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
Energy & Natural Resources Practice Welcomes Senior Advisor Zhanna Golodryga
July 20, 2026
A&M's Energy & Natural Resources practice is pleased to welcome Zhanna Golodryga as a Senior Advisor based in Houston.
The Future of Utility Rate Design
July 15, 2026
In this article, A&M's Energy & Natural Resources team explores how utility rate design is evolving to balance infrastructure investment, customer affordability, and long-term grid resilience, and examines the emerging regulatory tools shaping the future of the electric utility industry.
Making Flexibility Bankable: How Demand-Side Resources Become a Procurement-Grade Asset Class
July 7, 2026
This paper explores the financial and market structures needed to transform distributed energy resources into procurement-grade, bankable assets and outlines what utilities, investors, regulators, and platform providers must do to accelerate adoption.
SPANISH ENERGY DEAL PULSE | Q1 2026 REPORT
May 13, 2026
In the FY2025 Spanish Energy Deal Pulse, Alvarez & Marsal finds that transaction volumes fell sharply, particularly in solar, as price cannibalization, grid constraints and volatility became structural features of the market.