Another Exit: Ultra Low Carbon Solar Alliance

From MasterResource

By Robert Bradley Jr.

“Having achieved our goals, the Alliance believes it is appropriate to sunset the organization and promote Ultra Low Carbon Solar through other channels as we proudly cheer the continued expansion of sustainable low carbon solar manufacturing.”

Don’t sugar coat. The political bubble of solar is losing air, and firms and trade groups are disbanding (see hereherehere, and here). Rooftop solar firms are in disarray with bankruptcies and now law firms helping thousands of customers get out of their long-term solar contracts. (See Appendix A below for a list of solar bankruptcies.)

The latest came from Michael Parr, executive director of ULCSA. who wrote on New Year’s day:

The Ultra Low Carbon Solar Alliance was formed five years ago with a simple but profound mission: education. Specifically, we sought to help both industry and policy makers understand the significant differences in embodied carbon in solar panels made in China vs. those made in the west; to show solar buyers how they could have substantial impact on global carbon emissions by how they purchase solar panels; and to create a tool to allow buyers to easily specify low carbon solar panels backed by detailed solar supply chain and carbon footprint evaluations with robust third party validation.

It was our belief that today’s solar industry, empowered with knowledge and tools created through the Alliance, could reduce carbon emissions and create a more globally diversified, sustainable and reliable solar supply chain. We have succeeded in our mission.

In the relatively few years since the formation of the Alliance, the market has come to recognize differences in embodied carbon. The Global Electronics Council launched the EPEAT Ultra Low Carbon Solar standard and ecolabel, and major manufacturers have completed the rigorous process to earn the ecolabel. EPEAT registered module producers are sold out, with long-term supply contracts. The US solar manufacturing sector has been reborn and has grown dramatically across key elements of the industry, to the point that we now have the ability to make more solar panels than we consume. We are making solar wafers and cells in the US for the first time in decades, and the production of critical materials like module frames, backsheet and glass are expanding domestically. Importantly, each expansion of the US and European solar supply chain lowers the carbon footprint of solar manufacturing.

The Alliance is proud of its accomplishments, and we would like to thank our members for their commitment to improving the sustainability of the solar industry as well as their leadership in driving that vision into the marketplace. We would also like to thank all of our global collaborators who embraced our mission and helped us bring it to reality. Ultra Low Carbon Solar is now firmly embedded in the industry, and buyers now have multiple routes to obtain sustainable solar panels.

Having achieved our goals, the Alliance believes it is appropriate to sunset the organization and promote Ultra Low Carbon Solar through other channels as we proudly cheer the continued expansion of sustainable low carbon solar manufacturing.

Kudos comments followed from alligned groups such as the Global Electronics CouncilEuropean Solar Manufacturing Council; Harvard University’s Professor of Human Rights Laura Murphy (‘just thinking of the good the alliance did for human rights, even if as collateral’); Jo McGraw of Solar Media.

Again, look beyond the happy talk. An artificial political bubble is being cut down to size as consumers rebel and the ecological costs become more obvious.

Appendix A: Major US Solar Bankruptcies:

Major Solar Bankruptcies as of June 2025 include:

California Company Closures:

  • Altair Solar
  • ASA – American Solar Advantage – CA
  • Bratton Solar- CA
  • Canapoy Energy – CA
  • Charged Up Energy – CA
  • Enver Solar – CA
  • Harness Power – CA
  • GCI Solar – CA
  • Green Nrg – CA
  • Kuubix Energy – CA
  • Peak Power USA – CA
  • Penguin Home- CA
  • Polar Solar – CA
  • Professional Roofing and Solar – CA
  • Sigora Home Solar – CA
  • Solsun USA – CA
  • Solar 360
  • Solar Advantage – CA
  • Sullivan Solar Power – CA
  • Sungrade Solar – CA
  • SunPower – CA
  • Sunstor Solar – CA
  • RGS Energy – CA
  • Solar Spectrum – CA
  • Sunworks, Inc. – CA
  • Swell Energy – CA
  • United Solar Inc. – CA

Texas Company Closures:

Other States:

  • 3D Solar – Florida
  • AAA Certified Solar – Nevada
  • Accept Solar – MA
  • ACE Solar Systems – AZ
  • Arizona Solar Concepts – AZ
  • Brimma Solar – WA
  • Code Green Solar – NJ
  • EcoMark Solar – CO
  • Elan Solar – UT
  • Electriq Power – FL
  • Encor Solar – UT
  • Gulf South Solar – LA
  • Moxie Solar – IA
  • Refresh Energy Group – CO
  • Saveco Solar – UT
  • Solar Is Freedom – OH
  • Solar Titan USA – TN
  • SolarDot – FL
  • Solarworks – AZ
  • Solular, LLC – NJ
  • Utah Solar Group – UT
  • Voltage Solar Power – FL
  • Zenernet – AZ
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Corky
January 24, 2026 2:22 pm

How novel and ground breaking! A shift in the grift!

Bob
January 24, 2026 2:25 pm

This is why lying and cheating aren’t okay. What a waste of time, money and resources.

MrGrimNasty
January 24, 2026 3:10 pm

Story tip , climate depot.

Ms Sweetland, climate scientist, I realised I was indoctrinated, not educated. Sounds like a promising speech, haven’t had time to watch it all.

https://x.com/ClimateDepot/status/2014789413088149873

Reply to  MrGrimNasty
January 25, 2026 5:30 am

I don’t have an issue with what Anika is telling us, but I haven’t come across her before. Who is she?

January 24, 2026 3:42 pm

Again, look beyond the happy talk. An artificial political bubble is being cut down to size as consumers rebel and the ecological costs become more obvious.”

Don’t forget things like DOGE and cutting subsidizes drying up the taxpayer green!

ResourceGuy
January 24, 2026 4:17 pm

We finally have the best of breed winning the solar race by a long shot now after rewarding all the losers for so long under the Obama banner that stated we don’t pick winners (mostly losers designed to fail). That dominance now is based on utility scale, not rooftops or other tiny scale with tax credit mining and delayed enforcement of slave labor components from western Chinese ethnic prisons. Of course Europe and probably Australia still pursue the delayed enforcement act knowing full well they are buying slave made goods now. Creeps

Nick Stokes
January 24, 2026 4:18 pm

The political bubble of solar is losing air”

No sign of a slowing of the very fast growth here. This graph shows utility PV generated solar as a % of total fur the US and for the leading states:

comment image

MarkW
Reply to  Nick Stokes
January 24, 2026 7:00 pm

Like most alarmists, Nick sees the result of massive subsidies and political mandates and assumes that these are market forces at work.

cgh
Reply to  MarkW
January 24, 2026 9:01 pm

It’s worse than that.The two states which head Nick’s list of states increasing solar share – California and Nevada – are also leading the US in budget-busting consumer rate increases. What is obvious is that Nick wants pain inflicted on electricity consumers as the price for increasing solar generation.

So the question is wny does Nick want misery and unhappiness inflicted on electricity customers? Perhaps he finds it repellent that somewhere, someone is doing well despite his advice.

Nick Stokes
Reply to  cgh
January 24, 2026 9:10 pm

Calif is an outlier because of PGE’s huge wildfire costs and liabilities. But Nevada had a annual residential price of 15c/KWh (EIA, 2024), which is about the US average.

Reply to  Nick Stokes
January 24, 2026 11:12 pm

No Nick, California is an outlier because we now we have to import more electricity than any state in the union. We are the 3rd highest ‘renewable’ generator and we have the third highest prices in the union. But, as I have experienced this year, cali utilities are ‘reducing’ their rates.by increasing the connection fees.
.
https://www.eia.gov/todayinenergy/detail.php?id=46156

Reply to  Joseph Zorzin
January 28, 2026 3:43 am

It’s a competition! Gentlemen, place your bets!

2hotel9
Reply to  Nick Stokes
January 25, 2026 4:00 am

And even more lies from little nickee.

Reply to  Nick Stokes
January 25, 2026 12:57 am

Glad the embers didn’t get ya nick. But don’t relax. Large areas of Victoria, especially east of the Hume Freeway are crying out for a decent burn.

Turn on the ABC, lookout for flying solar panels and say safe.

Cheers,

Bill Johnston
http://www.bomwatch.com.au

Reply to  Bill Johnston
January 25, 2026 1:05 am

P.s. are you marching for Australia Day tomorrow?

Cheers,
b

2hotel9
Reply to  Nick Stokes
January 25, 2026 3:59 am

And more lies from little nickee.

Reply to  Nick Stokes
January 25, 2026 5:33 am

Don’t be surprised if you see those curves bend rapidly down in the next several years as the green energy welfare ends.

Sparta Nova 4
Reply to  Joseph Zorzin
January 27, 2026 9:54 am

It will only take a couple of good hail storms.

Nick Stokes
January 24, 2026 4:35 pm

Here is another plot showing US solar (utility and rooftop) against US demand. As it says, solar is the main support of increases in demand:

comment image

rapid growth continued through 2025

ResourceGuy
Reply to  Nick Stokes
January 24, 2026 5:55 pm

Utility demand growth was elevated above normal trend rates by Ai factories in 2025 while rooftop shrank from the loss of solar tax credits for rich people. It will contnue on both counts or even accelerate in 2026.

Reply to  Nick Stokes
January 24, 2026 11:17 pm

solar grew at 60% of demand is a more accurate statement. But then, would it have without constraint payments and construction subsidies?

Reply to  Nick Stokes
January 25, 2026 1:59 am

What exactly are the units for solar? Is it MWh generated? Or is it faceplate capacity installed?

Nick Stokes
Reply to  michel
January 25, 2026 7:51 pm

As the graph says, TWh generated pre year.

Reply to  Nick Stokes
January 28, 2026 4:20 am

Conveniently leaving out the unspoken part about how much was generated when actually needed.

Since much of what solar generates is generated during the lowest demand period of the day.

2hotel9
Reply to  Nick Stokes
January 25, 2026 4:01 am

And yet more lies from little nickee.

Sparta Nova 4
Reply to  Nick Stokes
January 27, 2026 9:55 am

Ember. Ok.

John Hultquist
January 24, 2026 6:43 pm

Sunset framing an article about solar power.
Is that called irony, incongruity, or harmony?

January 24, 2026 11:55 pm

The Ultra Low Carbon Solar Alliance was formed five years ago with a simple but profound mission: education indoctrination.

Ed Zuiderwijk
January 25, 2026 2:58 am

‘differences in embodied carbon’.

When you need to spout such gobbledygook then the end is neigh.

Reply to  Ed Zuiderwijk
January 25, 2026 5:44 am

That’s what we get from academia and the burro-ocracies- they can’t speak in normal way- gotta sound impressive. You can’t climb up their hierarchies if you write in a simple, clear, honest way like Hemingway- a favorite author of mine. It’s why they don’t like Trump who uses blunt language. It hurts their ears and tares the scales off their deluded eyes.

2hotel9
January 25, 2026 3:58 am

So, that particular group of liars has filed bankruptcy. Got it.

January 25, 2026 4:18 am

Never heard of them till today!!

Bruce Cobb
January 25, 2026 5:03 am

Oh no! I guess Climate Lying is no longer as profitable as it used to be.
What a shame.

January 25, 2026 5:31 am

“We have succeeded in our mission.”

🙂

January 25, 2026 8:58 am

“. . . and promote Ultra Low Carbon Solar . . .”

My understanding is that the Sun only has about 0.3% of its current mass as carbon . . . how much lower do we want it to go, and by when, and, finally, how?

KevinM
January 25, 2026 7:20 pm

Having achieved our goals
Which ones?

Reply to  KevinM
January 28, 2026 4:16 am

Picking the taxpayers’ pockets as long as possible.