Suncast

  • Author: Vários
  • Narrator: Vários
  • Publisher: Podcast
  • Duration: 708:10:12
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Synopsis

Nico Johnson interviews solar industry leaders every week to uncover the tactics and tips you can use to lead the solar revolution in the Americas.

Episodes

  • 798: The Hidden Goldmine in Commercial Solar—And How to Tap Into It; with Claire Broido Johnson

    20/03/2025 Duration: 01h22min

    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:

  • 797: How Solar Can Revitalize America's Rural Heartland

    18/03/2025 Duration: 21min

    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. 

  • 796: The $1 Per Watt Energy Shift That Could Upend Utilities

    13/03/2025 Duration: 56min

    Solar and battery prices have dropped so low that energy independence is truly NOW within reach—no permits, no utility red tape, just DIY power that any homeowner can harness. Kerim Baran, CEO of SolarAcademy, breaks down why this shift is happening now and how it could reshape the way we think about electricity as homeowners. From “balcony solar” to microgrids, Nico & Kerim explore why these utility-disrupting models are at a tipping point and how innovators around the world are capitalizing on this moment. 

  • 795: The Truth About Community Solar & How It’s Changing the Game | Aviv Shalgi

    11/03/2025 Duration: 31min

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

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

    06/03/2025 Duration: 38min

    Solar’s growth isn’t just steady—it’s compounding. If current trends hold, half of the world’s energy could come from solar by 2035. That’s the prediction Andrew “Birchy” Birch has modeled using real-world data and the S-curve of technology adoption. He explains why mainstream forecasts underestimate solar, how exponential growth works in energy markets, and what policies must change to support a fully electrified economy.Birchy is the CEO and co-founder of Open Solar, a free solar design and project management platform used by installers worldwide. A longtime solar industry pioneer, he previously co-founded Sungevity, one of the first online solar sales platforms, and has spent decades advocating for policies that expand solar access (like pushing forward the SolarAPP in the US). Now, he’s working with the Global Solar Council to push for an industry “Bill of Rights” that ensures fair energy market rules and a standardized approach to integrating solar into the grid. Want to hear and see the data

  • 793: Atmospheric Water Generation (AWG) Explained... Free Water?

    04/03/2025 Duration: 15min

    With 45 percent of U.S. water sources containing toxic contaminants, according to the EPA, access to clean drinking water is becoming increasingly uncertain. Worse still, according to a UN study, over 40% of the world's water bodies are considered severely polluted, meaning a significant portion of Earth's water is contaminated; this translates to around 1 in 3 people not having access to safe drinking water. Traditional water treatment methods rely on filtering or distilling existing sources like lakes, rivers, or oceans. But a new approach is gaining traction—one that pulls water directly from the air.Alexander Von Welczeck, Founder and CEO of SkyH2O, explains how Atmospheric Water Generation (AWG) is reshaping water access. By capturing humidity and converting it into purified water, AWG provides a decentralized supply of water that reduces dependence on our failing infrastructure. As concerns grow over PFAS (forever chemicals) and other pollutants in municipal systems, AWG offers a safer altern

  • 792: What Is Distributed Generation? [Jorge Vargas, Aspen Power]

    27/02/2025 Duration: 57min

    The distributed generation market is shifting rapidly as capital tightens, power prices rise, and smaller developers bump up against capital and market constraints. Independent power producers (IPPs) like Aspen Power are stepping in to bridge the gap—partnering with developers, securing financing, and scaling solar assets in key markets. But what does it take to succeed in today’s distributed energy sector? And what does distributed energy mean in today’s evolving market?Jorge Vargas, co-founder and CEO of Aspen Power, has spent over two decades in structured finance and solar project development, with past roles at Morgan Stanley, Bank of America, and Lennar Homes. Aspen Power emerged from his work at Energy Impact Partners, where he identified the need for a full-scale IPPs focused on distributed generation. Backed by private equity firm Carlyle, Aspen Power has grown rapidly, now managing over 250MW of assets. Jorge breaks down how they are reshaping distributed generation through innovative fin

  • 791: Why Hydrogen (+Solar) Can Replace Natural Gas

    25/02/2025 Duration: 21min

    Industrial facilities depend heavily on natural gas for steam production; in California, food processing, which is one of the largest users of steam, consumes an incredible amount of energy as a result. Because the price of steam is directly tied to the price of natural gas, industries face volatile costs that can directly impact competitiveness. And there are precious few alternatives for producing the volume of steam required to keep our food industry productive.  Yet, by producing hydrogen on-site via solar power, along with high-efficiency hydrogen boilers, that paradigm can shift significantly.  As a result, companies can stabilize costs and rethink how industrial steam is supplied and used.Jim Tyler, CEO of Erthos, explains why industrial steam is the key to making hydrogen cost-competitive, how compressed gas storage compares to batteries, and how a closed-loop system can improve efficiency.  Erthos has developed a hydrogen boiler that operates at 98% efficiency, outperforming

  • 790: Jigar Shah On His Next Chapter & Clean Energy’s Future

    20/02/2025 Duration: 29min

    Jigar Shah spent the last few years shaping the future of clean energy finance as the Director of the Department of Energy’s Loan Programs Office. He approved billions in investments that helped scale solar, storage, nuclear, and emerging technologies. With that position coming to a close with the change in administration,what’s next for him? And what lessons can he share from funding some of the industry’s biggest breakthroughs?Before leading the DOE’s loan office, Jigar built and financed some of the most transformative clean energy companies. He co-founded SunEdison, pioneered the solar-as-a-service model, and helped scale renewable infrastructure at Generate Capital. Now, he’s focused on helping entrepreneurs navigate the challenges of financing, deployment, and market adoption to accelerate clean energy growth. He’s also launched a new podcast, Open Circuit, getting the former “Energy Gang” together again with Katherine Hamilton and Stephen Lacey.  It’s certain to attract a large audience

  • 789: Heading to InterSolar North America 2025? Listen to This First!

    18/02/2025 Duration: 51min

    InterSolar North America is always the first ‘big’ clean energy industry conference that kicks off the year! And who doesn’t want to kick off the year with a trip to sunny San Diego?!To ensure you are up-to-speed on this year’s event, we’ve curated a "Know Before You Go" episode that will help maximize your experience at InterSolar and Energy Storage North America 2025 next week!With thousands of clean energy professionals gathering at the San Diego Convention Center, this year’s event is packed with new features, insightful keynotes, and exclusive networking opportunities. AND, we’re proud to announce that we’re an official media partner producing the popular HUB stage live on the show floor! Whether you’re attending for the first time or are a trade show veteran, this episode will give you everything you need to know before you go.Tune in as we navigate the expo floor, highlight can’t-miss sessions and pinpoint the must-attend after-hours events.You’ll hear from:Beckie Kier – Events Director at

  • 788: Solar = Hydrogen? Can Erthos Use Ultra-Low-Cost Solar To Unlock Hydrogen? Jim Tyler’s Convinced

    13/02/2025 Duration: 02h27min

    What if the key to solving our rising materials costs and hurdles to decarbonize hard-to-abate industries lies in a radical shift in thinking—laying solar panels directly on the ground and using the cheap electrons they produce to make hydrogen?When I first heard of Erthos, I thought, like many of you  I’m sure, “What a radical idea! Will that even work?  Lay the panels directly on the ground???”  Yet, the more I learned about the company, it’s leadership, and their approach to creating the cheapest cost of solar energy, I decided I needed to suspend my reservations and go see it for myself.  And, to my surprise, Jim Tyler and his all-star leadership team didn’t even want to talk to me about the “earth-mounted solar” innovation, and instead, focused much of the attention and time on their next big move - Hydrogen!Jim Tyler, CEO of Erthos, has been on a mission to reduce the cost of solar for a long time. He’s been part of some of the most iconic and important innovations in the

  • 787: What Makes A Great Solar Design Engineer, And Why We Need More Of Them! Phil Hofmeyer, New Leaf Energy

    11/02/2025 Duration: 55min

    Solar projects depend on strong design engineering to move from concept to construction. Design engineers assess site feasibility, optimize layouts, navigate permitting challenges, and ensure projects are financially viable. Without their expertise, developments can stall. This role is also a key entry point into the solar industry, offering a path to more senior positions in project development and engineering.Phil Hofmeyer, Design Engineering Manager at New Leaf Energy, a pure-play renewable energy developer, brings over a decade of experience in solar project design and engineering. With a background in both technical execution and team leadership, he has helped scale engineering teams and streamline development processes for utility-scale and distributed energy projects. Phil shares what makes design engineering such a crucial part of the development process, how design decisions impact project bankability, and why permitting and interconnection remain major hurdles for solar projects.If you’d

  • 786: Energy Storage: Policies, Tech & Trends Moving The Market

    06/02/2025 Duration: 56min

    The global energy storage market is skyrocketing, with battery capacity more than doubling year over year. With over 60 gigawatts of storage installed worldwide, the sector is poised for even more rapid expansion. In this special roundup episode, we look back at some of the top episodes on SunCast discussing key trends, policies, and technologies shaping the future of energy storage. We break down the domestic manufacturing boom, how the Inflation Reduction Act (IRA) is driving investment, and the hurdles of scaling storage safely and efficiently. Plus, we discuss cell-to-grid strategies and a revolutionary non-battery approach to energy storage.Our experts for this Energy Storage deep dive are: Joan White (SEIA) , Andy Tang (Wärtsilä), Adam Knudsen (Dynapower), Drew Lebowitz & Swetha Sundaram (The BESS Book), and Robert Piconi (Energy Vault)Expect to learn:How the U.S. is ramping up battery manufacturing—new factories, policy incentives, and projected supply timelines.Key challenges

  • 785: The 74MW Solar Farm in My Backyard

    04/02/2025 Duration: 34min

    What is the real economic impact of a utility-scale solar farm on rural America?That’s one of the questions I had in mind when I visited one of the largest solar projects recently inaugurated right in my own home state of North Carolina.  As one of the largest renewable energy companies in the world, EDP Renewables has expanded its footprint into North Carolina with the 74-megawatt Misenheimer Solar Park, a project big enough to power 12,000 homes while generating more than $30 million in long-term benefits to the local community. Built on rolling terrain the site required innovative problem-solving and strong local partnerships, and years of consensus building before the first pile was driven into the ground. Navigating remote collaboration, regulatory hurdles, and evolving construction challenges, EDP successfully brought its first solar facility in the state online, and I got a first-hand look at what utility-scale solar could mean for rural America.In this episode, I ask three individuals

  • 784: This Chip Could Save Billions in Energy | Udi Daon of Daanaa

    30/01/2025 Duration: 01h03min

    What if it were actually possible to power your EV from the sun collected on it’s surface?  Or what if you were not constrained by only one battery chemistry type but could mix chemistries?   Want to charge 400 volts with a 3V unit?  For 150 years, electrical engineers have relied on magnetic induction for power conversion, using coils and magnetic structures to transfer energy.  These constraints result in energy waste, size restrictions, and chemistry challenges, preventing seamless transfer between low and high voltages. But what if you could control, manipulate, and augment the near-field reactive space by shaping it to do whatever you need?  If you wrapped that kind of power up in a single element, it could deliver a potent “omni-converter” that could do things literally impossible by other technologies.Udi Daon, CEO of Daanaa Resolution Inc., is on a mission to eliminate power conversion inefficiencies, and redefining what’s possible in energy efficiency. This se

  • 783: How AI and India Shape Solar and Hydrogen Futures, with Daniel Dus | Cleantech Industry Resources

    28/01/2025 Duration: 44min

    How do we unlock the final frontier of lowest-cost solar and deploying it at scale? The U.S.-India nexus is emerging as one of the most pivotal relationships in the fight against climate change. As the solar industry faces steep challenges, from navigating the cyclical nature of renewables to integrating advanced technologies and addressing workforce shortages, what can we learn from others who’ve successfully evaluated, engineered and deployed gigawatts of solar and hydrogen? Removing the industry’s infrastructure obstacles is critical to accelerating deployment and driving the global energy transition.Daniel Dus, CEO and founder of Cleantech Industry Resources (CIR), brings nearly two decades of experience in engineering, construction, and finance to bear in a practical discussion on what can be learned from over 3000 projects reviewed. Daniel has helped reduce costs in global markets and led efforts to integrate advanced software tools into solar development at giga-watt scale. His expertise pro

  • 782: The Art of Strategic Business Exits, with Mike Miskovsky (Zep, Ojjo, Tiveni)

    23/01/2025 Duration: 01h10min

    How do you successfully scale & exit a startup enterprise? The art of entrepreneurship is part science, part stick-to-it-iveness, part grind and part good luck. So what does it take to sell your companies to major players like SolarCity(now Tesla), Nextracker, and even attempt to change how the EV market works with one of Tesla’s co-founders?That’s what I’ve been dying to ask the only person I know who’s had such achievements - Mike Miskovsky.Success in business often requires navigating a maze of opportunities, setbacks, and market shifts. In fast-evolving sectors like renewable energy and electric vehicles, understanding how to adapt to market shifts, policy “updates” and financial industry fluctuations is essential. Today’s conversation unpacks a career defined by innovation, resilience, and lessons learned in the face of both successes and failures, and how to “earn the right to proceed” in order to close those big deals.Mike Miskovsky’s professional journey spans decades and industrie

  • 781: AC Vs DC-Coupled Battery Systems with Adam Knudsen Of Dynapower

    21/01/2025 Duration: 33min

    It is estimated that by 2027 nearly half of all new solar installations will have energy storage attached, and today’s guest, Adam Knudsen of Dynapower, asserts that almost half of those will have DC coupled storage. The choice between AC or DC coupled systems has become a critical consideration for developers, utilities, and energy planners. While AC coupled systems have long dominated the market due to their established infrastructure and reliability, DC coupled technology is quickly gaining momentum. DC coupling reduces energy losses, simplifies system design, and requires less electrical infrastructure, so why has AC-coupled been so prevalent?Adam Knudsen, CEO of Dynapower, breaks down how DC coupling is transforming modern energy storage systems. For over 60 years, Dynapower has led advancements in power electronics that address scalability and reliability issues. These innovations have enabled new applications, such as fast-charging for electric vehicles, supporting localized grids through mi

  • 780: Energy in the Trump Administration

    16/01/2025 Duration: 01h05min

    Join us for an in-depth discussion with three different perspectives on the future of energy. We'll explore the potential impacts of Trump's policies on renewable energy, fossil fuels, and the environment. With the Inflation Reduction Act (IRA) driving historic clean energy investments, we're at a critical juncture as Trump begins his second term. Tune in as we navigate the complex landscape of the energy industry's future.The solar industry has proven its resilience time and again. During Trump’s first term, solar capacity in the U.S. surged by 128%, exceeding 100 GW despite a federal focus on fossil fuels, according to SEIA. That same spirit of adaptation is palpable today, as the clean energy sector braces for a second term marked by deregulation, energy “trade-offs,” and a growing corporate appetite for renewables. David Roberts, respected journalist and progenitor of Volts.wtf, explores the unpredictability of the Trump’s energy policies and how coalitions have become a vital counterbalan

  • 779: Cary Hayes (REC Solar) Interviews Alex Honnold - Why Corporate Philanthropy Matters (and why you should be doing it)

    14/01/2025 Duration: 56min

    Increasingly, it seems that corporate philanthropy (and even personal giving) are reactive rather than proactive.  Today’s episode challenges that notion with an insightful look into the relationship REC Solar’s Cary Hayes has formed with Alex Honnold and his Honnold Foundation, which REC has supported for years with both cash and in-kind donations.  Why does Cary believe this is a meaningful part of their annual marketing budget? Hear Cary, Alex & Nico discuss why this is an overlooked marketing line item for most companies, and consider for yourself if supporting non-profits should be more prevalent in yours or anyone’s annual budget.Alex Honnold is best known for his daring free solo climbs, but his true passion lies in bringing clean energy to the world's most underserved communities. In a compelling conversation with Cary Hayes, President-America's at REC, Honnold shares the origin and evolution of the Honnold Foundation, a nonprofit dedicated to expanding access to solar power.

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