SunCast

Heat pumps are the EVs of HVAC—so why aren't we all using them?Stephen Lake, a highly successful engineer turned climate-tech entrepreneur, is here to explain why heating and cooling is the most overlooked piece of the decarbonization puzzle.After selling his last company to Google, Stephen founded Jetson to tackle one of the biggest—and slowest-moving—sectors of home energy: HVAC. From cold-weather performance to noise, he busts the myths about heat pumps and outlines why they haven't hit mass adoption in North America.Spoiler: it's not the tech. It's everything else—price, friction, contractors, complexity.Expect a crash course in sector disruption, including Jetson's decision to build everything in-house and cut install costs by half through full-stack operations. If Tesla built HVAC, it'd look like this.

A new wave of power demand is here. Is the grid ready? And can States keep up?Doug Scott, now in his second term as Chairman of the Illinois Commerce Commission, joins Nico to share how Illinois is navigating the accelerating pace of the energy transition. From integrating energy storage to regulating gigawatt-scale data centers, the ICC isn't moving at glacial speed anymore—it's sprinting.Does Illinois provide a glimpse into the agency that individual States have in managing their way through this energy transition? Doug reveals the behind-the-scenes challenges of regulating clean energy deployment while keeping costs in check and reliability rock-solid. In this conversation, we unpack how Illinois plans to balance electrification, equity, and economic growth—all while trying to avoid ratepayer whiplash. Plus, we dig into the legislation that almost passed and what's still on the table for 2025. Expect to learn:

So what's the secret to building influence in a Trillion-dollar industry?Perhaps it's “start when it's only a Billion-dollar industry!” But in today's episode a few more “secrets” are discussed. In this rare role-reversal, Nico Johnson—the voice behind SunCast—is interviewed by solar industry legend (and fellow podcaster), Barry Cinnamon. It's a full-circle moment packed with lessons on storytelling, scaling influence, and building a media brand that moves the clean energy industry forward.Nico shares how podcasting became his outlet for deeper industry insight—and how a single conversation with a GreenTech Media analyst changed his life. He reveals how he turned curiosity and connection into a flywheel for audience growth, impact, and eventually revenue.If you've ever wondered how to build influence, tell better stories, or scale a niche media company in a fast-changing industry—this one's for you.We also discuss:

Most warranties aren't worth the paper they're written on.In a solar market defined by price pressure and disappearing installers, consumers are more skeptical than ever—and they're asking smarter questions. Who's responsible when something breaks? Will anyone answer the phone in 10 years? 5 years?In this live session, Nico Johnson sits down with Dean Chiaravallotti of Solar Insure at NABCEP 2025 to unpack how modern solar companies are rethinking service, liability, and the real value of a system warranty. Dean outlines the pitfalls of relying solely on manufacturer coverage—and why smart contractors are shifting to a proactive, financially backed model that keeps them competitive and customer-centric.This isn't just about insurance. It's about building trust at scale—and protecting your business in the long haul.Expect to learn:

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.

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:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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 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.

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:

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:

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:

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:

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:

“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:

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, computing, 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:

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:

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:

“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)

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:

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.

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:

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:

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:

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.

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:

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:

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:

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:

“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.

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.

“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:

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.If you want to connect with today's guest, you'll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.Our Platinum Presenting Sponsor for SunCast is CPS America!SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today's guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.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

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.

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.

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..

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.

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.

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.

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.

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:

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.