SunCast

Nico had the chance to sit down in person with today’s guest — and as you’d expect, that face-to-face conversation brings a level of depth, candor, and nuance you don’t always get. Emilie Flanagan, Founder and CEO of Carson Power, has built her career across Southeast Asia, Europe, and the U.S. — from advising on energy markets at KPMG to working inside a European family office, and eventually leading more than 200 megawatts of community solar development in New York before launching her own platform. In this conversation, Emilie shares how her approach to development has evolved in real time — including the decision to integrate battery storage early, and what that actually changed in how her team evaluates, structures, and advances projects. We also spend time on the part of development that doesn’t get talked about enough: working with communities — what builds trust, what breaks it, and why more projects stall there than most developers are willing to admit. 🎧 Who This Episode Is For If this episode resonated with you, I’d love to hear what stood out — or who you think we should feature next. Just reply and let me know. And if you know someone building in this space, share this episode with them. I’m Nico Johnson, and this is SunCast. 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/opensolar If 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! SunCast is also sponsored by Nextpower! 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/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

Every year, the industry says the same thing. “C&I solar is about to take off!” And yet, it never quite scales the way we expect. Could this year finally be the year? In this live panel from Intersolar, Nico Johnson sits down with Joe Ross (CPS America), Rob Smith (ABC Supply), Tim Montague (Clean Power Consulting), and Jim Wood (SEG Solar) to unpack what’s really happening in the commercial and industrial market. The opportunity is real—but it’s uneven, complex, and highly dependent on where you operate. Battery storage is starting to shift the conversation. Falling costs, rising electricity prices, and new incentives are making projects pencil in ways they didn’t before. But storage alone isn’t the answer. This discussion explores the full picture—from workforce challenges and customer education to capital competition and regional market dynamics. Expect to learn: 🔹 Why C&I solar is growing, but still not scaling across all markets 🔹 How storage is improving project economics—and where it actually works 🔹 What’s holding projects back, from education gaps to competing capital priorities 🔹 Why transitioning from residential to commercial is harder than it looks The ingredients for growth are finally coming together. The question is whether this is the moment C&I solar truly breaks through. Press play and decide for yourself. 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/opensolar If 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! SunCast is also sponsored by Nextpower! 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/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

What do you do when your entire market disappears? That’s not a thought experiment for Michael Bergey. It’s the story of his career. Long before solar dominated rooftops, distributed wind was solving real problems across rural America — lowering energy costs for customers who didn’t care about climate narratives, only outcomes. Then policy support vanished. Oil prices collapsed. And later, cheap solar took over. Most companies didn’t survive. Bergey Windpower did. In this conversation, Michael walks through what it actually takes to stay in the game when incentives disappear, competitors pivot, and the market moves faster than your business model. But there’s a deeper takeaway here. The customers driving distributed energy today don’t all look the same — and they don’t all think the same either. Wind and solar, once seen as separate paths, are now serving the same need: control, resilience, and economics that work. Expect to learn: ⚡ What really happened to small wind after the 1980s policy collapse ⚡ How solar’s cost curve forced a complete reset of the business ⚡ The engineering decisions that made small wind viable again ⚡ Why farmers — not homeowners — are driving adoption today If you’re building in clean energy right now, this may give you a new perspective on staying power and resilience. 👉 Press play to see what happens when the market turns against you. 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/opensolar If 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! SunCast is also sponsored by Nextpower! 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/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

The residential solar playbook did not just change. It got torn up. If you are still operating like yesterday’s incentives, product assumptions, and sales motions will carry you forward, this episode is a reality Margins aren’t disappearing overnight. They’re leaking — in places most contractors don’t even notice. In this live conversation from IESNA 2026, Nico Johnson sits down with Rob Smith and Eric Cieslak of ABC Supply to break down where solar contractors are quietly losing profit — and where the smartest operators are starting to take it back. From jobsite efficiency and logistics to financing-driven product decisions, this episode connects the dots between day-to-day operations and long-term business survival. ABC Supply brings a unique vantage point, seeing how contractors across the country are adapting — or failing to — as the market shifts. If you’re still running your business the way you did two years ago, this conversation will challenge you to rethink what’s actually driving your margins today. Expect to learn: 🔹 Where contractors are losing margin in time, labor, and logistics 🔹 Why contractors need a new operating playbook in a finance-driven solar market 🔹 Why planning with your distributor can unlock real efficiency gains 🔹 How storage and product selection are impacting ROI 🔹 Why disciplined, regional contractors may have the advantage right now The margin is still there — just not where it used to be. Press play and find out where to look. 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/opensolar If 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! SunCast is also sponsored by Nextpower! 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/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

Long duration energy storage has spent years sitting in the “we’ll need it someday” category. Not anymore. As grid strain grows, data center demand surges, and reliability becomes a boardroom issue, long duration storage is starting to move from interesting concept to urgent solution. Recorded live at Intersolar and Energy Storage North America, this panel brings together Anna Siefken of the LDES Council, Aric Saunders of Noon Energy, Tristan Bannon of CellCube, and Andrew Friedenthal of E-Zinc. With Nico Johnson leading the conversation, the group digs into what is changing in the market and why more buyers are finally paying attention to long duration storage. This episode is not just about technology. It is about what happens when the grid needs more than incumbent batteries can supply. The panel explores how vanadium flow, zinc-based systems, and other long duration approaches could support resilience, replace diesel, firm renewables, and help planners think beyond the standard four-hour battery playbook. Expect to learn: 🔹 Why long duration storage is finally gaining real commercial momentum 🔹 How data centers, resilience needs, and grid volatility are accelerating demand 🔹 What makes zinc, vanadium, and other chemistries worth watching 🔹 Why procurement rules should focus on the problem to solve, not the technology to favor If you want a clearer picture of where storage is headed after lithium-ion, this conversation is a strong place to start. It is practical, candid, and full of insight from leaders building the next layer of the grid. 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/opensolar If 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! SunCast is also sponsored by Nextpower! 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/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

Most conversations about agrivoltaics stay at the surface. Rebekah Pierce didn’t set out to become a voice for solar. She was trying to solve a much simpler problem: How do you make a small farm financially viable… without giving it up? What followed was a shift — from seeing solar as a “necessary evil” to recognizing it as a tool that might fundamentally reshape how farms survive. In this conversation, we unpack what’s actually happening on the ground: 🔹 What exactly is the business of solar grazing 🔹 Where the economics work — and where they don’t 🔹 Why “prime farmland” is often misunderstood 🔹 The gap between developer intent and rural reality 🔹 What breaks when you try to scale this model This is less about sheep under panels… …and more about what new revenue models might actually keep farms alive. _____________________________________________________ 🎧 Guest: Rebekah Pierce Author of Agri-Energy: Growing Power, Growing Food _____________________________________________________ If you’re curious about agrivoltaics, this is a perspective you don’t usually hear. Hit play to hear why Rebekah Pierce believes agrivoltaics is not a side strategy. It is a glimpse of what farming could become. 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/opensolar If 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! SunCast is also sponsored by Nextpower! 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/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

AI isn’t just increasing demand for electricity - it’s changing how power behaves. In this Tactical Tuesday, Nico Johnson sits down with Jon Parella of Terraflow Energy to break down a problem few people are talking about: modern AI data centers don’t draw power like traditional loads. They ramp rapidly, swing unpredictably, and introduce volatility that existing infrastructure wasn’t designed to handle. That shift is putting real strain on generators, batteries, and the grid itself - accelerating wear, increasing complexity, and creating new risks for developers and investors alike. In this episode, you’ll learn: 🔹 Why AI data centers behave differently from traditional power loads 🔹 How rapid load swings impact generators, lithium-ion batteries, and grid stability 🔹 What “controllable load” means - and why utilities and ISOs are prioritizing it 🔹 Where traditional power system design breaks down under AI-driven demand 🔹 Why being a responsive load could dramatically change interconnection timelines Most importantly, you’ll understand what needs to change to make next-generation data center infrastructure reliable, scalable, and bankable. If you’re developing, financing, or investing in data centers, energy infrastructure, or AI-driven growth, this episode will change how you think about the power system that it requires. 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. You'll find more resources and learn about SunCast's guest(s), recommendations, book links, and more than 850 other founder stories and startup advice at www.mysuncast.com. You can learn more about partnering with SunCast here: https://mysuncast.com/sponsors You can connect with me, Nico Johnson, on: Twitter - https://www.twitter.com/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus Subscribe to Valence, our weekly Linkedin Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

Russell Gold has spent years explaining the energy transition from the outside. First as one of The Wall Street Journal’s leading energy reporters, and now from inside one of clean energy’s fastest-growing new entrants, T1 Energy. At The Wall Street Journal, his award-winning work covered the fracking boom, Deepwater Horizon, and the investigation into the Camp Fire in California. He also wrote The Boom and Superpower, digging into the people, decisions, and forces shaping modern energy. Now, he’s on the other side of the table. As EVP of Strategic Communications at T1 Energy, Russell is helping shape how a new U.S. solar manufacturer shows up to the market—and how that story connects to capital. In this conversation, we explore what that shift in perspective reveals. Where the industry is actually making progress. Where the bottlenecks persist. And why clean energy still struggles to tell a clear reliability story, even as deployment continues at record pace. We also dig into something most people underestimate: how much narrative influences where capital flows—and what leaders in this industry should be doing about it. Expect to learn: 🔹 How behind-the-meter deployment is helping bypass transmission delays 🔹 Why the reliability story is still one of clean energy’s biggest messaging gaps 🔹 What it will take for domestic solar manufacturing to compete globally This is a fascinating look at how Gold’s perspective changed once he got a chance to see what’s really happening from inside the clean energy sector, and what we all can learn and apply to our own businesses. 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/opensolar If 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! SunCast is also sponsored by Nextpower! 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/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

Most C&I solar projects don’t fall short because of the solar itself. They struggle because deals aren’t structured correctly, markets are misunderstood, or developers take on opportunities that were never a fit to begin with. In this episode of SunCast, Nico Johnson sits down with Aaron Wilson, co-founder and CEO of Solar One, to unpack what actually separates projects that get built and deliver long-term value - from the ones that stall, get delayed, or fail to meet expectations. Aaron didn’t come up through traditional solar channels. He started in commodities - trading steel and silicon across Europe and China - before moving into development and building Solar One into a vertically integrated C&I solar company operating in markets like Long Island and Texas. Along the way, he’s: In this conversation, we explore: 🔹 Why Solar One chose C&I over the residential gold rush 🔹 What business owners actually need from a solar partner in an era of rising electricity costs 🔹 Why great entrepreneurs are driven by purpose, not ruled by fear 🔹 How to evaluate whether a market is actually viable (vs just “hot”) 🎧 Listen now to learn how to build C&I solar projects that actually deliver. 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/opensolar If 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! SunCast is also sponsored by Nextpower! 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/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

Clean energy is winning on cost. Solar and storage are cheaper than ever. Deployment is accelerating. The economics are undeniable. So why does it still feel like the industry is losing the broader public narrative? In this live conversation, Nico Johnson sits down with journalist Sammy Roth to explore the gap between technical success and cultural influence. After more than a decade covering energy and climate for the Los Angeles Times, Sammy now writes the independent newsletter Climate-Colored Goggles, where he examines how media, identity, and storytelling shape the energy transition. Sammy argues that the challenge isn’t just policy or technology — it’s narrative. While clean energy has focused on cost curves and deployment, it has often underinvested in the cultural work required to build public trust, identity, and long-term support. This conversation digs into what the industry gets wrong about communication, why reacting to politics is a losing strategy, and what it would actually take to win the long-term cultural battle. And asking a bigger question: what if the clean energy industry is fighting the wrong battle? Expect to learn: 🔹 Why Sammy believes clean energy is losing a cultural battle, not just a political one 🔹 What the industry got wrong in communicating the Inflation Reduction Act 🔹 Why facts, economics, and climate science are not enough to win public support 🔹 How entertainment, sports, media, and advertising shape energy narratives over time This is a conversation about branding, belief, and what it will really take to make clean energy feel as essential and American as the incumbents it is trying to replace. Listen in. 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/opensolar If 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! SunCast is also sponsored by Nextpower! 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/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

If you want to understand where the energy industry is heading, pay attention to the journalists tracking it every day. Thankfully, we get to sit down with three of the most plugged-in reporters covering the energy transition: Sammy Roth of Climate-Colored Goggles (formerly w/ LA Times), Julian Spector of Canary Media, and Darrell Proctor of POWER Magazine. What signals are shaping the market right now — from capital flowing into new energy projects to grid bottlenecks, AI-driven electricity demand, and the evolving narrative around fossil fuels and nuclear? These are the conversations happening inside the clean energy newsroom. Topics covered: 🔹 Why AI and hyperscale data centers are suddenly driving massive clean energy investment 🔹 The surprising rise of domestic solar manufacturing in the United States 🔹 Why grid interconnection queues remain one of the biggest barriers to new projects 🔹 How journalists are thinking about climate targets in a world already at 1.5°C If you’re not already following Darrell Proctor, Julian Spector, and Sammy Roth then you’re missing the conversations and stories shaping the clean energy transition. 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/opensolar If 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! SunCast is also sponsored by Nextpower! 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/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

What does serious capital actually look for in the energy transition? In this episode, Nico sits down with Brendan Bell, Co-Founder of Aligned Climate Capital and a former member of the U.S. Department of Energy’s Loan Programs Office, to discuss how experienced investors evaluate energy companies, infrastructure projects, and management teams. Brendan shares a practical look at: • why raising capital has become more selective • the common mistakes founders make when pitching investors • what strong management teams do differently • how infrastructure investors think about risk, scale, and long-term value For founders, developers, and operators building in the energy transition, this conversation offers a clear view into how institutional investors actually make decisions. Before co-founding Align Climate Capital, Brendan helped rebuild the U.S. Department of Energy’s Loan Programs Office in the aftermath of the Solyndra collapse. From financing some of the earliest utility scale solar projects to backing companies like Tesla in its early days, he has spent his career sitting at the intersection of policy, infrastructure, and capital. Now at Align, Brendan and his team invest across the clean energy ecosystem. Early stage companies developing new business models. And infrastructure portfolios that own and operate solar and storage assets. If you’re building, financing, or investing in the energy transition, this one is packed with insights. Listen in to understand how capital is shaping the next chapter of the global energy system. 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/opensolar If 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! SunCast is also sponsored by Nextpower! 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/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

From Davos to data centers, Axios reporter explains the new rules of power. Amy Harder is one of the most widely read and respected reporters covering the intersection of energy, climate, and policy. As the national energy correspondent for Axios and author of the Harder Line newsletter, she helps industry leaders understand what’s actually happening inside the energy system. In this conversation with Nico Johnson, Amy breaks down the forces reshaping the global energy landscape. Artificial intelligence and data centers are driving electricity demand growth for the first time in decades. Tech companies are behaving more like utilities. Capital is rapidly reorganizing around energy infrastructure. And amid all of it, the politics and narratives surrounding climate and energy are shifting in real time. Among her key insights: 🔹Energy is now one of the biggest bottlenecks for AI expansion 🔹The AI boom may ultimately accelerate clean energy deployment 🔹Natural gas is riding the current demand wave — even as renewables continue to grow 🔹Hyperscale tech companies are influencing power markets without becoming utilities 🔹Climate has slipped to the background in some global conversations about energy 🔹Political cycles will keep swinging — and the industry needs a longer-term perspective Amy also discusses the role of capital in the AI-driven power buildout, why some of the most talked-about data center projects still exist only on paper, and how journalists are trying to cover one of the fastest-moving moments the energy sector has seen in decades. The result is a candid look at how technology, infrastructure, politics, and capital are colliding to redefine the rules of power. 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/opensolar If 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! SunCast is also sponsored by Nextpower! 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/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

For nearly a decade, Abby Hopper served as President and CEO of SEIA, the Solar Energy Industries Association, representing the U.S. solar industry through one of its most transformative periods. From trade wars and policy battles to the rise of domestic manufacturing and record industry growth, Abby had a front-row seat as solar moved from the margins of the energy system to the center of it. In this conversation, Abby reflects on the challenges she inherited, the progress the industry made, and the work that still lies ahead — from building political influence in Washington to strengthening credibility across the market. It’s a candid look at the decade that reshaped solar, and what comes next for the industry. Expect to learn: 🔹 What reshaped solar’s domestic manufacturing strategy 🔹 Why the solar industry still lacks political influence compared to oil and gas 🔹 What Abby believes could slow the next phase of solar growth 🔹 The uncomfortable truth about why solar companies underinvest in political advocacy Listen now to hear Abby Hopper’s unfiltered perspective on the past, present, and future of solar leadership. 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/opensolar If 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! SunCast is also sponsored by Nextpower! 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/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

Every year, there is a new “crisis” in solar. And yet… the industry keeps growing. With leadership transition underway at the Solar Energy Industries Association, Darren Van’t Hof steps in as Interim President and CEO at a pivotal moment. Policy uncertainty. Permitting bottlenecks. Election year noise. And a projected $25 billion flowing into storage in 2026 alone. So where do we really stand? In this candid conversation recorded live at Intersolar & Energy Storage N.A., Darren shares why solar has already won the cost battle, why storage may be the most durable growth sector in energy, and what must happen politically for the industry to keep accelerating. There are some additional fun bits about the future of SEIA and his role in there as well. ;-) Expect to learn: 🔹 What’s the outlook from the new (Interim) CEO on the heels of SEIA’s latest board meeting 🔹 Why solar is no longer competing on cost and what that changes 🔹 How permitting and regulatory uncertainty are quietly freezing capital 🔹 Why storage could command $25 billion in 2026 alone 🔹 The political engagement strategy SEIA is building to compete dollar for dollar Darren brings two decades of finance and board leadership experience to the conversation. His message is clear. Affordability wins. Economics win. But certainty is everything. Hit play to understand what is noise, what is signal, and how to position your company for the next growth cycle. 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/opensolar If 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! SunCast is also sponsored by Nextpower! 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/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

Most energy projects look solid on paper. Fewer stay on track in the field. Brandon Moss sees the difference every day. Energy demand is rising. Load growth is real. Timelines are tightening. So what actually keeps large energy projects on track? In this conversation, Brandon Moss, CEO of Shoals, shares what he sees from the center of utility-scale deployment. Shoals touches a significant portion of U.S. solar projects, giving Brandon a rare vantage point into how projects are planned, where they slip, and what separates strong operators from the rest. We discuss: Brandon also reflects on the shift from private to public leadership, the responsibility that comes with scaling a business, and why simplicity and execution still win. If you’re building projects, financing them, or planning infrastructure in a volatile policy and trade environment, this episode offers practical insight from someone who sits at the center of it. Hit play and learn from a leader who sees where projects succeed and where they break. 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/opensolar If 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! SunCast is also sponsored by Nextpower! 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:

Listen to the full 2.5 hour episode here: https://suncast.media/episodes/900 Most companies don’t fail because of strategy. They fail because standards slip. In this 13-minute vignette, T.J. Rodgers breaks down the management system he’s used across more than 25 acquisitions to build and scale billion-dollar companies — and why discipline, not charisma, determines whether a business survives. Inside: • Why 19 out of 20 decisions in your company are made without you • Why quality must be enforced, not admired • Why speed of correction matters more than avoiding mistakes • What “owner means 100% responsible” actually looks like • How written principles — enforced daily — shape culture This isn’t theory. It’s operational structure from someone who has spent decades building machines that work. If you lead people, run a company, or care about performance, this is worth 13 minutes. Press play; Listen in. 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/opensolar If 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! SunCast is also sponsored by Nextpower! 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/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

Battery storage is scaling fast. But scaling portfolios exposes weaknesses most owners never see coming. As projects move from single sites to gigawatt-hour fleets, many IPPs discover something uncomfortable: they have dashboards - but not decision-grade visibility. In this Tactical Tuesday, Lennart Hinrichs, EVP and General Manager of the Americas at TWAICE, explains what actually changes once batteries begin operating at scale. We discuss: This isn’t a founder story. It’s a practical conversation for asset owners, operators, and performance engineers who want fewer surprises over the life of their storage assets. If you operate or finance battery projects, this episode will sharpen how you think about KPIs, safety, and operational confidence. Listen in. 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/opensolar If 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! SunCast is also sponsored by Nextpower! 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/nicomeo LinkedIn -...

“This is not an offensive play. It’s a defensive play. It’s a must win.” That’s how Sheldon Kimber describes AI for companies like Google. If your business depends on organizing and serving information, AI isn’t optional. It’s existential. And if AI is existential, power becomes strategic. In this conversation — recorded before Google’s acquisition of Intersect Power — Sheldon lays out the durable thesis that led here: The U.S. grid isn’t collapsing. It just can’t scale. Transmission is stalled. Business models are misaligned. Permitting reform won’t arrive in time. So instead of waiting for the grid to be fixed, Intersect built around it. Gigawatt-scale co-location. Wind, solar, batteries. Flexible gas. Control systems designed to act as one asset. The result? A hybrid solution that can deliver four-nines reliability - potentially more reliable than the grid itself. This isn’t about chasing incentives. It’s about building a better product. In this episode: 🔹 Why AI is a defensive must-win moment for hyperscalers 🔹 Why the grid’s structural limits created opportunity 🔹 How hybrid plants can outperform traditional baseload 🔹 Where the real moat lives: optimization and control 🔹 What “win the win” means for clean energy Google didn’t acquire Intersect as a climate statement. It acquired it because reliable, controllable power is now strategic infrastructure. Press play and decide for yourself. 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/opensolar If 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! SunCast is also sponsored by Nextpower! 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/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

T.J. Rodgers has built — and rebuilt — billion-dollar companies across semiconductors, energy, storage, and manufacturing. In this 2.5-hour Episode 900 deep dive, he walks through the operating principles behind that track record — in detail. This isn’t a surface-level conversation. It’s a masterclass in how durable companies are actually constructed. We unpack: 🔹 The mental models he uses to evaluate technologies and markets 🔹 The acquisition and integration process he’s deployed dozens of times 🔹 Why revenue per employee tells the truth — and what most CEOs hide behind 🔹 What “quality is free” really means in practice 🔹 How ownership, incentives, and culture get reinforced — not just talked about 🔹 Why most solar companies fail, and some survive If you’re a founder, operator, investor, or executive building in a hard industry, this episode will challenge how you think about metrics, structure, and leadership. It’s long. It’s dense. And it’s worth your time. This is not a fluffy discussion about climate optimism. It is about discipline. Incentives. Quality. And the brutal honesty of markets. Episode 900 feels like the right moment for a conversation like this. Listen in. 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/opensolar If 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! SunCast is also sponsored by Nextpower! 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/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus