping