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SunCast

Nico Johnsonwww.mysuncast.com
Nico Johnson takes you into conversations with those at the forefront of Renewable Energy. SunCast gives an inside look into what is happening in renewable energy. From conversations with the biggest Solar Panel manufacturers in the world to the small startups creating the future of renewable energy, such as carbon capture and battery technology breakthroughs. SunCast is dedicated to providing the knowledge, research, tools and expert guidance you need to understand, grow and be ahead of the curve in the fastest-growing markets in the world. Featuring over 800 conversations, Nico has interviewed people from Tesla, SolarCity, Trina Solar, Meyer Burger, Conergy, SunEdison, Energy Vault and even the US Government... to name a few. Covering topics such as Solar Power, Wind Energy, Batteries, Electric Vehicles, Carbon Capture, Finance, Hydrogen, and more. You can watch SunCast on YouTube: https://www.youtube.com/@SunCastMedia ...or view the full archive of SunCast episodes here: https://www.suncast.media/media/podcast
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Episodes

837: MET Stations... the Secret Weapon For Solar Energy? Ann Will | GroundWork

What if the smallest line item in your solar project budget could unlock millions in financing? Solar projects don’t get financed on hope—they get financed on data. Meet Ann Will , founder of GroundWork Renewables , the company solving one of utility-scale solar’s biggest pain points: uncertainty. GroundWork has quietly enabled over 1,000 met campaigns and helped developers secure billions in funding with high-accuracy irradiance and resource assessment data. In this episode, you’ll discover how...

Jul 24, 20251 hr 42 minSeason 16Ep. 837

836: The Battery Paradox: Why C&I Solar Isn’t Installing Battery Storage

Commercial & Industrial solar is no longer just about getting panels up on the roof (Or over the parking lot, as the case may be). I wanted to explore something that’s been bugging me…given the increase in C&I traction lately, what’s still holding the sector back from adopting batteries at scale? For the answer, I turned to Jayson Smith, Solutions Engineer at CPS America, to better understand how footprint, lead times, and complexity have historically stalled C&I battery storage adop...

Jul 22, 202516 minSeason 16Ep. 836

835: Nextracker Is Rewiring Utility-Scale Solar | Jonathan Eastwood

Nextracker has proven its market dominance for more than a decade, and has practically rewritten the playbook on utility-scale solar globally. Lately, they’ve been on an acquisition spree, further fueling their market dominance and diversifying to better serve their customers. If you, like us, are on the outside looking in wondering “how they heck do they do it?”, then this episode will give you a glimpse inside the magnificent machine that is NXT! Jonathan Eastwood, Nextracker’s SVP of Sales, h...

Jul 17, 202541 minSeason 16Ep. 835

834: The New Solar Standard You Should Know About | w/Amanda Bybee & Karo Fernandez

What happens when a solar technician calls themselves a “Level 2,” but no one knows what that actually means? For years, solar O&M has lacked the structure and standardization seen in other trades. The result? Confusing job titles, wage inflation, inconsistent training, and safety risks. But that’s all about to change. In this Tactical Tuesday episode, Nico Johnson is joined by Amanda Bybee, CEO of Amicus O&M Cooperative, and Karo Fernandez, Technical Training manager at AES Clean Energy...

Jul 15, 202546 minSeason 16Ep. 834

833: 73% of Solar Damage from One Threat? Inside Solar Risk Assessment with Jason Kaminsky

Your solar project is one storm away from financial disaster! That’s not just fear-mongering—it’s the reality many developers are waking up to. In this episode, Nico sits down with Jason Kaminsky, CEO of KWH Analytics , the data-driven company reshaping how solar projects are financed and insured. You’ve probably already read this year’s Solar Risk Assessment —that’s the genius and hard–work of Jason’s team on full display, and the latest SRA dropped in Mid-June, so we’re here to cover the detai...

Jul 10, 20251 hr 12 minSeason 16Ep. 833

832: Solar After the Megabill: Tax Credits, Tariffs & What’s Next |Christian Roselund

Is the “Big Beautiful Bill” about to choke the life out of solar & wind? Can energy storage be solar’s savior? Isn’t Solar inevitable? We don’t need no stinking subsidies, right? Right? If you haven’t had a chance to catch up yet on all that the bill implies, keep reading (seriously at the bottom I’ve linked a ton of recommended reading!) In this episode, policy analyst, Christian Roselund, returns to SunCast to unpack the real implications of the recently passed Megabill—a sweeping piece of...

Jul 08, 202527 minSeason 16Ep. 832

831: Saving Your Solar Project From Cancellation, with Amanda Foley of Kiterocket

Solar projects getting canceled? Clean tech CEOs burned out doing their own PR? Amanda Foley has seen it all. As the CEO of Kiterocket, Amanda leads one of clean energy’s most influential PR firms, helping clients go from misunderstood to market-ready. Recorded live at CleanPower 2025, this conversation dives into why even great technology companies struggle with messaging—and what to do about it. From overcoming community opposition to engineers writing their own press releases (spoiler: don’t)...

Jul 03, 20251 hr 18 minSeason 16Ep. 831

830: Inside the AI Power Race: How Data Centers & Renewables Will Shape the Grid [Expert Panel]

The AI boom isn’t just reshaping tech—it’s redefining the energy grid. As data center demand skyrockets, clean energy providers are scrambling to keep up with unprecedented power needs, speed requirements, and reliability expectations. In this special live panel, hosted by Jessica Fishman of Kiterocket , we hear directly from leaders at Equinix, Clayco, QTS , and MGM Transformer —key players shaping the future of power-hungry infrastructure. From fuel cells as primary power sources to grid-formi...

Jul 01, 202555 minSeason 16Ep. 830

829: Dean Solon Unfiltered: What the Shoals Founder Will Create Next Is Unprecedented

What would you do after taking your company public and becoming a billionaire? If you’re Dean Solon , you start over—with even bigger ambitions. The outspoken founder of Shoals Technologies is back with his new venture, Create Energy , and a mission to tear down the solar industry’s bloated, outdated playbook—and rebuild it from the ground up with speed, precision, and American grit. In this unfiltered live keynote from Midwest Solar Expo , Dean reveals: The real story behind Shoals’ rise to a b...

Jun 26, 202547 minSeason 16Ep. 829

828: Why The Grid’s Not Ready for Renewables - And What ABB Is Doing About It

How do you bridge the gap between fast-moving renewables and slow-moving utilities? Brian Nelson has spent the last two decades doing exactly that—from building house-sized transformers to now leading ABB’s renewables segment. At ACP 2025, he sat down with Nico to pull back the curtain on how utilities think, why they’re cautious, and what it really takes to bring innovation to the grid. In this episode, you’ll hear why Brian believes in the future of smart substations, 2,000-volt switches, and ...

Jun 24, 202529 minSeason 16Ep. 828

827: Can Microsoft Solve Solar’s Hardest Problems with AI?

Can one of the world’s biggest tech companies actually go carbon-free, not just today, but retroactively, all the way back to 1975? In this powerhouse keynote from Intersolar 2025, Hanna Grene, leader of Microsoft’s Global Energy and Resources team, lays out a bold vision for this tech giant’s energy future. She makes one thing clear: Microsoft isn’t here to play catch-up. They’re partnering with the clean energy industry to lead. From ditching diesel in data centers to using AI to optimize disp...

Jun 21, 202525 minSeason 16Ep. 827

826: Behind the Scenes of Electrical Code Writing: An Expert's Perspective

What if the biggest threat to your solar business wasn’t competition—but compliance? Rebekah Hren has spent over 20 years helping the solar industry avoid costly mistakes and dangerous shortcuts - by writing the very codes and standards that govern it. From fieldwork and training at SEI to consulting for AirBnB and now co-founding Solar Tech Collective, Rebekah has seen it all—and helped shape how we do solar safely and at scale. In this episode, Nico dives deep with Rebekah to uncover the untol...

Jun 19, 20251 hr 8 minSeason 16Ep. 826

825: How Interest Rates, Tariffs, & Utility Rates Impact Commercial Solar

Inflation, interest rates, tariffs—most markets flinch. But according to Josh Goldberg, commercial solar doesn’t blink. In this Tactical Tuesday, Josh pulls back the curtain on how Sunstone Credit is adapting—and thriving—by making it easier than ever to finance clean energy upgrades for America’s businesses. You’ll hear why commercial solar might be more resilient than resi, how to decode confusing lease structures, and why every building owner should be thinking like a telecom landlord. Plus: ...

Jun 17, 202523 minSeason 16Ep. 825

824: Sheldon Kimber on Data Centers, Hybrid Renewables & The Next Energy Boom

“AI is the greatest threat to your business ever.” That’s how Sheldon Kimber opens this episode—and it only gets bolder from there. Live from the Kiterocket Lounge during ACP CleanPower 2025, Sheldon returns to SunCast to unpack the real story behind energy-hungry data centers, the rise of hybrid power solutions, and why clean energy is no longer about purity—it’s about pragmatism. As CEO of Intersect Power, Sheldon’s built one of the most forward-thinking development firms in the sector. He sha...

Jun 12, 202546 minSeason 16Ep. 824

823: The Battle for AI Power: Data Centers vs. The Electric Grid

Forget what you thought you knew about data centers. Ryan Abbott of Clayco (a major datacenter design/build firm) joins Nico to explain how today’s hyperscale data centers are flipping traditional construction and energy planning on their heads. With AI workloads multiplying and compute demand skyrocketing, the real constraint isn't land—it’s power . And not just any power. Reliable, sustainable, redundant power systems that can handle 24/7 cooling, compute, and connectivity. In this conversatio...

Jun 10, 202530 minSeason 16Ep. 823

822: Unlock National Media Coverage with These Storytelling Secrets from a PA Solar Firm

What makes someone actually care about solar? It’s not the data. It’s the story. On this special “SundayCast”, Nico sits down with the Reverend himself—Aaron Nichols (okay, not officially a Reverend, but the story behind that title is worth tuning in for). Aaron has made waves as a marketing & advocacy specialist at Exact Solar, helping the company thrive in a time when many others in solar are shrinking. His secret? Telling stories that spark action. From a school greenhouse in Philly to a ...

Jun 08, 202523 minSeason 16Ep. 822

821: AI and Solar Power: Making Renewable Energy Available 24/7 | Martin Hermann of BrigthNight Power

What if a renewable energy power plant could achieve capacity factors above 70% ? Wouldn’t that make it, finally, FIRM baseload power, dispatchable and “reliable” for the grid? Can ai help? What else is required? The simple answer is hybridization, but a long-time industry pioneer is here to tell us more. Martin Hermann has spent the last 2 decades pioneering the future of utility-scale solar. From founding 8minutenergy, one of the first to bring Utility-scale solar parks to the US, to launching...

Jun 05, 20251 hr 3 minSeason 16Ep. 821

820: Trevor Noah On Why Comedy Might Be The Key To Saving Democracy And The Planet

“Even the most unsinkable ship can sink.” That’s Trevor Noah reflecting on the fragility of democracy, and he’s not just here to make you laugh—he’s here to challenge how you think . At CLEANPOWER 2025, Trevor delivers a brilliant, unscripted dialogue with Jason Grumet, the Chief Executive Officer of American Clean Power, unpacking how stories shape our national psyche—and what that means for the clean energy movement. This episode is full of surprises. From philosophical riffs on the social pow...

Jun 03, 202554 minSeason 16Ep. 820

819: Why Commercial Solar Hasn’t Taken Off—Until Now | Josh Goldberg, Sunstone Credit

What if the biggest opportunity in solar has been hiding in plain sight? Josh Goldberg is no stranger to solar. He’s a multi-exit founder who helped shape residential solar finance—and now he’s back to tackle the “messy middle” of commercial solar. After stepping away from the industry, Josh returned with a mission: to unlock the underfinanced, overlooked world of small-to-mid-sized commercial solar. In this episode, Josh shares how Sunstone Credit is solving a billion-dollar bottleneck —by givi...

May 29, 20251 hr 34 minSeason 16Ep. 819

818: Era Of Easy Money Ends: Prepare For A New Financial Landscape | Rob Sternthal On What To Expect

Winter is coming If you're a solar or battery developer, especially in utility-scale or C&I, you're likely feeling it already: capital has tightened, exits have dried up, and project timelines are stretching longer than ever. Sound familiar? Rob Sternthal, co-founder of XIP and a two-decade veteran of clean energy finance, joins Nico to deliver a tactical wake-up call. This isn’t just another “market update”—it’s a field guide for navigating what could be the most turbulent season the indust...

May 27, 202530 minSeason 16Ep. 818

817: Turn Your Roof into a Money Machine: How to make as much as $32/Hour with Solar + AI Compute power! | Karl Andersen of Lektra

What if your rooftop solar could do more than just power your fridge? Karl Andersen believes it can—and should—power the future of AI. Karl unpacks the grid’s biggest vulnerabilities, why data centers lack critical power infrastructure, and how we can turn solar-powered homes into the building blocks of a decentralized compute network. Lektra’s tech fuses distributed energy with cloud computing—think “Raspberry Pi meets Tesla Powerwall meets AI.” The result? A game-changing business model where ...

May 23, 202544 minSeason 16Ep. 817

816: Load Shifting, AI, and DC-Coupling: The Future of Residential Energy Storage | Terahive’s Ram Bhat

If you think batteries are just for backup, think again. The post-NEM 3.0 world has flipped residential solar economics—and companies like TeraHive are leading a storage revolution that’s all about ROI, not just resilience. Ram Bhat , Head of Product at TeraHive, explores how software-first thinking and DC-coupled architecture are transforming what’s possible in home energy systems. Ram brings deep expertise from Enphase, fuel cells, and flywheels into a conversation that’s equal parts technical...

May 20, 202521 minSeason 16Ep. 816

815: Can Your EV Really Power Your Home? Barry Cinnamon Says “Yes!”

What if your truck could power your house—and save you hundreds a month on electricity? Could your EV be a secret energy arbitrage opportunity? Barry Cinnamon, a true solar pioneer, shows that it’s possible right now with Vehicle-to-Home (V2H) systems. Listen in as Barry breaks down why V2H is finally ready for prime time—and why the utility-centric V2X model is failing to deliver real value for homeowners. Barry's message is clear: customers want control, not complexity. And with a 240V inverte...

May 17, 202522 minSeason 16Ep. 815

814: Zero-Cost Home Batteries? How Haven Energy Cracked the Code

Why haven’t more homeowners installed batteries—despite growing outages and rising rates? I tend to agree with Vinnie Campo, co-founder and CEO of Haven Energy, who believes the answer lies in who owns the asset . But beyond who owns the asset (and assuming, then, that it should not be the homeowner?), is there a way to deliver a truly zero-cost, fully managed battery system that benefits both homeowners and the grid? In this episode, Vinnie shares how Haven is flipping the script on residential...

May 15, 20251 hr 5 minSeason 16Ep. 814

813: The Interconnection Crisis: Why the Distribution Grid Is Holding Back Clean Energy | Samantha Weaver, CCSA

The biggest threat to scaling community solar isn’t cost. It’s interconnection. Live from the PowerUp Stage at RE+ Northeast, Samantha Weaver of the Coalition for Community Solar Access dives into why so many promising clean energy projects never make it past the planning phase. Spoiler: it’s not because the technology isn’t ready—it’s because the system isn’t. With jaw-dropping examples (a 100-project backlog that would take 50 years to process?!), Samantha breaks down how sluggish utility revi...

May 13, 202532 minSeason 16Ep. 813

812: The Real Cost of Tariffs: What’s Stalling U.S. Solar Deployment | Andrew Birch & Kerim Baran

You can buy solar panels in many places around the world for around 10 cents-a-watt— so why are Americans still paying an average of about $3.70 for every watt installed? In this candid and fiery live episode, Nico Johnson sits down with long-time clean energy champions Andrew Birch and Kerim Baran to unpack what’s really slowing down solar deployment in the U.S. The verdict? Bureaucracy, bad trade policy, and a lack of open-market access are dragging us down. From SolarApp to tariffs to balcony...

May 08, 202542 minSeason 16Ep. 812

811: The EV Tsunami Is Here. Are Utilities Ready? With Rachel Bryant | GridX

What if the utility bill you barely understand holds the key to stabilizing the grid, accelerating electrification, and saving you money? Rachel Bryant has spent nearly 20 years navigating the complex world of energy regulation—as both an engineer and a lawyer. Now at GridX, she’s helping utilities across the country translate convoluted tariff structures into clear, actionable decisions for customers. The result? Better engagement, smarter energy use, and a grid that can flex with our electrify...

May 06, 202518 minSeason 16Ep. 811

810: Inside Texas’ Renewable Energy Boom—and the Policy Risks Ahead | Doug Lewin & Nico Johnson

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 unexpect...

May 01, 202543 minSeason 16Ep. 810

809: Storytelling > Specs: How To Sell Anything Better In 2025

“Don’t pitch slap me.” That’s the line Spenser Meeks uses to describe the all-too-common trap most any professional falls into when presenting information (Usually via presentation decks) — jumping straight into specs and data before earning your audience’s attention. In a lively convo, Spenser and Nico break down why 60% of all conference speaking sessions (yes, your conference panels) are rated “meh”… and how better storytelling could fix that. If you’re tired of your message falling flat or s...

Apr 29, 202537 minSeason 16Ep. 809

808: Solar Loans Are Broken — Atmos Has The Fix

The FinTech Reboot Solar Has Been Waiting For What 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 he...

Apr 24, 202541 minSeason 16Ep. 808
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