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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

867: How Energy Aid Is Rescuing 185,000 Orphaned Solar Homes | Nick Sherman

Did you know that more than 185,000 solar customers in the US have been abandoned by their installers? How will we take care of these “Orphaned” solar systems? Is this a golden opportunity or fool’s gold? Nick Sherman sees opportunity where most see chaos. As CEO of Energy Aid , he’s building a national brand in solar service—scaling faster than any of his installer-focused peers. While others race for new installs, Nick is scooping up orphaned systems and building trust with a unique(to this in...

Oct 23, 20251 hr 37 minSeason 17Ep. 867

866: Are Batteries the New Substations? | Wärtsilä’s Bold Vision for Grid-Scale Storage

Storage Isn’t Backup—It’s Infrastructure Wildfires, heat waves, and AI-fueled data centers are pushing our grid to the edge. The question is no longer whether we need storage—it's whether we're going to unlock its full potential. In this live episode from RE+, Nico is joined by two global leaders from Wärtsilä Energy— Tamara de Gruyter , President of Energy Storage, and David Hebert , VP of Global Sales & Strategy. Together, we unpack the evolution of batteries from “nice toys” to essential ...

Oct 21, 202526 minSeason 17Ep. 866

865: This Could Unlock Solar for 23 MILLION Property Owners (and Renters)

Why are millions of apartment rooftops still empty while single-family homes cash in on solar savings? Turns out it’s an accounting problem – a technicality known in industry jargon as the “split-incentive” and it’s keeping renters and property owners sidelined from benefiting from distributed generation on-site. In this episode, we sit down with Dover Janis , co-founder and CEO of Ivy Energy , to explore the split incentive that’s held multifamily solar back for years. Dover and his team are bu...

Oct 16, 20251 hr 7 minSeason 17Ep. 865

864: Michael Chanin: Building a 100-Year Clean Energy Company

From firehouses to jails to major manufacturing hubs, Cherry Street Energy is redefining what it means to build a distributed power plant —and they’re just getting started. CEO Michael Chanin returns to SunCast to unpack Cherry Street’s explosive growth across the Southeast, including why customers trust them more than their actual local utilities, how hybrid systems are becoming the norm, and what it takes to build a 100-year business in solar. With deep roots in culture and customer service, C...

Oct 14, 202520 minSeason 17Ep. 864

863: Unlocking Tesla's Secrets to Battery Firefighting: An Insider's Story

Landfill explosions, lithium-ion firestorms, and CIA briefings—today’s guest has seen it all - or so she thought! Kathleen McCaffery’s illustrious firefighting career includes crawling through rubble in Haiti, leading battalions as one of the first female fire chiefs in North America, and even rewriting Tesla’s global fire safety strategy. This episode takes us into uncharted territory as Tesla recruits a retired firefighter to address global concerns over battery [fire] safety. Most solar compa...

Oct 09, 20251 hr 1 minSeason 17Ep. 863

862: Debunking Battery Myths: How Software-Driven Innovations Will Power the Future

More batter density = more value, right? Not so fast. In this episode, we challenge the hype around energy storage density—and reveal what really drives value for battery storage assets. At RE+ 2025, Nico Johnson got to connect with two powerhouse product leaders from Wärtsilä Energy Storage: Neha Sinha , Head of Hardware Portfolio, and Ruchira Shah , Lead for Software Product Management. Together, they’re crystal clear about how hardware and software integration impacts performance, revenue, an...

Oct 07, 202525 minSeason 17Ep. 862

861: 1 in 5 Solar Panels Are Failing — Here’s Why

1 in 5 solar panels are failing—and it’s not because of hail. A quiet reliability crisis is cracking open across the industry, and it starts with glass. In this eye-opening conversation, Nico Johnson sits down with Tristan Erion-Lorico (Kiwa PVEL) and Dr. Teresa Barnes (NREL) to uncover why glass breakage has become the #1 cause of solar module failure . Backed by PVEL’s latest reliability data, they expose how design shortcuts, material stress, and quality-control lapses are pushing failure rat...

Oct 04, 20258 minSeason 17Ep. 861

860: Why Natural Gas is Surging Again (and What It Means for Solar); Justin Locke | Global Energy Monitor

Is the world’s most powerful energy data set hiding in plain sight? Justin Locke, former RMI leader and now Executive Director of Global Energy Monitor , joins Nico to uncover how real data —not just rhetoric—is shaping the future of global energy. If you've ever looked at a chart on coal retirements, gas pipelines, or solar growth, chances are it came from GEM. Or at least, the person who created it was likely using this little-known FREE Open-source data set. In this episode, we go deep into t...

Oct 02, 20251 hr 3 minSeason 17Ep. 860

859: Patrick Crane’s Plan to Cut Solar Costs in Half

The $2/Watt Challenge: Can We Get There? Is $2/watt solar a pipe dream—or a real target we can hit in the next few years? Patrick Crane , Global Head of Growth at OpenSolar (and solar pioneer since Sungevity), says not only is it possible, but we already know how to get there. In this conversation, Patrick breaks down the most bloated parts of the cost stack—from customer acquisition to permitting delays to clunky tech stacks—and lays out a clear path to radically cheaper solar installs. Drawing...

Sep 30, 202549 minSeason 17Ep. 859

858: This Nonprofit is Revolutionizing Solar Permitting | Nick Josefowitz

Why is solar so expensive in the U.S.? Nick Josefowitz has the receipts—and a plan to fix it. In this episode, we dig into one of the largest hidden reasons rooftop solar costs $35,000+ for the average American homeowner (while in Australia it's closer to $6K). Spoiler: It’s not the panels—it’s the paperwork. Nick is the founder of Permit Power , a nonprofit laser-focused on making solar faster, cheaper, and easier to install by tackling the bottlenecks that most people overlook: permitting and ...

Sep 26, 202533 minSeason 17Ep. 858

857: The Unofficial Playbook to NYC Climate Week | Silas Mähner & Steven Zhang

Planning to attend NYC Climate Week? Already there!? When Nico realized he had to make a last-minute trip to NYC this week during climate week, he reached out to two friends who could give him a solid education on what to expect (and where to focus) for this week’s NYC Week. Whether you’re flying in from the West Coast or crossing borough lines, this episode is your essential survival guide to one of the most chaotic, inspiring, and decentralized climate events on the planet. Nico did a live str...

Sep 23, 202545 minSeason 17Ep. 857

856: Ending Energy Poverty: Nedjip Tozun’s Vision to Reach 1 Billion Lives

Nearly 1 billion people still live without reliable electricity . Nedjip Tozun co-founded d.light to change that—starting with a $10 solar lantern and growing into one of the world’s most influential off-grid solar companies. Today, d.light has already impacted hundreds of millions of lives and aspires to reach 1 billion by 2030 , bringing affordable, clean energy to the people and places traditional grids overlook. In this conversation, Nedjip shares the spark that launched d.light, the toughes...

Sep 19, 202555 minSeason 17Ep. 856

855: Jigar Shah on <$2.50/Watt Solar + Storage, and Resisting Trump’s Anti-Renewable Push

The Wake-Up Call We Can’t Ignore Clean energy isn’t losing the economics game—it’s losing the political one. Jigar Shah returns to SunCast live at RE+ 2025 with an urgent message: the energy transition will stall unless we, as an industry, stop underestimating the role of political power . The economics are there. The technology is there. What’s missing? Unity, speed, and ground-level influence. This isn’t just another policy chat—Jigar breaks down: 🔹How residential solar can reach $2.50/watt (...

Sep 16, 202526 minSeason 17Ep. 855

854: RE+ Day 3: Dean Solon, American-Made Inverters, Clean Tech for Native Americans, and More!

Straight from Day 3 at RE+ 2025, this replay of the PowerUp Live Morning Show and Daily Round Up wraps up an incredible week of insights from the clean energy leaders driving the industry forward. Nico Johnson, Lisa Ann Pinkerton, and Sylvia Leyva Martinez close out the final day with bold takeaways, surprising perspectives, and a few laughs. From the future of tribal energy to the flow of investment capital and the race to build a domestic supply chain, this finale captures the urgency and opti...

Sep 12, 202549 minSeason 17Ep. 854

853: RE+ Day 2: SEIA Politics, Long-Duration Storage, Future Homes, String Inverters & More

Straight from Day 2 at RE+ 2025, this replay of the PowerUp Live Morning Show and Daily Round Up continues our mission to bring you insights from the leaders shaping the clean energy transition. Nico Johnson, Lisa Ann Pinkerton, and Sylvia Martinez welcome industry voices who share fresh perspectives on the policies, technologies, and strategies pushing renewable energy forward. From SEIA’s advocacy work to storage breakthroughs and how homes can become part of the grid, this episode captures th...

Sep 11, 20251 hrSeason 17Ep. 853

852: RE+ Day 1: Jigar Shah, Storage Tech, New EVs, Steel Manufacturing and Much More

Straight from Day 1 at RE+ 2025, this replay of the PowerUp Live Morning Show and Daily Round Up brings you a fast-moving mix of leaders shaping the clean energy transition—from domestic steel to EVs, hydrogen, DG, big-grid storage, and much more. Nico Johnson, Lisa Ann Pinkerton and Sylvia Martinez welcome leaders, influencers and clean tech podcasters onto the stage. Here is who you can expect to hear from in this episode, straight from Day 1 at RE+ 2025: Jigar Shah - Multiplier Ethan Ehlers -...

Sep 10, 20251 hr 5 minSeason 17Ep. 852

851: Batteries vs. Peakers: [Revisiting] How Fluence Is Redefining the Grid

“Storage Was Never Just an Add-On” What if we’ve been thinking too small about batteries? In this rebroadcast from RE+, Kiran Kumaraswamy , former VP of Growth at Fluence, makes a bold case for reimagining energy storage—not just as a renewable add-on, but as a foundational tool for grid transformation . Kiran breaks down how the energy storage sector evolved from supporting solar to replacing gas peakers, enhancing transmission, and becoming central to resiliency planning . Long before the IRA ...

Sep 04, 202542 minSeason 17Ep. 851

850: RE+ 2025 Survival Guide: What You Need to Know Before You Get to Vegas (with 6 expert insiders!)

Heading to Las Vegas for RE+ 2025? This episode is your ultimate field guide. We’ve got the inside scoop from SunCast host Nico Johnson and some of the industry leaders shaping this year’s event—from Abby Hopper’s optimistic industry outlook to Jigar Shah’s no-nonsense advice for finding your tribe in the midst of uncertainty. You’ll also hear from RE+ content architect Kathy Schott , social media guide Derek Mast , sales pro Ethan Ehlers, and Daily Morning Show co-host Lisa Ann Pinkerton as the...

Sep 02, 20251 hr 8 minSeason 17Ep. 850

849: From Solar to Storage: Jigar Shah’s VPP Vision Revisited

"You're not in the solar industry anymore." That bold declaration from Jigar Shah at RE+ 2023 sparked debate, shifted mindsets—and now, two years later, is being realized. Nico Johnson recently revisited the discussion with Jigar for a current-day check-in before diving into the full, original conversation that started it all. As the then-Director of the DOE Loan Programs Office, Jigar laid out a compelling case: the future for solar installers is not solar at all. It’s storage, VPPs, and full-b...

Aug 28, 202542 minSeason 16Ep. 849

848: Can America Lead Solar Cell Manufacturing? Arndt Lutz, EliTe Solar

Is the U.S. solar manufacturing boom standing on a hollow foundation? In this live episode from PV ModuleTech USA, Nico sits down with solar industry veteran Arndt E. Lutz, a global exec who’s seen it all—from Germany’s early solar rise to hydrogen innovation and now leading EliTe Solar’s manufacturing efforts. Despite America’s massive build-out of module assembly plants, there's a gaping hole in the supply chain: solar cell manufacturing . Arndt lays out the challenge with clarity—and urgency....

Aug 26, 202514 minSeason 16Ep. 848

847: The Startup Disrupting HVAC Like Tesla Disrupted Cars | Stephen Lake of Jetson

Heat pumps are the EVs of HVAC—so why aren’t we all using them? Stephen Lake, a highly successful engineer turned climate-tech entrepreneur, is here to explain why heating and cooling is the most overlooked piece of the decarbonization puzzle. After selling his last company to Google, Stephen founded Jetson to tackle one of the biggest—and slowest-moving—sectors of home energy: HVAC. From cold-weather performance to noise, he busts the myths about heat pumps and outlines why they haven’t hit mas...

Aug 22, 20251 hr 7 minSeason 16Ep. 847

846: Balancing State Energy Goals with Federal Uncertainty | Doug Scott, Illinois Commerce Commission (ICC) Chair

A new wave of power demand is here. Is the grid ready? And can States keep up? Doug Scott, now in his second term as Chairman of the Illinois Commerce Commission, joins Nico to share how Illinois is navigating the accelerating pace of the energy transition. From integrating energy storage to regulating gigawatt-scale data centers, the ICC isn’t moving at glacial speed anymore—it’s sprinting. Does Illinois provide a glimpse into the agency that individual States have in managing their way through...

Aug 19, 202523 minSeason 16Ep. 846

845: How to Build Influence in a $1 Trillion Industry

So what’s the secret to building influence in a Trillion-dollar industry? Perhaps it’s “start when it’s only a Billion-dollar industry!” But in today’s episode a few more “secrets” are discussed. In this rare role-reversal, Nico Johnson—the voice behind SunCast—is interviewed by solar industry legend (and fellow podcaster), Barry Cinnamon. It’s a full-circle moment packed with lessons on storytelling, scaling influence, and building a media brand that moves the clean energy industry forward. Nic...

Aug 14, 202546 minSeason 16Ep. 845

844: When Solar Systems Break: Who Really Pays? | Dean Chiaravallotti of Solar Insure

Most warranties aren’t worth the paper they’re written on. In a solar market defined by price pressure and disappearing installers, consumers are more skeptical than ever—and they’re asking smarter questions. Who’s responsible when something breaks? Will anyone answer the phone in 10 years? 5 years? In this live session, Nico Johnson sits down with Dean Chiaravallotti of Solar Insure at NABCEP 2025 to unpack how modern solar companies are rethinking service, liability, and the real value of a sy...

Aug 12, 202520 minSeason 16Ep. 844

843: The Real Reason Residential Solar Is Still Too Expensive (in the US) | OpenSolar’s Andrew McGuigan

Why is residential solar still so hard in the US? Andrew McGuigan will wager an answer. After 13 years in the solar trenches—from knocking doors at Sungevity to leading OpenSolar’s global expansion—Andrew has seen every twist of the solar coaster. Now at OpenSolar, he’s got a front row seat to helping 25,000+ installers worldwide streamline their businesses and survive the industry’s many curveballs. In this live conversation from the NABCEP 2025 stage, Andrew unpacks the economic and operationa...

Aug 09, 202521 minSeason 16Ep. 843

842: Out-Innovating China in Critical Minerals: ReElement’s Bold U.S. Strategy

Are Coal and clean energy still at odds?? It might sound like a contradiction, but today’s guest is proving that innovation often comes from the most unexpected places - in this case, Coal Mines. Listen in as Nico sits down with Mark LaVerghetta , co-founder of ReElement Technologies , a company turning the coal industry on its head by extracting critical minerals from coal’s waste stream — and doing it cleaner and cheaper than China . Born from a contrarian bet on distressed coal assets, ReElem...

Aug 07, 20251 hr 29 minSeason 16Ep. 842

841: From 3 Weeks to 3 Days: Accelerating Solar with Drones | Jason Steinberg, Scanifly

What if the tools you use to sell solar are setting you up to fail? That’s the uncomfortable truth Jason Steinberg, CEO of Scanifly, is tackling head-on. In this episode recorded live at NABCEP 2025, Jason and Nico dig into the disconnect between sales and operations in solar—where remote designs sell the dream, but outdated imagery and manual measurements leave teams scrambling on install day. Jason shares how his team is transforming the design process by putting drones and data at the center ...

Aug 05, 202522 minSeason 16Ep. 841

840: Rethinking Battery Storage: Domestic BMS, Cybersecurity & Geopolitics | Michael Worry of Nuvation Energy

In a market flooded with cheap imports and geopolitical risk, one company is standing its ground. Did you know there’s only one North American battery management system (BMS) provider at utility scale—despite growing pressure from subsidized Chinese competitors offering systems at zero cost? Michael Worry, CEO of Nuvation Energy, joins Nico to share how his company became that lone provider. But the core of this episode brings a critical warning: what happens when over 80% of the U.S. battery in...

Aug 01, 20251 hr 5 minSeason 16Ep. 840

839: BREAKING: Nextracker Just Bought This AI Robotics Company: OnSight Technology - (here’s why)

Nextracker just made yet another bold move… What if a robot could detect a solar failure before it happens—and build the repair plan to deploy the right resources to the precise location, in real time? That’s not science fiction. It’s what OnSight Technology is already doing on numerous utility-scale solar farms across the US. And Nextracker have officially acquired OnSight Technology ! So, if you’re here because you’re asking yourself “What the heck? Why did NXT Buy this company, and what do th...

Jul 30, 202535 minSeason 16Ep. 839

838: Cutbacks, Consolidation & Energy Chaos: Will Solar and Batteries Survive 2025? With Barry Cinnamon

Is This The Reality Check We All Needed? Layoffs. Shrinking margins. Policy gut punched. If you’ve been wondering how the solar industry will make it through this, hang tight - I’ve got a 20+ yr veteran who’s seen enough dips &amp; turns on the SolarCoaster to provide ample insight. Barry Cinnamon returns to SunCast for a brutally honest conversation with Nico Johnson about what’s unraveling in the solar and storage space—and what smart companies are doing to stay ahead. From Capitol Hill chaos ...

Jul 26, 202543 minSeason 16Ep. 838
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