Suncast

Occasionally on the anniversary of an episode that really impacted us, we like to run a vignette of something we learned from such an episode to give new listeners (or those of you who just missed it originally) insight from the excellent content in our back catalog, much of which we believe is worth revisiting.As GHG emissions continue to rise, the need to understand and effectively manage carbon emissions on the grid is crucial. Yet, a significant obstacle remains: most individuals and organizations lack real-time, accurate data on their carbon footprint, particularly in relation to electricity consumption. Traditional methods offer only outdated regional averages that fail to reflect the dynamic nature of the power grid, especially with more renewables being deployed. This gap in data is a limitation upon everyone seeking to mitigate the climate crisis from grid operators to individual consumers.Wenbo Shi founded Singularity Energy to resolve this issue once and for all. In this SunCast Soundbyt

Amid America's energy shift, initiatives like the Inflation Reduction Act and bipartisan infrastructure bills are making clean energy more accessible and affordable, driving a 42% investment increase to $225 billion in a year. Yet, to achieve net-zero emissions by 2050, an acceleration is essential. Jesse Jenkins of Princeton University, speaking at Intersolar NA, provides not just an analysis of these challenges but a practical roadmap for embracing clean electricity nationwide. He highlights the shift from traditional fuels to a future powered by renewables like wind and solar, emphasizing the need to boost renewable energy production and expand the grid to support a net-zero future.Jesse’s playbook includes:⚡️ Insights into scaling solar and wind power to unprecedented levels by the 2030s.⚡️ The necessity of adding 75,000 miles of high-voltage transmission lines for a robust grid.⚡️ Strategies for phasing out coal and leveraging existing zero-carbon resources for reliability.⚡️ Overview of emerg

What happens to solar panels when they reach the end of their financed life, but not necessarily their useful life? With the solar industry's growth, the issue of decommissioned panels has become a burgeoning service (and business) opportunity. These “old” panels, though no longer new, are often still under warranty, and definitely still retain a significant portion of their functional capacity and rated power. As we’ll see in today’s conversation, harnessing their remaining potential, or 'second life', could turn a potential waste problem into an opportunity for ongoing clean energy production and social good.Cesar Barbosa, the Founder of Nulife Power Services, has recognized the potential in these gently-used solar panels. Instead of discarding them, Barbosa sees an opportunity to give these panels a second life. His company focuses on refurbishing, repurposing, and repowering old solar arrays (mostly in California), and extending the usability of that older equipment coming off those systems for

We often talk here about renewable energy. But how often have you thought about renewable water?  Is it even a thing? And, what if we could manufacture clean water, from the air?Did you know, the EPA reports that 45% of U.S. tap water is toxic!?! And, while an estimated 3 billion people globally currently face water stress, that number is projected to increase to 5.2 billion by 2050! This situation underscores the interconnectedness of the climate and water crises, emphasizing the vital “energy-water nexus” and the urgent need for solutions to ensure both water availability and purity.Alexander von Welczek founded SkyH2O to address these water challenges through atmospheric water generation (AWG). As a seasoned climate tech & solar finance entrepreneur, von Welczek's journey in the water sector began around 2015, motivated by California's severe droughts. And, when he partnered with UC Berkeley scientists shortly after, SkyH2O's ambitious vision of large-scale AWG systems became

With the need to increase solar deployment and prepare for the terawatt era, Terabase Energy Inc. has positioned itself as a leader in transforming utility-scale solar power. This conversation, recorded live at Intersolar North America 2024, dives deep into the innovative strategies and technologies that Terabase is deploying to amplify solar energy production and to meet the demands of the terawatt-level market. With a strategic focus on reducing solar costs to as low as 1 cent per kilowatt-hour, Terabase is pioneering efforts to make this ambitious goal plausible.Matt Campbell, CEO and co-founder of Terabase Energy Inc., brings to the table a rich tapestry of knowledge and experience in the solar industry. Under his guidance, Terabase has developed a comprehensive suite of four state-of-the-art software products. Each product in this suite is tailored to optimize different stages of utility-scale solar projects, encompassing everything from the initial design phase with 'Plant Predict' to the int

How has the IRA affected financing renewables, in particular solar projects? Renewable energy projects are contending with the harsh realities of rising capital costs and shrinking profit margins. Understanding the financial underpinnings of renewable energy ventures is increasingly crucial, particularly for mid-sized and smaller project developers who often face significant challenges in securing sufficient capital to get their solar projects into the pipeline. These obstacles not only threaten the growth of renewable energy but also raise concerns about meeting global sustainability goals. Rob Sternthal, Managing Director at Piper Sandler, brings twenty years of experience in investment banking for the renewable energy sector to bare in this earnest discussion about the realities of the current equities markets and the current financial hurdles faced by project developers.  It is increasingly difficult to achieve the returns necessary to finance large-scale renewable projects amidst ris

Storytelling is not just entertainment. It's a fundamental part of being human. A story’s most important function is to remind us we are not alone in the world.And as we champion the clean energy transition, our stories help remind hundreds of thousands that there is a career opportunity they can choose that also can leave a legacy. Yet, the gap between the industry’s advancements and public perception of technology such as solar continues to exist despite our industry being one of the largest job creators of the past decade. This disconnect between reality and the narratives told in communities large and small palpable, but a few organizations have finally begun to help re-write the story in compelling and public ways.  Despite the tremendous progress of renewable energy, Joe and Jane Public still have concerns.  And, addressing those concerns requires more than just presenting facts and figures; it calls for a powerful, human-centric approach through storytelling. By sharing personal na

The demand for skilled engineering labor in renewables is skyrocketing. As the world's energy grids transition towards terawatts of renewable energy, there is an incredible need for owners and developers to outsource key components of electrical, civil, structural, geotechnical, and land survey engineering. This gap in specialized skills presents a unique challenge for developers and EPC (Engineering, Procurement, and Construction) contractors who often lack these capabilities in-house or find it non-essential to their core business focus. Over the last decade-plus, however, full-service engineering services companies have begun a vital service for the renewable energy contractor that is becoming increasingly indispensable in the sector.At the forefront of bridging this resource gap is Sohan Das, Vice President at EVS, Inc., a family-owned pure-play engineering firm that has adeptly positioned itself as a 'one-stop-shop' for comprehensive engineering services. With a background in architecture and

Today’s episode features bold predictions from a compilation of 2023’s best episodes. I asked leaders from diverse fields within the renewable energy sector to answer, looking as if from the future: What did we get right to meet our decarbonization and clean energy goals now that it’s 2050?This compilation features the insights of Laura Pagliarulo(Solareit), Ardes Johnson(Meyer Burger), Christie Obiaya(Heliogen), Robert Piconi(Energy Vault), Aaron Halimi(Renewable Properties), Katherine Hamilton(38 North), Steven Zhu(Trina Solar), Andy McCarthy(RACV Solar), Billy Lee(Reunion) and Damian Beauchamp(8Rivers). Each was a featured guest on one of our Thursday executive deep-dives, and in this special episode I’m providing a synthesis of their collective answers to the key actions they believe are needed to achieve the aggressive decarbonization and clean energy goals necessary to avert climate disaster.One of the most consistent responses on the year was the imperative for increased battery storage to p

It’s that time of year again - everybody’s favorite warm-winter-weather solar tradeshow - Intersolar North America and Energy Storage North America - is just a few days away.  I’ll be trading the winter chill for sunny San Diego along with 10,000 of my fellow #SolarWarriors. Today's episode is geared to get you ready to go (and pumped) for Intersolar, January 17-19 at the San Diego Convention Center.As with other major shows, I like to do a Know Before You Go (KBYG) episode to help you get oriented and better plan your time.  Reminder, if you haven’t already, you can get a 20% discount to the show with code “SUNCAST” (and also get a FREE Expo Hall pass!)..so what are you waiting for?Today you’ll hear from 3 folks intimately tied to the programming & planning of Intersolar & Energy Storage North America: Wes Doane, Vice President of Diversified Communications, shares the event's transformation journey under the new management and this year’s theme. Rudy Saporite from the Institute

In 2003 the cost of solar panels was a staggering $10 per watt, one of the largest impediments to widespread adoption. However, today Photovoltaic (PV) modules have been reported to be as low as 10 cents per Watt in some SE Asian markets!  It’s not just a reflection of technological advancement, but also the result of relentless pursuit, strategic innovation, and the efforts of visionaries and executives working to scale the infrastructure required to bring the clean energy transition into view. The more the cost can be driven down the more it can be popularized and industrialized, and with solar technology, that cost begins at the solar cell. One company leading the solar revolution and continually innovating is Trina Solar. With over 150 GW of modules shipped since its inception and an impressive 5GW shipped to the US just last year—ranking number one in importation volumes—Trina Solar has stood for over a decade as a global leader in solar technology. They recently announced the expans

Happy New Year!!! If you’ve been following along on Linkedin, then you’re now doubt aware that last week I launched “Valence” - a LinkedIn newsletter specifically geared toward connecting the dots between the stories we tell and the people who tell them in this pivotal clean energy transition. As a natural connector, I find resonance in the idea of valence as it pertains to the combining power of elements, which I explain a whole lot further in today’s special episode. Just as atoms unite to form compounds, our collective effort as professionals, influencers, and enthusiasts of renewable energy can compound if we learn to tailor our narrative to hit the mark more often with our intended audience(s).Valence, drawing from its etymological roots meaning "power" and "capacity," becomes a guiding force in my work. As part of the launch, we introduced "The Influencer List," a curated selection of individuals reshaping the discourse around Energy and Climate in 2024. This list comprises creators, ent

Community solar democratizes access to clean energy for those unable to install rooftop solar. National Renewable Energy Laboratory analysis shows nearly 50% of households and businesses face limitations for rooftop solar systems. This model expands renewable energy on the grid, offering widespread access to clean energy benefits and giving distributed renewable energy more equitable access.Aaron Halimi is the President of Renewable Properties and brings over a decade of experience in solar and real estate. His solar experience began when his family's land became the first utility-scale land deal SunEdison ever signed. While that 20 MW project ultimately didn’t get built, the experience led Aaron to Borrego Solar (leading their Utility project origination) and a fruitful and prolific career in solar. Aaron went on to start Renewable Properties, which focuses on the evolution of community solar, addressing the industry's challenges with scaling origination, lowering development risk, and contributin

I hope you've all enjoyed a wonderful Christmas and holiday season. As we welcome December 26, we find ourselves in the middle of “Boxing Day” — a tradition steeped in history and goodwill. It occurred to me recently that I actually don’t know why the heck the lesser-known (at least here in the US) holiday of Boxing Day exists. If you’ve ever asked yourself the same question, well today’s mini-sode will make you smarter! Stemming from Victorian times, this holiday on the day after Christmas, was a way of expressing gratitude to Servants for their year of service! Today, the celebration extends to sport events, charity runs, and continued exchange of gifts. As we continue into the festive season, I’m excited to carry on my annual '12 Days of Christmas' tradition - this year it’s called “The Influencer List”.  Each day, I’ll connect you with a new thought leader (Influencer) that is helping re-write the narrative on climate & energy in 2024 with their innovative ideas and climate a

Imagine starting your new year in the tropical paradise of Honolulu, Hawaii. Not just for a vacation, but to join industry leaders Nico Johnson and Joshua Porter at a 4-day mastermind event designed to supercharge your leadership skills and network. This isn't just about escaping the winter blues; it's about setting the stage for a successful year ahead. Over these four days, we'll be learning the art of storytelling, getting up-to-speed on the latest policy and market innovations, and engaging with peers in an intimate setting. So why not shake off the winter chill and jumpstart your new year with us?This mastermind event is co-located with the first ever RE+ Solar & Storage event in Honolulu, Hawaii Jan 22-23. It's a unique opportunity to get insider guidance on understanding the dynamic Hawaii market and how it could influence your approach to other less mature markets in the US. Hawaii has, after-all, been a pioneering market for storage attachment to residential solar projects, and continu

The recent wrap-up of COP28 in Dubai has catalyzed a renewed sense of urgency and reflection on the global efforts to address climate change. A key takeaway emerged from the event: the world is finally willing to say outloud “we need to chart a definitive course to wean ourselves off fossil fuels!” Moving beyond the main headlines and chatter, the real progress is found in the collective efforts of disparate stakeholders working towards a common purpose - and as the Chamber of Commerce noted, the real work will be done in the halls of private industry. Despite initial controversy around the oil-rich UAE hosting COP28 and the fossil fuel executive presiding over it, the unfolding narrative proved compelling. The UAE and other Middle Eastern nations demonstrated a renewed interest and commitment to the global energy transition, underscoring their crucial role in the energy transition by supporting a broad-sweeping agreement signed by 200 nations committing to a 2050 deadline for alternatives to

There’s a name in Solar that everybody who’s ever been involved in module manufacturing surely knows, but many, many of you who have only interacted on the commercial side may have missed up to now - Meyer Burger.  The 70 yr old Swiss company is, in many ways, the ‘brand behind the brand’, the veritable “intel inside” of the solar industry.  It’s their carefully crafted and highly engineered production lines, afterall, that have provided scale, speed and quality assurance for many of those name-brand solar modules you are installing on homes and businesses (and fields) across America. So, before we get into questions like “How do we make solar energy more efficient and more accessible on a global scale?” or “How might heterojunction technology reshape the renewable energy market?”, I think we’ll need to spend some of our conversation on Who exactly is this company that major manufacturers from Trina Solar to REC have relied on for decades.Meyer Burger is a venerable Swiss technology

As we close out another transformative year for cleantech, it seems the pace of the energy transition still falls short of what will be needed to meet our global climate goals. That's the consensus from our panel of experts in our annual end-of-year Cleantech Podcasters Roundtable discussion.This semi-annual review recognizes both the triumphs and the hurdles within the global renewable energy sector in the past year. From the IRA to our favorite tech company interviews, the challenges of grid infrastructure and everything between, this roundtable takes on the bold task of critically assessing 2023 and the direction we're heading. Various topics are discussed like emerging market trends, rising interest rates, critical global events like COP28, and the complex relationship between authoritarianism and climate action. Listen as fellow podcasters Mike Casey, Marie Burgquist, Bill Nussey, Dana Perkins, David Roberts, and Chris Caldwell join Nico on the stage each to add their regional and market-

How can solar developers and landowners at the community solar level free up capital, lower lease costs and improve the overall economics of these longterm deals? SolaREIT has positioned itself as a strategic financial provider to the community solar market by addressing this very question. Laura Pagliarulo, the Founder & President of SolaREIT, leverages her extensive finance & renewable energy experience to execute on an innovative land acquisition strategy that gives solar developers more flexibility without giving away the farm (pun intended). SolaREIT has created a structure that specifically values (and compensates in a novel manner) the land underneath solar projects. SolaREIT also introduced the option for lump-sum payments to landowners. In this way, they are able to offer instant financial liquidity for landowners while bundling the value of multiple portfolios in a way that traditional developers are unable to manage on their own. Laura explains how they offer an alternative

Have YOU had trouble procuring modules lately? I know I’ve heard from dozens of folks that they are hurting in this specific area.If that’s you, I want to hear from you…shoot me an email “HELP ME GET MODULES NICO!” in the Subject line and we’ll get right on it. (Nico at mysuncast dot com)How are solar modular manufactures vetted? Where do buyers turn when the much sought-after Bloomberg “Tier 1” suppliers are sold out of modules, making it harder for developments under 20 MW in scale to find vetted suppliers? The demand for solar panels in the US has opened up new markets abroad for suppliers. India has emerged as a leading supplier with its strong trade relationship with the US, and Emmvee, an Indian company, is heretofore little known solar panel manufacturer in the country that is making its entry to the United States. I wanted to learn  more about how buyers should think of these new market entrants, and what considerations are key (and what perhaps are not-so-important as they once were).