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S16 Ep 843843: The Real Reason Residential Solar Is Still Too Expensive (in the US) | OpenSolar’s Andrew McGuigan

Why is residential solar still so hard in the US? Andrew McGuigan will wager an answer.After 13 years in the solar trenches—from knocking doors at Sungevity to leading OpenSolar’s global expansion—Andrew has seen every twist of the solar coaster. Now at OpenSolar, he’s got a front row seat to helping 25,000+ installers worldwide streamline their businesses and survive the industry’s many curveballs.In this live conversation from the NABCEP 2025 stage, Andrew unpacks the economic and operational bottlenecks plaguing U.S. residential solar—and how he’s helping contractors fight back. From permitting nightmares to bloated sales commissions, the U.S. market still carries some of the highest soft costs on Earth.But there’s a shift underway—one driven by smart workflows, instant permitting, embedded finance, and a deep understanding of the homeowner journey.💥 Expect to learn🔹 Why US solar costs 2-3x more than global markets—and how to fix it🔹 The hidden costs of permitting and how SolarAPP is changing the game🔹 How OpenSolar’s “cash flow” feature is replacing QuickBooks for installers🔹 Why consultative sales and storage are reshaping the residential pitchWhether you’re a new installer or an industry veteran, this episode will give you a behind-the-scenes look at what’s working—and what’s broken—in residential solar right now. Andrew’s practical insights and global perspective make this a must-listen for anyone navigating today’s market.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Aug 9, 202520 min

S16 Ep 842842: Out-Innovating China in Critical Minerals: ReElement’s Bold U.S. Strategy

Are Coal and clean energy still at odds??It might sound like a contradiction, but today’s guest is proving that innovation often comes from the most unexpected places - in this case, Coal Mines.Listen in as Nico sits down with Mark LaVerghetta, co-founder of ReElement Technologies, a company turning the coal industry on its head by extracting critical minerals from coal’s waste stream — and doing it cleaner and cheaper than China. Born from a contrarian bet on distressed coal assets, ReElement is now on the frontlines of the U.S. effort to onshore mineral refining and reduce our dependence on geopolitically fragile supply chains.We were all skeptical about this episode.  “Should we bring on a coal industry executive? Is this really a clean energy technology, or just greenwashing?” Nico was very intentional about learning as much as possible to guide the discussion, and as a result our Producer said “This Is The Most Interesting Episode of the Year!” Mark reveals how his team transformed environmental liabilities into valuable resources, using patented tech to separate rare earth metals with unprecedented efficiency—and far less environmental harm.Expect to learn:🔹 Why metallurgical coal still matters in the clean energy economy🔹 How ReElement is beating China at its own game—without toxic waste🔹 What makes critical minerals “critical” (and how the U.S. can produce them)🔹 How entrepreneurial risk-taking turned coal waste into national security assetsThis one’s dense—but powerful. If you’re a visual thinker, head to our YouTube version with added visuals to better understand the process.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Aug 7, 20251h 29m

S16 Ep 841841: From 3 Weeks to 3 Days: Accelerating Solar with Drones | Jason Steinberg, Scanifly

What if the tools you use to sell solar are setting you up to fail?That’s the uncomfortable truth Jason Steinberg, CEO of Scanifly, is tackling head-on.In this episode recorded live at NABCEP 2025, Jason and Nico dig into the disconnect between sales and operations in solar—where remote designs sell the dream, but outdated imagery and manual measurements leave teams scrambling on install day.Jason shares how his team is transforming the design process by putting drones and data at the center of solar workflows. The result? Fewer change orders, faster permitting, and a safer, smarter job site.Expect to learn:🔹 How Scanifly slashed permitting timelines from 3 weeks to just 3 days🔹 The business case for getting your crew off the roof (hint: it's not just about safety)🔹 Why AI-generated designs can actually worsen accuracy—unless you do this🔹 Why faster design = faster payment in a milestone-based finance world🔹 The surprising ROI of drone tech—via lower insurance premiumsIf you want to future-proof your workflow, boost close rates, and build trust with homeowners, this is a conversation you don’t want to miss.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Aug 5, 202521 min

S16 Ep 840840: Rethinking Battery Storage: Domestic BMS, Cybersecurity & Geopolitics | Michael Worry of Nuvation Energy

In a market flooded with cheap imports and geopolitical risk, one company is standing its ground.Did you know there’s only one North American battery management system (BMS) provider at utility scale—despite growing pressure from subsidized Chinese competitors offering systems at zero cost? Michael Worry, CEO of Nuvation Energy, joins Nico to share how his company became that lone provider. But the core of this episode brings a critical warning: what happens when over 80% of the U.S. battery infrastructure is owned or influenced by foreign governments? And how should engineers and lawmakers respond?Michael takes us on a wild entrepreneurial ride: from building EVs before Tesla was cool to deploying robot kegerators at Burning Man. Nuvation’s “garage projects” aren’t just PR stunts—they’re real-world user acceptance test platforms that prove product reliability under extreme conditions.Expect to learn:🔹 Why Nuvation rejected deals to white-label Chinese BMS tech🔹 The loopholes foreign firms use to bypass U.S. battery bans🔹 How garage innovation became a proving ground for serious tech🔹 What’s at stake if supply chain security isn’t taken seriouslyThis episode is a wake-up call, a founder story, and a blueprint for building mission-critical tech without venture capital. Don’t miss it.Are we sleeping on supply chain security? Hit play and find out.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Aug 1, 20251h 4m

S16 Ep 839839: BREAKING: Nextracker Just Bought This AI Robotics Company: OnSight Technology - (here’s why)

Nextracker just made yet another bold move…What if a robot could detect a solar failure before it happens—and build the repair plan to deploy the right resources to the precise location, in real time?That’s not science fiction. It’s what OnSight Technology is already doing on numerous utility-scale solar farms across the US.  And Nextracker have officially acquired OnSight Technology!  So, if you’re here because you’re asking yourself “What the heck? Why did NXT Buy this company, and what do they actually do?!” then you’re in luck!In this exclusive episode—recorded before the news dropped—we sat down with Derek Chase, Founder & CEO of OnSight, at their HQ in Sacramento, CA for an inside peek at the autonomous robotics platform that just made headlines.From the Bulldog robot that scans sites with 3D vision and thermal imaging to the OwlCam that detects smoke and fire in real-time, OnSight is setting the standard for predictive, AI-powered solar O&M. But I believe that Derek and his team of NASA Scientists are up to much more than just optimizing solar.It’s not just impressive tech—it’s a full-stack solution that saves developers, EPCs, and asset owners millions in avoidable losses.If you care about the future of solar performance (Or are just curious about the tech behind Nextracker’s latest acquisition), this is a must-listen.Expect to hear:🔹 What makes OnSight such a valuable acquisition🔹 How AI + robotics are revolutionizing fault detection and fire prevention🔹 The ROI of predictive maintenance—and how it’s deployed at scale🔹 How OnSight built a robotics ops team using Xbox controllers and StarlinkThis is one of the most forward-looking conversations we’ve had on SunCast—and now, it’s breaking news.🎧 Hit play and learn how the future of asset management has arrived.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Jul 30, 202535 min

S16 Ep 838838: Cutbacks, Consolidation & Energy Chaos: Will Solar and Batteries Survive 2025? With Barry Cinnamon

Is This The Reality Check We All Needed?Layoffs. Shrinking margins. Policy gut punched. If you’ve been wondering how the solar industry will make it through this, hang tight - I’ve got a 20+ yr veteran who’s seen enough dips & turns on the SolarCoaster to provide ample insight.Barry Cinnamon returns to SunCast for a brutally honest conversation with Nico Johnson about what’s unraveling in the solar and storage space—and what smart companies are doing to stay ahead.From Capitol Hill chaos to customer acquisition woes, this conversation covers the unfiltered landscape of 2025’s solar rollercoaster. If you’re feeling the pressure to pivot, cut back, or just survive, you’re not alone.Expect to learn:🔹 Which financing models are collapsing—and who might survive🔹 Survival tips from companies investing in HVAC, roofing, and service🔹 Where companies are cutting fat and doubling down🔹 Why marketing is often first to go—and why that’s a mistakeThis isn’t about doom and gloom—it’s about adaptation. And as Barry reminds us, clean energy is inevitable. But only the nimble will thrive in the next 12 months.While much of the policy discussion in this episode turned out to be accurate, this conversation is meant to provide a broader perspective on the direction of the solar and battery storage industries.To fact-check or dive deeper, we’ve provided a quick breakdown below of all the key policies and bills mentioned, along with their current status as of mid-2025:📌 Policy & Bill Breakdown:⚫ 25D (Residential Tax Credit) ✅ Still active. Remains at 30% through 2032 under the IRA, despite political pressure to shorten it.⚫ 48E (Clean Electricity Investment Credit) ✅ In effect. Applies to commercial & utility-scale projects. Implementation delays caused confusion, but credit is live.⚫ FIAC (Foreign Entity of Concern Rule) ⚠ Active and restrictive. Disqualifies projects with Chinese-linked components from IRA tax credits, disrupting supply chains.⚫Net Metering & AB 942 (California) ❌ AB 942 not passed. Grandfathering still applies when homes are sold, though future legislation could change this.⚫Community Solar in California ⚠ Still limited. Despite legislation (e.g. AB 2316), utility resistance continues to stall interconnection and access.⚫ Safe Harbor / 5% Construction Rule ✅ Still usable. Developers can qualify projects for IRA incentives by spending 5% before year-end.⚫ Domestic Manufacturing & Transformer Bottlenecks ⚠ Ongoing issue. Major delays and cost pressure remain due to limited domestic supply, especially for transformers.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Jul 26, 202543 min

S16 Ep 837837: MET Stations... the Secret Weapon For Solar Energy? Ann Will | GroundWork

What if the smallest line item in your solar project budget could unlock millions in financing?Solar projects don’t get financed on hope—they get financed on data.Meet Ann Will, founder of GroundWork Renewables, the company solving one of utility-scale solar’s biggest pain points: uncertainty. GroundWork has quietly enabled over 1,000 met campaigns and helped developers secure billions in funding with high-accuracy irradiance and resource assessment data.In this episode, you’ll discover how Ann turned a mid-life career pivot into a multimillion-dollar clean energy business that developers and financiers now rely on to de-risk their projects.Ann’s story blends grit, intuition, and a deep understanding of both Wall Street and renewable energy. From pioneering irradiance measurement campaigns to scaling nationwide data platforms and working with leading developers like Recurrent Energy and Lightsource bp, Ann has helped the industry embrace data as a competitive advantage.Expect to learn:🔹 The 0.3% of CapEx that can drive 10X ROI and millions in pro forma value🔹 What Ann Will learned raising capital after years of bootstrapping🔹 How GroundWork grew from a service provider into a full-stack data platform🔹 Why high-accuracy data is the key to unlocking solar project financing🔹 The business value of no-gap irradiance data (hint: it’s in the millions)🔹 How GroundWork de-risks utility-scale solar projects years before steel goes in the groundAnn also unpacks how strategic capital from Lime Rock New Energy is helping her take GroundWork to the next level—and what it means for the future of clean energy infrastructure.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Jul 24, 20251h 41m

S16 Ep 836836: The Battery Paradox: Why C&I Solar Isn’t Installing Battery Storage

Commercial & Industrial solar is no longer just about getting panels up on the roof (Or over the parking lot, as the case may be). I wanted to explore something that’s been bugging me…given the increase in C&I traction lately, what’s still holding the sector back from adopting batteries at scale?For the answer, I turned to Jayson Smith, Solutions Engineer at CPS America, to better understand how footprint, lead times, and complexity have historically stalled C&I battery storage adoption.  But that’s all rapidly changing thanks to smarter tech, tighter energy management integration, and a drive to reduce total cost of ownership. From 3.5-year payback periods to shrinking footprints, this episode is packed with insights to help installers and developers stay ahead of the storage curve.Expect to learn:🔹 How demand charge reduction is leading to 3.5-year paybacks🔹 The UL 1741 CRD standard that removes costly BOS components🔹 The top barriers to battery adoption in the C&I market (and how to overcome them)🔹 The real reason you should care who actually makes your battery system🔹 How HVAC control turns buildings into thermal batteriesWhether you're selling, designing, or deploying storage, this episode can help you make sense of what the latest advancements mean for your business.And, if you are curious about how we can PREVENT costly battery failures before they even get to the field, tune in to our next Live Broadcast on July 23 titled “Trust but Verify, How to ensure BESS Quality before it’s too late!” where we’ll be joined by field experts from Fire Safety and Factory Quality Assurance to better understand how the industry at large can improve battery deployments while avoiding giving renewables a black eye.  Register (Or watch the replay) at www.suncast.media/liveAre 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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Jul 22, 202516 min

S16 Ep 835835: Nextracker Is Rewiring Utility-Scale Solar | Jonathan Eastwood

Nextracker has proven its market dominance for more than a decade, and has practically rewritten the playbook on utility-scale solar globally. Lately, they’ve been on an acquisition spree, further fueling their market dominance and diversifying to better serve their customers. If you, like us, are on the outside looking in wondering “how they heck do they do it?”, then this episode will give you a glimpse inside the magnificent machine that is NXT!Jonathan Eastwood, Nextracker’s SVP of Sales, has seen the clean energy industry evolve from the ground up—literally. In this long-awaited episode, Jonathan joins Nico to share how product innovation, customer obsession, and strategic M&A are helping solve solar’s most urgent challenges, from logistics chaos to catastrophic hail risk.It’s a rare peek behind the curtain on how NextTracker has become more than just another manufacturing partner—offering not just parts, but fully integrated systems that EPCs and owners trust to perform. From solving logistics bottlenecks with proprietary software to designing hail-proof stow systems that win over insurers, Eastwood shares the innovations—and the culture—that keep NextTracker at the front of the pack.You’ll hear what most people get wrong about trackers, how customer feedback led to some of NextTracker’s biggest breakthroughs, and why integrated solutions—not just price—are winning deals in 2025. Expect to learn:🔹 The sales innovation that helped NextTracker stay 2–3 years ahead🔹 How HailPro tech saves projects and unlocks lower insurance premiums🔹 Why integrated platforms are winning over cost-focused EPCs🔹 How customer feedback shapes everything at Nextracker🔹 The secrets behind NextTracker’s elite sales culture🎧 Don’t miss this candid and career-spanning conversation with one of the industry’s sharpest operators—Eastwood’s story is proof that customer-driven innovation is still the ultimate differentiator in solar.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Jul 17, 202541 min

S16 Ep 834834: The New Solar Standard You Should Know About | w/Amanda Bybee & Karo Fernandez

What happens when a solar technician calls themselves a “Level 2,” but no one knows what that actually means?For years, solar O&M has lacked the structure and standardization seen in other trades. The result? Confusing job titles, wage inflation, inconsistent training, and safety risks. But that’s all about to change.In this Tactical Tuesday episode, Nico Johnson is joined by Amanda Bybee, CEO of Amicus O&M Cooperative, and Karo Fernandez, Technical Training manager at AES Clean Energy. Together, they have helped create and rollout ANSI/SEIA 301, the first ANSI-accredited standard defining technician levels in the solar industry! They share how a diverse coalition of stakeholders—from co-ops to giants like AES—came together to define skill levels, competencies, and a real career ladder for solar techs.Amanda breaks down the origin of the standard, why it’s necessary, and how it was shaped through broad consensus (60+ companies!). Karo brings it to life, showing how AES is rolling out hands-on, real-world training that prioritizes safety and clarity.If your business hires solar technicians—or wants to keep them—this episode is a must-listen.Expect to Learn:🔹 Why lack of technician standards leads to industry-wide wage inflation🔹 How ANSI/SEIA 301 enables clear career pathways for solar workers🔹 The 5 learning modalities AES uses to implement tech training🔹 The surprising data benefits of standardized technician levelsAre 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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Jul 15, 202545 min

S16 Ep 833833: 73% of Solar Damage from One Threat? Inside Solar Risk Assessment with Jason Kaminsky

Your solar project is one storm away from financial disaster!That’s not just fear-mongering—it’s the reality many developers are waking up to. In this episode, Nico sits down with Jason Kaminsky, CEO of KWH Analytics, the data-driven company reshaping how solar projects are financed and insured. You’ve probably already read this year’s Solar Risk Assessment—that’s the genius and hard–work of Jason’s team on full display, and the latest SRA dropped in Mid-June, so we’re here to cover the details for you.We’re presently in a high-stakes reality of asset performance, from the rise of “big and floppy” modules to the silent cost of wildfire smoke and hail storms. You’ll hear how the kWh Analytics team built a robust data infrastructure from scratch (literally by asking for spreadsheets from anyone who’d listen) and turned it into risk mitigation tools Wall Street trusts.More than just an insurance firm, KWH Analytics is building financial scaffolding for a volatile climate future—and they’re doing it with a mission to make solar stronger.Expect to Learn:🔹 Why 73% of solar financial losses come from just 6% of hail events🔹 How module design changes are quietly increasing system fragility🔹 The evolution of the Solar Revenue Put and risk-resilience insurance🔹 How wildfire smoke and cyber threats are reshaping performance expectationsDon’t miss this deep dive into what’s next for solar risk, resilience, and reliability.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Jul 10, 20251h 12m

S16 Ep 832832: Solar After the Megabill: Tax Credits, Tariffs & What’s Next |Christian Roselund

Is the “Big Beautiful Bill” about to choke the life out of solar & wind? Can energy storage be solar’s savior? Isn’t Solar inevitable? We don’t need no stinking subsidies, right?  Right?If you haven’t had a chance to catch up yet on all that the bill implies, keep reading (seriously at the bottom I’ve linked a ton of recommended reading!) In this episode, policy analyst, Christian Roselund, returns to SunCast to unpack the real implications of the recently passed Megabill—a sweeping piece of legislation that redefines how the solar (and wind) industry can operate in the U.S. From shifting timelines to aggressive FEOC (foreign entity of concern) ownership rules, the bill undoes decades of positive momentum, but could hasten the inevitable - that solar + batteries will be at or below grid-parity with or without incentives.With residential solar already faltering and manufacturers scrambling to comply with 45X and FEOC rules, this episode delivers an unfiltered look at the legislative changes that could derail billions in investment.Christian—known for making complex policy digestible—breaks down what the new rules actually say (well, what was known at the time at least!), what’s still misunderstood, and how companies should prepare for a volatile few years ahead. Note to Listener: Since this conversation was recorded, the final version of the OBBB was passed with some significant updates: most notably, the 25D and 48E residential solar tax credits were retained, as was transferability (a huge collective sigh!), and the 45X manufacturing credit remains in place, though compliance with FEOC rules will continue to challenge supply chains. The ITC/PTC windows under 45Y and 48E are now expected to run at full value through the early 2030s, providing much-needed policy certainty. Below, we’re providing you with PLENTY of links to the latest reading Nico and the team have been doing wrt this huge megabill and it’s impact to the solar industry. Recommended reading:https://www.congress.gov/bill/119th-congress/house-bill/1/text -> The ACTUAL Bill text - have fun!But if you want to save some time…https://zenodo.org/records/15801701 - Princeton professor Jesse Jenkins and his REPEAT Project analysis team’s takehttps://www.cruxclimate.com/insights/one-big-beautiful-bill-act-passes-senate - Crux Climate summary - they are also hosting a webinar on the 9th that you still have time to sign up for Energy Changemakers’ blog is predicting more grid defection: https://energychangemakers.com/big-beautiful-bill-distributed-energy-trends/ https://www.mwe.com/insights/the-one-big-beautiful-bill-act-navigating-clean-energy-tax-credits-in-a-new-era/ - MWE gives one of the better legal reviews I’ve seenAs does Novogradac: https://www.novoco.com/notes-from-novogradac/the-final-one-big-beautiful-bill-act-is-bad-news-for-solar-wind-home-energy-efficiency-other-clean-energy-tax-credits The Center for American Progress predicts that the OBBBA would increase average annual electricity costs by $110 per household as early as next year, with some states seeing more than $200 increases annually. https://www.americanprogress.org/article/what-trumps-anti-environment-one-big-beautiful-bill-act-means-for-your-wallet-health-and-safety/ Meanwhile Carbon Brief says it’ll add 7Bn Tonnes which would cause global climate damages worth more than $1.6tnhttps://www.carbonbrief.org/chart-trumps-big-beautiful-bill-blows-us-emissions-goal-by-7bn-tonnes/ https://www.hoganlovells.com/en/publications/one-big-beautiful-bill-act-signed-into-law-clean-energy-credits-and-new-feoc-prohibited-foreign - Noted legal firm Hogan Lovells - decent tables, a little hard to read imho 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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Jul 8, 202527 min

S16 Ep 831831: Saving Your Solar Project From Cancellation, with Amanda Foley of Kiterocket

Solar projects getting canceled? Clean tech CEOs burned out doing their own PR? Amanda Foley has seen it all.As the CEO of Kiterocket, Amanda leads one of clean energy’s most influential PR firms, helping clients go from misunderstood to market-ready. Recorded live at CleanPower 2025, this conversation dives into why even great technology companies struggle with messaging—and what to do about it.From overcoming community opposition to engineers writing their own press releases (spoiler: don’t), Amanda and Nico explore the gaps that often hold clean energy companies back from widespread adoption. They also unpack how today’s media landscape—from YouTube creators to AI-driven news cycles—is reshaping how clean tech companies need to communicate.Whether you’re an early-stage founder still wearing the marketing hat yourself or leading a growth-stage company ready for scale, Amanda offers real-world advice on when (and how) to invest in PR.Expect to Learn:🔹 The #1 mistake founders make when scaling their marketing efforts🔹 How to craft messaging that speaks to engineers, policymakers, and consumers🔹 The real role of press releases—and why most quotes are throwaways🔹 Why the Fourth Industrial Revolution is a communications goldmine (if you know how to tell the story)🔹 When founders should finally let go and hire real marketing leadershipAre 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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Jul 3, 20251h 18m

S16 Ep 830830: Inside the AI Power Race: How Data Centers & Renewables Will Shape the Grid [Expert Panel]

The AI boom isn’t just reshaping tech—it’s redefining the energy grid.As data center demand skyrockets, clean energy providers are scrambling to keep up with unprecedented power needs, speed requirements, and reliability expectations. In this special live panel, hosted by Jessica Fishman of Kiterocket, we hear directly from leaders at Equinix, Clayco, QTS, and MGM Transformer—key players shaping the future of power-hungry infrastructure.From fuel cells as primary power sources to grid-forming transformers and liquid-cooled AI campuses, this conversation dives deep into what’s working, what’s failing, and what’s coming next at the intersection of data, power, and renewables.🔍 You’ll learn:🔹 How the AI arms race is driving data center energy innovation🔹 Why grid constraints are forcing new collaboration models🔹 What roles geothermal, hydrogen, and district energy loops might play🔹 Why the energy transition may stall without workforce and regulatory breakthroughsIf you work in clean energy, utilities, or digital infrastructure, this episode offers a front-row seat to one of the most urgent—and opportunity-rich—conversations happening today.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Jul 1, 202554 min

S16 Ep 829829: Dean Solon Unfiltered: What the Shoals Founder Will Create Next Is Unprecedented

What would you do after taking your company public and becoming a billionaire?If you’re Dean Solon, you start over—with even bigger ambitions.The outspoken founder of Shoals Technologies is back with his new venture, Create Energy, and a mission to tear down the solar industry’s bloated, outdated playbook—and rebuild it from the ground up with speed, precision, and American grit.In this unfiltered live keynote from Midwest Solar Expo, Dean reveals:The real story behind Shoals’ rise to a billion-dollar IPOWhy he walked away at the peak—and what he’s building nextHis no-BS take on labor, logistics, and why the industry’s too damn slowExpect big ideas, bold opinions, and: 🔹 Why he’s betting (again) on U.S. manufacturing 🔹 How “Hot Pocket munchers” inspired a new labor model 🔹 The “McDonald’s menu meets Amazon Prime” approach to solar 🔹 How Create Energy built Nissan’s next-gen microgrid in 9 months flatIf you like your clean energy insights with a side of irreverence and hard truth, this one’s a must-listen.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Jun 26, 202546 min

S16 Ep 828828: Why The Grid’s Not Ready for Renewables - And What ABB Is Doing About It

How do you bridge the gap between fast-moving renewables and slow-moving utilities? Brian Nelson has spent the last two decades doing exactly that—from building house-sized transformers to now leading ABB’s renewables segment. At ACP 2025, he sat down with Nico to pull back the curtain on how utilities think, why they’re cautious, and what it really takes to bring innovation to the grid.In this episode, you’ll hear why Brian believes in the future of smart substations, 2,000-volt switches, and solid-state breakers—all designed to meet utilities where they are while pushing the envelope of what’s possible.Expect to learn:🔹 Why utilities are risk-averse—and how that impacts tech adoption🔹 How ABB is accelerating virtual power plants and grid-scale DC systems🔹 The surprising bottlenecks holding back renewable deployment🔹 What "local-for-local" manufacturing means post-IRAWhether you’re frustrated by permitting delays or excited by the future of DC microgrids, this one’s a must-listen.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Jun 24, 202529 min

S16 Ep 827827: Can Microsoft Solve Solar’s Hardest Problems with AI?

Can one of the world’s biggest tech companies actually go carbon-free, not just today, but retroactively, all the way back to 1975?In this powerhouse keynote from Intersolar 2025, Hanna Grene, leader of Microsoft’s Global Energy and Resources team, lays out a bold vision for this tech giant’s energy future. She makes one thing clear: Microsoft isn’t here to play catch-up. They’re partnering with the clean energy industry to lead. From ditching diesel in data centers to using AI to optimize dispatch and permitting, Microsoft’s commitments are already reshaping how energy is created, distributed, and consumed.Whether you’re building the grid or optimizing your solar bids, this episode will show you how this tech stalwart is helping turn clean energy headwinds into tailwinds.Expect to learn:🔹 Why Microsoft is one of the largest buyers of carbon-free energy on Earth🔹 How AI is slashing permitting timelines and supercharging forecasting accuracy🔹 A mind-blowing story of how 17GW of fossil fuels got cut with just software🔹 How quantum + AI helped shrink 32 million storage compounds down to 18 viable candidatesAre 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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Jun 21, 202525 min

S16 Ep 826826: Behind the Scenes of Electrical Code Writing: An Expert's Perspective

What if the biggest threat to your solar business wasn’t competition—but compliance?Rebekah Hren has spent over 20 years helping the solar industry avoid costly mistakes and dangerous shortcuts - by writing the very codes and standards that govern it. From fieldwork and training at SEI to consulting for AirBnB and now co-founding Solar Tech Collective, Rebekah has seen it all—and helped shape how we do solar safely and at scale.In this episode, Nico dives deep with Rebekah to uncover the untold story of the National Electrical Code (NEC), the real reason rapid shutdown rules nearly derailed the industry, and how better training - not just better tech - is key to solar's future.You’ll learn:🔹 Why UL certifications aren't optional - and what too many installers still get wrong🔹 The behind-the-scenes battles of Code Making Panel 4 (CMP-4)🔹 How O&M pros are rewriting the rules of safety and reliability🔹 Why rapid shutdown rules almost broke the solar industryThis is more than a conversation about compliance - you need this if you want to build a solar business that lasts.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Jun 19, 20251h 7m

S16 Ep 825825: How Interest Rates, Tariffs, & Utility Rates Impact Commercial Solar

Inflation, interest rates, tariffs—most markets flinch. But according to Josh Goldberg, commercial solar doesn’t blink. In this Tactical Tuesday, Josh pulls back the curtain on how Sunstone Credit is adapting—and thriving—by making it easier than ever to finance clean energy upgrades for America’s businesses.You’ll hear why commercial solar might be more resilient than resi, how to decode confusing lease structures, and why every building owner should be thinking like a telecom landlord. Plus: what makes a killer commercial proposal and the surprising financing products Sunstone now offers (hint: they finance roofs!).Expect to learn:🔹 How to translate NOI boosts into powerful solar sales🔹 Why EV chargers and storage make sense in C&I (but also complicate the deal)🔹 The tools commercial solar desperately needs—but don’t exist yet🔹 How Josh is making Sunstone the easiest lender in the clean energy game

Jun 17, 202522 min

S16 Ep 824824: Sheldon Kimber on Data Centers, Hybrid Renewables & The Next Energy Boom

“AI is the greatest threat to your business ever.” That’s how Sheldon Kimber opens this episode—and it only gets bolder from there.Live from the Kiterocket Lounge during ACP CleanPower 2025, Sheldon returns to SunCast to unpack the real story behind energy-hungry data centers, the rise of hybrid power solutions, and why clean energy is no longer about purity—it’s about pragmatism.As CEO of Intersect Power, Sheldon’s built one of the most forward-thinking development firms in the sector. He shares how Intersect is co-locating massive renewables with gas, batteries, and even grid backup—forming what might just be the future of baseload power. This is a must-listen for anyone monitoring how clean energy collides with digitalization, electrification, and AI.Expect to learn:🔹 Why the U.S. grid is fundamentally broken—and who’s really to blame🔹 The hybrid power recipe Intersect is using to power Google-scale data centers🔹 How political oscillation—not gas—is the real threat to climate progress🔹 Why Intersect is building its own control software instead of relying on VC-backed startupsAre 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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Jun 12, 202545 min

S16 Ep 823823: The Battle for AI Power: Data Centers vs. The Electric Grid

Forget what you thought you knew about data centers.Ryan Abbott of Clayco (a major datacenter design/build firm) joins Nico to explain how today’s hyperscale data centers are flipping traditional construction and energy planning on their heads. With AI workloads multiplying and compute demand skyrocketing, the real constraint isn't land—it’s power. And not just any power. Reliable, sustainable, redundant power systems that can handle 24/7 cooling, compute, and connectivity.In this conversation, you’ll learn how data centers are being redesigned for the AI age—everything from chilled water loops to rooftop geometry to satellite data transmission all have an impact on the efficiency of what could be the most important structures to be built in a generation.Expect to learn:🔹 Why data center siting now revolves around power, not land🔹 What “heat rejection” really means and why roofs matter more than you think🔹 Why water use and air-cooled chillers are becoming make-or-break issues🔹 What next-gen data center design teaches us about renewable integration🔹 The reason Arizona—not Alberta—may be the new hub for AI computeThis one is for the builders, the planners, and the visionaries driving clean energy forward. Listen in and learn why the future of compute is all about collaboration—with the grid.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Jun 10, 202530 min

S16 Ep 822822: Unlock National Media Coverage with These Storytelling Secrets from a PA Solar Firm

What makes someone actually care about solar? It’s not the data. It’s the story.On this special “SundayCast”, Nico sits down with the Reverend himself—Aaron Nichols (okay, not officially a Reverend, but the story behind that title is worth tuning in for). Aaron has made waves as a marketing & advocacy specialist at Exact Solar, helping the company thrive in a time when many others in solar are shrinking. His secret? Telling stories that spark action.From a school greenhouse in Philly to a donated community solar project, Aaron shares how real narratives—not kilowatt stats—are driving leads, national press, and community engagement. If you’re tired of wonky white papers and want to learn how to make clean energy compelling, what you’ll learn in this episode needs to be part of your playbook.Expect to learn:🔹 Why “facts are for the in-group, stories are for the out-group”🔹 How a single solar story got NPR, local press, and a Congressman’s attention🔹 The storytelling tactics Aaron uses to turn readers into leads🔹 How to make your next LinkedIn post actually get seen (and shared)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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Jun 8, 202522 min

S16 Ep 821821: AI and Solar Power: Making Renewable Energy Available 24/7 | Martin Hermann of BrigthNight Power

What if a renewable energy power plant could achieve capacity factors above 70%? Wouldn’t that make it, finally, FIRM baseload power, dispatchable and “reliable” for the grid? Can ai help? What else is required? The simple answer is hybridization, but a long-time industry pioneer is here to tell us more.Martin Hermann has spent the last 2 decades pioneering the future of utility-scale solar. From founding 8minutenergy, one of the first to bring Utility-scale solar parks to the US, to launching BrightNight, focused now on making solar dispatchable, Martin’s mission has stayed consistent: make renewables not just clean—but reliable.In the latest episode of SunCast, you’ll hear how BrightNight is rethinking the way we build power plants, why Martin deliberately didn’t hire solar industry veterans, and how AI is changing the way utilities plan for grid stability. This isn’t about adding more megawatts—it’s about turning renewables into baseload power, with capacity factors north of 70%.Martin shares how he’s using hybridization (wind + solar + batteries + market integration) to unlock grid value, and what it takes to design dispatchable renewables from the ground up.Expect to learn:🔹 Why utility-scale solar must escape the “real estate developer” mindset🔹 How BrightNight’s software optimizes entire systems—not just individual tech stacks🔹 The future of long-duration storage and why multi-day batteries are on the verge🔹 Why AI could become the most important tool in designing next-gen power plantsReady to rethink solar's role in the power stack? Hit play.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Jun 5, 20251h 3m

S16 Ep 820820: Trevor Noah On Why Comedy Might Be The Key To Saving Democracy And The Planet

“Even the most unsinkable ship can sink.”That’s Trevor Noah reflecting on the fragility of democracy, and he’s not just here to make you laugh—he’s here to challenge how you think. At CLEANPOWER 2025, Trevor delivers a brilliant, unscripted dialogue with Jason Grumet, the Chief Executive Officer of American Clean Power, unpacking how stories shape our national psyche—and what that means for the clean energy movement.This episode is full of surprises. From philosophical riffs on the social power of red lights to how a “thank you” at the front door can restore social cohesion, Trevor delivers a masterful discussion on systems thinking, imagination, and empathy.Most importantly? He lays out a quietly radical idea: stop selling people what you want—sell them what they need. Clean energy has a messaging problem, and it’s time we stop preaching morals and start aligning incentives.You won’t hear a more thought-provoking or entertaining take on American politics, trust, and the future of our energy system all year. (We recorded this Live Keynote with permission at the American Clean Power “CleanPower 2025” conference - it was delivered the very morning of the Houses passing vote on the Big Beautiful Bill) 👉 In this episode:🔹 The difference between truth, facts, and perception🔹 Why clean energy needs better storytelling, not better tech🔹 How conflict (done right) leads to discovery and love🔹 The power of human connection in a disconnected worldIf you're serious about leading the energy transition, start here—with the questions only a comedian dares to ask.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Jun 3, 202554 min

S16 Ep 819819: Why Commercial Solar Hasn’t Taken Off—Until Now | Josh Goldberg, Sunstone Credit

What if the biggest opportunity in solar has been hiding in plain sight?Josh Goldberg is no stranger to solar. He’s a multi-exit founder who helped shape residential solar finance—and now he’s back to tackle the “messy middle” of commercial solar. After stepping away from the industry, Josh returned with a mission: to unlock the underfinanced, overlooked world of small-to-mid-sized commercial solar.In this episode, Josh shares how Sunstone Credit is solving a billion-dollar bottleneck—by giving installers and non-rated businesses the financing tools they’ve always needed. He opens up about what’s changed in the market (and what hasn’t), the whiteboard moment that sparked his latest venture, and why the time for this market is finally now.Expect to learn:🔹 Why the C&I market still hasn’t scaled like residential or utility🔹 How Sunstone built bank-grade underwriting for an “unbanked” sector🔹 The real reason pricing in commercial solar hasn’t improved in 15 years🔹 What it took to convince banks to bet on a “brand new” asset classIf you’ve been wondering when large-scale commercial rooftops will finally go solar (or why it hasnt happened yet…), this one’s for you.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

May 29, 20251h 34m

S16 Ep 818818: Era Of Easy Money Ends: Prepare For A New Financial Landscape | Rob Sternthal On What To Expect

Winter is comingIf you're a solar or battery developer, especially in utility-scale or C&I, you're likely feeling it already: capital has tightened, exits have dried up, and project timelines are stretching longer than ever. Sound familiar?Rob Sternthal, co-founder of XIP and a two-decade veteran of clean energy finance, joins Nico to deliver a tactical wake-up call. This isn’t just another “market update”—it’s a field guide for navigating what could be the most turbulent season the industry has faced in most of your careers. Rob breaks down the myths developers are clinging to, the real risks of mid-stage assets, and how to avoid ceding your entire platform to creditors.You’ll hear why Rob believes the “build and flip” model is on life support, what capital providers are really thinking, and how XIP is helping developers get scrappy, strategic, and solvent in a capital-constrained world.🧭 Expect to Learn:🔹 Why the capital markets have gone from firehose to faucet🔹 The red flags of a distressed developer (and how to know if it’s you)🔹 Strategies to stay liquid and avoid a fire sale🔹 What kind of investors to seek (and which ones to run from)If you’re feeling the pressure to sell early, raise expensive credit, or just keep your team afloat, this episode could be a lifeline. And if you’re looking for the Linkedin Article that prompted this episode, it’s here: https://bit.ly/RobSternthal-LI-PostAre 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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

May 27, 202530 min

S16 Ep 817817: Turn Your Roof into a Money Machine: How to make as much as $32/Hour with Solar + AI Compute power! | Karl Andersen of Lektra

What if your rooftop solar could do more than just power your fridge?Karl Andersen believes it can—and should—power the future of AI.Karl unpacks the grid’s biggest vulnerabilities, why data centers lack critical power infrastructure, and how we can turn solar-powered homes into the building blocks of a decentralized compute network. Lektra’s tech fuses distributed energy with cloud computing—think “Raspberry Pi meets Tesla Powerwall meets AI.” The result? A game-changing business model where solar homeowners become micro data centers—and start earning like one.From national security concerns to GPU monetization, Karl walks us through why our energy and data systems are broken—and how his patented solution bridges both.Expect to learn:🔹 How Lektra turns excess solar energy into compute power🔹 Why grid fragility is now a national security issue🔹 What it takes to patent an entirely new category of energy-tech🔹 How homeowners could earn 1000x more than selling to the gridThis isn’t really even about solar. It’s about rethinking energy, ownership, and what the next version of the internet could look like.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

May 23, 202543 min

S16 Ep 816816: Load Shifting, AI, and DC-Coupling: The Future of Residential Energy Storage | Terahive’s Ram Bhat

If you think batteries are just for backup, think again. The post-NEM 3.0 world has flipped residential solar economics—and companies like TeraHive are leading a storage revolution that’s all about ROI, not just resilience.Ram Bhat, Head of Product at TeraHive, explores how software-first thinking and DC-coupled architecture are transforming what’s possible in home energy systems. Ram brings deep expertise from Enphase, fuel cells, and flywheels into a conversation that’s equal parts technical and strategic.You’ll hear why the next big winners in storage will nail low cost, modularity, and software intelligence—and how software approaches to battery management could be the key to unlocking this much-needed grid-edge solution.Expect to learn:🔹 How NEM 3.0 is reshaping battery attachment economics🔹 Why autonomous, AI-driven systems are critical to homeowner adoption🔹 The power of DC-coupled architecture for cost and efficiency🔹 What it takes to serve the “middle-income” solar-plus-storage marketIf you're trying to future-proof your product offerings—or your business model—you’ll want to hear this.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

May 20, 202520 min

S16 Ep 815815: Can Your EV Really Power Your Home? Barry Cinnamon Says “Yes!”

What if your truck could power your house—and save you hundreds a month on electricity?Could your EV be a secret energy arbitrage opportunity?Barry Cinnamon, a true solar pioneer, shows that it’s possible right now with Vehicle-to-Home (V2H) systems. Listen in as Barry breaks down why V2H is finally ready for prime time—and why the utility-centric V2X model is failing to deliver real value for homeowners.Barry's message is clear: customers want control, not complexity. And with a 240V inverter in your EV (at least, in his Ford Lightning) plus the right home inverter/battery setup (ht to FranklinWH here), you can skip the expensive hardware and take back some control of your utility costs!This isn’t just a backup power story. It’s about a seismic shift toward energy independence.Expect to learn:🔹 How Barry hacked his Ford F-150 Lightning to power his home🔹 Why utilities are resisting customer-centric energy models🔹 The real cost difference between home solar + EV vs. staying on the grid🔹 What grid defection looks like—and why it’s accelerating in CaliforniaWhether you're an installer, a homeowner, or just EV-curious, this is your primer on the future of decentralized energy. It’s practical, passionate, and packed with real-world insight.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

May 17, 202522 min

S16 Ep 814814: Zero-Cost Home Batteries? How Haven Energy Cracked the Code

Why haven’t more homeowners installed batteries—despite growing outages and rising rates? I tend to agree with Vinnie Campo, co-founder and CEO of Haven Energy, who believes the answer lies in who owns the asset. But beyond who owns the asset (and assuming, then, that it should not be the homeowner?), is there a way to deliver a truly zero-cost, fully managed battery system that benefits both homeowners and the grid?In this episode, Vinnie shares how Haven is flipping the script on residential energy storage. Backed by strategic investors (and co-founded by former Casper Mattress execs), Haven is creating a seamless path for utilities and CCAs to deploy batteries at scale—without burdening customers with financing complexity or upfront costs.We explore Haven’s creative partnership with one of those CCAs, Clean Power Alliance, helping deliver batteries to their base of 3 Million homeowners. We also learn just how they make it possible to deploy “zero cost” batteries, and why Vinnie’s background in energy trading helped bring this vision to reality.👉 This isn’t just about batteries. It’s about solving the grid's most urgent problems—and unlocking energy resilience for everyone.Expect to learn:🔹 How Haven offers batteries at no cost ever to income-qualified homeowners🔹 Why utilities and homeowners value batteries for very different reasons🔹 The secret to aligning grid capacity with backup power needs🔹 What makes VPP deployment finally scalable and financeableAre 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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

May 15, 20251h 4m

S16 Ep 813813: The Interconnection Crisis: Why the Distribution Grid Is Holding Back Clean Energy | Samantha Weaver, CCSA

The biggest threat to scaling community solar isn’t cost. It’s interconnection.Live from the PowerUp Stage at RE+ Northeast, Samantha Weaver of the Coalition for Community Solar Access dives into why so many promising clean energy projects never make it past the planning phase. Spoiler: it’s not because the technology isn’t ready—it’s because the system isn’t.With jaw-dropping examples (a 100-project backlog that would take 50 years to process?!), Samantha breaks down how sluggish utility review processes, outdated cost models, and data black holes are bringing progress to a crawl.This is an eye-opening conversation that shows how the right policies—and partnerships—can turn gridlock into greenlight.Expect to learn:🔹 The policy loopholes causing multi-million-dollar grid upgrade surprises🔹 What “zombie projects” are and why they’re choking the interconnection pipeline🔹 The one map every solar developer needs before applying🔹 Why community solar is essential for the 70% of Americans who can’t go solar on-siteDon’t miss this behind-the-scenes look at the roadblocks to energy equity—and what it’ll take to clear the way.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

May 13, 202531 min

S16 Ep 812812: The Real Cost of Tariffs: What’s Stalling U.S. Solar Deployment | Andrew Birch & Kerim Baran

You can buy solar panels in many places around the world for around 10 cents-a-watt— so why are Americans still paying an average of about $3.70 for every watt installed?In this candid and fiery live episode, Nico Johnson sits down with long-time clean energy champions Andrew Birch and Kerim Baran to unpack what’s really slowing down solar deployment in the U.S. The verdict? Bureaucracy, bad trade policy, and a lack of open-market access are dragging us down.From SolarApp to tariffs to balcony solar, this conversation delivers a clear-eyed exploration of clean energy economics and the tension between innovation and regulation. Birchy argues for smarter global trade to lower prices and create more jobs—not fewer. And Kerim asks the tough questions about sovereignty, security, and system-wide inefficiencies. We’ve got further reading down in the resources section, but first you’ll want to tune into this discussion to learn: 🔹 How smarter permitting could unlock a solar job boom in the U.S. 🔹 Why Australia achieves $1/Watt installs—and what’s holding the U.S. back 🔹 Why tariffs don’t protect jobs—they stall innovation 🔹 What Elon Musk could do to fix residential solar (no, seriously)This is the solar debate we should be having. Buckle up, SolarWarriors, we’re in for yet another stomach-churning ride on the solarcoaster.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

May 8, 202541 min

S16 Ep 811811: The EV Tsunami Is Here. Are Utilities Ready? With Rachel Bryant | GridX

What if the utility bill you barely understand holds the key to stabilizing the grid, accelerating electrification, and saving you money?Rachel Bryant has spent nearly 20 years navigating the complex world of energy regulation—as both an engineer and a lawyer. Now at GridX, she’s helping utilities across the country translate convoluted tariff structures into clear, actionable decisions for customers. The result? Better engagement, smarter energy use, and a grid that can flex with our electrifying future.Recorded live at RE+ Northeast, this conversation unpacks why traditional cost-of-service rate structures are crumbling under the pressure of EVs, solar, and home electrification—and how time-variable pricing might just be the answer. From peak load reduction to EV charging patterns, Rachel breaks down how data, software, and savvy communication can bring utilities and customers into alignment.Expect to learn:🔹 Why most people still don’t know they can choose their electricity rate🔹 How GridX lets customers simulate bill impacts down to the penny🔹 Why EVs are the gateway drug to grid participation🔹 What’s holding some utilities back from embracing time-of-use pricingAre 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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

May 6, 202518 min

S16 Ep 810810: Inside Texas’ Renewable Energy Boom—and the Policy Risks Ahead | Doug Lewin & Nico Johnson

Texas: where oil and gas once reigned supreme—and now, renewables are rewriting the rules.In this special live episode recorded at Intersolar & Energy Storage North America 2025, Doug Lewin and Nico Johnson flip the script. Doug takes the mic to interview Nico about his biggest takeaways from the show, and the two dive deep into what’s fueling Texas' meteoric rise in solar, storage, and energy expansion.Expect a candid, behind-the-scenes conversation about why Texas has become the unexpected juggernaut of clean energy—and what risks could upend that growth if policymakers aren't careful.Expect to learn: 🔹 How Texas' merchant energy market supercharged solar and storage🔹 Why oil and gas giants are quietly backing clean energy🔹 The looming policy threats that could slow Texas’ renewable momentum🔹 How massive new data center loads are reshaping ERCOTGet ready for bold insights, insider perspectives, and a fresh view of how Texas is setting the pace for America's energy future.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

May 1, 202542 min

S16 Ep 809809: Storytelling > Specs: How To Sell Anything Better In 2025

“Don’t pitch slap me.”That’s the line Spenser Meeks uses to describe the all-too-common trap most any professional falls into when presenting information (Usually via presentation decks) — jumping straight into specs and data before earning your audience’s attention. In a lively convo, Spenser and Nico break down why 60% of all conference speaking sessions (yes, your conference panels) are rated “meh”… and how better storytelling could fix that.If you’re tired of your message falling flat or sales calls that go nowhere, learn to help people care before they calculate. Spenser, who’s trained the moderators and presenters for RE+ and other top trade shows, shares the emotional and psychological blueprint that can transform technical pitches into conversations that land.🎭 Why storytelling creates instant emotional engagement🧠 How to structure sales conversations for maximum buy-in💬 The “one-liner” framework that makes your value unforgettable🎨 How to ditch boring slides and make your presentations popWhether you’re prepping for your next pitch or just want your message to stick, this episode will help you stand out—without shouting specs.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Apr 29, 202537 min

S16 Ep 808808: Solar Loans Are Broken — Atmos Has The Fix

The FinTech Reboot Solar Has Been Waiting ForWhat happens when local banks finally start playing ball in solar lending? Ravi Mikkelsen is here to tell us.In this “Where Are They Now” episode, we reconnect with Ravi Mikkelsen, the co-founder and CEO of Atmos Financial, who first joined SunCast in 2021. Since then, the solar financing world has been flipped on its head—rising interest rates, shifting policies, and a return to leases have left installers and homeowners alike with questions and headaches. Ravi has been quietly building an answer in the form of a fintech platform that bridges the gap between traditional banking and solar projects.If you’ve ever wondered why solar loans still feel so complicated—or what it would take to truly democratize clean energy finance—this is your episode.🔹 Why solar loans are getting more expensive—even as hardware costs fall🔹 How dealer fees can wipe out the homeowner’s tax credit benefit🔹 The return of leases—and what that says about market conditions🔹 Why Atmos is moving out of deposits and doubling down on lendingTune in to hear how Atmos is powering the next wave of solar finance by making it easier, cheaper, and more transparent—for everyone involved.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Apr 24, 202540 min

S16 Ep 807807: Say Goodbye to 'Virtual Power Plants' — Embrace Demand Flexibility

“Virtual power plant” might be trending—but Eversource’s Tilak Subrahmanian says it misses the mark.In this RE+ Northeast PowerUp Live stage interview, Nico sits down with Tilak for a refreshingly candid utility perspective on how distributed energy resources (DERs) are being integrated, managed, and monetized at scale. Spoiler: it's not just about demand response anymore.From managing EV charging loads to influencing ISO capacity calculations, Tilak breaks down how Eversource is designing a distributed grid built for policy, performance, and people. If you’ve ever wondered how utilities actually think about DERs, this is the episode for you.What you’ll learn: 🔹 How 70,000 residential and 400+ commercial customers help Eversource manage load🔹 What “edge DOMs” and “grid DOMs” are—and why they matter🔹 How Eversource partners with OEMs like Renew Home and EV manufacturers🔹 Why toaster ovens are the secret weapon in small business energy efficiencyThis is utility thinking, unfiltered. Tap play and gain a deeper understanding of the real opportunities—and challenges—behind the energy transition.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Apr 22, 202532 min

S16 Ep 806806: Inside MIT’s Solutions Factory: Scaling Climate Tech 2.0 | Ben Downing, The Engine

What’s blocking our climate tech breakthroughs?It’s not the tech. It’s the process.Ben Downing has seen the system from both sides—first as a Massachusetts state senator, then as VP at Nexamp scaling solar across the country. Now, as Chief Growth Officer at The Engine, MIT’s accelerator for “tough tech,” he’s helping commercialize game-changing innovations that can decarbonize the toughest sectors—steel, cement, transmission, and beyond.But it’s not just about the science. It’s about fixing the systems—permitting, infrastructure, policy—that stall progress. In this episode, Ben shares why real-world deployment is the biggest hurdle… and how The Engine is building what he calls a “Solutions Factory” to overcome it.Expect to learn: ⚡ Why product-market fit is the #1 blind spot for climate tech founders⚡ How startups like Sublime and Commonwealth Fusion are scaling real impact⚡ Why Massachusetts might be the best place to pilot manufacturing⚡ How to rebuild broken processes that stall startup successBen’s optimism is infectious—and it’s backed by hard-won insight from the frontlines of policy and innovation. If you’ve ever wondered why brilliant climate ideas stall out and how to course-correct, press play and take notes.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Apr 17, 202522 min

S16 Ep 805805: Why Energy Storage Is the Linchpin of America’s Clean Energy Future | Joan White, SEIA

The U.S. grid is facing its biggest stress test since WWII. The answer? Batteries.Joan White, Director of Storage & Interconnection Policy at SEIA, joins Nico on the PowerUp Live stage at RE+ Northeast to unpack the audacious 700 GWh storage deployment target laid out in SEIA’s latest white paper. That’s a 50% increase over the “business as usual” trajectory—and Joan believes it’s not just possible, but necessary.As AI data centers, EV adoption, and manufacturing supercharge national energy demand, the grid must evolve. Energy storage isn’t a luxury anymore—it’s a requirement. Joan walks us through the policy levers, market dynamics, and cost curves shaping this once-in-a-generation energy transformation. 🔹 Why SEIA is pushing for 700 GWh of storage (and how we get there) 🔹 The invisible hand of tariffs and trade cases reshaping the battery market 🔹 The threat of repealing the ITC—and how states are stepping up 🔹 How storage can finally retire fossil peaker plants and replace standby feesJoan doesn’t just know the policy—she’s writing the playbook. Whether you’re a policymaker, developer, or just curious about what’s next for the grid, this one’s a must-listen.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Apr 15, 202525 min

S16 Ep 804804: From DOE to IREC: Maria Robinson’s Mission to Modernize Energy Access

When Maria Robinson took the helm at the Grid Deployment Office within the US Department of Energy (US DOE), she stepped into one of the most pivotal (and difficult) roles in the clean energy transition.Now that she’s no longer a government employee, Maria reveals what really happens inside DOE decision-making rooms, why the grid is far more fragile than most realize, and how her new role as CEO of IREC is helping shift the power back to the people.From wildfire response to data center load growth and interconnection bottlenecks, Maria clearly understands what is driving (or stifling) our energy transition —you don’t want to miss this conversation.🔌 Why our grid is more outdated than you think🔥 The inside story of DOE’s wildfire response efforts📊 What solar pros need to know about FERC (and why they’re not paying attention)🧩 How IREC is taking on the hard problems utilities don’t want to faceTune-in, and after you’ve had a listen, consider sharing this with someone to help us spread the word!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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Apr 10, 202523 min

S16 Ep 803803: Is C&I The Solar Market Savior In 2025? With John Carroll Of Solaredge

Residential solar may still be a long way from recovery —but the commercial and industrial (C&I) solar market is heating up. In this power-packed episode recorded live at RE+ Northeast, Nico sits down with John Carroll of SolarEdge to explore why the commercial market could be the biggest growth driver in clean energy this year.From training installers to navigating the evolving incentive quagmire, John unpacks the forces reshaping the C&I landscape in 2025..📜 The IRA’s surprising ripple effects on project development and jobs⚙️ Top challenges facing new C&I installers—and how to overcome them🔌 How module-level power electronics are changing the economics of scale🏭🇺🇸 Why SolarEdge is doubling down on U.S. manufacturing and domestic contentAre 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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Apr 8, 202528 min

S16 Ep 802802: 12,000x Faster: Why Xendee is the new Microgrid standard, with CEO Adib Nasle

Microgrids are essential to the clean energy future—but they’re still too complex, slow, and unbankable. That’s the problem Adib Naslé set out to solve. With Xendee, he’s built a platform that makes distributed energy systems faster to plan, easier to finance, and smarter to operate.Nico digs into how Adib and his team turned 20 years of national lab research into a commercial product now used by governments, fleet operators, developers and data centers. If you want to understand where AI, microgrids, and electrification converge—this is the episode for you.🔹 The 3 biggest choke points in microgrid adoption🔹 Why software, not hardware, is the key to energy independence🔹 How Xendee is supporting Neom, Fiji, and Travel Centers of America🔹 The power of dynamic forecasting and rolling 72-hour optimizationAre 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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Apr 4, 20251h 18m

S16 Ep 801801: This $389M Deal Proves Clean Energy Isn't Waiting on Washington|Encore Renewable Energy’s Chad Farrell

At a time when uncertainty looms for many clean energy companies, Encore Renewable Energy just secured a $389 million financing deal that proves the big money’s still looking for good bets to be made. Chad Farrell walks us through their recent landmark deal with Brookfield and what it signals for the broader renewables industry.From raising capital the slow, scrappy way to winning major infrastructure funding, this episode is packed with insights for anyone navigating the shift from developer to independent power producer. And it also is a strong signal from the capital markets that distributed generation has solid support.🔹 The novel financing structure that lets Encore Renewable Energy move at industry-scale speed🔹 How solar’s economic case is winning over skeptics—across party lines🔹 What Encore Renewable Energy’s growth path says about capital market trends🔹 Why community engagement is key to unlocking project velocityAre 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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Apr 1, 202531 min

S15 Ep 800800: What 800 Episodes Taught Me About Clean Energy & Leadership, with guest Host: Lisa Ann Pinkerton

800 episodes. 1 unforgettable conversation. For the first time in years, Nico Johnson becomes the guest on his own show, interviewed by friend and fellow podcaster, Lisa Ann Pinkerton. What follows is a raw and powerful exploration of the highs, lows, and turning points behind SunCast’s success. Whether you’re building a brand, running a business, or just love clean energy—this episode has something for you.🔹 How vulnerability built SunCast’s loyal following🔹 Why podcasting is a secret weapon for industry influence🔹 Failures that almost killed the show🔹 What clean energy needs most in the next 5 yearsHope you like this one. It’s 9+ Years in the making!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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Mar 27, 20251h 18m

S15 Ep 799799: State of the Solar Industry 2025: Inside Intersolar with 3 Industry Experts (and podcasters) | Joe Ordia, Chris Crowell, Sean White

Live from the Hub Stage at Intersolar 2025, Nico gathers a powerhouse podcaster panel to dig into what’s really going on in the solar & battery sectors. Sean White (Solar Sean), Chris Crowell (Solar Builder), and Joe Ordia (Solar Surge) don’t hold back as they swap stories and product insights live from the show floor, and discuss the tough realities facing the solar sector presently.It’s equal parts geek-out, gut check, and group therapy. Don’t miss this behind-the-scenes take from media voices walking the solar beat daily.🔹 Candid takes on layoffs, slow budgets & where growth is hiding🔹 The comeback of module-level battery storage with a twist🔹 Why solar permitting (still) might be our biggest bottleneck🔹 How repowering could be the next big business opportunityAre 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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Mar 25, 202540 min

S15 Ep 798798: The Hidden Goldmine in Commercial Solar—And How to Tap Into It; with Claire Broido Johnson

There are billions of square feet of commercial rooftops in the U.S. that should have solar—but don’t. Why? Because financing these projects has been nearly impossible… until now. For years, the thousands of unrated businesses, nonprofits, and local institutions that want to go solar are stymied by one primary roadblock - financing. One developer is finally unlocking commercial solar for the long tail of the market, and we’re here to share exactly how.Claire Broido Johnson (Sunrock DG) and Josh Goldberg (Sunstone Credit) have “cracked the code on commercial solar”, giving small businesses and nonprofits access to solar PPAs and loans through an empowered network of hundreds of local solar businesses.Today we explore:🔹 Why most commercial solar deals fail—and how to fix it🔹 How Sunstone Credit built a financing model banks actually trust🔹 Why permitting & local regulations are still the biggest hurdles🔹 How solar EPCs can unlock more deals with the right financial toolsThe future of C&I solar is here—and it’s not just for Walmart & Target anymore.🚀 If you’re an installer, developer, or solar entrepreneur, this episode is packed with insights you can’t afford to miss.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Mar 20, 20251h 21m

S15 Ep 797797: How Solar Can Revitalize America's Rural Heartland

Smithville, Texas, a town known for its giant gingerbread man and Hollywood cameos, is making headlines for something even bigger—its solar future. With a 1.4MW solar power plant now generating clean energy for over 100 homes, this small town is proving that the energy transition isn’t just for big cities.In this episode, we go behind the scenes of Smithville’s solar transformation, from the unique financing mechanism that made it possible to the community benefits already taking shape. Hear from the local government and developers as they share the challenges, solutions, and surprising impacts of bringing solar to rural America. 🔹 The financing strategy that covered 50% of the project cost 🔹 How a 25-year power purchase agreement is saving the city $40K per year 🔹 The unexpected way Smithville is maintaining the land (hint: 🐑) 🔹 Why this project could be a model for small towns across the U.S.Join us for a look at how America’s small towns can take big steps toward a clean energy future.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Mar 18, 202522 min

S15 Ep 796796: The $1 Per Watt Energy Shift That Could Upend Utilities

Solar and battery prices have dropped so low that energy independence is truly NOW within reach—no permits, no utility red tape, just DIY power that any homeowner can harness. Kerim Baran, CEO of SolarAcademy, breaks down why this shift is happening now and how it could reshape the way we think about electricity as homeowners. From “balcony solar” to microgrids, Nico & Kerim explore why these utility-disrupting models are at a tipping point and how innovators around the world are capitalizing on this moment. 🔹 The concept of balcony solar and why it’s booming in Europe 🔹 How DIY solar & battery setups can deliver a 1-2 year payback 🔹 Why utilities may soon lose their monopoly over energy 🔹 The hidden economics of personal energy generation 🔹 What happens when solar & storage hit God ParityAre 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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Mar 13, 202555 min

S15 Ep 795795: The Truth About Community Solar & How It’s Changing the Game | Aviv Shalgi

Community solar promises to lower energy costs while expanding access to clean power—but does it deliver? Aviv Shalgi, CEO of Solar Simplified, joins Nico to expose the hidden challenges and big opportunities in this growing market. From financing hurdles to state-by-state policy shifts, we dig into what’s really happening behind the scenes. If you want the inside scoop on the future of community solar, this episode is a must-listen!Here are five key topics from the interview:1️⃣ What is Community Solar? – The surprising way renters and homeowners can benefit without installing panels.2️⃣ The Business Model Uncovered – How companies profit while offering guaranteed energy bill savings.3️⃣ Hidden Risks for Developers – Why some projects fail and what most don’t see coming.4️⃣ 2025 Market Shakeup – What’s driving potential industry consolidation and who will survive.5️⃣ The Future of Energy Savings – Why community solar is gaining bipartisan support and expanding nationwide.Curious? Check out the full episode!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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Mar 11, 202530 min

S15 Ep 794794: Solar Will Be 50% of Global Primary Energy by 2035 – Here’s How According to Birchy

Solar’s growth isn’t just steady—it’s compounding. If current trends hold, half of the world’s energy could come from solar by 2035. That’s the prediction Andrew “Birchy” Birch has modeled using real-world data and the S-curve of technology adoption. He explains why mainstream forecasts underestimate solar, how exponential growth works in energy markets, and what policies must change to support a fully electrified economy.Birchy is the CEO and co-founder of Open Solar, a free solar design and project management platform used by installers worldwide. A longtime solar industry pioneer, he previously co-founded Sungevity, one of the first online solar sales platforms, and has spent decades advocating for policies that expand solar access (like pushing forward the SolarAPP in the US). Now, he’s working with the Global Solar Council to push for an industry “Bill of Rights” that ensures fair energy market rules and a standardized approach to integrating solar into the grid. Want to hear and see the data supporting Birchy’s bold claim that Solar will be More than 50% of our primary global energy in just 10 years’ time?Expect to learn:Why the S-curve shows solar reaching 50% of global primary energy by 2035How the U.S. solar market compares to the rest of the worldHow SolarApp and permitting reform could unlock residential solarWhy tariffs and subsidies are distorting the solar marketHow OpenSolar is making solar design software free for installers worldwideAre 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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Mar 6, 202538 min