SunCast

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

Episodes

Mentioned books

Sep 28, 2023 • 49min

636: Insider's Guide to Renewables M&A and the Storage Markets: KeyBanc Capital Markets Directors Weigh In

As clean energy continues to dominate global conversations, understanding the intricacies of this high-growth sector are more critical than ever. Supply chain disruptions, surging financing costs, and complex regulatory landscapes continue to slow progress, especially in the areas of battery storage and M&A. We recently had the opportunity to speak with the folks responsible for navigating these waters at one of the most respected banking & advisory practices in the game: Keybanc Capital Markets(KBCM). In today’s discussion, we are joined by Aaron Klein, Julian Bailliet, Ari Citrin, Timothy Beach, Everett Currier, and Ryan Pirnat, all Managing Directors from KBCM. This group of experienced industry experts have not only managed through regulatory challenges and financing obstacles, but they have been involved in deploying nearly $10Billion in capital to build our clean energy infrastructure. Renowned for their strategic agility and market acumen, our interviewees have championed pioneering projects and broken through barriers to secure early-stage capital and ensure clients projects got across the finish line, time and time again.What can one glean from this engaging dialogue? From the nitty-gritty of supply chain management to the nuance of tax equity financing, the conversation is packed with valuable insights. It's an opportunity to dig deeper into the details of the renewable energy market from the capital perspective. You won’t be disappointed.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

Sep 26, 2023 • 1h 7min

635: RE+’23 Recap: Industry Pulse with Nate Jovanelly

I finally got around to a complete recap and takeaways from this year’s RE+ main event, a milestone in the clean energy industry that saw an astounding attendance of over 40,000 people. Joining me is industry expert Nate Jovanelly, who for the past 2 years has hosted the Industry Pulse segment at our PowerUp Live Podcast Stage, and hosts his own podcast called Limitless (you really should already be subscribed to this one!). Nate is also co-founder of Sunraise Capital and one of my go-to resources for all things related to residential solar & financing. But today’s convo is not about either of those, directly. Rather, Nate & I give our take on this year’s RE+, takeaways, thoughts, superlatives, and more. This year’s RE+ in Las Vegas truly highlighted the outstanding growth in the industry, and we kick things off with a recurring theme in many conversations on the show floor: workforce development. We also talk about how the industry is “crossing the chasm”, highlighting how prosumers are playing a crucial role in shifting market dynamics. And we dig into the growing trend of strategic partnerships among pioneering companies (manufacturers chiefly) that is shaping a new era of collaboration and innovation. But, this year’s RE+ event was not without challenges, so we provide our take on what could be improved, along with what turned out to be a quite popular segment of our daily show, the SWAG Roundup! Regardless if you were at RE+ this year or not, its sheer size likely guarantees that there was plenty you missed, so tune into this recap episode, and if you find yourself wanting to hear more of what took place, make sure to visit suncast.live to watch all the shows from our PowerUp Live Podcast Stage at RE+, or queue up the replays we published here on the pod of the daily morning shows and roundups!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

Sep 21, 2023 • 1h 31min

634: Simplifying On-Site Energy for Businesses; VECKTA may be the first ‘platform’ to do it!

While businesses grapple with skyrocketing energy costs, increasingly frequent power outages, and mounting pressure to reduce carbon emissions, clean energy & energy efficiency providers struggle with how to find & convert them as customers. The complexity of on-stie energy challenges often leaves businesses feeling overwhelmed with options for transitioning to cleaner, more resilient, on-site energy solutions, also known as distributed energy resources. Adding to this complexity are the 'soft costs' associated with developing these solutions, which include consulting, engineering, sales, and procurement, which can account for a staggering 50% of project costs. The energy market also suffers from a pervasive information asymmetry. Buyers often find themselves at a loss for who to trust, and suppliers struggle for project traction due to customer indecision.Gareth Evans, the CEO and founder of VECKTA, designed a company specifically to tackle these challenges head-on. Their unique platform helps businesses navigate the energy transition by developing tailored strategies, prioritizing projects, designing optimal solutions, and providing access to vetted suppliers via a streamlined marketplace. In our conversation, Evans offers an in-depth look into how VECKTA managed to overcome the hurdles of achieving product-market fit, which included building their platform in isolation during a global pandemic. Evans also shares insights about managing the growing pains of a start-up: from recruiting and maintaining an effective team, to raising capital, to managing the transition from intrapreneur to CEO.Evans offers a unique perspective on the transformation that businesses must undergo to meet increasing environmental pressures and transition to more resilient energy solutions. This conversation is a must-listen for anyone interested in how businesses can navigate the complexities of the energy transition and provides valuable insights into the challenges and triumphs of leading a startup in a rapidly evolving industry. VECKTA may have just unlocked the doorway to scaling the C&I sector for what Evans prefers to call “On-site Energy”, which we have commonly referred to as Distributed Energy, Solar, Energy Effiiency, etc. Give it a listen and let us know what you think with a note on Linkedin or X! 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

Sep 19, 2023 • 24min

633: You NO LONGER Work in the Solar Industry, here’s why, with Jigar Shah of the DOE (RE+ Rewind)

The solar energy sector is witnessing momentous identify shifts. I’d call it an identity crisis, but we’re not that far yet. Jigar Shah, however, might be so bold. As homeowners transition from merely generating energy to storing and redistributing it to the grid, there's a growing sense that our traditional understanding of "solar" as the industry in which we participate might be too narrow. But what does this mean for installers, utilities, and everyday consumers?Jigar Shah, the director of the Department of Energy's Loan Programs Office, offers an exciting (if provocative) glimpse into the future we shall inherit. With his hand in funneling billions to pioneering energy projects that transcend the boundaries of solar, encompassing batteries, electric vehicles, and more, Shah has taken on the mantle of Chief Story Architect, so to speak, in conveying the captivating concept of the “virtual power plant”. Shah elaborates on how this next evolution of the grid will place homeowners at the heart of vital grid services. Yet, as we explore these innovations, Shah also casts a spotlight on a pressing concern: how do we ensure equitable access to these advancements, particularly for marginalized communities facing steep energy expenses? Join us for a riveting discussion, recorded live from the RE+ 2023 Tradeshow floor, that promises to expand horizons, challenge preconceptions, and reveal the latent potential within our homes and communities. Shah challenges us to embark on a journey into a more holistic, equitable, and resilient energy future, where every individual has a role to play, and no company may any longer call itself a “solar” company…we’re in the Virtual Power Plant business now, y’all!This and many other iconic conversations were captured LIVE at the PowerUp Live Podcast Stage in Las Vegas the week of Sept 11-14, 2023. You can watch them all at www.suncast.live !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

Sep 15, 2023 • 1h 14min

629: Optimize & Automate Solar Development with PVcase, the next Solar SaaS Unicorn

David Trainavicius, the founder and CEO of PVcase, is a solar consultant with rich expertise, and Jake Anderson leads business at Anderson Optimization, focusing on renewable energy automation. They discuss the urgent need for efficiency in solar development amid rising demand. Their teams aim to simplify labor-intensive site selection, enhancing project speed and reducing errors. The conversation touches on innovative strategies and partnerships essential for navigating the evolving landscape of clean energy, ultimately driving global solar deployment.

Sep 5, 2023 • 25min

628: Is the Workforce Dilemma OVERHYPED? Industry Experts Weigh In at RE+ Mid Atlantic

In this special episode recorded from the tradeshow floor at RE+ Mid Atlantic, we explore a pressing question: Is there a workforce issue in the solar industry? Will it work itself out in the medium term? We've assembled a group of industry experts to share how their companies (and clients) are navigating the workforce challenges facing the renewable energy sector as we scale up.Catherine McLean of Dylan Green discusses the evolving work arrangements—hybrid, remote, or in-office—and their impact on women during the pandemic. She also addresses the financial challenges of relocating for jobs in major cities. Whit Fulton, CEO of ConnectDER, talks about the hurdles in getting hardware products like their meter socket adapter to market, and highlights the crucial role of state energy offices in standardized training. Jason Higginson, Head of Marketing for APsystems, covers how supply constraints, like components and metals, are influencing the industry. And finally, Todd Ahern and Adam Jordan of the MegaWatt Group focus on how their business model as an outsourced sales team for installers alleviates certain workforce needs.This episode offers a comprehensive view into the workforce debate, leveraging the expertise of those who are deeply involved in the solar and renewables industry.Is there truly a workforce dilemma? Let me know your thoughts in the comments over on our Youtube channel, where we’ve posted this episode in its full glory. You can see exactly what we saw from the Philadelphia Convention Center at this Summer’s RE+ Mid-Atlantic.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

Aug 31, 2023 • 1h 44min

627: “Tikkun Olam” How Martin Pochtaruk is ‘repairing the world’ through Heliene, one solar panel at a time

What can the solar industry learn from the efficiency and scalability that have characterized the oil and gas industries for the last hundred years? As the world grapples with the urgent need to transition away from fossil fuels, solar power has emerged as a crucial player in this global shift. This change is not without its challenges, however, such as the need for significant capital investment, the intricacies of supply chain logistics, and the mounting pressure of market competition. These issues are even more daunting for manufacturers of solar modules, who not only face the common challenges of running a business but also the specific hurdles of an industry in the throes of transformation.With a unique perspective shaped by over two decades in the oil and gas sector, Martin Pochtaruk serves as the Founder & President of Heliene, a North American manufacturer specializing in high-efficiency solar photovoltaic modules. He has steered Heliene through the thick and thin, bootstrapping the company for its first 10 years, and evolving strategically to focus on the utility-scale market in the United States. Through a treacherous decade where many solar module manufacturers, relegated to price wars, have gone out of business, Martin has navigated the company through near-death focusing on winning in very specific areas rather than taking on the entire market. Tactics like achieving a listing as an approved vendor for major solar financiers helped Heliene sidestep the potential pitfall of competing solely on price in an industry with razor-thin margins.In this compelling discussion, Martin shares his unique perspective on how to survive the “solarcoaster” and build a business that can, indeed, help fulfill their purpose: healing the world one panel at a time. The interview highlights how Heliene navigated complex challenges facing solar module manufacturers, such as securing crucial capital investment to scale manufacturing, fine-tuning supply chain logistics, and navigating hyper-competitive market pressures. Lean in and learn from a pioneer in the industry who is actively facilitating our transition to cleaner energy sources.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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