Episodi
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Whatâs blocking our climate tech breakthroughs?
Itâs not the tech. Itâs the process.
Ben Downing has seen the system from both sidesâfirst as a Massachusetts state senator, then as VP at Nexamp scaling solar across the country. Now, as Chief Growth Officer at The Engine, MITâs accelerator for âtough tech,â heâs helping commercialize game-changing innovations that can decarbonize the toughest sectorsâsteel, cement, transmission, and beyond.
But itâs not just about the science. Itâs about fixing the systemsâpermitting, infrastructure, policyâthat 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 âSolutions Factoryâ 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 success
Benâs optimism is infectiousâand itâs backed by hard-won insight from the frontlines of policy and innovation. If youâve 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, youâll 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 todayâs 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/nicomeo
LinkedIn - https://www.linkedin.com/in/nickalus
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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 SEIAâs latest white paper. Thatâs a 50% increase over the âbusiness as usualâ trajectoryâand Joan believes itâs not just possible, but necessary.
As AI data centers, EV adoption, and manufacturing supercharge national energy demand, the grid must evolve. Energy storage isnât a luxury anymoreâitâs a requirement. Joan walks us through the policy levers, market dynamics, and cost curves shaping this once-in-a-generation energy transformation.
đč Why SEIA is pushing for 700 GWh of storage (and how we get there)
đč The invisible hand of tariffs and trade cases reshaping the battery market
đč The threat of repealing the ITCâand how states are stepping up
đč How storage can finally retire fossil peaker plants and replace standby fees
Joan doesnât just know the policyâsheâs writing the playbook. Whether youâre a policymaker, developer, or just curious about whatâs next for the grid, this oneâs a must-listen.
If you want to connect with today's guest, youâll 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 todayâs 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/nicomeo
LinkedIn - https://www.linkedin.com/in/nickalus
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Episodi mancanti?
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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 sheâs 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 âyou donât want to miss this conversation.
đ Why our grid is more outdated than you think
đ„ The inside story of DOEâs wildfire response efforts
đ What solar pros need to know about FERC (and why theyâre not paying attention)
𧩠How IREC is taking on the hard problems utilities donât want to face
Tune-in, and after youâve had a listen, consider sharing this with someone to help us spread the word!
If you want to connect with today's guest, youâll 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 todayâs 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/nicomeo
LinkedIn - https://www.linkedin.com/in/nickalus
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Residential solar may still be a long way from recovery âbut 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..
đ The IRAâs surprising ripple effects on project development and jobs
âïž Top challenges facing new C&I installersâand how to overcome them
đ How module-level power electronics are changing the economics of scale
đđșđž Why SolarEdge is doubling down on U.S. manufacturing and domestic content
If you want to connect with today's guest, youâll 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 todayâs 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/nicomeo
LinkedIn - https://www.linkedin.com/in/nickalus
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Microgrids are essential to the clean energy futureâbut theyâre still too complex, slow, and unbankable. Thatâs the problem Adib NaslĂ© set out to solve. With Xendee, heâs 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 convergeâthis is the episode for you.
đč The 3 biggest choke points in microgrid adoption
đč Why software, not hardware, is the key to energy independence
đč How Xendee is supporting Neom, Fiji, and Travel Centers of America
đč The power of dynamic forecasting and rolling 72-hour optimization
If you want to connect with today's guest, youâll 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 todayâs 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/nicomeo
LinkedIn - https://www.linkedin.com/in/nickalus
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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 moneyâs 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.
đč The novel financing structure that lets Encore Renewable Energy move at industry-scale speed
đč How solarâs economic case is winning over skepticsâacross party lines
đč What Encore Renewable Energyâs growth path says about capital market trends
đč Why community engagement is key to unlocking project velocity
If you want to connect with today's guest, youâll 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 todayâs 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/nicomeo
LinkedIn - https://www.linkedin.com/in/nickalus
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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 SunCastâs success. Whether youâre building a brand, running a business, or just love clean energyâthis episode has something for you.
đč How vulnerability built SunCastâs loyal following
đč Why podcasting is a secret weapon for industry influence
đč Failures that almost killed the show
đč What clean energy needs most in the next 5 years
Hope you like this one. Itâs 9+ Years in the making!
If you want to connect with today's guest, youâll 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 todayâs 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/nicomeo
LinkedIn - https://www.linkedin.com/in/nickalus
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Live from the Hub Stage at Intersolar 2025, Nico gathers a powerhouse podcaster panel to dig into whatâs really going on in the solar & battery sectors. Sean White (Solar Sean), Chris Crowell (Solar Builder), and Joe Ordia (Solar Surge) donât hold back as they swap stories and product insights live from the show floor, and discuss the tough realities facing the solar sector presently.
Itâs equal parts geek-out, gut check, and group therapy. Donât miss this behind-the-scenes take from media voices walking the solar beat daily.
đč Candid takes on layoffs, slow budgets & where growth is hiding
đč The comeback of module-level battery storage with a twist
đč Why solar permitting (still) might be our biggest bottleneck
đč How repowering could be the next big business opportunity
If you want to connect with today's guest, youâll 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 todayâs 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/nicomeo
LinkedIn - https://www.linkedin.com/in/nickalus
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There are billions of square feet of commercial rooftops in the U.S. that should have solarâbut donât. 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 weâre here to share exactly how.
Claire Broido Johnson (Sunrock DG) and Josh Goldberg (Sunstone Credit) have âcracked the code on commercial solarâ, giving small businesses and nonprofits access to solar PPAs and loans through an empowered network of hundreds of local solar businesses.
Today we explore:
đč Why most commercial solar deals failâand how to fix it
đč How Sunstone Credit built a financing model banks actually trust
đč Why permitting & local regulations are still the biggest hurdles
đč How solar EPCs can unlock more deals with the right financial tools
The future of C&I solar is hereâand itâs not just for Walmart & Target anymore.
đ If youâre an installer, developer, or solar entrepreneur, this episode is packed with insights you canât afford to miss.
If you want to connect with today's guest, youâll 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 todayâs 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/nicomeo
LinkedIn - https://www.linkedin.com/in/nickalus
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Smithville, Texas, a town known for its giant gingerbread man and Hollywood cameos, is making headlines for something even biggerâits 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 isnât just for big cities.
In this episode, we go behind the scenes of Smithvilleâs 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.
đč The financing strategy that covered 50% of the project cost
đč How a 25-year power purchase agreement is saving the city $40K per year
đč The unexpected way Smithville is maintaining the land (hint: đ)
đč Why this project could be a model for small towns across the U.S.
Join us for a look at how Americaâs small towns can take big steps toward a clean energy future.
If you want to connect with today's guest, youâll 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 todayâs 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/nicomeo
LinkedIn - https://www.linkedin.com/in/nickalus
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Solar and battery prices have dropped so low that energy independence is truly NOW within reachâno 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 âbalcony solarâ 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.
đč The concept of balcony solar and why itâs booming in Europe
đč How DIY solar & battery setups can deliver a 1-2 year payback
đč Why utilities may soon lose their monopoly over energy
đč The hidden economics of personal energy generation
đč What happens when solar & storage hit God Parity
If you want to connect with today's guest, youâll 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 todayâs 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/nicomeo
LinkedIn - https://www.linkedin.com/in/nickalus
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Community solar promises to lower energy costs while expanding access to clean powerâbut 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 whatâs 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:
1ïžâŁ What is Community Solar? â The surprising way renters and homeowners can benefit without installing panels.
2ïžâŁ The Business Model Uncovered â How companies profit while offering guaranteed energy bill savings.
3ïžâŁ Hidden Risks for Developers â Why some projects fail and what most donât see coming.
4ïžâŁ 2025 Market Shakeup â Whatâs driving potential industry consolidation and who will survive.
5ïžâŁ The Future of Energy Savings â Why community solar is gaining bipartisan support and expanding nationwide.
Curious? Check out the full episode!
If you want to connect with today's guest, youâll 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 todayâs 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/nicomeo
LinkedIn - https://www.linkedin.com/in/nickalus
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Solarâs growth isnât just steadyâitâs compounding. If current trends hold, half of the worldâs energy could come from solar by 2035. Thatâs the prediction Andrew âBirchyâ 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, heâs working with the Global Solar Council to push for an industry âBill of Rightsâ that ensures fair energy market rules and a standardized approach to integrating solar into the grid. Want to hear and see the data supporting Birchyâs bold claim that Solar will be More than 50% of our primary global energy in just 10 yearsâ time?
Expect to learn:
Why the S-curve shows solar reaching 50% of global primary energy by 2035How the U.S. solar market compares to the rest of the worldHow SolarApp and permitting reform could unlock residential solarWhy tariffs and subsidies are distorting the solar marketHow OpenSolar is making solar design software free for installers worldwideIf you want to connect with today's guest, youâll 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 todayâs 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/nicomeo
LinkedIn - https://www.linkedin.com/in/nickalus
Mentioned in this episode:
CPS July 2024 V2
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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 tractionâone 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 alternative with wide-ranging applications.
As water scarcity grows, AWG is emerging as a scalable solution for industries, communities, and facilities that need reliable access to clean water in an increasingly water stressed world. Tune-in to hear how it really works and just how close we are to pulling water right out of the air!
If you want to connect with today's guest, youâll 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 todayâs 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/nicomeo
LinkedIn - https://www.linkedin.com/in/nickalus
Mentioned in this episode:
CPS July 2024 V2
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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 gapâpartnering with developers, securing financing, and scaling solar assets in key markets. But what does it take to succeed in todayâs distributed energy sector? And what does distributed energy mean in todayâs 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 financing, project buybacks, repowering existing assets, and long-term investment in clean energy infrastructure.
Expect to learn:
Why smaller developers are struggling to access capitalâand how Aspen is helpingThe four market segments driving distributed generation todayHow Aspenâs buyback strategy is unlocking new value in older solar assetsThe role of Safe Harbor in securing ITC benefits amid policy uncertaintyThe biggest regulatory and financial challenges facing developers in 2025If you want to connect with today's guest, youâll 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 todayâs 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/nicomeo
LinkedIn - https://www.linkedin.com/in/nickalus
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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 traditional natural gas systems. He also shares why selling steam, rather than hydrogen itself, is the smartest business model for scaling the technology.
Expect to learn:
What âFire Waterâ isHow green, high-purity hydrogen can reach cost parity with brown hydrogen from natural gasWhy hydrogen, when paired with solar, can compete with natural gas for industrial steam productionThe breakthrough in Erthosâs hydrogen boiler designIf you want to connect with today's guest, youâll 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 todayâs 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/nicomeo
LinkedIn - https://www.linkedin.com/in/nickalus
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Jigar Shah spent the last few years shaping the future of clean energy finance as the Director of the Department of Energyâs 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,whatâs next for him? And what lessons can he share from funding some of the industryâs biggest breakthroughs?
Before leading the DOEâs 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, heâs focused on helping entrepreneurs navigate the challenges of financing, deployment, and market adoption to accelerate clean energy growth. Heâs also launched a new podcast, Open Circuit, getting the former âEnergy Gangâ together again with Katherine Hamilton and Stephen Lacey. Itâs certain to attract a large audience once again as they break down the deals, policies, and strategies shaping the clean energy transition.
Expect to learn:
The biggest funding mistakes startup CEOs makeWhich technologies surprised Jigar the most at DOEWhy clean energy already dominates the gridHow local relationshipsânot venture capitalâunlock massive opportunitiesWhy Jigar rarely talks about climate when selling energy solutionsWhat do you hope Jigar does next?
If you want to connect with today's guest, youâll 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 todayâs 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/nicomeo
LinkedIn - https://www.linkedin.com/in/nickalus
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InterSolar North America is always the first âbigâ clean energy industry conference that kicks off the year! And who doesnât want to kick off the year with a trip to sunny San Diego?!
To ensure you are up-to-speed on this yearâs event, weâve 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 yearâs event is packed with new features, insightful keynotes, and exclusive networking opportunities. AND, weâre proud to announce that weâre an official media partner producing the popular HUB stage live on the show floor! Whether youâre 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 canât-miss sessions and pinpoint the must-attend after-hours events.
Youâll hear from:Beckie Kier â Events Director at Diversified CommunicationsCandace Letizia â Marketing Director at Diversified CommunicationsChris Crowell â Editor-in-Chief at Solar BuilderRudy Saporite â Program Director at IBTS â Institute for Building Technology and SafetyRyan Davies â Chief Commercial Officer (CCO) at Yotta Energy
In our "Know Before You Go" episode, we cover:Whatâs new for 2025 â Get the inside scoop on the Product Showcase, Manufacturing Pavilion, and how digital wayfinders will make navigation easier.The return of Solar Battle of the Bands â After a four-year hiatus, this iconic afterparty is back! (Pro tip: Advanced registration is sold out, but a limited number of on-site tickets will be available.)The must-attend keynotes â Hear from top energy leaders like Robinson Meyer, Jesse Jenkins, and Microsoftâs Hannah Green as they tackle the future of clean energy.The Hub Stage at InterSolar â For the first time, the Hub will feature live podcast recordings and interviews in partnership with SunCast and Solar Builder Magazine. Donât miss this opportunity to hear from top industry experts on the show floor!Pro networking tips â Learn how to use the AI-powered matchmaking tool to connect with the right people and make the most of networking lunches, happy hours, and the Connection Lounge.Want to hit the ground running at InterSolar 2025? Press play now and get ready!
If you still havenât purchased your ticket youâre in LUCK, because you can get a 20% discount by using our super-secret code: SUNCAST at checkout or go here! Stop procrastinating and come to San Diego!
If you want to connect with today's guest, youâll 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 todayâs guest and explore recommendations, book links, and more than 730 other founder stories and startup...
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What if the key to solving our rising materials costs and hurdles to decarbonize hard-to-abate industries lies in a radical shift in thinkingâlaying 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 Iâm sure, âWhat a radical idea! Will that even work? Lay the panels directly on the ground???â Yet, the more I learned about the company, itâs 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 didnât even want to talk to me about the âearth-mounted solarâ 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. Heâs been part of some of the most iconic and important innovations in the solar industry, and was one of the early pioneers to focus on driving cost out of the installation process. With his background in semiconductors, industrial energy, and food processing, Jim saw an even bigger opportunity: using low-cost, DC-coupled solar to produce hydrogen in the most cost-effective way possible.
In this conversation, Jim explains why Erthosâ culture of breaking industry norms is now driving them into hydrogenâand how their disruptive approach could redefine the future of clean energy. Regardless what you think of Erthos, thereâs no denying that Jim and his team are yet again shaking up the industry and forcing people to think different.
Expect to learn:
Why earth-mounted solar could push the cost of solar energy closer to zero.Why industrial steamâone of the largest energy demands globallyâcould be the breakthrough use case for green hydrogen.How Erthosâ created a direct DC-to-hydrogen system that eliminates inefficienciesWhy investors from Tesla, SpaceX, and First Solar are betting on this model.Why the Navajo Nation could become a key hub for renewable energy manufacturingâand how solar could drive jobs and economic growth in the region.Iâm curious to hear your thoughts, skeptical or otherwise, once youâve had a chance to give this a listen!
And we have some fun b-roll from or visit to Jimâs office, testing lab and skunk-works facility where theyâre building their hydrogen electrolyzer prototypes.
Check it out on our YouTube channel!
If you want to connect with today's guest, youâll 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 todayâs guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.
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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 youâd like to go deeper into how to become a Solar Design Engineer, you should check out Heatspring where there are dozens of courses like this 3-course bundle that can help you get the skills you need to grow in your career!
Expect to learn:How design engineers influence project feasibility and financial viabilityAdvice for attracting and retaining top design engineering talentThe most valuable skills for breaking into and advancing in solar engineeringWhat other roles would you like us to cover? Where do YOU see skills or talent gaps holding the solar and clean energy sector back?
Chime in - our [email protected] would love to hear from you.
If you want to connect with today's guest, youâll 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 todayâs 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/nicomeo
LinkedIn - https://www.linkedin.com/in/nickalus
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