Residential solar is shifting from cost-cutting to collaboration.
The U.S. residential solar industry is entering a new phase. Installations are down, major players have exited, and soft costs, like customer acquisition, permitting, and labor, now account for more than 65% of total system costs. Hardware is no longer the barrier. The challenge is structural.
A&M’s latest insights explore why the next wave of growth will be driven by strategic partnerships, not just consolidation or technology. Adjacent industries already hold the keys to scale, efficiency, and policy influence.
Key themes include:
- Why soft costs are now the biggest threat to profitability
- How sectors like homebuilding, telecom, and HVAC can unlock shared value
- What defines a successful partnership beyond co-marketing
The future of residential solar depends on deeper collaboration. Discover how the right partnerships can reshape the economics of energy and position firms for long-term success.
Read the full article
Navigating the Chemical Downturn
March 20, 2026
In this episode, A&M Managing Directors Ojas Wadivkar and Joseph Coote join host Geoff Angulo to explore how global overcapacity, slowing demand, and rising costs are reshaping the chemical industry.
Decommissioning in the UK North Sea: From Late-Life Leadership to Decommissioning Excellence
March 17, 2026
We set out six success factors—clear strategy, no stop‑start execution, lean principles, proactive risk management, stakeholder alignment, and transparency with technology—and show how early regulator and supplier engagement, outcome‑based contracts, and vendor quality gates convert decommissioning into a performance‑driven capital programme.
2026 North American Midstream M&A Outlook
March 16, 2026
North American Midstream M&A enters 2026 following a period of elevated activity driven by structurally higher natural gas demand, expanding LNG export capacity, and rising power needs from AI/data centers.
Navigating the 2026 Energy Crisis: Beyond the Headlines
March 10, 2026
We are currently witnessing a high stake "game changer" for Iran, the Middle East, and global energy markets. The developments unfolding this March are more than just transient headlines; they could represent a fundamental, structural shift in the regional and geopolitical landscape.
