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Clean Power Hour

Tim Montague, John Weaver

The Clean Power Hour podcast is speeding the clean energy transition. Tim Montague and John Weaver highlight clean energy innovations shaping the next generation of renewable energy sources. We discuss the latest solar PV, battery storage, wind, water, wave, and other low-carbon technologies. We answer the question: How can we decarbonize the economy? We promote the economic opportunity of electrifying everything - transportation, energy, industry, and the built environment. Let's speed up the clean energy transition together. Join the movement - www.CleanPowerHour.com

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Yesterday · 42 min
This Startup Pays You to Run AI on Your Solar Power #371
What if your solar system could earn far more by powering AI compute than by selling electricity back to the grid? In this episode of Clean Power Hour, Tim Montague talks with Karl Andersen, founder and CEO of Lektra, about a different approach to the growing power demands of AI. Lektra places GPU servers alongside distributed energy resources such as solar and batteries, turning homes, businesses, and other energy sites into small-scale data centers. Instead of exporting excess solar to the grid, an energy host can use that electricity to power GPU workloads and earn revenue from the compute generated. Karl says Lektra typically gives energy hosts 80% of the resulting revenue while retaining 20% for providing the compute marketplace and infrastructure. The conversation explores why rapidly growing AI demand is exposing limitations in today's electric grid, and whether distributed energy, microgrids, batteries, and edge computing could form part of a more decentralized Grid 2.0. In this episode, Tim and Karl discuss: • Why AI is creating a new market for distributed energy • How Lektra turns solar and other energy assets into edge-scale data centers • The economics of selling compute instead of electricity • How Lektra's 80/20 revenue-sharing model works • Why edge computing could benefit autonomous vehicles, robotics, logistics, and physical AI • How distributed compute could help address data-center grid constraints • Lektra's approach to data sovereignty and on-premises AI • What a more decentralized energy system could look like over the next several decades The future of AI will require enormous amounts of energy. This conversation explores whether some of that demand can be met where energy is already being generated, and whether compute can provide the economic incentive to build a more distributed and resilient energy system. Connect with Karl Andersen, Lektra Karl Andersen | LinkedIn Lektra - Powering Intelligence Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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Thursday · 54 min
The U.S. Needs 230 GW of New Power. Where Will It Come From? #370
America may need more than 230 GW of new power capacity through 2030. Regulated utilities are expected to deliver only about 93 GW. So where does the rest come from? Tim Montague takes that question to Sylvia Leyva Martinez, Director of North America Utility-Scale Solar at Wood Mackenzie, on a crossover with her show Interchange Recharged. They work the gap from opposite ends of the industry: utility-scale generation versus C&I, community solar, storage, and microgrids. They cover safe harbor strategy under the ITC phase-out, how projects get financed, and how the AI data center boom reshapes demand. Tim makes his case that distributed energy deploys faster than the interconnection queue allows, and lands on his thesis that the future grid is a grid of microgrids. Tim and Sylvia work the gap between what the U.S. needs and what utilities will build: Where does utility scale end and distributed generation begin? How does the ITC phase-out drive the safe harbor rush? Why do most C&I projects skip PPAs for commercial loans? What does the 230 versus 93 gigawatt gap mean for developers? Which states give community solar its strongest footing? Why does Tim believe the future is a grid of microgrids? Links Interchange Recharged | Wood Mackenzie Climate Restoration Book — Peter Fiekowsky Sylvia Leyva Martinez | LinkedIn Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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September 15 · 42 min
Solar, Vanadium Flow and a Flywheel: Inside G&W's Microgrid #369
G&W Electric's vanadium flow + flywheel microgrid matched a full year of frequency regulation revenue in under three months Vanadium flow batteries rarely anchor a commercial microgrid, but G&W Electric built one around a solar, battery, and flywheel system at its Bolingbrook, Illinois headquarters. John Gounaris, VP of Global Marketing, and John Pederson, Principal Staff Engineer and the project's manager, walk Tim Montague through the build. G&W Electric manufactures switches, reclosers, and grid automation gear used across US utility grids, and its 121-year-old campus needed resilient power to protect production. The project runs on Intelligent Generation's earn, save, protect framework: earn through frequency regulation, save on capacity charges, protect with backup power. Tim presses the guests on capex, opex, and why they skipped lithium-ion. The conversation covers real storm performance in 2026, revenue swings, and how domestic vanadium sourcing shaped the battery choice. Gounaris and Pederson explain the choices behind one of the few flywheel microgrids in operation: Why did G&W skip lithium-ion for a vanadium flow battery? How does a flywheel hold full building load for 62 seconds? What earned G&W more in 10 weeks than all last year? How much of an industrial bill do capacity charges reach? Which US source supplied the vanadium, and why does it matter? How did the microgrid perform during the 2026 Chicago storms? Connect with Guests John Gounaris | LinkedIn John Pederson | LinkedIn G&W Electric | Innovative Power Grid Solutions & Electrical Systems Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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September 10 · 32 min
How Do You Get 20 MW When the Utility Offers 7? #368
Speed to power: Bala Ramamurthy of Critical Loop on cutting grid connection from years to days with modular microgrids. Speed to power is the problem Critical Loop was built to solve. Bala Ramamurthy is the founder and CEO of Critical Loop, a California modular microgrid company that brings megawatts to industrial facilities and data centers when a utility interconnection is years away. Before energy, Bala spent 12 years at SpaceX as chief engineer on the first human spaceflight mission, and he applies that same high-reliability systems thinking to the grid. This conversation covers how their Cygnus controller orchestrates batteries and on-site generation to close the gap between what a utility can deliver and what a site needs. Tim pushes Bala on the hard questions: whether Critical Loop competes for scarce batteries, and why a site like San Diego International Airport needs them at all. It matters now because load growth is outpacing what the grid can build. Here is what this conversation reveals about closing the gap between grid capacity and industrial demand: How do you power a 20-megawatt site when the utility offers seven? Why does a rocket engineer see the grid as the same problem as a launch? What does Critical Loop's Cygnus controller actually do on site? When does a temporary bridge microgrid become a permanent asset? Why does San Diego International Airport need Critical Loop at all? What keeps a founder up at night as load growth outpaces the grid? Critical Loop is betting that the fastest way to add power is not to build more grid, but to orchestrate what a site already has. Bala Ramamurthy makes the case that a controller, batteries, and on-site generation can close the gap between what a utility delivers and what a factory or data center needs, turning a years-long interconnection wait into weeks. For anyone building, financing, or powering industrial load right now, this conversation is a look at how speed to power becomes a business. Connect with Guest: Balachandar Ramamurthy | LinkedIn Critical Loop Website Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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September 8 · 53 min
Section 232 Is a Price Floor, Not a Tariff: Solar Module Prices Explained.
Section 232 tariffs are reshaping solar module pricing across the United States. Tim Montague and co-host John Weaver sit down with returning guest Chris Lettman, a solar module supply chain and technology expert with Imperial Star Solar. Chris explains why the new policy works as a price floor, not a simple tariff, setting a minimum import price plus a 15 percent tax on cells, wafers, and modules. The three break down domestic cell shortages, First Solar litigation, and how developers hedge against monthly price hikes. Anyone buying solar panels before the December 4 deadline needs this pricing and procurement picture. Chris Lettman answers the pricing questions every solar buyer is asking before December 4: Why is Section 232 a price floor instead of a normal tariff? How much do imported, hybrid, and fully domestic modules now cost per watt? Which companies make solar cells in the U.S. today? How is John Weaver stockpiling modules to beat rising prices? Why does only PERC ship domestically while TOPCon stays blocked? What happens to overseas module factories after December 4? Section 232 changes the math for every solar buyer heading into 2027. The tariffs raise prices across all three module tiers and close the gap between imported and domestic panels, with fully imported modules near 45 cents per watt and fully domestic near 53. Imports look set to stop around December 4, domestic cell supply stays tight behind ES Foundry and Saniva, and buyers like John Weaver are stockpiling now to beat monthly price hikes. Tim, John, and Chris disagree on whether the policy drives real U.S. manufacturing or adds cost and friction, but they agree on the takeaway: know your pricing tiers, lock in supply early, and plan procurement through 2027 before the next increase hits. Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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September 1 · 46 min
Derek Hansen on what makes a solar company great, not just good #367
Clean energy company culture is what separates good solar EPCs from great ones, and Mynt CEO Derek Hansen has a name for how he builds it: inspire, empower, support. Company culture in the solar and storage industry gets talked about far less than it should, and this episode makes the case for why that needs to change. Derek Hansen is CEO and co-founder of Mynt, a vertically integrated development, engineering, and construction firm that builds solar and battery storage projects for commercial real estate owners and other solar developers. Tim Montague hosts this conversation, framing it around a question that gets skipped in the industry: what actually separates a good company from a great one. In this episode, you'll learn: Why Mynt is shifting its project mix from mostly solar toward majority battery storage How Derek Hansen's inspire, empower, support philosophy drives EPC leadership What personality assessments and one-on-one conversations reveal about a team member's strongest work How Mynt built a buddy system to pair complementary skill sets on project teams Why Mynt chose to unionize its install crews under IBEW after California's new prevailing wage mandate The reason Hansen ties personal significance and legacy to day-to-day work at a growing EPC If you work in solar, storage, microgrids, or the broader energy transition, this conversation offers practical insights into building stronger teams, creating meaningful company cultures, and preparing for the next phase of distributed energy. Connect with Derek Derek Hansen | LinkedIn MYNT Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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August 27 · 59 min
What does it take to build solar that lasts 30+ years? #366
Solar asset management inside a 35-year ownership model: CJ Colavito and Jay Smith of Standard Solar explain what it actually takes to own distributed generation projects for decades, from evaluating tracker and inverter reliability to redesigning inverter specs around eventual failure. In this episode of Clean Power Hour, Tim Montague sits down with CJ Colavito, General Manager of Integrated Project Teams, and Jay Smith, VP of Operations and Maintenance and Asset Management, to discuss what they have learned from developing, building, owning, and operating commercial and community solar projects. The conversation goes deep on one of the biggest challenges facing the solar industry: how to balance cost, performance, reliability, and long-term asset value. Tim, CJ, and Jay also discuss: • Why thorough project diligence can reduce delays, change orders, and budget overruns • Standard Solar's integrated project team model and its focus on execution excellence • The challenges of rooftop solar and why project scale matters • Connector reliability, wire management, and lessons from thermal events • What Standard Solar looks for when selecting tracker technology • Tracker reliability, maintenance, snow shedding, and hail protection • Standard Solar's approach to inverter selection and long-term reliability • Why inverter failures can have a much greater financial impact than the initial equipment cost • The importance of manufacturer support and warranties over the life of a project • How changing supply-chain and foreign entity requirements are affecting equipment decisions • Adding AC-coupled batteries to existing community solar projects • How Standard Solar is adapting its business as the solar market and technology continue to evolve The episode comes at an important moment for the industry. As solar portfolios grow and assets age, the focus is increasingly shifting from simply adding megawatts to ensuring those assets can perform reliably over the long term. Listen to the full conversation for an inside look at how an experienced solar owner-operator thinks about technology, reliability, O&M, project execution, and the future of distributed solar. Connect with Guest Jay Smith LinkedIn CJ Colavito LinkedIn Standard Solar Website Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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August 25 · 55 min
Foreign Inverter Ban Hits US Solar: Here's What Changes
The Federal Communications Commission's new ban on foreign-produced solar inverters left the industry without clear answers on warehoused stock, firmware updates, and grid cybersecurity risk. On this episode of The Clean Power Hour Live, hosts Tim Montague and John Weaver break down the foreign inverter ban alongside new Section 232 solar tariffs that set a 38 cent per watt minimum price on modules. They also cover a Reuters report on Chinese electric truck exports climbing as diesel prices spike across Southeast Asia, a 30% efficient perovskite-silicon solar panel from Tandem PV headed to market this fall, and a phishing scam using fake zoning invoices to target solar contractors. Recorded live on August 21, 2026, this episode covers solar policy, battery storage, and grid security in one sitting. EPISODE HIGHLIGHTS FCC added foreign inverters and communication devices to its Covered List on July 28, citing grid cybersecurity risk from remote firmware updates. (PV Magazine) Section 232 solar tariffs raise panel costs. New tariffs set minimum import prices of 38 cents per watt for modules, 22 cents for cells, and roughly 14 cents for wafers. (PV Tech) Chinese electric truck exports climb amid Iran war fuel spike . (Reuters) Tandem PV ships a production-quality 30% efficient perovskite-silicon panel (PV Magazine). Enphase launches the IQ Battery C80 commercial battery. The 80 kWh AC-coupled unit delivers up to 40 kVA of continuous power and targets small commercial and industrial demand charge management projects. (Enphase) Octopus Energy customers earn nearly 100 million pounds in solar export payments. (Solar Power Portal). Security alert: fake zoning permit invoices target solar contractors. John shares an AI-generated phishing email built from public permit records, disguised as a $6,700 town zoning fee. (Blue Sky) This episode is built for solar installers, project developers, and policy watchers tracking how tariffs and cybersecurity rules are reshaping equipment sourcing. With Section 232 tariffs taking effect in December and the FCC inverter ban already in force, procurement decisions made this fall carry real cost and timeline consequences. Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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August 21 · 52 min
How to Build a Great Solar Company: Lessons from LightWave Solar CEO Chris Koczaja #365
Chris Koczaja grew LightWave Solar to 30 million dollars by refusing to chase every deal. This is the discipline that got him there. Chris Koczaja is the CEO of LightWave Solar, a residential and commercial solar and storage installer in Nashville, Tennessee, now in its 20th year in business. In this conversation, Tim Montague asks Koczaja what actually separates a good solar company from a great one: recruiting and retaining strong teams, planning so thoroughly that execution has no surprises, a philosophy Koczaja calls building boring solar, and never betting growth on a single revenue stream, a rule he calls three ways to win. They also cover why LightWave solar refuses to install unproven technology, how residential battery storage is changing the customer conversation, and what's shifting across the Tennessee Valley as utilities adjust to rising demand and changing federal incentives. In this episode: What separates a good solar company from a great one Why LightWave builds boring solar on purpose Koczaja's three ways to win growth framework Why LightWave waits to adopt new battery and inverter technology How LightWave retains talent, including its boomerang employees Building a strong reputation in a market with bad actors Residential battery storage, resiliency, and home microgrids The Tennessee Valley Authority and the changing grid The ITC phase-out and what it means for installers The residential ITC phased out at the end of last year, and the commercial ITC begins phasing out through 2029, while the storage ITC runs through 2032, a gap Koczaja says is already changing how LightWave pairs solar with storage. TVA reserve margins are tightening as data center demand grows, pushing local power companies toward flexibility programs and local generation. For installers working with fewer incentives and a tighter grid, this conversation shows a Tennessee Valley strategy built for both. Chris and Tim will both be at the Tennessee Valley Solar and Storage Conference, September 2 and 3 in Chattanooga, hosted by TenneSEIA. [REGISTER FOR TENNESEIA] Connect with Chris Koczaja Chris Koczaja LinkedIn LightWave Solar Website Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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August 18 · 37 min
How do we Remove 1.7 Trillion Tons of CO₂? #364
Enhanced rock weathering pulls carbon dioxide from the air using crushed rock. Jim Mann, CEO and founder of Undo, explains how the process works and why the technology scales fast. Undo turns rock dust into permanent carbon storage and sells credits to Microsoft and British Airways at $350 a ton, a price Mann expects to halve within years. The atmosphere holds 1.7 trillion tons of legacy CO2, and enhanced rock weathering ranks among the few carbon removal pathways built to pull carbon out for good. Jim Mann, CEO and founder of Undo, joins host Tim Montague to break down how his company spreads crushed basalt on farmland to speed up natural rock weathering by 50,000 to 100,000 times, turning atmospheric CO2 into bicarbonate that stays locked in the ocean for around 100,000 years. Undo counts Microsoft, Barclays, British Airways, and McLaren Racing among its customers, selling durable carbon removal credits at roughly $350 a ton today, with a path toward half that price as the company scales. Mann and Montague debate whether net zero targets go far enough, why the EU's carbon border adjustment mechanism forms the backbone of a real carbon market, and what enhanced rock weathering needs to move from thousands of tons a year to the gigaton scale the IPCC says the world needs. Here is what you will learn in this conversation about enhanced rock weathering and carbon removal economics: You'll learn how Undo speeds up natural rock weathering by 50,000 to 100,000 times by spreading crushed basalt on farmland. Find out why bicarbonate formed through enhanced rock weathering stays locked in the ocean for around 100,000 years. Understand how Undo prices carbon removal credits near $350 a ton today, and why Mann expects the price to fall by half. Hear Tim push back on net zero as a partial solution, since 1.7 trillion tons of CO2 already sit in the atmosphere. Learn how the EU's carbon border adjustment mechanism links carbon removal to emissions trading and builds a real compliance market. The EU's carbon border adjustment mechanism now stands in force, and similar rules move through the UK, Australia, New Zealand, Vietnam, and Cambodia. Regulators start linking carbon removal directly to emissions trading, moving today's voluntary carbon market toward a compliance market with real teeth. If you are trying to figure out where permanent carbon removal fits next to renewables and storage in your own project pipeline or client conversations, this episode gives you the numbers to start that conversation. Connect with Jim Mann, Undo Jim Mann | LinkedIn UNDO Website Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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August 11 · 37 min
How a 700kW Commercial Solar Project Saves $3M+ Over 25 Years #363
Dual-use solar financing in action: Sunrise Solar's Richard Stoltzfus built a 700 kW behind-the-meter array for Harbor Sales Company. The build stacks a USDA REAP grant with a Maryland MEA grant and drives the customer's levelized energy cost to near zero. A 700 kW behind-the-meter solar array now offsets 70 percent of the electric load at Harbor Sales Company, a plywood and sign-panel distributor that has run out of Sudlersville, Maryland since 1931. Richard Stoltzfus, CEO of Sunrise Solar, and Kendrick Tice, COO of Sunrise Solar, join host Tim Montague to walk through their Chestertown-based company's build for Harbor Sales. Montague and Stoltzfus dig into the mechanics of commercial solar incentives in Maryland, the sunset of the 30 percent federal ITC, and why rural electric cooperatives in the PJM region are capping new solar interconnections even as demand for grid capacity grows. Here is what you will learn in this conversation about dual-use solar and commercial solar incentives: Learn how Sunrise Solar stacked a USDA REAP grant with Maryland's MEA grant to push a customer's levelized cost of energy toward zero on a 700 kW system. Find out how a 700 kW array offsets 70 percent of Harbor Sales Company's load and pencils out to more than 3 million dollars in savings over 25 years. Understand why the 30 percent ITC sunset and Delmarva Power's tightening interconnection limits pushed this project from planning into construction. Hear Kendrick Tice explain why Sunrise Solar sources its racking from one manufacturing partner instead of juggling multiple vendors, and what that does for project timelines. Hear Tim Montague weigh in on whether rural cooperatives in the PJM region can keep pace with rising demand for grid capacity and where incentive structures differ from state to state. Maryland's grant-stacking model, layering a USDA REAP grant on top of a state MEA grant, offers a template for other states as the federal 30 percent ITC winds down. At the same time, rural cooperatives across the PJM footprint are capping new solar interconnections, a constraint Stoltzfus and Tice say is already blocking chicken farmers and dairy operations from going solar. Professionals financing behind-the-meter projects in cooperative territory will find the co-op discussion directly relevant to deals in the pipeline right now. Connect with Guests Richard Stoltzfus | LinkedIn Kendrick Tice | LinkedIn Sunrise Solar | Website Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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August 4 · 41 min
Georgia's Data Center Boom Is Straining the Grid. Here's How Solar Fits In #362
Georgia is the second-largest data center market in the country, and its grid is straining under load growth no one predicted five years ago. Michael Chanin, CEO of Cherry Street Energy, joins Tim to break down how behind-the-meter solar and storage are stepping in, why utilities need private capital to keep rates in check, and what a multi-gigawatt data center outside Savannah means for the region. Tim sits down with Michael Chanin, CEO of Cherry Street Energy, a vertically integrated power company based in Georgia that develops, owns, and operates behind-the-meter solar and storage for commercial and industrial customers across the Southeast. Georgia repealed its ban on third-party solar ownership in 2015, opening the door for "Solar Energy Procurement Agreements" (Georgia's version of a PPA). Since then, Cherry Street has built a customer base that includes Delta Air Lines, Porsche Cars North America, Gulfstream, and the City of Atlanta, offering no-cost, no-upfront-investment solar that cuts customers' energy bills and carbon footprint. Chanin and Tim dig into what is driving unprecedented load growth in Georgia: the state is now the second-largest data center market in the US after Virginia, and OpenAI recently announced its "Project Camellia" data center campus near Savannah in Effingham County, a $20 billion, 3.2-gigawatt (3,200 MW) project built in partnership with Georgia Power. On the recording, Chanin describes the project as a joint Anthropic/OpenAI announcement and cites 4,000 megawatts of capacity; public reporting on this specific project ties it to OpenAI at roughly 3,200 MW, so that detail is worth a quick check with Chanin or Cherry Street before publishing. Other topics covered: How Cherry Street's economics pencil out: average customer electricity cost of 10-12 cents/kWh, build costs under $1.50/watt, and how real-time pricing has made solar competitive even against historically cheap fossil generation Cherry Street's solar-plus-storage pilot with Georgia Power and the emerging value stack for behind-the-meter batteries (capacity payments, energy payments, demand management) Georgia's Public Service Commission, including Chair Jason Shaw and newly elected Democratic commissioners Alicia Johnson and Peter Hubbard Cherry Street's vertically integrated delivery model: in-house engineers, general contractors, and site supervisors that take a project from signed contract to energized system in under 100 days Cherry Street Energy shows what happens when a state removes one legal barrier and lets the market do the rest. Georgia's 2015 shift on third-party ownership opened the door. Rising load growth from data centers and electrification is now forcing utilities, regulators, and private developers to work together on a scale nobody planned for a few years ago. Chanin's take is clear: solar and storage are not a side story in Georgia's power future. They are becoming part of how the state keeps the lights on and the bills manageable. Listen to the full conversation for the details on Cherry Street's build process, its storage pilot with Georgia Power, and what EPCs and developers should know before entering the Southeast market. Connect with Michael Chanin, Cherry Street Energy LinkedIn: https://www.linkedin.com/in/michaelchanin/ Website: https://www.cherrystreet.com/ Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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July 30 · 39 min
Why 80% of Grid-Ready Devices Are Still Sitting on the Sidelines? #361
The U.S. needs 400 GW of new capacity over the next two decades. Michael Grasso, CEO and founder of Grid Rails, tells Tim Montague that roughly twice that much flexible capacity is already plugged in, and explains why only 20% of eligible devices are enrolled in virtual power plant programs today. Data centers, EVs, heat pumps, and new construction are pushing U.S. electricity demand up by roughly 50%, about 400 gigawatts over the next two decades. The reflex answer is to build more generation. Michael Grasso thinks we are solving the wrong problem. Grasso is the CEO and founder of Grid Rails, and he spent 17 years getting to that conclusion. He helped deploy the first residential storage batteries at Sunrun, first on LG Chem hardware and then on Tesla, and he ran the largest residential storage virtual power plant in the country at Sunnova, supporting Luma's grid in Puerto Rico. His argument: the flexible capacity sitting inside the devices causing the load growth is close to double the load growth itself. What is missing is the orchestration and settlement layer that turns those EVs, batteries, thermostats, and water heaters into dispatchable grid capacity, and pays the consumer for it in real time instead of months later as a buried bill credit. Thirty-four states now have some form of demand response or VPP program on the books, and by Grasso's numbers, only about 20% of eligible devices are actually enrolled. Tim pushes hard on why, and on whether any of this pencils for a homeowner who does not want one more app sending notifications. What you will learn: Why 80% of eligible devices are still on the sidelines, and why Grasso calls that a program design problem rather than a hardware problem How real-time settlement changes consumer behavior, and what it unlocks for utilities beyond incentives: collateral, cost of capital, bad debt, and new products like prepaid or unlimited EV charging Why Grid Rails is built for the moment a customer opts out, not for constant notifications, and how opt-out recovery keeps programs from quietly bleeding participants The ERCOT math driving utility urgency: roughly $50 per MWh bought forward against spot exposure that can run to $5,000 What Grasso says a simple VPP application is worth to a household, around $500 a year in most markets and into the thousands in some, and why he thinks a more dynamic market leaves a lot more on the table Why per-device budgets matter, from capping EV charging at $15 a week to holding air conditioning to 20% of the bill Grasso points to headlines warning that the largest utility in the country is signaling blackout risk as soon as 2027, and treats that as the pressure finally moving utilities toward orchestration. Tim comes at it as a customer, not an analyst: he does not have a battery yet, his own rate just jumped 25%, and he wants a number before he buys. That exchange is the heart of the episode. Connect with Michael Grasso, Grid Rails Michael Grasso | LinkedIn: https://www.linkedin.com/in/michaelpgrasso/ Grid Rails: https://gridrails.ai/ Email: hello@gridrails.ai Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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July 28 · 43 min
Wildfire Smoke Cuts New England Solar Output by 40 Percent
Wildfire smoke from Canada cut solar production across New England by as much as 40 percent, according to ISO New England, a loss of 2,500 megawatts at peak hours compared to the forecast. Tim Montague and John Weaver dig into that data, including John's own project numbers, on the Clean Power Hour Live. They also cover a massive BYD battery storage deal in Abu Dhabi, a new gas car ban in China, rising copper prices, and a wave of new battery products hitting the market. Whether you're an installer, developer, investor, or simply following the clean energy transition, this episode covers the trends you need to know. In this episode: BYD secures an 11.275 GWh battery storage contract for one of the world's largest clean energy projects. (BYD Energy press release) Wildfire smoke cuts solar production by up to 40% in parts of New England. (WBUR) China's Hainan province set a 2030 deadline to ban new combustion engine car sales, with plans for new energy vehicles to reach 45 percent of the province's fleet. (Dialogue Earth) Massachusetts expanded its vehicle-to-grid and virtual power plant programs through the ConnectedSolutions initiative (regional VPP program). SEIA data shows utility-scale solar occupies just 0.07% of America's prime farmland. John Weaver corrects the math live, and SEIA's own figures show roughly 43 acres of abandoned prime farmland for every acre solar currently occupies. Tim and John debate the politics behind the farmland argument. (PV Magazine) Octopus Energy launches the Nook Cube smart battery for renters. (Renewable Energy Magazine) Copper prices continue climbing and what that means for future solar project costs. (BlueSky) This episode fits solar developers, battery storage professionals, EPCs, and clean energy investors tracking both hardware innovation and real-world grid risk. The BYD deal and Octopus battery launch show where storage economics are heading, while the wildfire smoke data is a preview of a grid challenge more regions will face. Anyone pricing projects around copper costs or watching global EV policy will find useful detail here. Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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July 21 · 32 min
The Grid Can't Keep Up. Can Linear Generators Solve the Power Crisis? #360
Power generation is changing fast. As utilities struggle with interconnection delays and growing electricity demand, businesses are looking for faster, more reliable ways to secure power. In this episode of Clean Power Hour, Tim Montague sits down with Walt Jordan, Chief Revenue Officer at dGEN Energy Partners, to explore one of the least talked-about emerging technologies in distributed energy: linear generators. Unlike traditional generators, linear generators have no crankshaft, no spark plugs, no engine oil, and very few moving parts. They are designed to operate continuously, and they run on multiple fuel sources, including natural gas, propane, hydrogen, ammonia, and biogas. Combined with solar, battery storage, and microgrids, they may offer commercial and industrial facilities a new path to reliable, behind-the-meter power that can lower their LCOE. The conversation also explores why dGEN Energy is combining roofing, solar, battery storage, and distributed generation into integrated energy solutions that help businesses reduce costs, improve resilience, and avoid lengthy utility interconnection delays. Whether you work in commercial solar, microgrids, energy storage, EPC development, or distributed energy resources, this episode offers valuable insights into important technology options. In this episode, you'll learn: • What a linear generator is and how it differs from diesel generators • Why dGEN Energy believes linear generators can complement solar and battery storage • How the technology operates without spark plugs, oil, or traditional engine components • The fuels linear generators can use, including hydrogen, propane, natural gas, ammonia, and biogas • How behind-the-meter generation is helping businesses overcome utility interconnection delays and rising energy costs • Why "speed to power" is becoming a competitive advantage • How commercial roofing and solar can be combined into a single engineered capital project • Where batteries, microgrids, and linear generators work together • The emissions profile and efficiency of modern linear generators • Real-world commercial and industrial applications for distributed generation • What EPCs, facility owners, and developers should know before adopting this technology As utilities struggle to keep pace with growing electricity demand and interconnection delays continue to slow new projects, businesses are being forced to rethink how they generate and manage power. This conversation with Walt Jordan explores why linear generators are emerging as a compelling option alongside solar, battery storage, and microgrids, especially for commercial and industrial facilities that cannot afford to wait years for grid upgrades. Whether linear generators become a mainstream technology or remain a specialized solution, the bigger story is clear. Speed to power, energy resilience, and flexible distributed generation are becoming just as important as the cost of electricity itself. Connect with Walt Jordan: Walt Jordan | LinkedIn Website: https://dGEN energy.com Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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July 16 · 39 min
The Grid Was Built Over a Century Ago. Here's How We Fix It. #359
America's electric grid wasn't built for AI, electric vehicles, battery storage, or the rapid growth of renewable energy. So how do we modernize a system that was built and started in the late 1800s and early 1900s, more than a century ago? In this episode of Clean Power Hour, Tim Montague sits down with Zaid Ashai, CEO of Nexamp, the nation's largest community solar developer, to discuss community solar, battery storage, grid modernization, and why policy certainty is essential to building a cleaner, more reliable, and more affordable energy system. Nexamp operates across 19 states and has become one of the leading developers of community solar, distributed generation, utility-scale solar, and battery storage. The conversation centers on the Clean and Reliable Grid Affordability Act, Illinois' new storage law that targets 3,000 megawatts of storage by the end of 2030, with the first procurement round set for August 2026 and two more rounds to follow in 2027 and 2028. Ashai lays out why In this episode, you'll learn: Why America's electric grid needs modernization How community solar benefits homeowners, renters, businesses, and utilities Why the Clean and Reliable Grid Affordability Act uses an indexed storage credit contract instead of a merchant revenue model How storage unlocks additional generation capacity without new transmission and distribution buildout What a Massachusetts ISO study found about grid size when storage is left out of the equation Why Illinois requires 14 percent of a participating project's workforce to be equity eligible How Nexamp's renewable energy fellowship with City Colleges of Chicago grew from 20 students toward a projected 80 by year-end Why affordable clean energy starts with predictable regulation How flexible interconnection and curtailment could unlock more capacity on the existing grid Which states Nexamp is watching next for community solar and storage growth, including Ohio, Michigan, Virginia, Maryland, and Pennsylvania If you work in solar, battery storage, utilities, project development, energy policy, grid modernization, or renewable energy investing, this episode offers practical insights into where the industry is headed next. The first Clean and Reliable Grid Affordability Act (CRGA) procurement round opens in August 2026, with two more rounds following in 2027 and 2028, so the pricing structure Ashai describes will shape Illinois storage economics for years. Illinois already holds the only B grade on the Institute for Local Self-Reliance Community Power Scorecard, ahead of New York, Massachusetts, and California, at a moment when federal support for clean energy programs is pulling back. For developers and investors watching how states balance affordability, reliability, and equity, Illinois is currently the clearest test case in the country. About Zaid Ashai Zaid Ashai is the CEO of Nexamp, the largest community solar developer in the United States. Under his leadership, Nexamp has expanded into battery storage, utility-scale solar, and integrated clean energy solutions across 19 states. He is passionate about building an affordable, reliable, and equitable clean energy future through innovation, smart policy, and grid modernization. Connect with Zaid Ashai Zaid Ashai LinkedIn: https://www.linkedin.com/in/zaid-ahmad-ashai-aa1683/ Nexamp Website: https://www.nexamp.com/ Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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July 14 · 1 hr 2 min
Swift Solar's Plan to Close the 10x U.S. Solar Cell Gap
What does it take to turn next-generation solar technology into a bankable commercial product? Swift Solar is closing the U.S. heterojunction and perovskite tandem solar cell gap. Dr. Gunter Erfurt, managing director at Swift Solar and former Meyer Burger CEO, joins Tim Montague and John Weaver to explain why U.S. module capacity sits near 50 gigawatts while domestic cell capacity trails at 5 gigawatts. Following Swift Solar's acquisition of Meyer Burger's technology, intellectual property, manufacturing equipment, and engineering team, Dr. Erfurt shares how the company plans to accelerate U.S. solar manufacturing while preparing for the future of perovskite tandem solar cells. John Weaver presses Erfurt throughout on tariffs and real project pricing, drawing on his own current commercial bid. The conversation explores why heterojunction (HJT) technology is the ideal foundation for perovskites, why bankability matters as much as efficiency, and how domestic solar manufacturing can strengthen energy security and supply chain resilience. Whether you're a solar developer, EPC, utility professional, investor, policymaker, or clean energy enthusiast, this episode offers valuable insights into where the solar industry is heading over the next decade. In this episode, you'll learn: Why Swift Solar acquired Meyer Burger's manufacturing assets and IP How heterojunction technology supports the future of perovskite tandem solar cells Why Swift Solar plans to commercialize HJT modules before launching tandem products The importance of reliability, bankability, and long-term module performance Why glass-glass solar modules outperform traditional glass-backsheet designs How domestic U.S. solar manufacturing is evolving, and why module capacity still outpaces cell capacity by a factor of ten The challenges of scaling advanced solar cell manufacturing Why the utility scale market is Swift Solar's primary focus How electrification is expected to triple or quadruple global electricity demand, and why Tim and Dr. Erfurt believe solar, wind, and batteries scale faster than nuclear to meet it John Weaver's pushback on tariffs, grounded in real project pricing, and Dr. Erfurt's counter on how the IRA tax credit shaped domestic manufacturing growth What the next five years could look like for solar manufacturing and clean energy As electrification accelerates and global electricity demand climbs toward a projected tripling or quadrupling in the coming decades, the solar industry faces real pressure to build technology that is efficient, reliable, and ready to scale. This conversation with Dr. Gunter Erfurt, joined by Tim Montague and John Weaver, offers a behind-the-scenes look at what it actually takes to move breakthrough innovations from the research lab into commercial production. From heterojunction technology and perovskite tandem cells to domestic manufacturing, bankability, and long-term reliability, this episode provides valuable insight into the engineering and business decisions that will shape the next generation of solar. Connect with Dr. Gunter Erfurt on LinkedIn. https://www.linkedin.com/in/gunter-erfurt-55103850?originalSubdomain=de Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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July 7 · 27 min
Lives Saved: The Case for Community Microgrids #358
Community microgrids saved lives during a PG&E shutoff in Humboldt County. Lisa Cohn of Microgrid Knowledge has tracked every project getting built in America right now. She tells you what separates the ones that succeed from the ones that fail, and what you need to know before entering this market. Community microgrids are among the fastest-growing segments in solar and storage, and among the hardest to finance and build. Lisa Cohn is the co-founder of Microgrid Knowledge, a publication she has run for over a decade, covering every major microgrid deployment in the United States. In this episode, Lisa joins host Tim Montague to break down the funding models, utility partnerships, and regulatory frameworks that determine whether a community microgrid gets built or abandoned. The conversation covers California's shift from the restrictive CMEP program to the MIP, the rise of tribal microgrids, public power's structural advantage over investor-owned utilities, and the emerging model of networked microgrids that share power across adjacent communities. If you work in solar, storage, or clean energy development, this episode gives you a clear picture of where the community microgrid market stands today and where the openings are. Here is what you will learn from this conversation about community microgrids: You will hear why Blue Lake Rancheria became the defining case study for community microgrid resilience. When PG&E shut off power across Humboldt County during a wildfire event, Blue Lake's microgrid kept running and saved lives. Find out how the Redwood Coast Airport microgrid got funded. It secured $5 million from the California Energy Commission and $6.5 million in low-interest USDA loans, and Lisa explains why that funding combination is the model worth studying. Learn why California's CMEP program failed and how the MIP replaced it. CMEP gave utilities total control and restricted microgrids to outage-only operation. The MIP removed those restrictions, enabling 24/7 operation, grid services, and demand response. Understand what public power utilities do differently from IOUs when it comes to microgrids. Lisa explains the over-the-fence rule, why tribal land creates exceptions, and why the Portland General Electric model in Beaverton is worth watching. Find out why legislation comes before market growth, not after. Oregon passed two bills specifically for community microgrids in wildfire-prone areas before the market matured, and Lisa explains why that sequencing matters for every other state. State legislation in Oregon is already moving community microgrids forward in wildfire-prone areas, and California's MIP program is enabling Clean Coalition to deploy microgrids that run 24/7 and sell grid services. At the same time, the DOE tribal funding program is producing deployments in states like Wisconsin that would not otherwise have the capital to build. The window for solar and storage professionals to get ahead of this market is open right now. Connect with Lisa Cohn cleanenergywriters.com Lisa Cohn | LinkedIn Home | Microgrid Knowledge Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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July 2 · 56 min
Carport Solar Done Right: Engineering, Pricing, and Building for the Long Haul #357
Solar carport installation costs can swing by 12 cents per watt before a single panel goes up. Kyle Sinclair, CEO and co-founder of SDE (Sinclair Designs and Engineering), James Strizki, Project Manager and CFO of GenMounts and Renewable Energy Holdings, and Matt Boyce, a PE licensed in 27 states and Principal Engineer at Engineered Solutions, join Tim Montague to break down exactly how carport projects are won and lost. Between them, they have engineered, manufactured, reviewed, and installed hundreds of megawatts of solar structures. This webinar covers the full arc of a carport project from initial bid to commissioning, with a focus on where costs blow up and what to do before you break ground to prevent it. Here is what you will learn in this conversation about solar carport installation and commercial carport project execution: Find out why experienced rooftop EPCs get surprised when they move into carports. Carport structures run 25 feet tall, require serious drilling and concrete work, and the average project size is around half a megawatt, with 100 cubic yards of concrete per site. You will learn how to structure the due diligence process before a single hole is drilled. James Strizki walks through geotech reports, 811-dig calls, web soil GIS software, conversations with local drillers, and a field layout walk a week before mobilization. Understand what ground conditions actually cost you on a carport bid. Kyle Sinclair gives real numbers: $800 per drilled hole in clean Michigan clay versus $2,500 per hole when you hit shale, a difference that adds $60,000 to a half-megawatt project and creates a 12-cent-per-watt cost swing. Find out the three foundation types you will encounter on carport projects and when each one applies. James covers drilled shafts, spread footings, and hybrid helical pile systems, and explains why the wrong choice or a rushed choice can undermine a parking lot within a year or two of commissioning. You will hear Matt Boyce explain why he will not stamp an existing carport structure for solar unless it was originally designed for the load, and what independent structural review actually protects in a project. With residential installers entering the commercial carport market in growing numbers, the gap between what a project looks like on paper and what crews find underground is widening. Kyle Sinclair notes that some EPCs entering this space are used to low-cost, high-volume, cookie-cutter projects and are now bidding work that is the complete opposite, large, expensive, heavily customized, and months in the making. If you are pricing carport work or planning to, the cost variability covered in this conversation is not theoretical. Connect with Guests Kyle Sinclair | LinkedIn James Strizki, P.E. | LinkedIn Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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June 30 · 58 min
CATL's Sodium Ion Battery Could Last 30 Years: Rebuild Your Storage Model Now
CATL unveiled its TENER Sodium energy storage system at Intersolar Europe in Munich, rated for 15,000 cycles to 70 percent state of health at room temperature. CATL frames that as a 25 to 30 year service life, and it takes only 34 modules to stand up a one gigawatt-hour site. That single specification changes how commercial storage professionals price, propose, and finance battery projects. Tim Montague and John Weaver dig into what it means, alongside Illinois growing from about 80 megawatts of solar a decade ago to over 6,000 megawatts today under the new CRGA law, SunBallast ballasted racking and what module stacking tells you about install labor, UK bids for 16 and 18 hour long-duration storage, perovskite modules reaching the residential market, El Niño shifting solar output across the US, and silver falling more than 50 percent from its 2026 peak. Episode Highlights CATL sodium ion battery, 15,000 cycles: CATL launched its TENER Sodium system at Intersolar Europe in Munich. It is rated for 15,000 cycles to 70 percent state of health at 25 degrees C, which CATL frames as a 25 to 30 year service life, and just 34 modules build a 1 GWh site. (Energy Storage News) Sodium ion safety advantage: CATL claims its sodium cells cut expansion force by roughly 40 percent, generate about 35 percent less gas during thermal runaway, and hold peak surface temperatures far below comparable lithium ion. The fire and thermal-runaway story is a big part of why C&I buyers are paying attention to sodium. (Interesting Engineering) Sodium ion in the fast-response role: John flagged a detail from a CATL hybrid storage proposal where sodium was specified for the faster-response duty and lithium for the slower role. Worth keeping in context. This is one proposal's configuration, not a blanket claim that sodium beats lithium on response everywhere. GM and Peak Energy sodium ion partnership: General Motors is moving into stationary storage with Peak Energy, backed by a strategic investment from GM Ventures. GM will develop the sodium ion cell in its Michigan battery lab and keep exclusive manufacturing rights, while Peak integrates the cell into its passively cooled storage systems. Peak energized the first U.S. grid-scale sodium-ion system, 3.5 MWh, in Watkins, Colorado, in 2025. (Inside Climate News) Illinois energy transition, 80 MW to 6 GW: Tim attended a Nexamp event at the company's Chicago office, where IPA director Brian Granahan reported Illinois has grown from about 80 megawatts of solar a decade ago to over 6,000 megawatts energized today, with roughly 14.5 gigawatts of wind and solar developed under the state RPS (13 GW to date plus about 1.5 GW just approved). The engine is CRGA, the Clean and Reliable Grid Affordability Act (SB 25, pronounced "Surge"), which runs its first utility-scale storage procurement in August, the opening tranche toward 3 GW by 2030 via additional 2027 and 2028 rounds. Residential VPP enrollment opens in mid-July, with ComEd and Ameren customers able to put home batteries into a short-term scheduled-dispatch pilot this summer. (PV Magazine) SunBallast racking and install labor: The hosts walk through SunBallast ballasted, no-penetration racking and get into the labor economics of module mounting, including what the way different manufacturers stack modules for shipping tells you about handling time on the job site. UK long-duration storage bids at 16 and 18 hours: Fresh procurement results out of Scotland and England show projects awarded at 16 and 18 hours of duration. John notes it is the first time he has seen bids at that scale and ties it to Scotland's wind-heavy generation profile. (Blue Sky) Trina Solar perovskite module hits residential market: Trina landed its first commercial order for a perovskite-silicon tandem module, going into New Zealand's premium residential market. The record-setting module is 907 watts at 29.2 percent efficiency, certified by TUV SUD. (Perovskite Info) El Niño and solar irradiance shifts: John walks through regional solar output swings across the US and globally. Rajasthan, India, home to some of the world's largest solar plants, is projected to run about 15 percent above its seasonal average this season. (PV Magazine) Silver prices fall more than 50 percent: Silver has dropped from its late-January 2026 record near 121 dollars to the upper 50s, more than half off the peak, on a stronger dollar and a hawkish Fed. It matters for PV because silver paste is a real line item, and World Silver Survey data shows solar's silver demand down about 19 percent. (TheStreet) This episode is essential for commercial solar installers, battery storage developers, community solar professionals, and clean energy policy watchers. The sodium ion story has direct and immediate implications for how professionals structure storage proposals, financial models, and customer conversations. Illinois developers will also want Tim's firsthand account of the CRGA storage procurement and the residential VPP pilot going live this summer. Support the show Connect with Tim Clean Power Hour Clean Power Hour on YouTube Tim on Twitter Tim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple Podcasts The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/ The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
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