SunCast

Texas: where oil and gas once reigned supreme—and now, renewables are rewriting the rules.In this special live episode recorded at Intersolar & Energy Storage North America 2025, Doug Lewin and Nico Johnson flip the script. Doug takes the mic to interview Nico about his biggest takeaways from the show, and the two dive deep into what’s fueling Texas' meteoric rise in solar, storage, and energy expansion.Expect a candid, behind-the-scenes conversation about why Texas has become the unexpected juggernaut of clean energy—and what risks could upend that growth if policymakers aren't careful.Expect to learn: 🔹 How Texas' merchant energy market supercharged solar and storage🔹 Why oil and gas giants are quietly backing clean energy🔹 The looming policy threats that could slow Texas’ renewable momentum🔹 How massive new data center loads are reshaping ERCOTGet ready for bold insights, insider perspectives, and a fresh view of how Texas is setting the pace for America's energy future.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

Spenser Meeks, an Apex Presentations expert, shares insights on the art of storytelling to captivate audiences and enhance sales. He emphasizes avoiding the common mistake of 'pitch slapping' by engaging emotionally before diving into specs. Spenser provides practical advice on crafting compelling one-liners, structuring sales conversations for better buy-in, and designing engaging presentations. Tune in for tips that can transform your communication style, helping your message stand out in a crowded market.

The FinTech Reboot Solar Has Been Waiting ForWhat happens when local banks finally start playing ball in solar lending? Ravi Mikkelsen is here to tell us.In this “Where Are They Now” episode, we reconnect with Ravi Mikkelsen, the co-founder and CEO of Atmos Financial, who first joined SunCast in 2021. Since then, the solar financing world has been flipped on its head—rising interest rates, shifting policies, and a return to leases have left installers and homeowners alike with questions and headaches. Ravi has been quietly building an answer in the form of a fintech platform that bridges the gap between traditional banking and solar projects.If you’ve ever wondered why solar loans still feel so complicated—or what it would take to truly democratize clean energy finance—this is your episode.🔹 Why solar loans are getting more expensive—even as hardware costs fall🔹 How dealer fees can wipe out the homeowner’s tax credit benefit🔹 The return of leases—and what that says about market conditions🔹 Why Atmos is moving out of deposits and doubling down on lendingTune in to hear how Atmos is powering the next wave of solar finance by making it easier, cheaper, and more transparent—for everyone involved.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

“Virtual power plant” might be trending—but Eversource’s Tilak Subrahmanian says it misses the mark.In this RE+ Northeast PowerUp Live stage interview, Nico sits down with Tilak for a refreshingly candid utility perspective on how distributed energy resources (DERs) are being integrated, managed, and monetized at scale. Spoiler: it's not just about demand response anymore.From managing EV charging loads to influencing ISO capacity calculations, Tilak breaks down how Eversource is designing a distributed grid built for policy, performance, and people. If you’ve ever wondered how utilities actually think about DERs, this is the episode for you.What you’ll learn: 🔹 How 70,000 residential and 400+ commercial customers help Eversource manage load🔹 What “edge DOMs” and “grid DOMs” are—and why they matter🔹 How Eversource partners with OEMs like Renew Home and EV manufacturers🔹 Why toaster ovens are the secret weapon in small business energy efficiencyThis is utility thinking, unfiltered. Tap play and gain a deeper understanding of the real opportunities—and challenges—behind the energy transition.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

What’s blocking our climate tech breakthroughs?It’s not the tech. It’s the process.Ben Downing has seen the system from both sides—first as a Massachusetts state senator, then as VP at Nexamp scaling solar across the country. Now, as Chief Growth Officer at The Engine, MIT’s accelerator for “tough tech,” he’s helping commercialize game-changing innovations that can decarbonize the toughest sectors—steel, cement, transmission, and beyond.But it’s not just about the science. It’s about fixing the systems—permitting, infrastructure, policy—that stall progress. In this episode, Ben shares why real-world deployment is the biggest hurdle… and how The Engine is building what he calls a “Solutions Factory” to overcome it.Expect to learn: ⚡ Why product-market fit is the #1 blind spot for climate tech founders⚡ How startups like Sublime and Commonwealth Fusion are scaling real impact⚡ Why Massachusetts might be the best place to pilot manufacturing⚡ How to rebuild broken processes that stall startup successBen’s optimism is infectious—and it’s backed by hard-won insight from the frontlines of policy and innovation. If you’ve ever wondered why brilliant climate ideas stall out and how to course-correct, press play and take notes.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 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.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

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!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

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 contentCheck 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

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 optimizationCheck 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

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 velocityCheck 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