Episodes

  • 873: From Backup to Backbone: How Batteries Are Reshaping the Grid
    Nov 13 2025

    Batteries aren’t just supporting the grid anymore, they are defending the grid.

    Chris Finley, CCO of TruGrid, joins Nico on stage at PowerUp Live to explain how battery storage has shifted from a “nice-to-have” to a mission-critical asset class. Whether it’s enabling arbitrage in ERCOT or powering hyperscale data centers, battery systems are now leading the charge, literally.

    From the complexities of supply chains to the myths about lithium tech, Chris shares a practical, from-the-field perspective on what it takes to deliver large-scale battery projects in today’s challenging market. He also breaks down how policy shifts and interconnection delays are forcing EPCs to rethink how they plan and execute storage projects.

    Expect to learn:

    🔹 What developers get wrong about battery risk profiles

    🔹 How TruGrid streamlines integration from EMS to commissioning

    🔹 The hidden economics behind data center battery deployment

    🔹 Why project standardization remains elusive, and what to do about it

    Today’s convo is must-listen material if you’re building in the battery sector.

    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!

    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 850 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

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    29 mins
  • 872: The Landfill Explosion That Changed Tesla’s Fire Strategy
    Nov 11 2025

    A Powerwall delivery truck flipped. No fire. No smoke. Seemed safe.

    They tossed those Powerwalls into a landfill. Four days later—explosion!

    That incident didn’t just make headlines; it changed Tesla’s fire strategy. In this Tactical Tuesday, retired Battalion Chief Kathleen McCaffery explains how that one mistake led Tesla to create a Global Fire Liaison role—and why every developer, EPC, and AHJ should borrow the playbook.

    Kathleen walks through the real science of lithium-ion incidents and the simple operational changes that stop projects from turning into disasters. It’s short, practical, and built for people who build.

    This episode is a rare peek behind the curtain of Tesla Energy’s fire safety strategy—and a must-listen for developers, installers, and fire safety professionals building battery storage projects in 2025 and beyond.

    You’ll learn:

    🔹 Why lithium-ion fires can reignite days later (delayed thermal runaway)

    🔹 Why the old rule “big fire, big water” fails—and what to do instead

    🔹 How misting/cooling tactics cut water use and cleanup time

    🔹 What Tesla got right (and what most companies still get wrong)

    🔹 A real-world miss that destroyed a facility—and how to prevent it

    From Australia’s mega sites to small-town stations, Kathleen’s job was to bridge battery tech and fire ops. Steal the lessons—and save yourself time, money, and a lot of risk.

    Quick Links / Timestamps (16:00)

    00:00 Landfill explosion: what really happened

    01:33 Why Tesla built a Global Fire Liaison

    04:05 “I thought I’d seen it all”—the hazmat wake-up call

    07:37 Global pushback on EVs/BESS & how training changed it

    10:16 Fire Triangle: why lithium-ion “creates its own oxygen”

    12:55 Misting > Big water (cooling beats smothering)

    13:52 Dev mistake that drives Kathleen nuts (and the fix)

    PSA: If you build solar + storage, share this with your safety lead and your local fire chief. Then listen to the full episode for the deeper playbook.

    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!

    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 850 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 -...

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    21 mins
  • 871: 10 Years Later - Adam James on Building Teams, Time & Impact
    Nov 7 2025

    This episode marks ten years of SunCast — and the return of its very first guest.

    In 2015, a young GTM Research analyst named Adam James joined host Nico Johnson for the debut episode exploring the rise of solar in Latin America.

    A decade later, Adam is a Partner at Energy Impact Partners and Chair of the Clean Energy Leadership Institute (CELI). Together, he and Nico reflect on how far both they—and the clean energy industry—have come.

    This isn’t just a reunion; it’s a conversation about how work, leadership, and life evolve over time. Adam shares what he’s learned about managing people, building systems that scale, and staying grounded through seasons of growth and fatherhood.

    They explore:

    🔹 What it takes to build great teams and sustainable systems inside fast-growing organizations

    🔹 How to hire for responsibility, not just experience

    🔹 The lessons fatherhood teaches about leadership and presence

    🔹 Why consistency—and showing up—is the real differentiator in both parenting and management

    Whether you’ve been listening since that first episode or you’re just discovering SunCast today, this 10-year anniversary conversation captures the heart of what the show has always been about: how we grow—personally, professionally, and collectively—in the work of powering a better future.

    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!

    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 850 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

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    1 hr and 47 mins
  • 870: How FEOC Rules Are Reshaping Solar Procurement in 2025 | 4 Experts Weigh-in
    Nov 4 2025

    “Is your project really compliant?”

    That’s the billion-dollar question developers across the U.S. are asking as Foreign Entity of Concern (FEOC) rules tighten their grip on clean energy tax credits. If you are(were) banking on the ITC, PTC, or 45X, you can’t afford to miss this Tactical Tuesday deep-dive.

    The rules are shifting. Supply chains are murky. And guidance is still evolving. Host Nico Johnson pulls together an expert panel to decode how FEOC is reshaping the way projects are sourced, engineered, financed, and papered across the U.S. solar and storage market.

    You’ll hear from:

    • Christian Roselund (Clean Energy Associates) — decoding ownership, material assistance, and effective control

    • Raj Pawar (EVS) — revealing how inverter-level definitions trigger real engineering redesigns

    • Aaron Gomolak (Ampt) — showing how string-level optimization keeps projects on schedule and compliant

    • Mona Dajani (Baker Botts) — outlining how to structure deals and mitigate legal risk while guidance evolves

    Expect to learn:

    🔹 Why Treasury’s guidance on "qualified facility" could force developers to rethink procurement

    🔹 How to vet supplier self-certifications and avoid “phantom compliance”

    🔹 How top counsel advise clients when regulations are still in flux

    🔹 The engineering tradeoffs and cost-neutral approaches developers are taking to stay bankable

    The FEOC clock is ticking — this episode gives you the clarity (and tactics) to stay compliant, on schedule, and in control.

    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!

    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 850 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

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    56 mins
  • 869: How Two Unlikely Founders Are Rewiring the Way Solar Gets Built | Ben Callam & Maksim Markevich of PVFarm
    Oct 30 2025

    What happens when a builder and a coder decide to fix solar’s biggest disconnect?

    In this episode, SunCast host Nico Johnson sits down with Maksim Markevich and Ben Callam, the co-founders of PV Farm—a platform born from frustration with designs that look perfect on screen but fall apart in the field.

    Maksim, a self-taught engineer from Belarus, learned to code his way out of rebar spreadsheets and into a global following on YouTube. Ben, an architect who traded drawings for job sites across Africa and the Middle East, discovered what buildability really means when you have to fabricate every part yourself.

    Their paths couldn’t have been more different, yet both led to the same realization: most solar design tools fail the buildability test. PV Farm grew out of that shared conviction—bridging the gap between upstream creativity and downstream execution.

    You’ll hear:

    🔹 Why most solar software misses what EPCs actually need

    🔹 How collaboration—not just automation—is key to solar scale

    🔹 What “starting downstream” in software really looks like

    🔹 The early sparks that shaped PV Farm’s engineering DNA

    🔹 Why better feedback loops between civil and electrical teams can change everything

    A story of code, construction, and the craft of making clean energy truly buildable.

    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!

    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 850 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

    Show more Show less
    1 hr and 17 mins
  • 868: Roofing and Solar Are Merging, Is This the Future of Residential Solar? | James Mason, ABC Supply
    Oct 28 2025

    Roofers are entering solar. Solar pros are adding roofing.

    How are these trades getting the training & resources required to level up and provide the appropriate level of service to homeowners? Is the future of residential solar trades consolidating int a new kind of contractor?

    In this RE+ 2025 live session, Nico sits down with James Mason, VP of Renewable Energy at ABC Supply, to explore the once-in-a-generation convergence of two massive industries—and why the right strategy (and the right partner) makes all the difference.

    From short-term wins to 30-year vision, James unpacks the lessons ABC Supply has learned over 40+ years of helping contractors grow and adapt. This conversation is loaded with honest advice, bold warnings, and real success stories from the field. If your business is stuck in survival mode—or if you’re planning your next big move—you’ll want to hear this.

    Expect to Learn:

    🔹 The top blind spots keeping contractors stuck in survival mode

    🔹 How to scale roofing + solar without falling into costly traps

    🔹 What the best contractors are doing to prepare for future policy shifts

    🔹 Why simplicity beats strategy - when done right

    Hit play to learn how to thrive in a volatile market—and why ABC Supply might be the partner you didn’t know you needed.

    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!

    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 850 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

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    23 mins
  • 867: How Energy Aid Is Rescuing 185,000 Orphaned Solar Homes | Nick Sherman
    Oct 23 2025

    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 industry at least) membership model.

    He’s betting the future of residential solar is about service, not installs—and it’s working, marvelously.

    Expect to learn:

    🔹 The $9/month model that could change how homeowners buy all-things-electrification

    🔹 How Energy Aid scaled by acquiring bankrupt installer customer data

    🔹 Why orphaned systems are a hidden goldmine in the solar market

    🔹 The HVAC-inspired model Nick is applying to clean energy

    This is more than a startup story—it’s a blueprint for unlocking overlooked value in clean energy. If you’re trying to stand out in a crowded market or future-proof your solar business, Nick’s strategy will challenge how you think about growth, service, and sustainability. Don’t sleep on this one.

    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!

    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 850 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

    Show more Show less
    1 hr and 37 mins
  • 866: Are Batteries the New Substations? | Wärtsilä’s Bold Vision for Grid-Scale Storage
    Oct 21 2025

    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 grid infrastructure.

    Tamara brings her international lens to the US market, highlighting both the growing sophistication of customers and the urgent need for flexible, software-driven solutions. Meanwhile, Dave draws on a decade of global storage deployments—from Australia to Saudi Arabia—to explain how the U.S. can broaden focus on revenue models, regulation, and system design.

    Expect to learn:

    🔹 Why grid operators now treat batteries like substations

    🔹 How data centers and AI are changing the storage equation

    🔹 What “virtual inertia” really means—and why it matters

    🔹 How US developers can learn from global storage markets

    If you want to understand how batteries are shaping the future of energy reliability, this episode delivers both vision and practical insight.

    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!

    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 850 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

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    25 mins