SunCast

Community solar promises to lower energy costs while expanding access to clean power—but does it deliver? Aviv Shalgi, CEO of Solar Simplified, joins Nico to expose the hidden challenges and big opportunities in this growing market. From financing hurdles to state-by-state policy shifts, we dig into what’s really happening behind the scenes. If you want the inside scoop on the future of community solar, this episode is a must-listen!Here are five key topics from the interview:1️⃣ What is Community Solar? – The surprising way renters and homeowners can benefit without installing panels.2️⃣ The Business Model Uncovered – How companies profit while offering guaranteed energy bill savings.3️⃣ Hidden Risks for Developers – Why some projects fail and what most don’t see coming.4️⃣ 2025 Market Shakeup – What’s driving potential industry consolidation and who will survive.5️⃣ The Future of Energy Savings – Why community solar is gaining bipartisan support and expanding nationwide.Curious? Check out the full episode!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

Andrew 'Birchy' Birch, CEO of OpenSolar and a solar pioneer, discusses the future of solar energy, predicting that it could account for 50% of global primary energy by 2035. He explains the S-curve model of adoption, highlighting how current forecasts fall short. Birch emphasizes the need for policy changes and streamlined permitting to unlock residential solar. He also tackles the impact of tariffs on the market and shares how AI is revolutionizing solar design and project management. His insights reveal a bright future for solar energy.

With 45 percent of U.S. water sources containing toxic contaminants, according to the EPA, access to clean drinking water is becoming increasingly uncertain. Worse still, according to a UN study, over 40% of the world's water bodies are considered severely polluted, meaning a significant portion of Earth's water is contaminated; this translates to around 1 in 3 people not having access to safe drinking water. Traditional water treatment methods rely on filtering or distilling existing sources like lakes, rivers, or oceans. But a new approach is gaining traction—one that pulls water directly from the air.Alexander Von Welczeck, Founder and CEO of SkyH2O, explains how Atmospheric Water Generation (AWG) is reshaping water access. By capturing humidity and converting it into purified water, AWG provides a decentralized supply of water that reduces dependence on our failing infrastructure. As concerns grow over PFAS (forever chemicals) and other pollutants in municipal systems, AWG offers a safer alternative with wide-ranging applications.As water scarcity grows, AWG is emerging as a scalable solution for industries, communities, and facilities that need reliable access to clean water in an increasingly water stressed world. Tune-in to hear how it really works and just how close we are to pulling water right out of the air!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

The distributed generation market is shifting rapidly as capital tightens, power prices rise, and smaller developers bump up against capital and market constraints. Independent power producers (IPPs) like Aspen Power are stepping in to bridge the gap—partnering with developers, securing financing, and scaling solar assets in key markets. But what does it take to succeed in today’s distributed energy sector? And what does distributed energy mean in today’s evolving market?Jorge Vargas, co-founder and CEO of Aspen Power, has spent over two decades in structured finance and solar project development, with past roles at Morgan Stanley, Bank of America, and Lennar Homes. Aspen Power emerged from his work at Energy Impact Partners, where he identified the need for a full-scale IPPs focused on distributed generation. Backed by private equity firm Carlyle, Aspen Power has grown rapidly, now managing over 250MW of assets. Jorge breaks down how they are reshaping distributed generation through innovative financing, project buybacks, repowering existing assets, and long-term investment in clean energy infrastructure. Expect to learn:Why smaller developers are struggling to access capital—and how Aspen is helpingThe four market segments driving distributed generation todayHow Aspen’s buyback strategy is unlocking new value in older solar assetsThe role of Safe Harbor in securing ITC benefits amid policy uncertaintyThe biggest regulatory and financial challenges facing developers in 2025If 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

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 designIf 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

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? 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

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!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

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!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

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.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

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 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