SunCast
SunCast
Nico Johnson
928: Why U.S. Solar Costs 2–3x More Than Australia | Barry Cinnamon
28 minutes Posted May 5, 2026 at 9:00 am.
The Solar Cost Gap: US vs. Australia
Uncovering the Real Cost of Solar Abroad
Federal Policies Driving High Domestic Costs
Comparing Safety Regulations and Labor Impacts
Balancing Cheap Energy and Domestic Manufacturing
Strategies for Achieving Truly Cheap Installed Solar
The Ethics and Efficiency of Solar Sales
Data Centers Funding Rooftop Solar and Storage
Walnuts and Peanuts: Doubling Grid Capacity
Designing a Behind-the-Meter Feed-in Tariff
The Global Explosion of Plug-and-Play Solar
Overcoming Interconnection Hurdles and UL Safety
Balcony Solar as a Gateway to Clean Energy
Irrational Incentives and the Future of Batteries
Enabling Grid Reliability and Transition Growth
0:00
28:42
Download MP3
Show notes

Australia is installing solar and batteries for about $2 a watt.

In the U.S., it’s closer to $5.50.

So why do we still have this huge gap?

Barry Cinnamon went to Australia to find out. What he discovered challenges one of the industry’s favorite explanations. Even if you remove permitting delays and other “soft costs,” the U.S. still doesn’t come close.

Today’s Tactical Tuesday breaks down the real drivers behind [residential] solar pricing, from federal manufacturing policy and tariffs to financing structures and regulatory friction. Then we take it a step further, exploring a new hypothesis Barry has been modeling: using data center demand to help fund rooftop solar and storage.

Expect to learn:

🔹 Why U.S. solar costs 2–3x more than Australia

🔹 What’s actually driving the cost gap beyond “soft costs”

🔹 How policy and financing shape the price customers pay

🔹 Why data centers could become unlikely allies for rooftop solar and storage

This is a practical, provocative look at the policies and business models that could make solar cheaper, faster, and more useful to the grid.

Tune in to hear Barry Cinnamon’s roadmap for making distributed energy actually affordable.

Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?

Hit us up - [email protected] with your feedback & recommendations.

If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 875 other founder stories and startup advice at www.suncast.media.

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus