SunCast

Happy New Year!!! If you’ve been following along on Linkedin, then you’re now doubt aware that last week I launched “Valence” - a LinkedIn newsletter specifically geared toward connecting the dots between the stories we tell and the people who tell them in this pivotal clean energy transition. As a natural connector, I find resonance in the idea of valence as it pertains to the combining power of elements, which I explain a whole lot further in today’s special episode. Just as atoms unite to form compounds, our collective effort as professionals, influencers, and enthusiasts of renewable energy can compound if we learn to tailor our narrative to hit the mark more often with our intended audience(s).Valence, drawing from its etymological roots meaning "power" and "capacity," becomes a guiding force in my work. As part of the launch, we introduced "The Influencer List," a curated selection of individuals reshaping the discourse around Energy and Climate in 2024. This list comprises creators, entrepreneurs, thinkers, and doers who leverage compelling storytelling to rewrite narratives, showcasing the momentum behind global climate action. Recognizing the 'elemental' individuals within our sector is vital for this unified vision. So far I’ve highlighted notable influencers like Alessandro Blasi from the International Energy Agency, climate scientist Katharine Hayhoe, and renewables pioneer CEO & Founder of Nextracker Daniel Shugar and his enlightening "Dinner with Dan" series. These influencers along with others that will be added daily through January 6 and then weekly, much like valence electrons, are crucial participants in the foundational elements of change we seek in our global infrastructure and resource utilization.In 2024, I hope Valence becomes more than just a newsletter—it may be a catalyst for daily connections, combining multifaceted ideas, and leveraging resources within our community. We hope that by subscribing to Valence on LinkedIn, our listeners and followers will actively participate in the mission of connecting and advancing our clean energy community by learning from those who are already doing it well and emulating that success in their own endeavors.Enjoy, and let me know what you think by DM’ing me over on Linkedin, ok?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

Community solar democratizes access to clean energy for those unable to install rooftop solar. National Renewable Energy Laboratory analysis shows nearly 50% of households and businesses face limitations for rooftop solar systems. This model expands renewable energy on the grid, offering widespread access to clean energy benefits and giving distributed renewable energy more equitable access.Aaron Halimi is the President of Renewable Properties and brings over a decade of experience in solar and real estate. His solar experience began when his family's land became the first utility-scale land deal SunEdison ever signed. While that 20 MW project ultimately didn’t get built, the experience led Aaron to Borrego Solar (leading their Utility project origination) and a fruitful and prolific career in solar. Aaron went on to start Renewable Properties, which focuses on the evolution of community solar, addressing the industry's challenges with scaling origination, lowering development risk, and contributing to early market acceptance of the community solar model. He emphasizes how the industry has made community solar projects more financially attractive by professionalizing the difficult land and customer acquisition through companies like his as well as third-party subscriber companies that aggregate the consumer demand. Renewable Properties now has 80% of their pipeline focused on community solar, and the roots of the company and its choices in product are found in Aaron’s family business - cowboy boots.Halimi underscores the importance of dispelling myths around solar implementation with education and storytelling, ultimately encouraging a broader acceptance of solar power. Aaron also dives into the intersection of renewable energy and the emerging EV market.  Halimi’s mission to drive renewable energy forward for local communities is the heartbeat of Renewable Properties. Tune in to learn more about this inspiring entrepreneur’s story.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

I hope you've all enjoyed a wonderful Christmas and holiday season. As we welcome December 26, we find ourselves in the middle of “Boxing Day” — a tradition steeped in history and goodwill. It occurred to me recently that I actually don’t know why the heck the lesser-known (at least here in the US) holiday of Boxing Day exists. If you’ve ever asked yourself the same question, well today’s mini-sode will make you smarter! Stemming from Victorian times, this holiday on the day after Christmas, was a way of expressing gratitude to Servants for their year of service! Today, the celebration extends to sport events, charity runs, and continued exchange of gifts. As we continue into the festive season, I’m excited to carry on my annual '12 Days of Christmas' tradition - this year it’s called “The Influencer List”.  Each day, I’ll connect you with a new thought leader (Influencer) that is helping re-write the narrative on climate & energy in 2024 with their innovative ideas and climate action stories. Some names might be familiar, some new, but all are worth following as they continue pushing the boundaries of storytelling and innovation in driving climate action. So, keep an eye on our LinkedIn posts each day through January 6th.I’d recommend you tap the notification bell on my Linkedin Profile (link below) so you get a mobile push each day when I publish the latest story.  Stay with us on this wonderful journey as we welcome an exciting new year of innovation and climate action.And let me know who YOU would have added to the list.  We’ll be creating a more broad-reaching influencer matrix over on www.resourcelabs.co during the month of January.Oh, and happy Boxing Day! 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

Imagine starting your new year in the tropical paradise of Honolulu, Hawaii. Not just for a vacation, but to join industry leaders Nico Johnson and Joshua Porter at a 4-day mastermind event designed to supercharge your leadership skills and network. This isn't just about escaping the winter blues; it's about setting the stage for a successful year ahead. Over these four days, we'll be learning the art of storytelling, getting up-to-speed on the latest policy and market innovations, and engaging with peers in an intimate setting. So why not shake off the winter chill and jumpstart your new year with us?This mastermind event is co-located with the first ever RE+ Solar & Storage event in Honolulu, Hawaii Jan 22-23. It's a unique opportunity to get insider guidance on understanding the dynamic Hawaii market and how it could influence your approach to other less mature markets in the US. Hawaii has, after-all, been a pioneering market for storage attachment to residential solar projects, and continues to be a test bed that other utilities and market regulators are watching closely. Imagine the synergy of attending this timely industry event, then deepening your understanding through our targeted mastermind sessions. You'll have access to local insiders and exclusive pre & post-event networking & teaching by Josh, Nico and guests. The lessons you learn here could be game-changing, offering a timely injection of knowledge and storytelling prowess to boost your personal and corporate brand early in the year.Ready to level up? Visit www.mysuncast.com/precharge to fill out the application. If you're interested in attending, book a call with Josh and Nico next week. We have limited space, as we are only taking a dozen folks with us on this journey. Don't miss this chance to start your year strong, expand your network, and enhance your leadership & storytelling skills. Remember, the best investment you can make is in yourself. Join us in Hawaii this January and let's make this year your best one yet.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

The recent wrap-up of COP28 in Dubai has catalyzed a renewed sense of urgency and reflection on the global efforts to address climate change. A key takeaway emerged from the event: the world is finally willing to say outloud “we need to chart a definitive course to wean ourselves off fossil fuels!” Moving beyond the main headlines and chatter, the real progress is found in the collective efforts of disparate stakeholders working towards a common purpose - and as the Chamber of Commerce noted, the real work will be done in the halls of private industry. Despite initial controversy around the oil-rich UAE hosting COP28 and the fossil fuel executive presiding over it, the unfolding narrative proved compelling. The UAE and other Middle Eastern nations demonstrated a renewed interest and commitment to the global energy transition, underscoring their crucial role in the energy transition by supporting a broad-sweeping agreement signed by 200 nations committing to a 2050 deadline for alternatives to a fossil-fueled society.Today’s conversation was live-broadcast on Wednesday December 20th, and we’re borrowing our “Industry Pulse” monicker from our PowerUp Live stage as co-hosts Nate Jovanelly and Nico Johnson intend to continue this as a series looking at the expert sentiments underlying the trends and headlines that are driving the narrative around Climate Action.This discourse provides a detailed account of COP28 through the experiences of our panelists who attended the event in-person: Elizabeth Andrews, CDO at New Energy Nexus, Steve Anglin, CEO of Utopio, Brad Stutzman, Founder & CEO of O3 Energy, and Tito Jankowski, CEO of AirMiners.  Everyone attends these events with their own agenda: network, raise awareness, raise money, get “in the room” where it happens! The discussion offers a look at COP28 from quite different perspectives while tying together their observations into one theme - why should those of us back in the ‘real world’ give a d* about whether or not these proceedings have meaning for our day-to-day lives?Tune in and discover for yourself.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

There’s a name in Solar that everybody who’s ever been involved in module manufacturing surely knows, but many, many of you who have only interacted on the commercial side may have missed up to now - Meyer Burger.  The 70 yr old Swiss company is, in many ways, the ‘brand behind the brand’, the veritable “intel inside” of the solar industry.  It’s their carefully crafted and highly engineered production lines, afterall, that have provided scale, speed and quality assurance for many of those name-brand solar modules you are installing on homes and businesses (and fields) across America. So, before we get into questions like “How do we make solar energy more efficient and more accessible on a global scale?” or “How might heterojunction technology reshape the renewable energy market?”, I think we’ll need to spend some of our conversation on Who exactly is this company that major manufacturers from Trina Solar to REC have relied on for decades.Meyer Burger is a venerable Swiss technology leader with a rich 70-year history and over four decades of dedicated expertise in solar technology development. At the forefront of innovation, the company's strategic focus revolves around optimizing solar energy output while concurrently minimizing resource consumption. Their heterojunction technology and the SmartWire Connection technology, increases solar module output,and has little to no degradation over time. The company is continuously striving to break new grounds with plans to refine more efficient technologies, like Interdigitated Back Contact (IBC) cells, tandem modules, and the integration of perovskite into their tech portfolio of 6.7 GW. And, like many of their peers, they are expanding their manufacturing into the US with a facility in Goodyear, AZ coming online by the end of 2024 that will produce an additional 2 GW of solar modules annually and another facility for cell manufacturing in Colorado Springs that will produce roughly 1.7 million cells per year bringing more solar jobs to the US.Ardes Johnson, is the President of Meyer Burger Americas, Ardes brings decades of experience from the energy sector starting with his time in the Navy to working for GE, SolarWorld, Tesla, and JLM Energy. He lays out how the company navigates the seen and unseen challenges of innovative development, scaling operations, and ensuring strategic growth in the volatile renewable energy market. Ardes' additionally covers embracing opportunities, building a potent culture of support, and the critical role of partnerships and customer commitments in scaling manufacturing plans.But as Ardes rightly flags, these ambitious objectives hinge on policy stability. He urges stakeholders across the solar industry and policymakers to collaborate towards establishing long-term policy support for solar manufacturing in the United States to help achieve climate goals.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

As we close out another transformative year for cleantech, it seems the pace of the energy transition still falls short of what will be needed to meet our global climate goals. That's the consensus from our panel of experts in our annual end-of-year Cleantech Podcasters Roundtable discussion.This semi-annual review recognizes both the triumphs and the hurdles within the global renewable energy sector in the past year. From the IRA to our favorite tech company interviews, the challenges of grid infrastructure and everything between, this roundtable takes on the bold task of critically assessing 2023 and the direction we're heading. Various topics are discussed like emerging market trends, rising interest rates, critical global events like COP28, and the complex relationship between authoritarianism and climate action. Listen as fellow podcasters Mike Casey, Marie Burgquist, Bill Nussey, Dana Perkins, David Roberts, and Chris Caldwell join Nico on the stage each to add their regional and market-focused perspectives. They discuss their favorite companies and topics they’ve come across this year, such as thermal and gravity energy storage solutions, advancements in emissions accounting, and the potential of off-grid renewables, to name a few. Our podcasters have covered topics this year as varied as grid architecture, degrowth frameworks, and risk assessments in the insurance industry. The panel serves up a helpful dish of insights gleaned from their hundreds of collective conversations so settle in with a hot toddy and enjoy the banter!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

How can solar developers and landowners at the community solar level free up capital, lower lease costs and improve the overall economics of these longterm deals? SolaREIT has positioned itself as a strategic financial provider to the community solar market by addressing this very question. Laura Pagliarulo, the Founder & President of SolaREIT, leverages her extensive finance & renewable energy experience to execute on an innovative land acquisition strategy that gives solar developers more flexibility without giving away the farm (pun intended). SolaREIT has created a structure that specifically values (and compensates in a novel manner) the land underneath solar projects. SolaREIT also introduced the option for lump-sum payments to landowners. In this way, they are able to offer instant financial liquidity for landowners while bundling the value of multiple portfolios in a way that traditional developers are unable to manage on their own. Laura explains how they offer an alternative to traditional equity or debt financing that provides developers the ability to improve their profits in later stages of the projects, a win-win scenario.Laura’s work at leading solar companies like Clean Choice Energy and SunEdison helped hone her understanding of the opportunities and complexity of energy markets. Today, that expertise gives solar project developers an edge and a capital advantage in a tight market.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

Solar panel procurement expert Justin Redd discusses the challenges of vetting new suppliers, the increase in quality issues, and building a US factory. They also explore the importance of quality management standards and physical requirements for solar panel manufacturing, including third-party factory inspections. The speaker highlights their fascination with solar manufacturing and shares their experience visiting Bangalore, the Silicon Valley of India. Learn how to vet off tier one list vendors for solar panel procurement from India.

How do you fund a solar project?  What about the business operations costs necessary to get the project going to begin with?What structures can you consider, and HOW do you choose the one that’s right for you?We’re pulling back the veil so you don’t have to wander in the darkness here. The business of developing solar power projects is complex, time-consuming, and capital intensive. And for the last decade, hundreds of entrepreneurs have endeavored to apply their creative efforts and work ethic towards solving both the development of the solar projects (not dissimilar to other land-based development deals tbh) and the financing of them.  The latter has proven the more arduous to accomplish as the solar industry had to earn its keep in the world of high finance and prove that the product and its cashflow was durable and risk-mitigated. Unsurprisingly, those who have fared the best are those professionals who were already working in finance in some way, and were able to turn their focus and skills to solving the dual issue facing solar developers - how to get an individual project financed, and how to raise enough working capital to pay the team developing those projects until they could get to cashflow. Today, you’ll hear hown one such company, Encore Renewable Energy, transformed from a traditional solar project developer into a vertically-integrated Independent Power Producer (IPP), ie a project Owner & OPerator, and along the way made the choice to become a Certified B Corporation. Their impact-focused business strategy, exemplifies the transformative power of renewable energy towards the triple bottom line - People, Planet, and Profits. The company strategically channels its efforts into solar development, storage solutions, agrivoltaics, and brownfield redevelopment, showcasing a multifaceted commitment to sustainable practices. Moreover, they have successfully secured a remarkable $150 million in equity funding.  Today, you’ll learn a whole lot more about what that means, and how you might be able to do similarly in your own venture.Blake Sturcke, the co-CEO of Encore, delves into his journey of discovering a passion for solar, drawing on his background in investment banking and entrepreneurship.Blake discusses how Encore melds their sustainable mission with practical management strategies, the different investment structures available, insightful capital raising options, and a deeply rooted work culture that celebrates diversity and psychological safety. On this final point, Blake goes deeper still, opening up about his personal experiences dealing with mental health challenges. This vulnerable exchange is particularly near to Blake’s own mission, and he hopes to normalize the topic of mental health awareness and create a safe space for employees to voice their struggles. This conversation isn't only vital for those in the renewable energy field, but also illuminates the possibility of merging success with mental wellbeing in any high-pressure corporate setting.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