As the utility-scale solar market collides with an era defined by massive load growth, EPC (engineering, procurement, and construction) firms are rethinking their strategy to meet the moment.

In this episode, Shayle speaks to George Hershman, CEO of SOLV Energy, one of the largest solar and storage construction firms in the US. George offers a unique perspective into the state of the market as well as the logistics of building gigawatt-scale projects and insights into how automation is changing the EPC game.

Shayle and George discuss:

• Why George believes rising demand can help solar move past boom-and-bust cycles
• How SOLV is taking on larger projects without needing to increase its workforce proportionally
• How automation helps SOLV build and install utility-scale solar faster
• The logistics bottleneck impacting EPCs’ ability to scale
• How AI-driven simulations can help optimize installations

• Catalyst: Can AI revolutionize EPC?
• Catalyst: 2026 trends: Gas turbines, Texas’ load queue, and China electrifies
• Catalyst: Scaling America’s domestic solar supply chain
• Latitude Media: Can the US bring solar installation to below $2 per watt? 
• Latitude Media: This former solar installer is all-in on software-only sales

Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.

Catalyst is brought to you by FischTank PR, an award-winning climate and energy tech, renewables, and sustainability-focused PR firm dedicated to elevating the work of both early-stage and established companies. Learn more about their PR approach and how they can support your company’s messaging by visiting fischtankpr.com.

Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.

Tune into Critical Capital, a brand new podcast from Crux and Latitude Studios. Hosted by Crux CEO Alfred Johnson, Critical Capital explores the interlocking forces powering clean and critical infrastructure. Join us every other Tuesday for in-depth conversations at the intersection of energy, government, finance, and global markets. Listen here, or wherever you get podcasts.