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Nico Johnson

Nico Johnson takes you into conversations with those at the forefront of Renewable Energy.

SunCast gives an inside look into what is happening in renewable energy. From conversations with the biggest Solar Panel manufacturers in the world to the small startups creating the future of renewable energy, such as carbon capture and battery technology breakthroughs.

SunCast is dedicated to providing the knowledge, research, tools and expert guidance you need to understand, grow and be ahead of the curve in the fastest-growing markets in the world.

Featuring over 800 conversations, Nico has interviewed people from Tesla, SolarCity, Trina Solar, Meyer Burger, Conergy, SunEdison, Energy Vault and even the US Government... to name a few. Covering topics such as Solar Power, Wind Energy, Batteries, Electric Vehicles, Carbon Capture, Finance, Hydrogen, and more.

You can watch SunCast on YouTube: https://www.youtube.com/@SunCastMedia

...or view the full archive of SunCast episodes here: https://www.suncast.media/media/podcast

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  • English

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  • S19 · E962
    Thursday · 1 hr 22 min

    962: What If We Paid Households to Power the Grid? | Ari Matusiak

    America needs more power. Data centers are accelerating demand, utilities are planning billions of dollars in new infrastructure, and households will ultimately help pay for much of it. But what if we invested some of that money in the households themselves? Ari Matusiak, co-founder and CEO of Rewiring America, makes the case that homes can become a meaningful part of America’s energy infrastructure—and that households should be compensated for the value they provide to the grid. In this wide-ranging conversation, Ari and Nico explore the rise of Homegrown Energy, why the old equilibrium between utilities and customers is breaking down, how hyperscalers could help fund household energy upgrades, and where regulators and utilities are already testing what’s possible. They also get into the harder question underneath all of it: who gets to participate in the value created as we build out the grid? For Ari, the opportunity is bigger than electrification. If households can provide real value to the grid, the question becomes whether we continue treating them primarily as customers, or start investing in them as part of the solution. That could create a very different deal: more capacity for a power-hungry economy, more flexibility for the grid, and tangible value flowing back to the households helping make it possible. Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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 (00:00) The Fastest Path to Power (00:12) Meet Ari Matusiak, Rewiring America's Founder (03:17) The Thread Behind a Career of Big Problems (09:42) Winning an Affordable Housing Bond in Rhode Island (22:47) Rewiring America and the 42% Emissions Insight (27:06) Reframing Households as Energy Infrastructure (29:57) Why the Grid's Political Economy Just Shifted (41:13) Energy Value vs. Community Benefit Payouts (42:30) Building the Missing Middle Market (48:47) The Slow Start of Homegrown Energy (55:31) Data Centers, Grid Distortion, and Homeowners (1:00:25) Illinois as the First Domino (1:05:23) Answering the Subsidy Critique (1:15:13) Dignity, Shared Winning, and What's Hardest

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  • S19 · E961
    Tuesday · 58 min

    961: Latinoamérica 2026: Dónde Poner Tiempo, Capital y Capacidad de Ejecución (Español)

    En Latinoamérica, la oportunidad no siempre está donde se anuncia más capacidad, sino donde existe una combinación real de demanda, capital comprometido y capacidad de ejecución. Nico Johnson conversa con Juan Manuel Carbajosa, Director de Ventas para Latinoamérica de Shoals Technologies, y Mario Gomez, Presidente de TCI GECOMP. Juntos aportan dos perspectivas complementarias para entender el mercado: la de un responsable global de desarrollo de negocio que habla con decenas de operadores y la de un operador regional con décadas de experiencia construyendo proyectos en varios países. A partir de esa experiencia combinada, la conversación aborda algunas de las decisiones que hoy más importan para desarrolladores, IPPs, EPCs e inversionistas: 🔹 Cómo distinguir un pipeline atractivo de capital verdaderamente comprometido 🔹 Por qué las baterías están reabriendo oportunidades que el curtailment había limitado 🔹 Por qué México vuelve a concentrar tanta atención, pero exige cautela 🔹 Cómo la industrialización, la estandarización y menos trabajo en campo pueden reducir riesgo y acelerar la ejecución Si estás evaluando dónde enfocar recursos y capacidad de ejecución en Latinoamérica, esta conversación aporta una perspectiva basada en experiencia directa en la región. **Este episodio fue grabado originalmente en español. También publicaremos una versión traducida en inglés.** Marcas De Tiempo: (00:00) Apertura: El Estado del Solar y el Almacenamiento en LatAm (00:33) De Vuelta a SunCast en Español (02:08) Construyendo Solar Donde Todavía No Existía Manual (09:41) Por Qué Chile, Brasil y México Juegan con Reglas Distintas (12:59) Subastas, Capital Privado y la Trampa de los Permisos (16:05) Elegir Mercados: La Estrategia de Crecimiento Orgánico de TCI (18:39) El Horizonte de 18 Meses para Asignar Capital (20:54) Hacia Dónde Está Fluyendo Realmente el Capital Ahora (24:55) De Desarrolladores de Solar a Desarrolladores de Baterías (28:23) Dentro del Nuevo Reglamento de Socio Local en México (34:07) Demostrar Credibilidad: Proveedor vs. EPC en un Mercado Nuevo (36:47) Logística, Compras y el Riesgo del BOS que Nadie Ve (41:52) Separar la Señal del Ruido: Fuentes Confiables en el Solar de LatAm (51:54) Consejos Para la Próxima Generación de Desarrolladores en LatAm Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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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  • S19 · E960
    August 21 · 55 min

    960: Why Good Companies Still Struggle to Get Noticed | Melissa Baldwin

    Good companies don't automatically get noticed. And doing good work isn't enough to ensure that customers, investors, journalists, communities, or increasingly AI systems understand why your company matters. Melissa Baldwin has spent more than 20 years exclusively in energy and climate communications. As Senior Vice President at Tigercomm and host of the Scaling Clean podcast, she's had a front-row seat to what helps companies earn attention and trust, and what causes otherwise strong companies to remain largely invisible. Melissa and Nico dig into why communications is routinely underfunded, why executive silence is itself a strategic choice, and what the best companies do differently to become useful sources of information for their markets. Melissa shares examples from Zillow and Redfin, explains why proprietary data can create authority far beyond traditional promotional content, and makes the case for giving CEOs a much larger role in telling the company story. Then they turn to a rapidly changing question: what happens when discovery moves from Google search results to AI-generated answers? Melissa explains how longer, more specific prompts are changing search behavior, why mentions and credible third-party sources increasingly matter, and how companies can begin auditing whether they even show up when an AI system is asked who matters in their category. The conversation also explores why community engagement should be treated as project risk management and why developers need to begin earning local trust long before they need an approval. Expect to learn: 🔹 Why strong companies can remain invisible despite doing great work 🔹 What useful content does differently from promotional content 🔹 How to evaluate whether your company is showing up in AI-generated answers 🔹 Why community engagement belongs in the project-risk conversation If your company is doing work worth noticing, this conversation is a useful challenge to ask whether you're making it easy enough for the right people to actually find, understand, and trust you. Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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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  • S19 · E959
    August 18 · 19 min

    959: The Argument for Automation: Making Solar Construction More Predictable | Cody Houser, FTC Solar

    Solar construction has always depended on experienced crews adapting to whatever the jobsite throws at them. But what happens when the industry needs to build more projects than its best crews can possibly cover? Cody Houser has spent much of his career on the other side of that problem. Before becoming Director of EPC and Constructability at FTC Solar, he spent eight years running his own construction company, driving piles, building trackers, managing crews as large as 250 people, and experimenting with automated pile driving years before today's wave of solar robotics. His argument for automation starts with something more fundamental than replacing labor: predictability. Robotics can give EPCs a more reliable baseline for daily production. But Cody also explains why the opportunity starts upstream, with trackers and construction workflows designed to make installation simpler and more repeatable, whether the work is performed by humans today or increasingly automated tomorrow. FTC says its Pioneer tracker is already producing 15% faster mechanical installation by human crews, an example Cody uses to show how constructability can translate directly into EPC economics. This conversation explores the shrinking pool of experienced field labor, safety, constructability, AI, and what Cody believes the increasingly autonomous solar jobsite could look like over the next decade. The bigger question isn't what robots can do. It's what happens when we design solar construction around greater consistency from the start. Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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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  • S19 · E958
    August 13 · 1 hr 8 min

    958: Australia’s Second Act: Building the Solar Service Economy | Daniel Lazarus, Industrias

    Australia has spent years ahead of many markets on the distributed solar adoption curve. Now it is giving the rest of us an early look at what happens when millions of those systems move from installation into decades of ownership, maintenance, repair, replacement, and eventually recycling. Daniel Lazarus, co-founder and CEO of Industrias Services Group, has built his company around that second act. After years in solar construction, he saw an enormous need for maintenance but also discovered why relatively few companies have figured out how to deliver it profitably at scale. In this conversation, Daniel shares what his team is finding on aging solar assets, from missing documentation and preventable design problems to a 400-kilowatt commercial system that had fallen to essentially zero production. But the larger story is about the business being built around those problems. Daniel explains how Industrias developed a national service network, why process and data matter more than another piece of software, how EPCs and other partners use Industrias behind the scenes, and why maintenance relationships can eventually create opportunities for system replacement and new construction. For solar founders, EPCs, asset owners, and operators, Australia may offer an early preview of the service economy that follows widespread deployment, and what it actually takes to build for it. Expect to Learn: 🔹 Why almost 25% of solar faults found are safety related 🔹 How missing documentation turns solar into an orphaned asset 🔹 Why maintenance, not installs, is the truly scalable business 🔹 How proprietary data now predicts costly system failures early If this resonates, let us know so we can bring you more on the service economy (or more from Aussie entrepreneurs!) Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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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  • S19 · E957
    August 11 · 45 min

    957: How Do You Plan a Grid You Can’t Predict? | Xcel, ComEd & Ameren

    Utilities used to plan around relatively predictable demand. That assumption is disappearing. In this opening keynote from Intersolar & Energy Storage North America Midwest, Nico Johnson sits down with 3 utility executives; Bria Shea of Xcel Energy, Andy Plenge of ComEd, and Brice Sheriff of Ameren Illinois to examine what happens when electricity demand can arrive faster than the infrastructure needed to serve it—and distributed energy resources increasingly change how power moves across the grid. The conversation explores the difficult balance between reliability, affordability, and investment; what rising electricity costs actually reflect; the practical constraints to deploying more DERs; and how utilities are rethinking planning for a system with far more uncertainty than the one they inherited. Three utilities operating in different markets arrive at a similar reality: planning the next grid will require more flexibility, better coordination, and new ways of thinking about both customers and the resources connected to the system. Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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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  • S19 · E956
    August 6 · 1 hr 19 min

    956: How Do You Prepare a Family Business for Its Next 100 Years? | Jake Pepper

    Pepper Construction has survived the Great Depression, World War II, multiple recessions, and a global pandemic. As the family business approaches its 100th anniversary, its next challenge is not simply surviving another disruption. It is pursuing new opportunities without losing the culture, discipline, and sense of responsibility that carried it this far. Jake Pepper is part of the fourth generation preparing to lead Pepper into that next chapter. His path into the family business was anything but automatic. He resisted joining, studied building science, traded natural gas options, and earned an MBA before returning with a deeper understanding of both the company and the complicated dynamics of a multigenerational enterprise. Jake went on to build Pepper Energy from an initial construction-only solar project while helping the broader company expand into batteries, powered land, and hyperscale data centers. He and Nico explore how new businesses earn trust inside an established company, why each generation may get only one consequential risk, and how leaders protect the core while adapting to markets that can change almost overnight. Expect to Learn: 🔹 What Jake gained by building a career outside the family business before accepting the mantle of responsibility 🔹 How his particular MBA program helped him understand the family dynamics behind the financial statements 🔹 How a call from the carpenters union led to Pepper’s first solar project, a new energy business, and an incredible growth curve 🔹 How Jake evaluates powered land, data-center growth, capital partners, and counterparty credit risk 🔹 Why maintaining culture is harder than growing from $2 billion to $4 billion This conversation offers a candid look at how one family business is preparing for its next century without losing the culture and values that carried it through the first. Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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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  • S19 · E955
    August 4 · 25 min

    955: Why Some Companies Last and Others Don't | Marc Lopata

    After building and selling multiple companies, Marc Lopata has learned that the decisions that shape a business are rarely the ones people celebrate. They're the small decisions, made consistently over time, that ultimately determine whether a company lasts. In this conversation, Marc shares the operating philosophy he's developed through decades of building companies, leading teams, and mentoring the next generation of entrepreneurs. From hiring the engineering intern who eventually bought his company to thinking about exit strategies before starting a business, resisting the lure of venture capital, and building teams that don't depend on the founder to succeed, Marc's stories come from solar—but the lessons apply to anyone responsible for leading people, managing risk, and building something meant to last. Expect to learn: ⚡ What separates companies that endure from those that don't ⚡ Why Marc interviewed 45 candidates before hiring the intern who eventually bought his company ⚡ How to think about partners, succession, and exit planning long before you need them ⚡ Why Marc considers chasing venture capital one of his biggest business mistakes ⚡ How decades of building solar and storage projects shaped his approach to technology, risk, and leadership Whether you're building your first company or leading an established team, Marc offers practical wisdom earned through experience, mistakes, and decades of disciplined execution. Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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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  • S19 · E954
    July 30 · 54 min

    954: Can Clean Energy Build Mythic Power? | Tom Matzzie

    We know how to build power. Every day, the clean energy industry builds more of it. But there's another kind of power that's far more difficult to generate—and arguably even more important. The kind that determines whether an industry continues to grow regardless of who's in office. The kind that shapes public opinion before a project is ever proposed. The kind that makes policymakers think twice before standing in your way. Tom Matzzie has spent his career building both. Before founding CleanChoice Energy, he spent fifteen years building political movements. Today, he's helping build something the clean energy industry has historically lacked: the institutions, relationships, and long-term political capacity that make an industry durable. In this conversation, Tom introduces a phrase I hadn't heard before but haven't stopped thinking about since: mythic power. It's a simple idea with profound implications. What if the real measure of our industry's success isn't how many gigawatts we deploy... ...but whether we've built enough influence that our progress no longer depends on the outcome of the next election? Whether you're a founder, developer, investor, policymaker, or simply someone who wants to see the energy transition succeed, this conversation will challenge how you think about what it really takes to build an industry that lasts. In this episode: What "mythic power" means - and why Tom believes every mature industry eventually develops it. Why the crypto industry offers an unexpected lesson for clean energy. Why political durability is built long before a crisis arrives. Why institutions may matter as much as innovation in the next chapter of the energy transition. After listening, I'd love to hear your answer to the same question I found myself asking: Can clean energy build mythic power? Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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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  • S19 · E953
    July 28 · 27 min

    953: The Hardest Part of Solar Isn't What Most People Think | Jeff Spies

    Few people have had a front-row seat to the evolution of the modern solar industry quite like Jeff Spies. Over four decades, Jeff has helped shape the industry as an engineer, educator, trainer, and founder of Planet Plan Sets, working alongside installers and EPCs to solve the technical and permitting challenges behind thousands of solar and storage projects. That perspective gives him a unique vantage point on how the industry has changed—and what hasn't. In this conversation, Jeff shares lessons from a lifetime in solar, including: ⚡ How the earliest days of residential solar still influence the industry today ⚡ Why every solar project presents a different challenge—and why experience still matters ⚡ What the rapid growth of battery storage means for installers and system designers ⚡ Why permitting, engineering, and interconnection remain some of the industry's biggest hurdles ⚡ How decades of industry evolution have shaped Jeff's perspective on where solar goes next Whether you're designing systems, running an installation business, or simply trying to better understand the forces shaping the solar industry, this conversation offers the perspective of someone who has spent a lifetime helping it grow. Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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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  • S19 · E952
    July 23 · 1 hr 12 min

    952: Plug-In Solar Is About to Change Everything | Stephan Scherer

    Plug-in solar has the potential to change far more than how or where we install solar panels. I believe it could fundamentally change who gets to participate in the energy transition. I recently sat down with Stephan Scherer, Co-Founder and CEO of CraftStrom, who's spent nearly a decade helping pioneer the plug-in solar market—first in Europe, and now here in the United States. Stephan didn't simply watch this category emerge. He helped move it from a niche idea to a product you can buy off-the-shelf in mainstream retail stores like Aldi and Lidl. In this conversation, Stephan shares what his customers taught him as the market evolved, why the U.S. is now wrestling with many of the same questions Europe faced years ago, and what policymakers, utilities, retailers, installers, and manufacturers should be paying attention to as this category begins taking shape here at home. We also explore one of the biggest surprises from CraftStrom's own customer base: the people buying these systems aren't always who the solar industry expected. That raises a much bigger question about who traditional rooftop solar has been leaving behind—and whether plug-in solar could become an entirely new on-ramp to energy independence. Whether you're writing policy, designing energy products, selling residential solar, or simply curious about where customer-owned energy is headed next, this conversation offers a rare opportunity to learn from someone who's helped build this market from the very beginning—and why he believes plug-in solar is about to change everything. Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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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  • S19 · E951
    July 21 · 18 min

    951: Most Solar Problems Start Before the Install | Greg Smith

    The most expensive mistakes on a solar project usually aren't made during the install. They're made long before anyone arrives on site. Greg Smith has spent nearly two decades helping installers avoid those mistakes. As one of the solar industry's most respected trainers and educators, and the author of a practical guide to energy storage, he's helped thousands of professionals understand what it takes to build reliable solar and storage systems that perform as intended long after the installation is complete. In this live conversation from the NABCEP conference, Greg and Nico Johnson explore why communication has become the industry's number one service call, how better system design prevents costly callbacks, and why setting realistic homeowner expectations is just as important as selecting the right equipment. Along the way, Greg shares the simple disciplines that separate installers who are constantly troubleshooting from those who build systems that simply work. Expect to learn: 🔹 Why communication failures have become the industry's number one service call 🔹 How better system design prevents problems before the installer ever arrives on site 🔹 Why managing homeowner expectations is just as important as sizing the battery correctly 🔹 What "No Boots, No Truth" means, and why every installer should adopt it Whether you're designing systems, installing them, or supporting customers after the sale, this conversation is a reminder that reliability isn't something you troubleshoot into a system. It's something you design from the very beginning. Hit play and learn why the best installers spend just as much time preventing problems as they do solving them. Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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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  • S19 · E950
    July 16 · 51 min

    950: Dell's Big Bet on AI and the Future of Energy | with David Holmes

    David Holmes has spent decades at the intersection of energy and technology, giving him a front-row seat to one of the biggest shifts our industry has ever faced. As Global Industries CTO at Dell Technologies, he works with utilities, hyperscalers, developers, and data center operators who are all asking the same question: how do we power the rapid growth of AI? But David argues that's only half the story. The bigger opportunity is using AI to make our energy system itself more intelligent. From flexible compute and workload orchestration to long-duration storage, demand response, and the idea of "maximizing every electron," this conversation explores how the relationship between electricity and compute is being fundamentally rewritten. Along the way, David explains why energy has become a board-level conversation inside technology companies, why decades of conventional data center thinking are being challenged, and why the next generation of infrastructure may be defined less by building more generation than by making better use of what we already have. Expect to Learn: 🔹 Why energy has become a strategic issue in boardrooms across the technology industry 🔹 The difference between Energy for AI and AI for Energy and why both matter 🔹 What "energy-aware compute" means and how workload orchestration could reshape grid operations 🔹 Why flexible loads may become one of the grid's most valuable assets 🔹 How long-duration storage, behind-the-meter generation, and demand response fit into the future of AI infrastructure 🔹 Why David believes we should focus on maximizing every electron, not simply generating more of them Nico and David also get into flow batteries, tokens per watt, and why everything Dell learned about data centers over four decades suddenly stopped being useful. Hit play and rethink what the grid can already do. Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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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  • S18 · E949
    July 14 · 19 min

    949: The Missing Step in Battery Recycling | Sheeba Dawood

    Battery recycling is about to become one of the most important pieces of the clean energy transition. But before we can build a true circular economy, there's a problem hiding in plain sight. Today's recycling process often starts by shredding batteries with different chemistries into the same stream, creating inconsistent feedstock that's harder to refine, harder to value, and harder to return to the supply chain. Sheeba Dawood, CEO and co-founder of Minerva Lithium, believes the missing step comes before the shredder. Her team has developed battery chemical fingerprinting technology that identifies battery chemistry before processing, creating more consistent feedstock, improving traceability, and unlocking more value from recycled materials. Along the way, we also explore Sheeba's journey from nanoscience researcher to entrepreneur, why she was carrying business cards as a PhD student, and what motivated her to turn laboratory research into a commercial technology. Expect to learn: 🔹 Why mixed battery chemistries make recycling far less efficient than most people realize 🔹 How chemical fingerprinting changes the economics of battery recycling 🔹 Why traceability could become the foundation of a domestic battery supply chain 🔹 How better battery identification can improve both safety and material recovery If batteries are going to power the future, what happens at the end of their life matters just as much as how they're built. This conversation offers a fresh perspective on one of the industry's least understood challenges. Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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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  • S18 · E948
    July 11 · 21 min

    948: Why Solar’s Speed Is Winning Over Washington | Heather Reams

    Heather Reams spends her days at the intersection of clean energy and public policy, helping shape conversations with lawmakers about how the U.S. meets rapidly growing electricity demand. As President and CEO of Citizens for Responsible Energy Solutions (CRES), she brings an insider's perspective on the political shifts redefining how Washington talks about solar—and why those shifts matter far beyond Capitol Hill. In this conversation, Heather explains why affordability has become the dominant energy issue in Washington, why permitting reform remains one of the biggest barriers to building new infrastructure, and why solar's greatest political advantage today may be something much simpler than subsidies or ideology: it's ready to be built. Along the way, we explore how Republican engagement with solar is evolving, what changed after the debate over federal tax credits, and why the industry's long-term success still depends on educating policymakers and communities alike. Expect to Learn: 🔹 Why solar's ability to deploy quickly is changing how policymakers evaluate its value (11:38) 🔹 How affordability and rising electricity demand have become Washington's defining energy priorities (00:58–02:02) 🔹 Why permitting reform is fundamentally about building infrastructure—not just renewable energy (04:28) 🔹 What the debate over federal tax credits changed inside the Republican conversation around solar (13:16) 🔹 Why transmission and permitting certainty matter just as much as favorable policy (05:24) 🔹 Why the clean energy industry cannot stop educating policymakers and the public simply because adoption is growing (16:40) If you want to understand where clean energy fits in today's Republican Party, this conversation lays it out plainly. Hit play and hear it straight from inside the Beltway. Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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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  • S18 · E947
    July 9 · 1 hr 17 min

    947: The Leadership Habit Fighter Pilots Never Skip | Jason Knapp

    One of the most common assumptions in business is that responsibility should be earned only after years of experience. After more than two decades as a Navy F/A-18 fighter pilot and instructor, Jason Knapp came to a different conclusion: capability often follows responsibility, provided organizations are willing to invest in training, honest feedback, and continuous learning. That philosophy shaped his transition into clean energy, where he worked across battery manufacturing, supply chains, and policy advocacy, helping lawmakers better understand the technologies shaping America's energy future. Now, after years of advocating from outside government, Jason is running for Congress because he believes the people writing energy policy should understand the technologies, industries, and communities those decisions affect. This isn't a conversation about politics. It's about leadership, organizational culture, and why expertise belongs in the rooms where important decisions get made. Expect to learn: 🔹 Why the military trusts young people with extraordinary responsibility 🔹 How continuous learning creates stronger leaders and better teams 🔹 Why battery storage is about reliability, resilience, and national security 🔹 What clean energy leaders can learn about public service and civic engagement Whether you're leading a company, developing clean energy projects, or thinking about how our industry can better shape its future, this conversation offers practical lessons on leadership, responsibility, and service. Give it a listen. Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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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  • S18 · E946
    July 7 · 24 min

    946: What Nobody Tells You About Operating Battery Storage | Ty Fenton

    A single battery cell can shut down an entire storage plant. It's one of the many operational realities that make battery storage fundamentally different from solar, and one of the reasons software, analytics, and automation are becoming just as important as the batteries themselves. Ty Fenton, Director of Data Analytics at FlexGen, joins Nico Johnson to explore what really happens after a battery project is commissioned. From managing thousands of individual cells to processing enormous volumes of operational data, Ty explains why operating battery storage requires a completely different mindset than operating solar. They also explore how AI data centers are creating new demands for battery storage and why operators are rethinking the role batteries will play in supporting the next generation of digital infrastructure. Expect to learn: 🔹 How one underperforming battery cell can dramatically reduce an entire site's output 🔹 Why battery storage is fundamentally more complex to operate than solar 🔹 How predictive analytics identify failures before they impact performance 🔹 Why AI data centers need batteries for more than backup power If you're building, operating, or investing in battery storage, this conversation offers a practical look at the operational challenges that will define the industry's next chapter. Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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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  • S18 · E945
    July 2 · 30 min

    945: We're Not Alternative Energy Anymore. It's Time to Lead. | Dan Shugar & Jigar Shah

    Last year, solar and storage accounted for more than 80% of all new power generation capacity added in the United States. So why does our industry still behave like the underdog? In this special collaboration between SunCast and Energy Empire, Nico Johnson and Jigar Shah sit down with Dan Shugar, one of the most accomplished entrepreneurs in solar, to explore a question that reaches far beyond technology, manufacturing, or policy. Perhaps our biggest challenge isn't building projects... ...it's learning how to lead? Dan has spent four decades helping shape the modern solar industry. In this candid conversation, he explains why solar has already won on economics, why domestic manufacturing became a strategic imperative long before it became political, and why the industry's greatest opportunity now is changing how it communicates with policymakers, communities, and the public. The conversation also explores the leadership principles that have kept Dan's core team together across multiple companies, how semiconductor thinking helped him see around corners before the rest of the market, and why culture remains one of the most durable competitive advantages in business. Jigar adds another important dimension, arguing that clean energy's biggest challenge is no longer proving the economics. It's winning the narrative. Together, they make the case that the next decade won't be defined by better technology. It will be defined by better leadership. Expect to learn: 🔹 Why Dan believes solar is no longer "alternative energy" 🔹 The COVID-era decision that reshaped his manufacturing strategy 🔹 How semiconductor thinking helped him anticipate solar's cost curve 🔹 Why keeping the same leadership team together for decades became a competitive advantage 🔹 Why communications, not technology, may be the industry's next great challenge 🔹 What it means for clean energy to stop thinking like an underdog and start leading like the dominant force it has become It’s our turn. Are we ready? Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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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  • S18 · E944
    June 30 · 25 min

    944: The Grid's Biggest Challenge Isn't More Power. It's Timing. | Sean Kelly

    For decades, the energy industry has treated its biggest challenge as building more power. Sean Kelly thinks that's the wrong question. As CEO and co-founder of Amperon, Sean spends his days helping utilities, traders, generators, and some of the world's largest electricity users anticipate what's coming next. And what he's learned is surprisingly simple: the grid's biggest challenge isn't producing enough electricity. It's knowing when, where, and how demand, weather, and renewable generation will collide. That shift is changing everything. In this Tactical Tuesday conversation, Sean explains why Amperon is moving beyond traditional deterministic forecasting toward probabilistic forecasting, giving customers a range of possible outcomes instead of a single answer. More importantly, he makes the case that the future of the grid won't be won by building for all 8,760 hours of the year. It will be won by managing the handful of hours that matter most. Expect to learn: 🔹 Why deterministic forecasting is giving way to probabilistic decision-making 🔹 How AI, data centers, and renewable generation are changing the way power markets operate 🔹 Why flexibility may create more value than simply adding more generation or transmission 🔹 How better forecasting gives utilities, traders, and large energy users something even more valuable than certainty: time Whether you develop projects, operate assets, trade power, or simply want to understand where the grid is headed next, this conversation offers a practical new lens for thinking about the future of electricity. Now press play, and see if Sean changes the way you think about the grid. Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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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  • S18 · E943
    June 25 · 23 min

    943: The Data Center Deal That Could Transform Energy Affordability | Molly Bauch

    Everyone agrees we need more distributed energy. The harder question is: who pays for it? That's the question Molly Bauch has been wrestling with. As North American Connected Energy Lead at Accenture, Molly helped develop a new model that connects one of the fastest-growing sources of electricity demand with one of the country's biggest energy challenges. The idea is surprisingly simple. Data centers need community support and faster paths to power. Millions of low-income households need access to affordable solar and storage. What if those two needs could solve each other? In this conversation, Molly explains how Accenture, Grid Alternatives, and a growing coalition of partners are creating a playbook that helps data centers invest directly in distributed energy, lowering energy costs for families today while laying the foundation for tomorrow's virtual power plants. If it scales, this isn't just another financing model. It could reshape how we think about paying for grid infrastructure altogether. Expect to learn: 🔹 Why one in five American households is now behind on their electricity bill 🔹 How data centers can help fund solar and storage deployment 🔹 Why virtual power plants may outcompete new peaker plants on both cost and speed 🔹 What still has to happen before this model becomes fully bankable Whether you work in utilities, distributed energy, infrastructure, or data centers, this conversation offers a fresh perspective on one of the biggest questions facing the industry today: How do we build the grid we need without asking ratepayers to shoulder the entire burden? Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast? Hit us up - team@suncast.me with your feedback & recommendations. If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/. Our Platinum Presenting Sponsor for SunCast is CPS America! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors. Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media. We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast 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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