SunCast

Nico Johnson
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Feb 25, 2025 • 20min

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

Industrial facilities depend heavily on natural gas for steam production; in California, food processing, which is one of the largest users of steam, consumes an incredible amount of energy as a result. Because the price of steam is directly tied to the price of natural gas, industries face volatile costs that can directly impact competitiveness. And there are precious few alternatives for producing the volume of steam required to keep our food industry productive.  Yet, by producing hydrogen on-site via solar power, along with high-efficiency hydrogen boilers, that paradigm can shift significantly.  As a result, companies can stabilize costs and rethink how industrial steam is supplied and used.Jim Tyler, CEO of Erthos, explains why industrial steam is the key to making hydrogen cost-competitive, how compressed gas storage compares to batteries, and how a closed-loop system can improve efficiency.  Erthos has developed a hydrogen boiler that operates at 98% efficiency, outperforming traditional natural gas systems. He also shares why selling steam, rather than hydrogen itself, is the smartest business model for scaling the technology.Expect to learn:What ‘Fire Water’ isHow green, high-purity hydrogen can reach cost parity with brown hydrogen from natural gasWhy hydrogen, when paired with solar, can compete with natural gas for industrial steam productionThe breakthrough in Erthos’s hydrogen boiler designAre 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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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 875 other founder stories and startup advice at www.suncast.media.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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus
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Feb 20, 2025 • 27min

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

Jigar Shah spent the last few years shaping the future of clean energy finance as the Director of the Department of Energy’s Loan Programs Office. He approved billions in investments that helped scale solar, storage, nuclear, and emerging technologies. With that position coming to a close with the change in administration,what’s next for him? And what lessons can he share from funding some of the industry’s biggest breakthroughs?Before leading the DOE’s loan office, Jigar built and financed some of the most transformative clean energy companies. He co-founded SunEdison, pioneered the solar-as-a-service model, and helped scale renewable infrastructure at Generate Capital. Now, he’s focused on helping entrepreneurs navigate the challenges of financing, deployment, and market adoption to accelerate clean energy growth. He’s also launched a new podcast, Open Circuit, getting the former “Energy Gang” together again with Katherine Hamilton and Stephen Lacey.  It’s certain to attract a large audience once again as they break down the deals, policies, and strategies shaping the clean energy transition. Expect to learn:The biggest funding mistakes startup CEOs makeWhich technologies surprised Jigar the most at DOEWhy clean energy already dominates the gridHow local relationships—not venture capital—unlock massive opportunitiesWhy Jigar rarely talks about climate when selling energy solutionsWhat do you hope Jigar does next? 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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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 875 other founder stories and startup advice at www.suncast.media.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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus
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Feb 18, 2025 • 50min

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

InterSolar North America is always the first ‘big’ clean energy industry conference that kicks off the year! And who doesn’t want to kick off the year with a trip to sunny San Diego?!To ensure you are up-to-speed on this year’s event, we’ve curated a "Know Before You Go" episode that will help maximize your experience at InterSolar and Energy Storage North America 2025 next week!With thousands of clean energy professionals gathering at the San Diego Convention Center, this year’s event is packed with new features, insightful keynotes, and exclusive networking opportunities. AND, we’re proud to announce that we’re an official media partner producing the popular HUB stage live on the show floor! Whether you’re attending for the first time or are a trade show veteran, this episode will give you everything you need to know before you go.Tune in as we navigate the expo floor, highlight can’t-miss sessions and pinpoint the must-attend after-hours events.You’ll hear from:Beckie Kier – Events Director at Diversified CommunicationsCandace Letizia – Marketing Director at Diversified CommunicationsChris Crowell – Editor-in-Chief at Solar BuilderRudy Saporite – Program Director at IBTS – Institute for Building Technology and SafetyRyan Davies – Chief Commercial Officer (CCO) at Yotta EnergyIn our "Know Before You Go" episode, we cover:What’s new for 2025 – Get the inside scoop on the Product Showcase, Manufacturing Pavilion, and how digital wayfinders will make navigation easier.The return of Solar Battle of the Bands – After a four-year hiatus, this iconic afterparty is back! (Pro tip: Advanced registration is sold out, but a limited number of  on-site tickets will be available.)The must-attend keynotes – Hear from top energy leaders like Robinson Meyer, Jesse Jenkins, and Microsoft’s Hannah Green as they tackle the future of clean energy.The Hub Stage at InterSolar – For the first time, the Hub will feature live podcast recordings and interviews in partnership with SunCast and Solar Builder Magazine. Don’t miss this opportunity to hear from top industry experts on the show floor!Pro networking tips – Learn how to use the AI-powered matchmaking tool to connect with the right people and make the most of networking lunches, happy hours, and the Connection Lounge. Want to hit the ground running at InterSolar 2025? Press play now and get ready!If you still haven’t purchased your ticket you’re in LUCK, because you can get a 20% discount by using our super-secret code: SUNCAST at checkout or go here!  Stop procrastinating and come to San Diego!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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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 875 other founder stories and startup advice at www.suncast.media.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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus
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Feb 13, 2025 • 2h 26min

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

What if the key to solving our rising materials costs and hurdles to decarbonize hard-to-abate industries lies in a radical shift in thinking—laying solar panels directly on the ground and using the cheap electrons they produce to make hydrogen?When I first heard of Erthos, I thought, like many of you  I’m sure, “What a radical idea! Will that even work?  Lay the panels directly on the ground???”  Yet, the more I learned about the company, it’s leadership, and their approach to creating the cheapest cost of solar energy, I decided I needed to suspend my reservations and go see it for myself.  And, to my surprise, Jim Tyler and his all-star leadership team didn’t even want to talk to me about the “earth-mounted solar” innovation, and instead, focused much of the attention and time on their next big move - Hydrogen!Jim Tyler, CEO of Erthos, has been on a mission to reduce the cost of solar for a long time. He’s been part of some of the most iconic and important innovations in the solar industry, and was one of the early pioneers to focus on driving cost out of the installation process. With his background in semiconductors, industrial energy, and food processing, Jim saw an even bigger opportunity: using low-cost, DC-coupled solar to produce hydrogen in the most cost-effective way possible.In this conversation, Jim explains why Erthos’ culture of breaking industry norms is now driving them into hydrogen—and how their disruptive approach could redefine the future of clean energy. Regardless what you think of Erthos, there’s no denying that Jim and his team are yet again shaking up the industry and forcing people to think different.Expect to learn:Why earth-mounted solar could push the cost of solar energy closer to zero.Why industrial steam—one of the largest energy demands globally—could be the breakthrough use case for green hydrogen.How Erthos’ created a direct DC-to-hydrogen system that eliminates inefficienciesWhy investors from Tesla, SpaceX, and First Solar are betting on this model.Why the Navajo Nation could become a key hub for renewable energy manufacturing—and how solar could drive jobs and economic growth in the region.I’m curious to hear your thoughts, skeptical or otherwise, once you’ve had a chance to give this a listen!And we have some fun b-roll from or visit to Jim’s office, testing lab and skunk-works facility where they’re building their hydrogen electrolyzer prototypes.Check it out on our YouTube channel!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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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 875 other founder stories and startup advice at www.suncast.media.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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalusMentioned in this episode:CPS July 2024 V2
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Feb 11, 2025 • 54min

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

Solar projects depend on strong design engineering to move from concept to construction. Design engineers assess site feasibility, optimize layouts, navigate permitting challenges, and ensure projects are financially viable. Without their expertise, developments can stall. This role is also a key entry point into the solar industry, offering a path to more senior positions in project development and engineering.Phil Hofmeyer, Design Engineering Manager at New Leaf Energy, a pure-play renewable energy developer, brings over a decade of experience in solar project design and engineering. With a background in both technical execution and team leadership, he has helped scale engineering teams and streamline development processes for utility-scale and distributed energy projects. Phil shares what makes design engineering such a crucial part of the development process, how design decisions impact project bankability, and why permitting and interconnection remain major hurdles for solar projects.If you’d like to go deeper into how to become a Solar Design Engineer, you should check out Heatspring where there are dozens of courses like this 3-course bundle that can help you get the skills you need to grow in your career!Expect to learn:How design engineers influence project feasibility and financial viabilityAdvice for attracting and retaining top design engineering talentThe most valuable skills for breaking into and advancing in solar engineeringWhat other roles would you like us to cover? Where do YOU see skills or talent gaps holding the solar and clean energy sector back?Chime in - our team@suncast.me would love to hear from 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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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 875 other founder stories and startup advice at www.suncast.media.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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalusMentioned in this episode:CPS July 2024 V2
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Feb 6, 2025 • 55min

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

The global energy storage market is skyrocketing, with battery capacity more than doubling year over year. With over 60 gigawatts of storage installed worldwide, the sector is poised for even more rapid expansion. In this special roundup episode, we look back at some of the top episodes on SunCast discussing key trends, policies, and technologies shaping the future of energy storage. We break down the domestic manufacturing boom, how the Inflation Reduction Act (IRA) is driving investment, and the hurdles of scaling storage safely and efficiently. Plus, we discuss cell-to-grid strategies and a revolutionary non-battery approach to energy storage.Our experts for this Energy Storage deep dive are: Joan White (SEIA) , Andy Tang (Wärtsilä), Adam Knudsen (Dynapower), Drew Lebowitz & Swetha Sundaram (The BESS Book), and Robert Piconi (Energy Vault)Expect to learn:How the U.S. is ramping up battery manufacturing—new factories, policy incentives, and projected supply timelines.Key challenges in scaling storage—from supply chain constraints to fire safety and grid integration.Why DC-coupled storage is gaining momentum—cutting conversion losses and improving economics.Where to get expert BESS training—including a must-read industry book.The rise of alternative storage technologies, such as gravity batteriesWhat most excites you about energy storage right now? Who should we have on the show next?Let us know podcast@suncast.me 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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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 875 other founder stories and startup advice at www.suncast.media.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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalusMentioned in this episode:CPS July 2024 V2
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Feb 4, 2025 • 33min

785: The 74MW Solar Farm in My Backyard

Emily Morilla and Sabrina Fleischman from EDP Renewables discuss the transformative impact of the 74MW Meisenheimer Solar Park in North Carolina. They highlight the project's role in powering 12,000 homes and generating $30 million in community benefits. The conversation delves into the importance of building trust and fostering transparency with local landowners. They share insights on overcoming regulatory hurdles and the critical need for community engagement in developing successful renewable energy projects.
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Jan 30, 2025 • 1h 2min

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

What if it were actually possible to power your EV from the sun collected on it’s surface?  Or what if you were not constrained by only one battery chemistry type but could mix chemistries?   Want to charge 400 volts with a 3V unit?  For 150 years, electrical engineers have relied on magnetic induction for power conversion, using coils and magnetic structures to transfer energy.  These constraints result in energy waste, size restrictions, and chemistry challenges, preventing seamless transfer between low and high voltages. But what if you could control, manipulate, and augment the near-field reactive space by shaping it to do whatever you need?  If you wrapped that kind of power up in a single element, it could deliver a potent “omni-converter” that could do things literally impossible by other technologies.Udi Daon, CEO of Daanaa Resolution Inc., is on a mission to eliminate power conversion inefficiencies, and redefining what’s possible in energy efficiency. This serial entrepreneur quickly identified Daanaa’s groundbreaking technology to revolutionize power conversion as soon as he saw it, which is why he was the fist investor and soon took the reins as CEO. Under his leadership, the company has developed a device that breaks free from magnetic reliance, instead using the entire electromagnetic spectrum, manipulating near-field reactive electromagnetic space to achieve ultra-efficient conversion. This technology can transform very low voltage into high voltage (and vice versa) in a single step with over 95% efficiency, opening up new possibilities for electric vehicles, solar panels, and data centers…and all in a package the size of your car’s key fob!Tune-in as I tease out:How Daanaa’s technology enables efficient power transfer without relying on traditional magnetic induction methods.The practical benefits of converting ultra-low voltage from solar cells into usable energy for EVs.How Daanaa’s “omnipotency” boosts energy output from uneven surfaces with single-stage hyperconversion and bidirectional power.Udi Daon’s unique approach to scaling deep-tech solutions and aligning teams for success.When I first met Udi (at Intersolar N. America a little over a year ago!) I was as skeptical as the next person when he told me what his pocket-sized device could achieve. And Udi says that this disbelief has been the hallmark (and primary hurdle) preventing their technology from scaling.  But I, for one, think they’re on the cusp of something truly remarkable.  And you get to say “I heard it first, on SunCast!” ;-) Oh yeah, he’s also got a Lot to share about startup culture, lessons learned, etc from dozens of companies he’s founded or funded.You will definitely get your money’s worth with this one!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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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 875 other founder stories and startup advice at www.suncast.media.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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalusMentioned in this episode:CPS July 2024 V2
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Jan 28, 2025 • 43min

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

Daniel Dus, CEO of Cleantech Industry Resources, brings nearly 20 years of expertise in renewable energy. He discusses the pivotal U.S.-India partnership in scaling solar energy deployment and overcoming cyclic market challenges. Daniel emphasizes the importance of logistics and advanced software tools in optimizing project management. He shares insights from evaluating over 250,000 sites for renewable initiatives, revealing critical strategies to enhance efficiency. Their collaboration could redefine global solar and hydrogen futures while addressing workforce challenges.
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Jan 23, 2025 • 1h 8min

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

How do you successfully scale & exit a startup enterprise? The art of entrepreneurship is part science, part stick-to-it-iveness, part grind and part good luck. So what does it take to sell your companies to major players like SolarCity(now Tesla), Nextracker, and even attempt to change how the EV market works with one of Tesla’s co-founders?That’s what I’ve been dying to ask the only person I know who’s had such achievements - Mike Miskovsky.Success in business often requires navigating a maze of opportunities, setbacks, and market shifts. In fast-evolving sectors like renewable energy and electric vehicles, understanding how to adapt to market shifts, policy “updates” and financial industry fluctuations is essential. Today’s conversation unpacks a career defined by innovation, resilience, and lessons learned in the face of both successes and failures, and how to “earn the right to proceed” in order to close those big deals.Mike Miskovsky’s professional journey spans decades and industries, offering a rare perspective on building and scaling impactful businesses. From early days at Sports Illustrated TV, where he launched new ventures under a renowned media brand, to pioneering roles in Silicon Valley’s tech ecosystem, Mike seems to have perfected the ability to turn challenges into opportunities. In the solar industry, his work with Zep Solar redefined mounting systems, leading to its acquisition by SolarCity, while his leadership at Ojjo advanced groundbreaking solutions for utility-scale solar foundations and that company’s recent acquisition by Nextracker. Along the way, Mike learned the hard truths about market timing, the power of strategic partnerships, and the art of pivoting under pressure. And while it seems like he has the Midas touch when it comes to picking winners, he readily admits that it wasn’t always this way.Expect to learn:How market timing and resource constraints can shape the success of a venture.Strategies for preparing a company for acquisition and delivering long-term value.Lessons from failures that informed Mike’s approach to building resilient businesses.The role of partnerships and customer alignment in scaling innovative technologies.How to approach career growth with adaptability and purpose.I’ve waited a LONG Time for this interview, and now you get to eavesdrop as Mike shares his hard-earned wisdom, empowering you to navigate the unpredictable path of entrepreneurship (and solar) with greater confidence and resilience. You’re welcome - take notes, make it matter. Onward #SolarWarrior.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.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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 875 other founder stories and startup advice at www.suncast.media.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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalusMentioned in this episode:CPS July 2024 V2

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