SunCast

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 velocityAre 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

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!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

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.

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.

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.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

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 ParityAre 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 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!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

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!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

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 2025Are 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