SunCast

Domestic manufacturing is making a COMEBACK!There, I finally admit it. I never thought it’d happen, to be honest, as you’ll here in today’s episode.On August 8th, we were invited to Houston, Texas for the grand opening of SEG Solar's new solar module factory. In the heart of oil & gas country, this state-of-the-art facility raises the bar for domestic solar manufacturing. With fully automated production lines producing two gigawatts of panels annually—and plans to expand to five gigawatts by 2030, SEG Solar is leading the charge in bringing manufacturing back to U.S. soil.If you’ve not been inside a real solar manufacturing facility, neither had we - we take you INSIDE for this unique first-hand look.  And, if you haven’t yet, subscribe to SunCast Media & watch the factory tour.Mentioned in this episode:CPS July 2024 V2

What if you could go online, get a solar quote in under a minute, and bypass door knocking sales reps? That's the promise of Project Solar, a Utah-based startup with over $23 M in Series A funding, that's changing the way residential solar is sold. Founders Matthew Smith and Trevor Hiltbrand are disrupting the solar market with a direct-to-consumer model that eliminates the middleman, offering transparency and simplicity. Leveraging their deep e-commerce expertise and entrepreneurial backgrounds, they created a platform that empowers homeowners with clear, low pricing and a streamlined process. Their journey has been defined by significant early success, even acquisition offers, and almost immediately finding the coveted “product-market fit”, all while maintaining a rabid focus on customer experience. It’s rare that I think someone is truly, actually, changing the way we do things - Project Solar is one of those rare finds.Expect to learn:How Project Solar’s quoting tool delivers accurate solar quotes in under a minute.Why Project Solar’s focus on simplicity and transparency is reducing the inflated costs commonly found in traditional solar sales.What regulatory efforts are needed in addressing the “bad actors” in the current marketWhere hiring the right team fits into Project Solar's long-term success in saving customers $42M and counting.When the founders realized the need to refine their business model to meet the changing financing needs of their customers.Want to know how Project Solar is bringing transparency and simplicity to the solar buying process? Listen in to learn how their direct-to-consumer online platform is transforming the way solar is sold!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

Many of our regular listener energy nerds are aware that the U.S. Department of Energy Loan Programs Office (LPO), under the leadership if Secretary Granholm and Jigar Shah, has evolved from a near-dormant entity with just one loan in the previous administration to committing over $31 billion to projects across critical clean energy sectors like hydrogen, storage, solar, EVs, Carbon sequestration and more. With an expanded pipeline of 209 applications requesting $281.1 billion in financing, the LPO is driving innovation and growth in the clean energy sector, and we’re even seeing a veritable rebirth of the Nuclear industry here with Vogle 3 & 4 coming online as well as the Palisades plant in Michigan coming out of retirement!Jigar Shah, as Director of the LPO, has engaged 6,500+ organizations, ensuring the energy transition is private-sector led and government-enabled. And the sheer numbers in the results are eye-opening. In particular, the support for the nearshoring of our critical manufacturing infrastructure.Expect to learn:How utilities can utilize virtual power plants (VPPs) and grid modernization to effectively manage growing energy loads.The evolving partnership between utilities and the solar industryThe importance of reshoring energy technology manufacturing for U.S. energy independenceHow the LPO is unlocking the renewable potential of tribal lands and creating broad-based wealthThe critical role of geothermal and nuclear energy in replacing coal plants with clean, firm powerCatch this and other impactful conversations recorded live at the PowerUp Live Podcast Stage in Anaheim. Watch now at www.suncast.live!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

When I started SunCast, it seemed like there were lots of “Pioneers”; I even did a series focused on Solar Pioneers.  That was 9 yars ago.  Nowadays, most people are following playbooks others have written, and true pioneers are few-and-far-between. But I do still get to bring real pioneers on the show.  Today’s guest has taken all 9 years to lock down, despite having first met Billy Parish in 2011, fully 4 yrs before I started SunCast! Good things come to those who wait.  And you’ve waited a long time for this story, as Never Before Told…The Billy Parish, Mosaic Anthology!How does a social activist unexpectedly become a pioneer in solar financing, helping shape the industry while funding over $15 billion in residential solar loans?Billy Parish, Co-founder and Executive Chairman of Mosaic, turned his passion for activism into a mission to make solar power accessible and affordable for millions of homeowners. Before founding Mosaic, Parish was a youth activist and impatient budding entrepreneur.  His first real breakout success was Energy Action Coalition, a youth-driven climate movement, which laid the foundation for his work in clean energy. His work brought him international acclaim, including being a Rolling Stone Climate Hero and Mother Jones Student Activist of the Year, all while he was “taking time off” from Yale!  When he turned his focus to solving solar energy’s finance & scalability problem, little did he realize it’d turn into a nearly 2-decade journey, much naysaying, and a few ‘pivots’. Nevertheless, through Mosaic's innovative financing models, they have empowered thousands of contractors and funded billions in residential solar loans - and in many ways, it seems they’re just getting started.Billy traveled from his residence in Berkeley, CA, to Washington, DC, to sit down with Nico and share his journey, insights, and Mosaic’s standout innovations. One of Mosaic’s major achievements includes launching the first 20-year solar loan product and a fully digital point-of-sale system credit application process that revolutionizes solar financing. Parish explains his "theory of change," focusing on making clean energy accessible to all through engagement and equity—a journey that earned him a feature in Rolling Stone for his climate leadership.Expect to learn:Billy Parish’s blend of activism and entrepreneurship as a driving force for opening solar as an accessible asset class to millions.Mosaic’s shift from crowdfunding to institutional investors, scaling to $15 billion in loans.Mosaic’s innovations in digital infrastructure that makes solar financing fast and easy for homeowners.Why U.S. solar installations take months, and how Mosaic is working to cut delays.How tools like SolarAPP can save thousands per project by speeding up solar permitting.Listen now as Nico finally gets to deeply connect with one of Solar’s widely-accepted iconic pioneers, Billy Parish.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

As RE+ 2024 wound to a close last Thursday, Nico Johnson sat down with three of the solar industry’s top content creators to discuss the standout innovations and key takeaways they captured from the largest clean energy event in North America. They dive into how solar is evolving beyond just panels on rooftops and into integrated home energy solutions; Each shares their insights on the products and technologies that will define the industry. It’s a first-ever collaboration of some of the solar industry’s top content creators across various platforms to get a sense of how they each experienced this year’s exhibition hall, the largest yet.You’ll hear from:Derek Mast – derek the solarboiMartyna Kowalczyk – Solartime with MartynaJoe Ordia – Solar SurgeExpect to learn:How EV charging and home energy management systems are transforming solar system design.Why rapid shutdown devices, like SMA’s new innovations, are critical for improving rooftop safety and simplifying installations.Battery storage advancements from brands like BYD and Fronius, including features like over-the-air updates and hybrid inverters designed for seamless integration with solar.Why choosing reliable brands with strong local service support is critical for long-term project success.Catch the insights and stay up-to-date with the latest solar trends post-RE+ 2024. There was a lot to share!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

Nico Johnson, Lisa Ann Pinkerton and Josh Beck round out RE+ 2024 with Abby Hopper, Stephanie Bosh and Colin Silver of SEIA.Mentioned in this episode:CPS July 2024 V2

Start each day the full replay of the Daily Round Up with Nico Johnson and Josh Beck as we bring you the trends and conversations unfolding in Anaheim at the RE+ 2024 conference.If you are in Anaheim, visit us at the PowerUp Media Zone booth E100, Lobby of Hall D.You can also watch the show stream live at suncast.live.Mentioned in this episode:CPS July 2024 V2

Start each day with highlights from the Morning Show with Nico Johnson and Lisa Ann Pinkerton and then the full replay of the Daily Round Up with Nico Johnson and Josh Beck as we bring you the trends and conversations unfolding in Anaheim at the RE+ 2024 conference.If you are in Anaheim, visit us at the PowerUp Media Zone booth E100, Lobby of Hall D.You can also watch the show stream live at www.suncast.live.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

Oh, Florida! You’re the Sunshine State…why has it taken you so long to establish a real solar market?  Well, the good news is it’s now heating up.  But, that means so is the competition!  So, how do you build a profitable solar business in one of the most competitive markets in the U.S.?Mike Vergona, the founder of Urban Solar, has been a key player in Florida’s solar industry for over a decade, and has become one of the most respected and referred solar installers in the state. Mike’s journey from his father’s electrical company to founding one of Florida’s top solar companies is packed with lessons for anyone in the renewable energy space.We talked about the tough decisions, the wins, and the lessons learned that have defined his business and leadership style. Plus, we discussed how grid parity is making solar energy more affordable and accessible and why this shift matters for solar businesses everywhere, not just Florida.Expect to learn:The realities of competing in Florida’s fast-evolving solar market.How Mike bootstrapped his company to top 20 status.The role of strategic partnerships in sustaining business growth.Lessons in nurturing a purpose-driven company culture.How technology and innovation are changing the solar installation process.Mike’s stories are universal, not just for solar but practically any business. I’d love to hear how what he shares inspires or challenges you to reach for something more, or simply confirms for you that you are on the right path. Either way, you’re here, so you’re doing something right! ;-) Steady on, Solar Warrior.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

One of the most common critical path bottlenecks of any infrastructure project, energy or otherwise, is the transformer and substation. The interconnection of the power plant to the electrical grid requires this hardware - and it’s famously hard to come by these days, with lead times often in excess of 18 months.  If you’re involved in renewable energy, in particular EPC services, you know the pressure to deliver projects faster than ever. Dan Girard, CEO of Alternative Power Generation (APG), shares how his team consistently outpaces peers and large competitor, often building substations in under six months—compared to the typical 18-24 months. Girard also reveals APG's focus on the underserved 1-50 MW solar market and their extensive experience with microgrids, offering valuable insights into how APG meets the complex demands of data centers, utilities, and more. Expect to learn:How APG builds substations in less than six months, cutting lead times in half.The keys to thriving in the 1-50 MW solar market and why it’s an underserved opportunity.The ins and outs of microgrid design, including real-world applications and challenges.How strong supplier relationships help APG secure critical components faster than competitors.Why customization and agility are essential in today’s energy landscape.This episode provides a clear look at the practical strategies that keep APG ahead of their peers, from dramatically reduced lead times to customized microgrid solutions. Dan is a seasoned industry expert who offers practical strategies you can apply to your own projects.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