SunCast

Hey there, SunCast listeners! As those of us here in the United States of America gather around the table on this Thanksgiving Day, I wanted to take a moment to express my heartfelt gratitude to each and every one of you for tuning into the SunCast podcast over the years. Your support has meant the world to me, and it's because of you that this podcast has thrived for eight incredible years.When I started SunCast, I had a vision of creating a platform that would elevate the voices and stories of leaders in the clean energy industry. And thanks to your unwavering support, we have over 650 examples of HOW the Clean Energy Revolution is taking form. Together, we have explored the latest advancements in solar, energy storage, business models, and more. We have connected with entrepreneurs, innovators, and change-makers who are driving the clean energy transition forward.Through the SunCast podcast, we have created a community of like-minded individuals who are passionate about shaping a sustainable future. It is because of you that this podcast has become a platform for discussion, learning, and inspiration. So, from the bottom of my heart, I want to thank you for being a part of this journey.Here are a few other episodes to catch up on, curated by our all-star team!Jeremy’s Pick: Episode 616: Agrivoltaics, Brownfields To Brightfields And The Future Of Solar Farming With Dan French, Solar Farm SummitChris’s Pick: Episode 648: Scaling Carbon Capture, Innovation & Entrepreneurial Spirit, With Damian Beauchamp Of 8 RiversGerman’s Pick: Episode 642: Rethinking Energy Storage: A Conversation With Energy Vault CEO, Robert PiconiIf you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.Our Platinum Presenting Sponsor for SunCast is CPS America!SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/You can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

In this bonus episode, we’ll introduce you to the Earthlings 2.0 podcast with Lisa Ann Pinkerton, which is now a part of REsource Labs, our Creator Network!  In today’s episode, hear an innovative approach to improving the modern EV battery with guest, Virginia Klausmeier President & CEO of Sylvatex!As electric vehicles become more common worldwide, battery production must rapidly scale to meet the rising demand. The burgeoning electric vehicle market, however, faces limitations imposed by battery costs and material availability. Cathodes, constituting 60% of an EV battery's expense and carbon life cycle, are predominantly produced through energy-intensive and costly processes that also demand a significant amount of water. In light of the automotive industry's widespread commitment to emission reduction and net-zero goals by 2050, the existing challenges posed by current cathode manufacturing techniques emerge as a formidable obstacle for the industry.Virginia Klausmeier and her company Sylvatex are developing a solution. Her startup's single-step dry cathode production process uses less energy and no water compared to traditional techniques. It also has more flexibility in materials used. Klausmeier explains how Sylvatex’s innovation could help battery makers lower costs while meeting ESG mandates, supporting widespread EV adoption. Listeners will gain insight into how innovative new companies are future-proofing batteries and accelerating the global transition to reducing transportation carbon emissions.The Earthling spotlighted is Oscar Olivares, an artist from Venezuela. Olivares completed one of the world’s largest ecological murals. Crafted entirely from bottle caps, this monumental artwork not only captivates the senses but serves as a testament to human creativity and environmental stewardship, providing a much-needed restoration of faith in humanity.Are you or someone YOU know creating a podcast, Youtube channel or newsletter that deserves a larger audience? Perhaps joining REsource Labs is in order?  Let us know your recommendation - team@suncast.meIf you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.Our Platinum Presenting Sponsor for SunCast is CPS America!SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/You can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn - https://www.linkedin.com/in/nickalusMentioned in this episode:CPS July 2024 V2

Tax equity has long presented barriers for distributed energy projects to access financing. However, a new provision in the Inflation Reduction Act (IRA) now enables tax credits to be transferred, opening up liquidity for project developers and BILLIONS of dollars in opportunity.Billy Lee, Co-founder & President of Reunion Infrastructure has over 15 years of experience in renewable energy project finance, having worked on some of the earliest solar tax equity deals while at SunEdison. After observing barriers that distributed energy projects faced in accessing tax equity, Billy co-founded Reunion to create efficiency and scale in this new market for tax credit transfers enabled by the IRA. With a substantial pool of clean energy tax credits exceeding $2 billion, the company operates as a dynamic marketplace that facilitates connections between sellers and buyers, enabling streamlined transactions of these tax credits. Today, Reunion stands as an innovator doing due diligence and risk management to create a leading marketplace for transferable clean energy tax credits.In this conversation, discover how Billy recognized the opportunity arise from a key policy improvement, found partners to address the gap and ran with it. The insights he provides, from the value of relationships to the expansive potential of the tax credit transfers market, are invaluable for any solar project developer.If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.Our Platinum Presenting Sponsor for SunCast is CPS America!SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/You can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn - https://www.linkedin.com/in/nickalusMentioned in this episode:CPS July 2024 V2

Did you know that more than 90% of today’s energy storage technology is based on a 140+ year-old concept?  Care to guess what that is?  Hint - has to do with moving water, waiting, then moving water again. Humans have been harnessing the energy of river currents for centuries, using water wheels spun by rivers initially to process grains and cloth. Today, hydropower provides about 16 percent of the world's electricity, generating power in all but two U.S. states. Contrary to popular belief, however, hydroelectric power can seriously damage the climate, displacing millions of inhabitants and in some cases generating more GHGs than their fossil counterparts!With this in mind the genius idea of Energy Vault was born. If you missed our episode with their CEO, Robert Piconi, last month, then you truly missed out on a conversation worth revisiting.  If you don’t have the time, however, for a 60+min treasure trove, then today you can check out a 10 min Tactical Tuesday vignette of that convo specifically focused on how Energy Vault’s team have created a gravity-based storage solution that mimics hydro power without all the water and ecological concerns.Let’s face it, our growing reliance on renewable energy sources, such as solar and wind, with inherent intermittency challenges, prevents us from achieving a 100% carbon neutral power grid. Some of the front runners in the current energy storage race are lithium ion batteries and pumped hydro, both of which pose challenges like high cost and a negative environmental impact. Energy Vault’s solution uses gravity (and software, of course) in a novel form factor that is efficient, scalable, economical, and sustainable.Listen as Robert explains how their unique system uses eco-composite bricks for long-duration energy storage(LDES).  He points out the energy storage market is not where it should be, and how their gravity batteries and strategic partnerships are enabling an increasingly renewable-powered grid. Want to know how they are able to be deployed without subsidies? Tune in.If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.Our Platinum Presenting Sponsor for SunCast is CPS America!SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/You can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn - https://www.linkedin.com/in/nickalusMentioned in this episode:CPS July 2024 V2

With carbon emissions from heavy industry and power generation at record highs, reducing industrial emissions on a large scale is imperative. Pioneering this mission are the innovative leaders at 8 Rivers, who are leading the field with their carbon capture and oxy-combustion technologies.Damian Beauchamp, President and CDO at 8 Rivers, discusses their in-house approach to technological innovation, the first outcome of which is their industry-leading carbon capture technology. Beauchamp, a multifaceted entrepreneur, innovator, executive, and chemist, not only offers strategic leadership and guidance at 8 Rivers but also infuses the organization with his enthusiasm for outpacing the rest of the industry when it comes to capturing carbon and helping to meet the global goal of net zero by 2050. In this conversation, we are exploring 8 Rivers’ process of innovation, recruitment strategies for scaling up their team, and lessons learned from generating more than $ 2 billion in economic value (and just getting started!). 8 Rivers enhances its diversity and fosters innovation by bridging skill gaps and recruiting talent from the fossil fuel industry. This was a fun conversation that Nico was able to have in-person at the 8Rivers offices. You can WATCH instead on our YouTube channel!If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.Our Platinum Presenting Sponsor for SunCast is CPS America!SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/You can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn - https://www.linkedin.com/in/nickalusMentioned in this episode:CPS July 2024 V2

Yezin Taha, CEO of Nevados, and Peter Kelley from RenewComm discuss the innovative All Terrain Trackers that can accommodate undulating terrain, reducing land damage and being installed on up to 37% grade slopes. These trackers also provide optimal protection against wind and hail. They delve into the development process, addressing non-flat terrain, rooftop solar projects, building solar power plants on rolling terrain, and panel tilting for hail storms. Listen to the live stage event snippet for more insights and gratitude towards the audience and sponsors.

Timing is everything along with finding a gap in the market! Before 2016 not much work was going into real-time tracking and forecasting of clouds using satellite data. But a professional meteorologist from Down Under found his niche utilizing a game-changing global fleet of Japanese weather satellites to track cloud movement, weather patterns, and aerosols that affect albedo and solar irradiance impacting solar panel performance. James Luffman is the CEO of Solcast, a weather-tech data company based in Australia.  Along with DNV, which recently acquired his company, James is building never-before-seen weather data and forecasting that brings true scalability to the solar industry. Their strategies, from adopting product-led growth models to leveraging advanced satellite technology for improved resolution and frequent imagery, all aim to enhance the efficacy of real-time weather forecasting for solar.This discussion encapsulates the intersection of technology, meteorology, and renewable energy. In an industry once void of sophisticated weather forecasting models, fast and efficient access to real-time, reliable data has become critical to solar performance. What captivated my attention in all of this is how DNV, a massive global engineering giant with an R&D budget in excess of $115 Million USD/yr would purchase SolCast, and what it plans to do with the platform now that they have it in-house! You’re going to love the answer from their Global Solar Segment leader, Dana Olsen.If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.Our Platinum Presenting Sponsor for SunCast is CPS America!SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/You can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn - https://www.linkedin.com/in/nickalusMentioned in this episode:CPS July 2024 V2

High interest rates and inflation have had a major impact on market potential for residential solar customers this year.  Unfortunately, Homeowners generally view solar as a high dollar discretionary purchase rather than a valuable investment. Thus, we are seeing a bottoming out of residential solar sales compared with years’ past. In today’s discussion, we get to the bottom of what the data suggest is going on, and what you can do about it. Brian Ghiglia, Senior Director of Business Development at REC and Spencer Fields, Director of Insights at EnergySage, discuss the insights from millions of proposals generated via online clean energy marketplace (EnergySage) and data-driven strategies (adaptive selling) utilized by veterans to encourage homeowners to choose solar, even in a down market. In this conversation, Brian and Spencer discuss the importance of educating homeowners on more than just first-month savings. Solar is a long-term investment into the overall value of their home, but many sales teams struggle with how to compel the homeowner to go solar in an environment where high interest rates have stripped the silver bullet of “immediate savings”.Despite the current residential solar sales slump, EnergySage data suggests we’re nearly through the trough and the future holds promise for sustained growth and wider adoption. How soon? Listen in and find out!You'll find more resources and learn about SunCast's guest(s), recommendations, book links, and more than 650 other founder stories and startup advice at www.mysuncast.com.You can learn more about partnering with SunCast here: https://mysuncast.com/sponsorsYou can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn - https://www.linkedin.com/in/nickalusSubscribe to Valence, our weekly Linkedin Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

Over a decade ago, the majority of the large scale solar projects announced, in the queue across the US and backed by major PE firms were not the flat panel PV farms we now see covering the landscape. No, the majority of solar when I entered the industry at the turn of the first decade of this century was concentrating solar thermal power (CSP) and it’s a technology that is both highly promising and has been highly fraught with challenges. As China leaned into building large manufacturing complexes around crystalline silicon photovoltaic cells, the economics of CSP evaporated, seemingly overnight.  Many today would likely tell you that CSP is, well, Dead.Christie Obiaya would like to tell you a different story, one that illuminates the reality that timing is everything, and as so often is the case, CSP was a promising technology that was pushed into the limelight before software was available to provide the kinds of tight controls necessary to really make it feasible at scale.  Obiaya is the CEO of Heliogen, a company that utilizes a distinctive combination of concentrated solar thermal technology (CSP), AI, and novel hardware to precisely capture heat for long duration energy storage (10+ hours) and essentially create a thermal battery, or, as she refers to it, a “solar refinery”.This discussion provides an inside look at how Heliogen leverages advancements in GPUs, AI and more to decarbonize hard-to-abate industrial sectors, and what this means for our broader fight against climate change. Learn about Christie Obiaya's inspiring journey, her perspective on the future of renewable energy, and some of Heliogen’s current and future projects that strategically positions them in a competitive domestic clean energy market.If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.Our Platinum Presenting Sponsor for SunCast is CPS America!SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/You can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn - https://www.linkedin.com/in/nickalusMentioned in this episode:CPS July 2024 V2

As interest rates rose, residential solar companies’ sales have declined, with figures down by 5-10% compared to previous years. For many, it’s possibly the first time you have experienced an industry downturn, as we as an industry have ridden high on low interest rates and widely-available financial products for the better part of the last decade. Yet, some regional installers who are embracing diversification, innovative financing options, and a dedicated approach to customer service, are handling this economic adversity and high-interest rates with greater resilience.Today’s conversation features leaders from 3 perspectives of the residential solar industry: Scott Nguyen, CEO of Bodhi Solar, a SaaS platform for residential installers, Rachel Finn, Commercial Finance Specialist at the largest residential solar distribution company, Greentech Renewables, and Stan Pipkin, CEO of Lighthouse Solar, a leading TX-based installation company.  All three have perspectives on the impacts of the decline in sales and are finding ways to navigate the oscillations in the solar market. From Scott's adaptive sales strategies to Rachel's ventures into broader financial landscapes, and Stan's relentless pursuit of excellent customer engagement, they each share their strategies for tackling this year's challenges riding the 'solar coaster'.If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.Our Platinum Presenting Sponsor for SunCast is CPS America!SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/You can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn - https://www.linkedin.com/in/nickalusMentioned in this episode:CPS July 2024 V2