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Apr 15, 2025 • 26min

805: Why Energy Storage Is the Linchpin of America’s Clean Energy Future | Joan White, SEIA

The U.S. grid is facing its biggest stress test since WWII. The answer? Batteries.Joan White, Director of Storage & Interconnection Policy at SEIA, joins Nico on the PowerUp Live stage at RE+ Northeast to unpack the audacious 700 GWh storage deployment target laid out in SEIA’s latest white paper. That’s a 50% increase over the “business as usual” trajectory—and Joan believes it’s not just possible, but necessary.As AI data centers, EV adoption, and manufacturing supercharge national energy demand, the grid must evolve. Energy storage isn’t a luxury anymore—it’s a requirement. Joan walks us through the policy levers, market dynamics, and cost curves shaping this once-in-a-generation energy transformation. 🔹 Why SEIA is pushing for 700 GWh of storage (and how we get there) 🔹 The invisible hand of tariffs and trade cases reshaping the battery market 🔹 The threat of repealing the ITC—and how states are stepping up 🔹 How storage can finally retire fossil peaker plants and replace standby feesJoan doesn’t just know the policy—she’s writing the playbook. Whether you’re a policymaker, developer, or just curious about what’s next for the grid, this one’s a must-listen.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/nickalus
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Apr 10, 2025 • 23min

804: From DOE to IREC: Maria Robinson’s Mission to Modernize Energy Access

When Maria Robinson took the helm at the Grid Deployment Office within the US Department of Energy (US DOE), she stepped into one of the most pivotal (and difficult) roles in the clean energy transition.Now that she’s no longer a government employee, Maria reveals what really happens inside DOE decision-making rooms, why the grid is far more fragile than most realize, and how her new role as CEO of IREC is helping shift the power back to the people.From wildfire response to data center load growth and interconnection bottlenecks, Maria clearly understands what is driving (or stifling) our energy transition —you don’t want to miss this conversation.🔌 Why our grid is more outdated than you think🔥 The inside story of DOE’s wildfire response efforts📊 What solar pros need to know about FERC (and why they’re not paying attention)🧩 How IREC is taking on the hard problems utilities don’t want to faceTune-in, and after you’ve had a listen, consider sharing this with someone to help us spread the word!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/nickalus
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Apr 8, 2025 • 28min

803: Is C&I The Solar Market Savior In 2025? With John Carroll Of Solaredge

Residential solar may still be a long way from recovery —but the commercial and industrial (C&I) solar market is heating up. In this power-packed episode recorded live at RE+ Northeast, Nico sits down with John Carroll of SolarEdge to explore why the commercial market could be the biggest growth driver in clean energy this year.From training installers to navigating the evolving incentive quagmire, John unpacks the forces reshaping the C&I landscape in 2025..📜 The IRA’s surprising ripple effects on project development and jobs⚙️ Top challenges facing new C&I installers—and how to overcome them🔌 How module-level power electronics are changing the economics of scale🏭🇺🇸 Why SolarEdge is doubling down on U.S. manufacturing and domestic contentIf 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
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Apr 4, 2025 • 1h 19min

802: 12,000x Faster: Why Xendee is the new Microgrid standard, with CEO Adib Nasle

Microgrids are essential to the clean energy future—but they’re still too complex, slow, and unbankable. That’s the problem Adib Naslé set out to solve. With Xendee, he’s built a platform that makes distributed energy systems faster to plan, easier to finance, and smarter to operate.Nico digs into how Adib and his team turned 20 years of national lab research into a commercial product now used by governments, fleet operators, developers and data centers. If you want to understand where AI, microgrids, and electrification converge—this is the episode for you.🔹 The 3 biggest choke points in microgrid adoption🔹 Why software, not hardware, is the key to energy independence🔹 How Xendee is supporting Neom, Fiji, and Travel Centers of America🔹 The power of dynamic forecasting and rolling 72-hour optimizationIf 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
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Apr 1, 2025 • 31min

801: This $389M Deal Proves Clean Energy Isn't Waiting on Washington|Encore Renewable Energy’s Chad Farrell

At a time when uncertainty looms for many clean energy companies, Encore Renewable Energy just secured a $389 million financing deal that proves the big money’s still looking for good bets to be made. Chad Farrell walks us through their recent landmark deal with Brookfield and what it signals for the broader renewables industry.From raising capital the slow, scrappy way to winning major infrastructure funding, this episode is packed with insights for anyone navigating the shift from developer to independent power producer. And it also is a strong signal from the capital markets that distributed generation has solid support.🔹 The novel financing structure that lets Encore Renewable Energy move at industry-scale speed🔹 How solar’s economic case is winning over skeptics—across party lines🔹 What Encore Renewable Energy’s growth path says about capital market trends🔹 Why community engagement is key to unlocking project velocityIf 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
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Mar 27, 2025 • 1h 21min

800: What 800 Episodes Taught Me About Clean Energy & Leadership, with guest Host: Lisa Ann Pinkerton

800 episodes. 1 unforgettable conversation. For the first time in years, Nico Johnson becomes the guest on his own show, interviewed by friend and fellow podcaster, Lisa Ann Pinkerton. What follows is a raw and powerful exploration of the highs, lows, and turning points behind SunCast’s success. Whether you’re building a brand, running a business, or just love clean energy—this episode has something for you.🔹 How vulnerability built SunCast’s loyal following🔹 Why podcasting is a secret weapon for industry influence🔹 Failures that almost killed the show🔹 What clean energy needs most in the next 5 yearsHope you like this one. It’s 9+ Years in the making!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/nickalus
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Mar 25, 2025 • 42min

799: State of the Solar Industry 2025: Inside Intersolar with 3 Industry Experts (and podcasters) | Joe Ordia, Chris Crowell, Sean White

Join energy experts Joe Ordia, Chris Crowell, and Sean White as they share candid insights from Intersolar 2025. They discuss the challenging landscape of the solar industry, including recent layoffs and budget constraints. The group explores the potential resurgence of module-level battery storage and the formidable hurdles of solar permitting. They also dive into the promising business opportunities surrounding repowering and sustainable practices. This lively conversation blends expertise with real-world challenges in the solar and battery sectors.
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6 snips
Mar 20, 2025 • 1h 23min

798: The Hidden Goldmine in Commercial Solar—And How to Tap Into It; with Claire Broido Johnson

Claire Broido Johnson, co-founder of Sunrock DG, and Josh Goldberg, CEO of Sunstone Credit, discuss groundbreaking advancements in commercial solar financing. They reveal how millions of square feet of rooftops remain untapped due to financing obstacles for small businesses and nonprofits. Discover their innovative Power Purchase Agreements and tailored financial models, designed to pave the way for widespread solar adoption. The conversation delves into regulatory challenges, the importance of localized knowledge, and strategies to unlock a future where solar is accessible to all.
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Mar 18, 2025 • 23min

797: How Solar Can Revitalize America's Rural Heartland

Smithville, Texas, a town known for its giant gingerbread man and Hollywood cameos, is making headlines for something even bigger—its solar future. With a 1.4MW solar power plant now generating clean energy for over 100 homes, this small town is proving that the energy transition isn’t just for big cities.In this episode, we go behind the scenes of Smithville’s solar transformation, from the unique financing mechanism that made it possible to the community benefits already taking shape. Hear from the local government and developers as they share the challenges, solutions, and surprising impacts of bringing solar to rural America. 🔹 The financing strategy that covered 50% of the project cost 🔹 How a 25-year power purchase agreement is saving the city $40K per year 🔹 The unexpected way Smithville is maintaining the land (hint: 🐑) 🔹 Why this project could be a model for small towns across the U.S.Join us for a look at how America’s small towns can take big steps toward a clean energy future.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/nickalus
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Mar 13, 2025 • 58min

796: The $1 Per Watt Energy Shift That Could Upend Utilities

Solar and battery prices have dropped so low that energy independence is truly NOW within reach—no permits, no utility red tape, just DIY power that any homeowner can harness. Kerim Baran, CEO of SolarAcademy, breaks down why this shift is happening now and how it could reshape the way we think about electricity as homeowners. From “balcony solar” to microgrids, Nico & Kerim explore why these utility-disrupting models are at a tipping point and how innovators around the world are capitalizing on this moment. 🔹 The concept of balcony solar and why it’s booming in Europe 🔹 How DIY solar & battery setups can deliver a 1-2 year payback 🔹 Why utilities may soon lose their monopoly over energy 🔹 The hidden economics of personal energy generation 🔹 What happens when solar & storage hit God ParityIf 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

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