Podcast appearances and mentions of sheldon kimber

Sheldon Kimber says the grid is broken — at least for new data centers and other large, industrial loads that need lots of clean power, fast.  But the founder and CEO of Intersect Power believes there's a workaround that enables larger data centers and speeds up time to power: colocating behind-the-meter generation and storage on megasites rich with renewable resources.  In short, instead of bringing clean generation to load, bring load to clean generation. Major partners are on board with the strategy. Last December Intersect announced $800M in investment from Google and private equity firm TPG, along with a goal of catalyzing $20B in projects by 2030. So how does colocation work? And how far does it go? In this episode, Shayle talks to Sheldon about how colocation can help sidestep the challenges associated with grid upgrades, transmission, and permitting. They dig into topics like: Major forces shaping the market, like AI demand, the IRA, and tariffs Optimal PPA prices and tenures The right mix of grid-connected and behind-the-meter power The extreme version of colocation: off-grid data centers Megasite developers for hydrogen and crypto and how they took advantage of the AI boom Whether DeepSeek will cause energy demand to temper or accelerate Recommended resources Latitude Media: Google's new data center model signals a massive market shift Latitude Media: Load growth is changing how Silicon Ranch develops solar projects Latitude Media: Amazon's data center strategy: ‘Get back to being grid-tied' Catalyst: The US power demand surge: The electricity gauntlet has arrived Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.

You don't need me to tell you how artificial intelligence (AI) is impacting the power grid; you can just ask AI. Claude, an AI assistant created by Anthropic, told POWER, “AI training and inference are driving unprecedented demand for data center capacity, particularly due to large language models and other compute-intensive AI workloads.” It also said, “AI servers, especially those with multiple GPUs [graphics processing units], require significantly more power per rack than traditional servers—often 2–4x higher power density.” So, what does that mean for power grid operators and electricity suppliers? Claude said there could be several effects, including local grid strain in AI hub regions, the need for upgraded transmission infrastructure, higher baseline power consumption, and potential grid stability issues in peak usage periods. Notably, it said AI data centers tend to cluster in specific regions with favorable power costs and regulations, creating “hotspots” of extreme power demand. Sheldon Kimber, founder and CEO of Intersect Power, a clean energy company that develops, owns, and operates a base portfolio of 2.2 GW of operating solar PV and 2.4 GWh of storage in operation or construction, understands the challenges data centers present for the grid. As a guest on The POWER Podcast, Kimber suggested the only way to meet the massive increase in power demand coming from data centers is with scalable behind-the-meter solutions. “These assets may still touch the grid—they may still have some reliance on the grid—but they're going to have to bring with them an enormous amount of behind-the-meter generation and storage and other things to make sure that they are flexible enough that the grid can integrate them without creating such a strain on the grid, on rate payers, and on the utilities that service them,” Kimber said. Yet, data center developers have not traditionally kept power top-of-mind. “The data center market to date has been more of a real estate development game,” Kimber explained. “How close to a labor pool are you? What does it look like on the fiber side? What does the land look like?” He said electric power service was certainly part of the equation, but it was more like part of a “balanced breakfast of real estate criteria,” rather than a top priority for siting a data center. In today's environment, that needs to change. Kimber said Intersect Power has been talking to data center companies for at least three years, pitching them on the idea of siting data centers behind-the-meter at some of his projects. The response has been lukewarm at best. Most of the companies want to keep their data centers in already well-established hubs, such as in northern Virginia; Santa Clara, California; or the Columbia River Gorge region in Oregon, for example. Kimber's comeback has been, “Tell us when you're ready to site for ‘Power First.' ” What “Power First” means is simple. Start with power, and the availability of power, as the first criteria, and screen out all the sites that don't have power. “To date, data center development that was not ‘Power First' has really been focused on: ‘What does the plug look like?' ” Kimber said. In other words: How is the developer connecting the data center to the power grid—or plugging in? The developers basically assumed that if they could get connected to the grid, the local utility would find a way to supply the electricity needed. However, it's getting harder and harder for utilities to provide what developers are asking for. “The realization that the grid just isn't going to be able to provide power in most of the places that people want it is now causing a lot of data center customers to re-evaluate the need to move from where they are. And when they're making those moves, obviously, the first thing that's coming to mind is: ‘Well, if I'm going to have to move anyway, I might as well move to where the binding constraint, which is power, is no longer a constraint,' ” he said.

Solar power is the fastest growing source of electricity in the US. But as adoption of solar and other renewable power generation grows, developers are facing new realities when it comes to financing projects and setting expectations about their returns.   In this episode, guest Sheldon Kimber, founder and CEO of independent power producer Intersect Power, speaks with correspondent Camellia Moors about the business case for solar power development in the US, some of the policies surrounding the industry, and solar power's role in the US energy transition.  Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors. 

Solar power is the fastest growing source of electricity in the US. But as adoption of solar and other renewable power generation grows, developers are facing new realities when it comes to financing projects and setting expectations about their returns.   In this episode, guest Sheldon Kimber, founder and CEO of independent power producer Intersect Power, speaks with correspondent Camellia Moors about the business case for solar power development in the US, some of the policies surrounding the industry, and solar power's role in the US energy transition.  Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors. 

Texas and California have witnessed a crazy growth in Solar and Batteries in recent years. In 2024 California has 24GW of Solar and 9GW of batteries on its grid; Texas has grown even faster with 31GW of Solar and 10GW of batteries.When it comes to the Energy Transition, you can make the following analogy: public policies are the land and financial markets are the rain. But the seeds are battle-hardened entrepreneurs. Laurent and Gerard love to invite such heroes of the development of Renewables. They don't build pipelines of projects. They built projects. One of those American Heroes is Sheldon Kimber, CEO of Intersect Power. In the past 8 years, Intersect has delivered 4GW of Solar and 2.5GWh of batteries. By focusing on a few huge projects, by developing a unique expertise in both Texas and California. Along the way, the Company has closed $5B in project financings and raised nearly $1B in corporate equity (TPG, CAI, Trilantic) to support the buildout of the Base Portfolio and additional growth projects. But Sheldon's success is also linked to the development of a secure and efficient supply chain.The conversation is so rich that we didn't have time to delve into his plan to develop e-fuels for Taylor Swift private jet.  And, as Daniel said: “Stumpf ist Trumpf”.  We thank DLA Piper for supporting the show

Most CEOs are deliberate and careful, often neutering commentary of any hint of controversy. Sheldon Kimber is not like most CEOs. He's known to pen a thousand words, or two, on the ebbs and flows of the energy transition. His comments are not always complimentary. But they're aimed at pushing the industry toward new heights. Don't be mistaken— Kimber is deliberate, too. He uses his voice not for attention, but because he passionately believes the clean energy industry needs an unashamed advocate.His latest campaign may be his most bold. In Episode 75 of the Factor This! podcast, Kimber shares why you should forget everything you know about clean energy development. He's convinced a fresh business model is necessary to sustain an industry battered by rising capital costs, which have shaken even the likes of sector king NextEra.Clean energy is in desperate need of a new bellwether, and way of thinking, to survive and thrive. Kimber, and Intersect Power, say they are ready to lead the charge. Watch the full episode on YouTubeRegister for the GridTECH Connect Forum - Southeast event taking place in Orlando on Feb. 26 using promo code "PODCAST" to receive 10%. Take advantage of this unique opportunity for developers, utilities, and regulators to collaborate on the critical issue of interconnection. All GridTECH Connect attendees also receive complimentary access to DISTRIBUTECH International. Watch every new episode of the Factor This! podcast on the Renewable Energy World YouTube channel, and make sure to subscribe while you're there!

Sheldon Kimber, CEO and Founder of Intersect Power, demystifies hydrogen project development. Some of his golden rules and insights on effective project development include:1️⃣ Innovative financing for large projects is typically2️⃣ Not every long-term contract is a good contract3️⃣ The current “flight to quality” for financiers leads to a consolidation in the project development market4️⃣ Hydrogen deployment is much more than just a technology game. The business model matters!Nuggets of inspiration

This is a partner podcast episode, brought to you by Intersect Power. The U.S. grid is in trouble. It's old; it's really hard to build new transmission lines; and that is limiting the amount of wind and solar we can add to the system. Sheldon Kimber, Founder and CEO of the clean energy developer Intersect Power, says the grid is “broken.” But he has a plan to get around those constraints.  In this episode, produced in partnership with Intersect Power, Sheldon Kimber talks with Stephen Lacey about creative strategies for building renewables that don't rely on overhauling the grid.  If you want to read more about Sheldon's vision on how this strategy will play out, he has an op-ed published at Latitude Media.  Intersect Power is a clean energy company bringing innovative and scalable low-carbon solutions to its customers in global energy markets. The company develops, owns, and operates some of the world's largest clean energy resources – providing low-carbon electricity, fuels, and related products to customers for U.S. consumption and international export. Learn more about Intersect's projects and business model.

We're back! And this time we hosted OG DERTF Heads James McWalter (the better James) and Kyle Baranko from Paces at the David Energy HQ. They are working on one of the gnarliest problems in the entire clean energy space: permitting and interconnection. We go deeeep on the problem, so you don't want to miss this. We are massive fans of them and what they're building, and had so much fun recording this!Tune in if you want to hear us go down memory lane on early DERTF days, Kyle and James' favorite DERs and how they got DER-pilled, private wires, homesteading, solar grazing, why the permitting and interconnection problem even exists, hosting capacity maps, how Paces can help, the journey to founding climate cos, what it's like being in YC and if more climate founders should do it, the Fractal Grid, creating the clearing price for virtual wires, Sheldon Kimber, utility scale DERs, and so much more! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit dertaskforcenews.substack.com/subscribe

In this episode, our Managing Director of Aurora in APAC & California, Hugo Batten is delighted to be joined by Sheldon Kimber, CEO and Founder of Intersect Power and our Founder and CEO, John Feddersen. Intersect Power is one of the most successful and dynamic clean infrastructure companies in the US today. Sheldon has had a hugely impressive and diverse career in energy, spending time at Recurrent, Calpine and at Accenture before founding Intersect Power. He also lectures at the Haas School of Business, University of California Berkeley. Main topics include: • Intersect's thinking about the future of energy markets and decarbonisation • The US energy markets and the future of utilities in California • The energy crisis in Europe Read more from Sheldon on The Nexus of Deep Decarbonization here: https://www.intersectpower.com/the-nexus-of-deep-decarbonization/

Sheldon Kimber, the CEO and founder of renewable developer Intersect Power joins the podcast to discuss the possible impacts of the Inflation Reduction Act of 2022 —announced on July 27 after Senators Manchin and Schumer reached a compromise— on renewable energy development and the renewable supply chain. Later, Kimber walks us through Intersect Power's 8 GW pipeline, including its future entrance into the wind market and how green hydrogen will be one of the target uses of its USD 750m in capital the company raised in late June from TPG Rise and others. New Project Media (NPM) is a leading data, intelligence and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.

Sheldon Kimber has built from scratch multiple successful enterprises over his two decades in the energy industry. Now the CEO and Co-Founder of Intersect Power, a developer and owner of some of the world's largest clean energy resources, Sheldon is working to bring innovative and scalable low-carbon solutions to customers across North America. Earlier this year, Sheldon published an article entitled, “The Nexus of Deep Decarbonization,” in which he discusses the five inevitable industries that have the potential for exponential growth as we work to decarbonize the global economy by leveraging increasingly affordable and available clean energy. These five industries include; Green Hydrogen and E-Fuels, Direct Air Capture, Electrification of Industrial Thermal Loads, Mass Electric Vehicle Charging, and Desalination and Water Transportation.In this episode, Chad Reed and Jeff Eckel dive deep into Sheldon's unique background and discuss the five inevitable industries, and the related decarbonization policy challenges and opportunities given the current macroenvironment. To get the most out of this episode, we encourage you to read Sheldon's aforementioned article, available in the show notes. Links:Sheldon Kimber TwitterArticle: The Nexus of Deep Decarbonization (Sheldon Kimber, February 11, 2022)Article: Proposed US tax credit 'would instantly make green and blue hydrogen competitive with grey' (ReCharge News, February 9, 2022) Episode recorded: May 11, 2022

Today's episode is about clean energy, green hydrogen, and decarbonization. Our guest, Sheldon Kimber, has over 20 years of experience in energy finance, development, and entrepreneurship. He is currently CEO and Founder of Intersect Power, a clean infrastructure company bringing utility-scale energy and storage solutions to wholesale customers, delivering value and viability to both energy buyers and asset investors. Professor Severin Borenstein who is an expert on these topics also joins us in this conversation.Sheldon spent five years at Calpine, working on finance and development of gas-fired power projects. He also worked as an investment banker at Goldman Sachs, and in Accenture's strategy consulting practice, specializing in power-price forecasting and asset valuation projects for utility clients.In this episode, Sheldon shares his origin story, his professional career, and his time at Haas where his interest in clean energy and clean technology escalated.We also get to hear about the company he founded, Intersect Power, what it is currently doing, its plans for the future, and how Haasies can join its vision in building a clean energy future.Episode Quotes:The best thing you can do as an entrepreneur"I think the best entrepreneurs are people who do feel a sense of obligation to the people who work with them or for them. The best entrepreneurs are, first and foremost, servants to their people, because I think, at the end of the day, in this day and age, pulling together great teams of people is what builds value in almost any industry. And if you, as a leader, aren't really a servant to your people and really focused on that being the number one thing, it's pretty much the most valuable thing you can do. And I don't know, there's a lot of people that'll tell you how smart they are and how visionary they are and all of that, but I think, at the end of the day, I've found that creating an environment that is more caring and open and transparent is probably the best thing you can do as an entrepreneur."Why he founded Intersect Power"Intersect was actually born out of two questions. One was, it's clear that renewables are just getting cheaper and cheaper. So, what happens when renewable power, at certain times of day in certain locations, is so cheap you just either can't or shouldn't put all of it on the grid, it's just not necessary, it's not needed, you can't even get it to where it needs to go? That's one question. And the second question was, how do I never wind up having a utility between me and my customer ever again? I didn't necessarily solve that second one, but those were the two big problem statements or questions that I was most focused on."Having a small team that is aligned with the company's vision"When you can prove that you're able to do much, much more with less on the overhead side, people, they step back and let you get the results, which is what we want to do. I'd much rather have a small group of people who are the absolute best, the pinnacle of the industry, that are willing to work their tails off, but are expecting to get compensated pretty highly and are also, they're used to being treated in a certain way, having information shared with them, having a clear and transparent view of the company's strategy, being treated like peers and leaders and strategic thinkers. And I think I'd rather create that environment and that's what we've done here. And I think, because you remain lean and can control your overhead, your investors usually go along with that because they're seeing the results they need, because people—they're happy, they're plugged into the vision.How can Haasies help?"For Haas folks, it's important to understand the ties that Intersect has culturally to some of our roots at Haas. And so, when we talk about challenging the status quo and confidence without attitude, these are the types of values that are at the absolute core of Intersect. We are confident people. I do think we're the best at what we do. And that's important to believe that. But at the same time, exercising a certain level of humility to understand some of these new things you have to go in. …you know, I had a meeting with a CEO of a wind company the other day, and I started by saying, ‘We're getting into wind….I have no idea what that means, really, you know? So I first want you to know that there's no pride here, please help me.'So, I think, when you step back and look at the cultures of our organization versus the school, there are a lot of overlaps, a lot of similarities. And I think that makes Haas folks a really good fit for us. And we have a lot of Haas folks already that work with us and a lot of Cal folks that work with us. We're also just whip-smart. I do think we are the best. We're confident about that. And I think that also matches up really well with Haas because I think there are a lot of really talented people looking to make a difference in the world. And we're a great place to come to work if that's what you're looking to do with your life."Show Links:Sheldon Kimber“The Nexus of Deep Decarbonization” Blog by Sheldon KimberProfessor Severin BorensteinIntersect PowerIntersect Power Job OpportunitiesSupport this podcast at — https://redcircle.com/onehaas/donations

Sheldon Kimber has spent the last 20 years developing energy projects. He's overseen the build-out of billions of dollars worth of large-scale solar plants. Getting those solar projects in the ground wasn't easy. Abrupt national policy shifts, international trade wars, and local regulatory hurdles made every megawatt a fight. The stunning price drops in wind and solar weren't inevitable. But they were predictable – partly because people like Sheldon were building renewable power plants at a consistent pace.  Today, all that cheap renewable power is opening up opportunities in other areas of the economy. And as CEO of Intersect Power, Sheldon is building a portfolio of massive solar and battery projects that can enable predictable cost drops for other low-carbon solutions. In this episode, produced in collaboration with Intersect Power, Stephen Lacey talks with Sheldon Kimber about his vision for the inevitable industries that will arise from low-cost clean electricity. Read Sheldon's article on the “nexus of deep decarbonization.” Intersect Power is a clean energy company bringing innovative and scalable low-carbon solutions to customers in retail and wholesale energy markets. Learn more about Intersect's projects and business model.

On this week's episode, Colbert sits down with Sheldon Kimber, CEO and Founder of Intersect Power. We learn how Sheldon plans to grow and scale low-carbon technology at Intersect Power to propel the future of the clean energy industry forward. He also shares his personal journey into the energy sector, from working on smaller scale utilities projects at Accenture to critical reliable power for Calpine – and his short-lived attempt to exit the space in business school before rejoining with Recurrent Energy. We discuss his efforts to build an innovative portfolio as COO of the solar developer before eventually leaving to start his own clean energy company. Learn more about Sheldon Kimber's tenure at Intersect Power here. You can check out our guest's Best Idea, reading his work for The Intersection Blog, here. Watch the Apple TV seriesTehran, Colbert's Best Idea for this week, here.

Sheldon Kimber, CEO and co-founder of Intersect Power, joins us to discuss the $2.6 billion financing facility that Intersect signed in November 2021 to finance a portfolio of late-stage solar and storage projects in California and Texas. We get into Intersect's $600 million equity raise last year, Sheldon's openness to merchant risk, the sacrifices that need to be made when the company structures these deals, where he sees the energy storage market going and more.

In the final episode of Season One of our Green Hydrogen series, we're looking at how Hydrogen might be useful to aid hard-to-abate industries such as Steel in achieving a zero-carbon future.  Let's get serious about carbon intensity for a minute: the steel industry produces approx 2.6 GIGATONS* of carbon emissions  annually, that's over 7% of total  global emissions and it's a product that is not optional in today's world. If you're having a hard time wrapping your head around that number, I give you a great example further down with a reference for further reading.  For this final episode of the season, Joachim von Scheele, Global Director of Commercialization for leading gas retailer, Linde, has set his sights on decarbonizing Steel and other large industry emitters through energy efficiency and, yes, Green Hydrogen.  As a longtime Global leader for Linde, Joachim has spent his 20 year career living and working in India, China, and Europe where these hard-to-abate industries are critical parts of the economy and the world's construction process.  Today, he provides a crash-course in steel manufacturing and Hydrogen production, along with a vision for how green hydrogen could possibly be the answer to decarbonizing this energy intensive sector.  And we're not just day-dreaming, here, Joachim gets calls daily from the industry leaders who are looking to transition to “green steel”.   The demand has arrived, but who will meet it?   Listen Now, on SunCast.   *the prefix “giga” means 109, or one billion (1,000,000,000). Hence terms like “gigawatt” or “gigahertz.” Thus, a gigaton is equivalent to a billion metric tons. So, 2.6 Gigatons = roughly 38 Billion Pounds (plus a little), therefore about 5.5 times the entire Human population in CO2 is being released into the atmosphere each year just by Steel alone. Let that sink in.Credit to Washinton Post  for this excellent article on the scale of Gigatons in Ice, CO2, etc from 2015  This is the last episode of our Green Hydrogen Mini-Series.  You can hear all five episodes and learn more about our experts at www.mysuncast.com/hydrogen  Episode 1 - Nexus of Deep Decarbonization & “The Inevitability of Hydrogen” with Sheldon Kimber, CEO Intersect Power Episode 2 - The Green Hydrogen Opportunity with DNVs Global Energy Storage leader and Hydrogen Industry Veteran, Jason Goodhand Episode 3 - The Role of the Large Energy Companies, partnership opportunities, existing infrastructure, and more from a top 10 Oil & Gas analyst, RBC's Biraj Borkhataria Episode 4 - Role of New Technologies - with Raffi Garbedin, Co-founder of Electric Hydrogen (formerly CTO of First Solar)  Episode 5 - Decarbonizing Hard-to-abate Sectors Like Steel with Joachim Von Sheele, Global Director of Commercialization at the world's largest industrial gas company, Linde, who is also building the world's largest Electrolyzer.

In the final episode of Season One of our Green Hydrogen series, we're looking at how Hydrogen might be useful to aid hard-to-abate industries such as Steel in achieving a zero-carbon future.  Let's get serious about carbon intensity for a minute: the steel industry produces approx 2.6 GIGATONS* of carbon emissions  annually, that's over 7% of total  global emissions and it's a product that is not optional in today's world. If you're having a hard time wrapping your head around that number, I give you a great example further down with a reference for further reading.  For this final episode of the season, Joachim von Scheele, Global Director of Commercialization for leading gas retailer, Linde, has set his sights on decarbonizing Steel and other large industry emitters through energy efficiency and, yes, Green Hydrogen.  As a longtime Global leader for Linde, Joachim has spent his 20 year career living and working in India, China, and Europe where these hard-to-abate industries are critical parts of the economy and the world's construction process.  Today, he provides a crash-course in steel manufacturing and Hydrogen production, along with a vision for how green hydrogen could possibly be the answer to decarbonizing this energy intensive sector.  And we're not just day-dreaming, here, Joachim gets calls daily from the industry leaders who are looking to transition to “green steel”.   The demand has arrived, but who will meet it?   Listen Now, on SunCast.   *the prefix “giga” means 109, or one billion (1,000,000,000). Hence terms like “gigawatt” or “gigahertz.” Thus, a gigaton is equivalent to a billion metric tons. So, 2.6 Gigatons = roughly 38 Billion Pounds (plus a little), therefore about 5.5 times the entire Human population in CO2 is being released into the atmosphere each year just by Steel alone. Let that sink in.Credit to Washinton Post  for this excellent article on the scale of Gigatons in Ice, CO2, etc from 2015  This is the last episode of our Green Hydrogen Mini-Series.  You can hear all five episodes and learn more about our experts at www.mysuncast.com/hydrogen  Episode 1 - Nexus of Deep Decarbonization & “The Inevitability of Hydrogen” with Sheldon Kimber, CEO Intersect Power Episode 2 - The Green Hydrogen Opportunity with DNVs Global Energy Storage leader and Hydrogen Industry Veteran, Jason Goodhand Episode 3 - The Role of the Large Energy Companies, partnership opportunities, existing infrastructure, and more from a top 10 Oil & Gas analyst, RBC's Biraj Borkhataria Episode 4 - Role of New Technologies - with Raffi Garbedin, Co-founder of Electric Hydrogen (formerly CTO of First Solar)  Episode 5 - Decarbonizing Hard-to-abate Sectors Like Steel with Joachim Von Sheele, Global Director of Commercialization at the world's largest industrial gas company, Linde, who is also building the world's largest Electrolyzer.

If you've been around the solar industry for long, you might recognize the name, Raffi Garabedian. If you don't, however, it's probably because you haven't studied the rise of one of the largest solar manufacturing brands in the world, First Solar, or perhaps you didn't sell against First Solar for years like Nico did in his past life! Raffi was the Chief Technology Officer at First Solar for the better part of the last decade, and recently retired to pursue “other interests”.  When he came out if stealth this year, we were surprised, and pleased, that it was in pursuit of another cutting edge technology scale-up endeavor - productizing an electrolyzer stack that can scale effectively for developers as many, like Intersect Power, scour the market for a partner to help convert those clean green electrons from massive solar and wind parks into Green Hydrogen.  Founded by experienced renewable energy technologists, Electric Hydrogen aims to cost-effectively decarbonize the massive industrial sectors that we all rely on. Raffi and team are thinking big and with urgency to decarbonize the physical world, and in today's part four of our Green Hydrogen series, he speaks to exactly where the market is going and what technological limitations have thus far limited scale thus far. If you're new to the Hydrogen discussion, you'll also appreciate Raffi's solar-specific perspective, detailed insight into the role of solar project developers, and critical thought around the barriers to scale presently for Green Hydrogen technology. It gets technical, but it's eye-opening, and it's a ton of value packed into an hour - fair warning, you may need to listen twice!   As in the last 3 episodes, Intersect Power's CEO, Sheldon Kimber, joins me for a “takeaways” session at the end of the episode so you can hear from a major clean infrastructure developer (Intersect has raised >$2.5B in financing) on where all this fits in a real-world application. This is part four of our Green Hydrogen Mini-Series.  You can follow along and learn more about our experts at www.mysuncast.com/hydrogen  Episode 1 - Nexus of Deep Decarbonization & “The Inevitability of Hydrogen” with Sheldon Kimber, CEO Intersect Power Episode 2 - The Green Hydrogen Opportunity with DNVs Global Energy Storage leader and Hydrogen Industry Veteran, Jason Goodhand Episode 3 - The Role of the Large Energy Companies, partnership opportunities, existing infrastructure, and more from a top 10 Oil & Gas analyst, RBC's Biraj Borkhataria Episode 4 - Role of New Technologies - with Raffi Garbedin, Co-founder of Electric Hydrogen (formerly CTO of First Solar)  Episode 5 - Decarbonizing Hard-to-abate Sectors Like Steel with Joachim Von Sheele, Global Director of Commercialization at the world's largest industrial gas company, Linde, who is also building the world's largest Electrolyzer. (*coming December 21st)

If you've been around the solar industry for long, you might recognize the name, Raffi Garabedian. If you don't, however, it's probably because you haven't studied the rise of one of the largest solar manufacturing brands in the world, First Solar, or perhaps you didn't sell against First Solar for years like Nico did in his past life! Raffi was the Chief Technology Officer at First Solar for the better part of the last decade, and recently retired to pursue “other interests”.  When he came out if stealth this year, we were surprised, and pleased, that it was in pursuit of another cutting edge technology scale-up endeavor - productizing an electrolyzer stack that can scale effectively for developers as many, like Intersect Power, scour the market for a partner to help convert those clean green electrons from massive solar and wind parks into Green Hydrogen.  Founded by experienced renewable energy technologists, Electric Hydrogen aims to cost-effectively decarbonize the massive industrial sectors that we all rely on. Raffi and team are thinking big and with urgency to decarbonize the physical world, and in today's part four of our Green Hydrogen series, he speaks to exactly where the market is going and what technological limitations have thus far limited scale thus far. If you're new to the Hydrogen discussion, you'll also appreciate Raffi's solar-specific perspective, detailed insight into the role of solar project developers, and critical thought around the barriers to scale presently for Green Hydrogen technology. It gets technical, but it's eye-opening, and it's a ton of value packed into an hour - fair warning, you may need to listen twice!   As in the last 3 episodes, Intersect Power's CEO, Sheldon Kimber, joins me for a “takeaways” session at the end of the episode so you can hear from a major clean infrastructure developer (Intersect has raised >$2.5B in financing) on where all this fits in a real-world application. This is part four of our Green Hydrogen Mini-Series.  You can follow along and learn more about our experts at www.mysuncast.com/hydrogen  Episode 1 - Nexus of Deep Decarbonization & “The Inevitability of Hydrogen” with Sheldon Kimber, CEO Intersect Power Episode 2 - The Green Hydrogen Opportunity with DNVs Global Energy Storage leader and Hydrogen Industry Veteran, Jason Goodhand Episode 3 - The Role of the Large Energy Companies, partnership opportunities, existing infrastructure, and more from a top 10 Oil & Gas analyst, RBC's Biraj Borkhataria Episode 4 - Role of New Technologies - with Raffi Garbedin, Co-founder of Electric Hydrogen (formerly CTO of First Solar)  Episode 5 - Decarbonizing Hard-to-abate Sectors Like Steel with Joachim Von Sheele, Global Director of Commercialization at the world's largest industrial gas company, Linde, who is also building the world's largest Electrolyzer. (*coming December 21st)

Biraj Borkataria is always looking at the details to determine how they affect the big picture.  As an analyst for RBC, ranked #7 globally for his sector, he's a respected voice in the discussion around Big Energy's transition toward climate solutions. In this Part 3 of our Green Hydrogen series, Biraj and I aim to take stock of how Green Hydrogen is developing through the lens of major global energy players.  What is tipping the scales?  Who is working together now and what role does the government play?  How can we separate hype from reality, what innovations are inevitable, and who can participate in the revolution?  Is there space for startups? Where are the billion dollar investments going?  Will the Supermajors play along?   If you're new to the Hydrogen discussion, you'll also appreciate the description on the “colors of hydrogen” (blue, black, green, what?), scopes 1, 2 and 3 emissions defined, carbon capture ventures versus renewable hydrogen production, and even the details about carbon regulation in the European market vs the US. It's technical, it's eye-opening, and it's packed into 55 minutes - fair warning, you may need to listen twice!   This is part three of our Green Hydrogen Mini-Series.  You can follow along and learn more about our experts at www.mysuncast.com/hydrogen   Episode 1 - Nexus of Deep Decarbonization & “The Inevitability of Hydrogen” with Sheldon Kimber, CEO Intersect Power   Episode 2 - The Green Hydrogen Opportunity with DNVs Global Energy Storage leader and Hydrogen Industry Veteran, Jason Goodhand   Episode 3 - The Role of the Large Energy Companies, partnership opportunities, existing infrastructure, and more from a top 10 Oil & Gas analyst, RBC's Biraj Borkhataria   Episode 4 - Role of New Technologies - with Raffi Garbedin, Co-founder of Electric Hydrogen (formerly CTO of First Solar)   Episode 5 - Decarbonizing Hard-to-abate Sectors Like Steel with Joachim Von Sheele, Global Director of Commercialization at the world's largest industrial gas company, Linde, who is also building the world's largest Electrolyzer.   -- There's a lot we dig into today, so sit back and enjoy When it's done, I'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: www.ratethispodcast.com/suncast   And, find me on Linkedin and let me know what you thought of this episode! (http://www.linkedin.com/in/nickalus)    Remember you can always find the resources and learn more about today's guest, recommendations, book links, and more than 400 other founder stories and startup advice as well as sign up for weekly email notifications at www.mysuncast.com.   Join the conversation with Nico Johnson, on Twitter, LinkedIn or email  

Biraj Borkataria is always looking at the details to determine how they affect the big picture.  As an analyst for RBC, ranked #7 globally for his sector, he's a respected voice in the discussion around Big Energy's transition toward climate solutions. In this Part 3 of our Green Hydrogen series, Biraj and I aim to take stock of how Green Hydrogen is developing through the lens of major global energy players.  What is tipping the scales?  Who is working together now and what role does the government play?  How can we separate hype from reality, what innovations are inevitable, and who can participate in the revolution?  Is there space for startups? Where are the billion dollar investments going?  Will the Supermajors play along?   If you're new to the Hydrogen discussion, you'll also appreciate the description on the “colors of hydrogen” (blue, black, green, what?), scopes 1, 2 and 3 emissions defined, carbon capture ventures versus renewable hydrogen production, and even the details about carbon regulation in the European market vs the US. It's technical, it's eye-opening, and it's packed into 55 minutes - fair warning, you may need to listen twice!   This is part three of our Green Hydrogen Mini-Series.  You can follow along and learn more about our experts at www.mysuncast.com/hydrogen   Episode 1 - Nexus of Deep Decarbonization & “The Inevitability of Hydrogen” with Sheldon Kimber, CEO Intersect Power   Episode 2 - The Green Hydrogen Opportunity with DNVs Global Energy Storage leader and Hydrogen Industry Veteran, Jason Goodhand   Episode 3 - The Role of the Large Energy Companies, partnership opportunities, existing infrastructure, and more from a top 10 Oil & Gas analyst, RBC's Biraj Borkhataria   Episode 4 - Role of New Technologies - with Raffi Garbedin, Co-founder of Electric Hydrogen (formerly CTO of First Solar)   Episode 5 - Decarbonizing Hard-to-abate Sectors Like Steel with Joachim Von Sheele, Global Director of Commercialization at the world's largest industrial gas company, Linde, who is also building the world's largest Electrolyzer.   -- There's a lot we dig into today, so sit back and enjoy When it's done, I'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: www.ratethispodcast.com/suncast   And, find me on Linkedin and let me know what you thought of this episode! (http://www.linkedin.com/in/nickalus)    Remember you can always find the resources and learn more about today's guest, recommendations, book links, and more than 400 other founder stories and startup advice as well as sign up for weekly email notifications at www.mysuncast.com.   Join the conversation with Nico Johnson, on Twitter, LinkedIn or email  

Two decades ago, Jason Goodhand was working in Hydrogen. But he says it's different now. “Whether it's renewable energy, or oil and gas, every sector is trying to ramp up to have enough people to work on hydrogen projects. And it's incredible how fast it came around this time.”  How has the market developed?  What's changed over the last twenty years?  Did he just say “electrolyzer”?  We talk about the journey to scale the industry, the goals of a 100% renewable grid, and opportunities for hydrogen in synergy with other renewables.  “I don't think lithium will get us there” …. let's look at the business case for clean hydrogen and who's tackling the challenges to bring it to market at scale.   This is part two of our Green Hydrogen Mini-Series.  Hear them all as they are released this week on SunCast.   Episode 1 - Nexus of Deep Decarbonization & “The Inevitability of Hydrogen” with Sheldon Kimber, CEO Intersect Power   Episode 2 - The Green Hydrogen Opportunity with DNVs Global Energy Storage leader and Hydrogen Industry Veteran, Jason Goodhand   Episode 3 - The Role of the Large Energy Companies, partnership opportunities, existing infrastructure, and more from a top 10 Oil & Gas analyst, RBC's Biraj Borkhataria   Episode 4 - Role of New Technologies - with Raffi Garbedin, Co-founder of Electric Hydrogen (formerly CTO of First Solar)   Episode 5 - Decarbonizing Hard-to-abate Sectors Like Steel with Joachim Von Sheele, Global Director of Commercialization at the world's largest industrial gas company, Linde, who is also building the world's largest Electrolyzer.   -- There's a lot we dig into today, so sit back and enjoy When it's done, I'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: www.ratethispodcast.com/suncast   And, find me on Linkedin and let me know what you thought of this episode! (http://www.linkedin.com/in/nickalus)    Remember you can always find the resources and learn more about today's guest, recommendations, book links, and more than 400 other founder stories and startup advice as well as sign up for weekly email notifications at www.mysuncast.com.   Join the conversation with Nico Johnson, on Twitter, LinkedIn or email

Two decades ago, Jason Goodhand was working in Hydrogen. But he says it's different now. “Whether it's renewable energy, or oil and gas, every sector is trying to ramp up to have enough people to work on hydrogen projects. And it's incredible how fast it came around this time.”  How has the market developed?  What's changed over the last twenty years?  Did he just say “electrolyzer”?  We talk about the journey to scale the industry, the goals of a 100% renewable grid, and opportunities for hydrogen in synergy with other renewables.  “I don't think lithium will get us there” …. let's look at the business case for clean hydrogen and who's tackling the challenges to bring it to market at scale.   This is part two of our Green Hydrogen Mini-Series.  Hear them all as they are released this week on SunCast.   Episode 1 - Nexus of Deep Decarbonization & “The Inevitability of Hydrogen” with Sheldon Kimber, CEO Intersect Power   Episode 2 - The Green Hydrogen Opportunity with DNVs Global Energy Storage leader and Hydrogen Industry Veteran, Jason Goodhand   Episode 3 - The Role of the Large Energy Companies, partnership opportunities, existing infrastructure, and more from a top 10 Oil & Gas analyst, RBC's Biraj Borkhataria   Episode 4 - Role of New Technologies - with Raffi Garbedin, Co-founder of Electric Hydrogen (formerly CTO of First Solar)   Episode 5 - Decarbonizing Hard-to-abate Sectors Like Steel with Joachim Von Sheele, Global Director of Commercialization at the world's largest industrial gas company, Linde, who is also building the world's largest Electrolyzer.   -- There's a lot we dig into today, so sit back and enjoy When it's done, I'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: www.ratethispodcast.com/suncast   And, find me on Linkedin and let me know what you thought of this episode! (http://www.linkedin.com/in/nickalus)    Remember you can always find the resources and learn more about today's guest, recommendations, book links, and more than 400 other founder stories and startup advice as well as sign up for weekly email notifications at www.mysuncast.com.   Join the conversation with Nico Johnson, on Twitter, LinkedIn or email

It's time to bet on the future. Climate change is here, disasters are daily, and even financial systems are strained to breaking. In Episode One of our Green Hydrogen Mini-Series, Sheldon Kimber is thinking outside the grid and betting on dramatic change, with his eyes set on five inevitable technologies of the zero carbon future. What markets will be both profitable and scalable? Why is Green Hydrogen a giga-ton clean gas solution? And how does it even work? We talk about his vision of the carbon-neutral future and the steps Intersect Power is taking to get there. Hold on, because we are going to be thinking big and out of the box in the series. Don't miss it. The Green Hydrogen Mini-Series is produced in partnership with Intersect Power. It will help you filter hope from hype and reality from fiction to see where the true opportunities exist with Green Hydrogen. Be sure you're subscribed so you'll catch each episode as soon as it is released. Here's a peak at what's coming this week in the Green Hydrogen Mini-Series Episode 1 - Nexus of Deep Decarbonization & “The Inevitability of Hydrogen” with Sheldon Kimber, CEO Intersect Power Episode 2 - The Green Hydrogen Opportunity with DNVs Global Energy Storage leader and Hydrogen Industry Veteran, Jason Goodhand Episode 3 - The Role of the Large Energy Companies, partnership opportunities, existing infrastructure, and more from a top 10 Oil & Gas analyst, RBC's Biraj Borkhataria Episode 4 - Role of New Technologies - with Raffi Garbedin, Co-founder of Electric Hydrogen (formerly CTO of First Solar) Episode 5 - Decarbonizing Hard-to-abate Sectors Like Steel with Joachim Von Sheele, Global Director of Commercialization at the world's largest industrial gas company, Linde, who is also building the world's largest Electrolyzer.     -- There's a lot we dig into today, so sit back and enjoy When it's done, I'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: www.ratethispodcast.com/suncast   And, find me on Linkedin and let me know what you thought of this episode! (http://www.linkedin.com/in/nickalus)    Remember you can always find the resources and learn more about today's guest, recommendations, book links, and more than 400 other founder stories and startup advice as well as sign up for weekly email notifications at www.mysuncast.com.   Join the conversation with Nico Johnson, on Twitter, LinkedIn or email

It's time to bet on the future. Climate change is here, disasters are daily, and even financial systems are strained to breaking. In Episode One of our Green Hydrogen Mini-Series, Sheldon Kimber is thinking outside the grid and betting on dramatic change, with his eyes set on five inevitable technologies of the zero carbon future. What markets will be both profitable and scalable? Why is Green Hydrogen a giga-ton clean gas solution? And how does it even work? We talk about his vision of the carbon-neutral future and the steps Intersect Power is taking to get there. Hold on, because we are going to be thinking big and out of the box in the series. Don't miss it. The Green Hydrogen Mini-Series is produced in partnership with Intersect Power. It will help you filter hope from hype and reality from fiction to see where the true opportunities exist with Green Hydrogen. Be sure you're subscribed so you'll catch each episode as soon as it is released. Here's a peak at what's coming this week in the Green Hydrogen Mini-Series Episode 1 - Nexus of Deep Decarbonization & “The Inevitability of Hydrogen” with Sheldon Kimber, CEO Intersect Power Episode 2 - The Green Hydrogen Opportunity with DNVs Global Energy Storage leader and Hydrogen Industry Veteran, Jason Goodhand Episode 3 - The Role of the Large Energy Companies, partnership opportunities, existing infrastructure, and more from a top 10 Oil & Gas analyst, RBC's Biraj Borkhataria Episode 4 - Role of New Technologies - with Raffi Garbedin, Co-founder of Electric Hydrogen (formerly CTO of First Solar) Episode 5 - Decarbonizing Hard-to-abate Sectors Like Steel with Joachim Von Sheele, Global Director of Commercialization at the world's largest industrial gas company, Linde, who is also building the world's largest Electrolyzer.     -- There's a lot we dig into today, so sit back and enjoy When it's done, I'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: www.ratethispodcast.com/suncast   And, find me on Linkedin and let me know what you thought of this episode! (http://www.linkedin.com/in/nickalus)    Remember you can always find the resources and learn more about today's guest, recommendations, book links, and more than 400 other founder stories and startup advice as well as sign up for weekly email notifications at www.mysuncast.com.   Join the conversation with Nico Johnson, on Twitter, LinkedIn or email

Hydrogen, the most abundant element on earth, has been hailed for decades as a beacon of the coming clean energy revolution. So why has it still not arrived? And why is everybody all of a sudden talking about Green Hydrogen? In this mini-Series, in partnership with Intersect Power, we will help you filter hope from hype and reality from fiction to see where the true opportunities exist with Green Hydrogen. If you've been looking for one place to understand whether there really is a pathway for renewable energy developers to benefit from the long-awaited Hydrogen Economy, this series is for you. Join me and five subject matter experts, and get smart enough on this topic to engage in Holiday banter and maybe even a healthy professional debate! Be sure you're subscribed so you'll catch each episode as soon as it is released. Here's a sneak peak at what's coming in the Hydrogen Mini-Series Episode 1 - Nexus of Deep Decarbonization & “The Inevitability of Hydrogen” with Sheldon Kimber, CEO Intersect Power Episode 2 - The Green Hydrogen Opportunity with DNVs Global Energy Storage leader and Hydrogen Industry Veteran, Jason Goodhand Episode 3 - The Role of the Large Energy Companies, partnership opportunities, existing infrastructure, and more from a top 10 Oil & Gas analyst, RBC's Biraj Borkhataria Episode 4 - Role of New Technologies - with Raffi Garbedin, Co-founder of Electric Hydrogen (formerly CTO of First Solar) Episode 5 - Decarbonizing Hard-to-abate Sectors Like Steel with Joachim Von Sheele, Global Director of Commercialization at the world's largest industrial gas company, Linde, who is also building the world's largest Electrolyzer.   -- There's a lot we dig into today, so sit back and enjoy When it's done, I'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: www.ratethispodcast.com/suncast And, find me on Linkedin and let me know what you thought of this episode! (http://www.linkedin.com/in/nickalus)  Remember you can always find the resources and learn more about guests, recommendations, book links, and more than 400 other founder stories and startup advice as well as sign up for weekly email notifications at www.mysuncast.com.   Join the conversation with Nico Johnson, on Twitter, LinkedIn or email

Hydrogen, the most abundant element on earth, has been hailed for decades as a beacon of the coming clean energy revolution. So why has it still not arrived? And why is everybody all of a sudden talking about Green Hydrogen? In this mini-Series, in partnership with Intersect Power, we will help you filter hope from hype and reality from fiction to see where the true opportunities exist with Green Hydrogen. If you've been looking for one place to understand whether there really is a pathway for renewable energy developers to benefit from the long-awaited Hydrogen Economy, this series is for you. Join me and five subject matter experts, and get smart enough on this topic to engage in Holiday banter and maybe even a healthy professional debate! Be sure you're subscribed so you'll catch each episode as soon as it is released. Here's a sneak peak at what's coming in the Hydrogen Mini-Series Episode 1 - Nexus of Deep Decarbonization & “The Inevitability of Hydrogen” with Sheldon Kimber, CEO Intersect Power Episode 2 - The Green Hydrogen Opportunity with DNVs Global Energy Storage leader and Hydrogen Industry Veteran, Jason Goodhand Episode 3 - The Role of the Large Energy Companies, partnership opportunities, existing infrastructure, and more from a top 10 Oil & Gas analyst, RBC's Biraj Borkhataria Episode 4 - Role of New Technologies - with Raffi Garbedin, Co-founder of Electric Hydrogen (formerly CTO of First Solar) Episode 5 - Decarbonizing Hard-to-abate Sectors Like Steel with Joachim Von Sheele, Global Director of Commercialization at the world's largest industrial gas company, Linde, who is also building the world's largest Electrolyzer.   -- There's a lot we dig into today, so sit back and enjoy When it's done, I'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: www.ratethispodcast.com/suncast And, find me on Linkedin and let me know what you thought of this episode! (http://www.linkedin.com/in/nickalus)  Remember you can always find the resources and learn more about guests, recommendations, book links, and more than 400 other founder stories and startup advice as well as sign up for weekly email notifications at www.mysuncast.com.   Join the conversation with Nico Johnson, on Twitter, LinkedIn or email

Sheldon Kimber, CEO and co-founder of Intersect Power, joins us to discuss what he is seeing in the industry and talk about the company's latest financing. We discuss Intersect's interest in green hydrogen, how big of an impact tariffs are having on supply chain issues, the current tax equity market, Intersect's $2.6B financing for construction and operations of a six-portfolio project, and more.

There is no path to deep decarbonization that doesn't involve a clean power sector. And there is no path to a clean power sector that doesn't involve deploying massive amounts of wind, solar, and lithium-ion batteries.Those three technologies don't solve the entire problem of climate change, but they are the workhorses that will power a broader, multi-sector decarbonization approach.The power sector itself is around a quarter of all greenhouse gas emissions. And a net-zero electricity sector is the key that unlocks a host of other decarbonization pathways, from hydrogen to carbon removal to transportation.So what exactly is happening in the utility-scale renewables market? How cheap are those resources, really? And what might hold them back? And if they work as we think they might, what could they unlock?This week, Shayle Kann sits down with Sheldon Kimber, the CEO of Intersect Power. Intersect is one of the largest developers and owners of utility-scale clean power and storage in America. Sheldon has a long history in this sector, so we brought in on to discuss where it's headed.The Interchange is brought to you by Hitachi ABB Power Grids. Are you building a renewable plant? Looking for a battery energy storage system? Thinking about how to integrate renewables to your grid? Hitachi ABB Power Grids is your choice. The Interchange is brought to you by LONGi Solar, the world's leading solar technology company. A global market leader, LONGi has unmatched bankability, quality and performance validated by third-party laboratories, and has breakthrough innovation at both the wafer and module level.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.