Suncast

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. Together, they have helped create and rollout ANSI/SEIA 301, the first ANSI-accredited standard defining technician levels in the solar industry! They share how a diverse coalition of stakeholders—from co-ops to giants like AES—came together to define skill levels, competencies, and a real career ladder for solar techs.Amanda breaks down the origin of the standard, why it’s necessary, and how it was shaped through broad consensus (60+ companies!). Karo brings it to life, showing how AES is rolling out hands-

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 details for you.We’re presently in a high-stakes reality of asset performance, from the rise of “big and floppy” modules to the silent cost of wildfire smoke and hail storms. You’ll hear how the kWh Analytics team built a robust data infrastructure from scratch (literally by asking for spreadsheets from anyone who’d listen) and turned it into risk mitigation tools Wall Street trusts.More than just an insurance firm, KWH Analytics is building financial scaffolding for a volatile climate future—and they’re doing it wi

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 legislation that redefines how the solar (and wind) industry can operate in the U.S. From shifting timelines to aggressive FEOC (foreign entity of concern) ownership rules, the bill undoes decades of positive momentum, but could hasten the inevitable - that solar + batteries will be at or below grid-parity with or without incentives.With residential solar already faltering and manufacturers scrambling to comply with 45X and FEOC rules, this episode delivers an unfiltered look at the legislative ch

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), Amanda and Nico explore the gaps that often hold clean energy companies back from widespread adoption. They also unpack how today’s media landscape—from YouTube creators to AI-driven news cycles—is reshaping how clean tech companies need to communicate.Whether you’re an early-stage founder still wearing the marketing hat yourself or leading a growth-stage company ready for scale, Amanda offers real-world advice on when (and how) to invest in PR.Expect to Learn:

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-forming transformers and liquid-cooled AI campuses, this conversation dives deep into what’s working, what’s failing, and what’s coming next at the intersection of data, power, and renewables.

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 billion-dollar IPOWhy he walked away at the peak—and what he’s building nextHis no-BS take on labor, logistics, and why the industry’s too damn slowExpect big ideas, bold opinions, and:

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 solid-state breakers—all designed to meet utilities where they are while pushing the envelope of what’s possible.Expect to learn:

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 dispatch and permitting, Microsoft’s commitments are already reshaping how energy is created, distributed, and consumed.Whether you’re building the grid or optimizing your solar bids, this episode will show you how this tech stalwart is helping turn clean energy headwinds into tailwinds.Expect to learn:

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 untold story of the National Electrical Code (NEC), the real reason rapid shutdown rules nearly derailed the industry, and how better training - not just better tech - is key to solar's future.You’ll learn:

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: what makes a killer commercial proposal and the surprising financing products Sunstone now offers (hint: they finance roofs!).Expect to learn:

“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 shares how Intersect is co-locating massive renewables with gas, batteries, and even grid backup—forming what might just be the future of baseload power. This is a must-listen for anyone monitoring how clean energy collides with digitalization, electrification, and AI.Expect to learn:

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 conversation, you’ll learn how data centers are being redesigned for the AI age—everything from chilled water loops to rooftop geometry to satellite data transmission all have an impact on the efficiency of what could be the most important structures to be built in a generation.Expect to learn:

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 donated community solar project, Aaron shares how real narratives—not kilowatt stats—are driving leads, national press, and community engagement. If you’re tired of wonky white papers and want to learn how to make clean energy compelling, what you’ll learn in this episode needs to be part of your playbook.Expect to learn:

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 BrightNight, focused now on making solar dispatchable, Martin’s mission has stayed consistent: make renewables not just clean—but reliable.In the latest episode of SunCast, you’ll hear how BrightNight is rethinking the way we build power plants, why Martin deliberately didn’t hire solar industry veterans, and how AI is changing the way utilities plan for grid stability. This isn’t about adding more megawatts—it’s about turning renewables into baseload power, with capacity factors north of 70%.Martin

“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 power of red lights to how a “thank you” at the front door can restore social cohesion, Trevor delivers a masterful discussion on systems thinking, imagination, and empathy.Most importantly? He lays out a quietly radical idea: stop selling people what you want—sell them what they need. Clean energy has a messaging problem, and it’s time we stop preaching morals and start aligning incentives.You won’t hear a more thought-provoking or entertaining take on American politics, trust, and the future of our energy s

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 giving installers and non-rated businesses the financing tools they’ve always needed. He opens up about what’s changed in the market (and what hasn’t), the whiteboard moment that sparked his latest venture, and why the time for this market is finally now.Expect to learn:

Winter is comingIf 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 industry has faced in most of your careers. Rob breaks down the myths developers are clinging to, the real risks of mid-stage assets, and how to avoid ceding your entire platform to creditors.You’ll hear why Rob believes the “build and flip” model is on life support, what capital providers are really thinking, and how XIP is helping developers get scrappy, strategic, and solvent in a capital-constrained world.

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 solar homeowners become micro data centers—and start earning like one.From national security concerns to GPU monetization, Karl walks us through why our energy and data systems are broken—and how his patented solution bridges both.Expect to learn:

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 and strategic.You’ll hear why the next big winners in storage will nail low cost, modularity, and software intelligence—and how software approaches to battery management could be the key to unlocking this much-needed grid-edge solution.Expect to learn:

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 inverter in your EV (at least, in his Ford Lightning) plus the right home inverter/battery setup (ht to FranklinWH here), you can skip the expensive hardware and take back some control of your utility costs!This isn’t just a backup power story. It’s about a seismic shift toward energy independence.Expect to learn: