Solar Maverick Podcast

Benoy Thanjan
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The Solar Maverick Podcast is the insiders guide to where the solar and energy markets meet entrepreneurship and trailblazing. Hosted by Benoy Thanjan - a serial entrepreneur and founder of Reneu Energy

  1. 22H AGO · VIDEO

    SMP 263: Grid Stress, PJM Reform, and the End of Easy Capital

    The League Episode #42 – Show Notes In episode 42 of The League, David Magid and Benoy Thanjan break down major developments shaping power markets, grid modernization, and clean energy investment. David highlights PJM’s proposed emergency capacity auction featuring 15-year contracts, a potential game changer for project finance and new generation. He also covers Massachusetts’ vehicle-to-grid pilot, signaling early progress toward virtual power plants. Benoy shares insights from DistribuTech, where AI-driven load growth, microgrids, and grid resiliency dominated conversations. He also reports from the Cleantech Forum, where venture capital is becoming more cautious and capital efficiency is now critical for startups. The big picture: the energy transition continues, but market signals, grid constraints, and tighter capital are reshaping how projects get built and financed.   Host Bio: Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.  As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio.  Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Connect with Benoy on LinkedIn: https://www.linkedin.com/in/benoythanjan/ Learn more: https://reneuenergy.com https://www.solarmaverickpodcast.com   Host Bio: David Magid David Magid is a seasoned renewable energy executive with deep expertise in solar development, financing, and operations. He has worked across the clean energy value chain, leading teams that deliver distributed generation and community solar projects. David is widely recognized for his strategic insights on interconnection, market economics, and policy trends shaping the U.S. solar industry. Connect with David on LinkedIn: https://www.linkedin.com/in/davidmagid/  If you have any questions or comments, you can email us at info@reneuenergy.com.

    8 min

  2. 6D AGO

    SMP 262: The Aligned Climate Capital Playbook: Investing in Solar Projects and Climatetech

    In this episode of the Solar Maverick Podcast, Benoy Thanjan sits down with Peter Davidson, CEO of Aligned Climate Capital, to discuss how private capital is driving the deployment of solar projects and climate technologies. Aligned Climate Capital manages approximately $2.1 billion in assets and invests in companies and projects accelerating the clean energy transition. Peter explains how climate-focused investors evaluate opportunities, where capital is flowing today, and what separates bankable projects. What We Covered How Aligned Climate Capital approaches solar and climate investing • What makes a project or company fundable in today’s market • The real impact of IRA incentives on capital deployment • How investors think about risk, returns, and execution • The difference between investing in operating assets versus early-stage climate tech • Where the next wave of opportunity lies in clean energy   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.   Peter W. Davidson Peter Davidson is Chief Executive Officer at Aligned Climate Capital, an asset manager investing in companies and real assets driving the clean energy transition. He leads Aligned’s overall strategy and investment direction, building on a career at the intersection of finance, infrastructure, and public policy. Previously, Peter was appointed by the Obama Administration to serve as Executive Director of the U.S. Department of Energy’s Loan Programs Office (LPO), where he oversaw a $32 billion portfolio in renewable energy, energy storage, advanced automotive technologies, and other low-carbon technologies. Prior to leading the LPO, Peter was Senior Advisor for Energy and Economic Development at the Port Authority of New York and New Jersey and Executive Director of New York State’s Empire State Development Corporation. Before his government service, Peter was an entrepreneur who founded and managed six companies and held leadership roles in the investment banking division of Morgan Stanley & Co. He serves on several boards, including Summit Ridge Energy, Nyle Water Heating Systems, and BrightNight. He is also the chairman of two nonprofit organizations, the J.M. Kaplan Fund and Green-Wood Cemetery. Additionally, he is a member of the CFTC’s Climate-Related Market Risk Subcommittee. Peter holds degrees from Stanford University and Harvard Business School. He is based in the New York office.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/   Peter Davidson Website: https://alignedclimatecapital.com/ Linkedin:  https://www.linkedin.com/in/peter-davidson-4b652318/   Please provide 5 star reviews      If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.    Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.   Solar Maverick Happy Hour During Intersolar San Diego on Feb 18th https://luma.com/7v50llsn

    46 min

  3. FEB 3 · VIDEO

    SMP 261: Solar Beats Coal in Texas, Nuclear Returns in NY & the Grid Faces a Load Crisis

    Solar Beats Coal in Texas, Nuclear Returns in NY & the Grid Faces a Load Crisis The League Episode #41 – Show Notes Episode Summary In this episode of The League, we break down the most consequential headlines shaping the energy transition from massive shifts in generation mix in Texas to policy moves in New York, and critical grid reforms at FERC that signal where the market is headed next. Key Takeaways & Analysis 1️⃣ 2025: Solar’s Short-Term Downturn, Long-Term Bull Narrative Intact 2️⃣ Solar Has Surpassed Coal in Texas (ERCOT) 3️⃣ New York Aims for 8 GW of New Nuclear 4️⃣ FERC Directs PJM to Reform Interconnection + Large Load Tariffs   Host Bio: Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.  As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio.  Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Connect with Benoy on LinkedIn: https://www.linkedin.com/in/benoythanjan/ Learn more: https://reneuenergy.com https://www.solarmaverickpodcast.com   Host Bio: David Magid David Magid is a seasoned renewable energy executive with deep expertise in solar development, financing, and operations. He has worked across the clean energy value chain, leading teams that deliver distributed generation and community solar projects. David is widely recognized for his strategic insights on interconnection, market economics, and policy trends shaping the U.S. solar industry. Connect with David on LinkedIn: https://www.linkedin.com/in/davidmagid/  If you have any questions or comments, you can email us at info@reneuenergy.com.

    9 min

  4. JAN 29

    SMP 260: Ecosuite: AI-Powered Asset Management for Distributed Energy

    In this episode of the Solar Maverick Podcast, host Benoy Thanjan sits down with Joel Santisteban, Co-Founder & CEO of Ecosuite, to explore how AI, edge computing, and interoperable infrastructure are transforming the way solar and storage assets are managed. Joel shares his journey from solar development to building one of the most advanced distributed energy resource (“DER”) platforms in the industry, and explains how Ecosuite is helping developers, IPPs, utilities, and corporates unlock better performance, reliability, and efficiency across the full asset lifecycle.   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.   Joel Santisteban Joel Santisteban is the CEO and Co-Founder of Ecosuite, an AI-powered asset management platform for distributed energy resources. Joel is a seasoned entrepreneur and clean energy leader with deep experience in solar, storage, and energy software. At Ecosuite, he is focused on helping asset owners, operators, and developers optimize performance, reduce operational risk, and unlock more value from their energy assets through data and automation.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/       Joel Santisteban     Website: https://ecosuite.io/     Linkedin:  https://www.linkedin.com/in/joel-santisteban/   Please provide 5 star reviews      If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.    Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.   Solar Maverick Happy Hour During Intersolar San Diego on Feb 18th https://luma.com/7v50llsn

    51 min

  5. JAN 23

    SMP 259: AMS Renewables: Scaling a Solar and Storage EPC in a Changing Market

    Episode Summary: In this episode of the Solar Maverick Podcast, host Benoy Thanjan sits down with Abu Riaz, CEO and Founder of AMS Renewables, to discuss what it takes to scale a solar and storage EPC in today’s rapidly evolving clean energy market. Abu shares how AMS Renewables grew out of a traditional construction background into a fast-scaling EPC platform, executing projects across commercial, community solar, and utility-scale segments. The conversation highlights why construction discipline, capital planning, and execution are critical differentiators in solar and storage development. Key topics include: How AMS Renewables evolved from C&I rooftop projects to large-scale community solar Why solar is fundamentally a construction-driven business The front-loaded capital and procurement challenges EPCs face at NTP Scaling without outside investors and maintaining operational flexibility Navigating industry disruption, EPC bankruptcies, and talent shifts The growing opportunity in solar + storage and standalone storage projects Managing risk, due diligence, and vendor compliance in a changing regulatory environment Leadership lessons from building a resilient EPC through market cycles This episode is a must-listen for developers, EPCs, and clean energy entrepreneurs looking to build durable, execution-focused businesses in the solar and storage industry.   About the Solar Maverick Podcast The Solar Maverick Podcast is a leading clean energy podcast hosted by Benoy Thanjan, Founder and CEO of Reneu Energy. The show features in-depth conversations with industry leaders, entrepreneurs, investors, and policymakers shaping the future of solar, storage, and the global energy transition.   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.   Abu Riaz, Founder & CEO of AMS Renewable Energy Abu Riaz is the Founder and Chief Executive Officer of AMS Renewable Energy, a solar and energy storage EPC (“Engineering, Procurement, and Construction”) firm based in New York focused on delivering large-scale distributed solar and storage solutions across the United States. Under his leadership, AMS has grown into a nationally respected solar EPC with deep expertise in project execution, from pre-construction planning through engineering, procurement, and construction management.  Abu holds a degree in Mathematics and Finance from Columbia University and continually expands his industry knowledge through ongoing education in energy and finance, grounding his business strategy in both technical rigor and financial insight.  Throughout his tenure, he has guided AMS Renewable Energy in completing numerous solar projects and scaling its capabilities, including strategic initiatives to expand the company’s portfolio and service footprint. AMS is known for its commitment to quality, integrity, and delivering high-performance renewable energy assets for developers, independent power producers, and community solar stakeholders.  Under Abu’s leadership, AMS has also pursued industry growth through strategic moves such as its acquisition of Collective Solar, enhancing AMS’s construction capacity and positioning the firm to meet rising demand for distributed solar solutions across the Northeast and beyond.    Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/       Abu Riaz     Website: https://www.amsepc.com/     Linkedin:  https://www.linkedin.com/in/abu-riaz-5a442663/   Please provide 5 star reviews      If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.    Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.

    45 min

  6. JAN 15

    SMP 258: US Residential Solar Outlook 2026: The Return of Leases and the Rise of Storage

    In this episode of the Solar Maverick Podcast, host Benoy Thanjan is joined by returning guest and co-host Nate Jovanelly, CEO and Founder of Sunraise Capital, for a deep dive into the US Residential Solar Outlook for 2026. With major policy changes, the elimination of Section 25D for homeowners, and a rapid shift back to third-party ownership models, the residential solar market is undergoing one of the biggest transformations in its history. Benoy and Nate break down what changed in 2025, how the Big Beautiful Bill reshaped the market, and what installers, investors, and homeowners need to understand heading into 2026. They explore the return of leases and PPAs, the growing importance of energy storage, the impact of FEOC and domestic content requirements, rising equipment complexity, and how customer acquisition is evolving. Nate also shares candid insights from building Sunraise Capital over the past two and a half years and offers advice for clean energy entrepreneurs navigating turbulent times.   Notable Quotes * “The only constant in solar is change.” * “Leases are back, and they’re back for a reason.” * “Complexity is becoming the moat in residential solar.” * “Solar is still sold, not bought, and that has to change.” * “The companies that survive this period are going to thrive.”   Why This Episode Matters The residential solar industry is entering a new era. With homeowner tax credits gone, equipment rules tightening, and storage becoming mainstream, 2026 will separate the adaptable companies from the rest. This conversation provides real-world perspective from the front lines and cuts through the noise to explain what is actually happening in the market. About the Solar Maverick Podcast The Solar Maverick Podcast is a leading clean energy podcast hosted by Benoy Thanjan, Founder and CEO of Reneu Energy. The show features in-depth conversations with industry leaders, entrepreneurs, investors, and policymakers shaping the future of solar, storage, and the global energy transition. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.   Nathan Jovanelly Nate is the CEO and Founder of SunRaise Capital’s mission is to provide affordable and accessible renewable energy options to homeowners, while reducing carbon footprints and creating a sustainable future for generations to come. They achieve their mission by partnering with industry leading solar installers to provide our customers with the best possible solar experience at competitive rates. As the CEO of an innovative residential solar lease company, he spearheads strategic initiatives aimed at harmonizing the objectives of our funding partners, installation teams, and homeowners. With a relentless focus on alignment, he cultivates collaborative relationships to ensure mutual success and satisfaction across all stakeholders. Through innovative leadership and a commitment to transparency, he drives sustainable growth while delivering exceptional value to our investors, installers, and customers alike.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/       Nathan Jovanelly     SunRaise Capital Website:  https://www.sunraisecapital.com/     Linkedin:  https://www.linkedin.com/in/natejov/     Email:  nate@sunraise.com   Nate’s other interviews on the Solar Maverick Podcast SMP 228: After the Big Beautiful Bill: What’s Next for US Residential Solar? https://solarmaverick.podbean.com/e/smp-228-after-the-big-beautiful-bill-what-s-next-for-us-residential-solar/ SMP 205: Revolutionizing Solar Finance: How SunRaise Capital Attracts Investors to Residential Solar Projects? https://podcasts.apple.com/us/podcast/smp-205-revolutionizing-solar-finance-how-sunraise/id1441876259?i=1000702871242   SMP 194:  2025 Solar Outlook https://solarmaverick.podbean.com/e/smp-194-2025-solar-outlook/   SMP 176:  REplus takeaways https://solarmaverick.podbean.com/e/smp-176-replus-takeaways/   SMP 166: Residential Solar Trends https://solarmaverick.podbean.com/e/smp-166-residential-solar-trends/    SMP 150: How SunRaise Capital is innovating residential solar financing? https://solarmaverick.podbean.com/e/smp-150-how-sunraise-capital-is-innovating-residential-solar-financing/    Solar Maverick Episode 147:  RE+ Takeaways https://solarmaverick.podbean.com/e/smp-147-re-conference-takeaways/    Solar Maverick Episode 139: Opportunities and Challenges with the PJM Solar Market https://www.youtube.com/watch?v=u14GHBkqcqo    Solar Maverick Episode 134: 2023 Solar Predictions https://solarmaverick.podbean.com/e/smp-134-2023-solar-predictations/   SMP 131:  How Technology and Software are innovating the Solar Industry? https://solarmaverick.podbean.com/e/smp-131-how-technology-and-software-is-innovating-the-solar-industry/    SMP 100: US Residential Solar, Storage, and Electric Vehicle Trends https://solarmaverick.podbean.com/e/smp-100-us-residential-solar-storage-and-electric-vehicles-trends/    SMP 74: Impact on COVID-19 on Residential Solar https://podcasts.apple.com/us/podcast/smp-74-impacts-of-covid-19-on-residential-solar/id1441876259?i=1000475840259      SMP 58:  Residential Solar Financing and Other Interesting Topics https://podcasts.apple.com/tc/podcast/smp-58-residential-solar-financing-other-interesting/id1441876259?i=1000459212910    SMP 20:  The Solar Intrapreneur Story:  How Nate helped IGS become one of the biggest solar asset owners in the US https://podcasts.apple.com/tc/podcast/smp-20-solar-intrapreneur-story-how-nate-helped-igs/id1441876259?i=1000432329129   Please provide 5 star reviews      If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.    Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.

    45 min

  7. JAN 6

    SMP 257: Why the Next Five Years Belong to Energy Storage?

    Episode Notes In this episode of the Solar Maverick Podcast, host Benoy Thanjan sits down with Jarand Rystad, Founder and CEO of Rystad Energy, one of the world’s leading energy intelligence and data advisory firms. Jarand explains why solar has dramatically outperformed historical forecasts, how rapid cost declines have reshaped global power markets, and why many regions are now facing a new challenge: too much solar at the wrong times. As grids become saturated with midday generation, energy storage has emerged as the critical missing link. The conversation explores why the next five years will belong to energy storage, how batteries enable higher renewable penetration, and what this shift means for pricing, grid stability, and project economics. Jarand also shares insights on powering the AI and data center boom, the evolving role of gas and nuclear, long-duration storage innovations, and why electrification is fundamentally transforming the global energy system. This episode is a must-listen for anyone looking to understand where the energy transition is headed, how markets are behaving beneath the headlines, and where the biggest opportunities will emerge over the next decade.   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.   Jarand Rystad  Jarand Rystad founded Rystad Energy in 2004 and has, since its inception, managed the company. Jarand has extensive experience in the energy strategy advisory business and his areas of expertise include energy system analysis, energy scenarios, renewables, supply chains, emissions, asset and company valuations and transactions, macro analysis, and all aspects of the energy transition. As an established thought leader in these and other fields, Jarand is a frequent keynote speaker at international conferences related to energy.  He is, according to the Financial Times, “one of the most cited petroleum analysts in the industry”. Prior to founding Rystad Energy, Jarand worked for McKinsey & Company. He holds an M.Sc. degree in Physics from the Norwegian University of Science and Technology, where he majored with a thesis in asteroseismology. Jarand also has an academic background in philosophy and has been the leader and founder of various organizations. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/       Jarand Rystad      Linkedin: https://www.linkedin.com/in/jarand-rystad/     Email:  jarand@rystadenergy.com     Website:  https://www.rystadenergy.com/     Rystad Energy’s Podcast:  https://www.rystadenergy.com/podcasts?s=         Please provide 5 star reviews      If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.    Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.

    35 min

  8. 12/30/2025

    SMP 256: Smarter Solar with MLPE, AI, and Energy Intelligence

    Episode Notes On this episode of the Solar Maverick Podcast, host Benoy Thanjan sits down with Jing Tian, Chief Growth & Revenue Officer at Tigo Energy, to explore how smarter electronics, AI, and energy intelligence are reshaping the solar industry. Jing shares her journey from a PhD in chemistry to becoming a global solar executive, including leadership roles across Asia and the U.S. She breaks down how module-level power electronics (MLPE) improve safety, flexibility, and performance in residential, C&I, and utility-scale solar and why MLPE is becoming foundational as solar converges with storage, software, and grid services. The conversation also dives into rapid shutdown requirements, AI-powered monitoring, and how predictive analytics can reduce O&M costs while improving system reliability. Jing closes with thoughtful advice for emerging leaders, women in clean energy, and anyone navigating the “solar coaster.” Notable Takeaways * MLPE enables safer, smarter, and more flexible solar system design * Small performance gains at the module level can create massive impact at scale * AI-driven monitoring turns raw data into actionable insights * Innovation must solve real customer pain points, not just advance technology * Strong leadership requires adaptability, clear communication, and cultural awareness   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Jing Tian CHIEF GROWTH AND REVENUE OFFICER Jing is responsible for leading Tigo's strategic growth initiatives, driving revenue generation, and scaling the business worldwide. Jing has a 25+ years of proven track record of technical and business success at companies like Credence, Solfocus, Shift Energy, and Trina Solar. For the past decades, she has focused on the profitable growth of equipment manufacturers across the solar ecosystem as well as solar project financing and development. While serving as Head of Global Marketing and President of Trina Solar USA, she launched the TrinaSmart Module in collaboration with Tigo. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/       Jing Tian      Linkedin: https://www.linkedin.com/in/jing-tian/     Tigo Energy:  https://www.tigoenergy.com/        Please provide 5 star reviews      If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.    Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.

    25 min
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4.7
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77 Ratings

About

The Solar Maverick Podcast is the insiders guide to where the solar and energy markets meet entrepreneurship and trailblazing. Hosted by Benoy Thanjan - a serial entrepreneur and founder of Reneu Energy

Information

  • Creator
    Benoy Thanjan
  • Years Active
    2018 - 2026
  • Episodes
    262
  • Rating
    Explicit
  • Copyright
    © Copyright 2018 All rights reserved.
  • Show Website
    Solar Maverick Podcast

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