SunCast

Nico Johnson

Nico Johnson takes you into conversations with those at the forefront of Renewable Energy. SunCast gives an inside look into what is happening in renewable energy. From conversations with the biggest Solar Panel manufacturers in the world to the small startups creating the future of renewable energy, such as carbon capture and battery technology breakthroughs. SunCast is dedicated to providing the knowledge, research, tools and expert guidance you need to understand, grow and be ahead of the curve in the fastest-growing markets in the world. Featuring over 800 conversations, Nico has interviewed people from Tesla, SolarCity, Trina Solar, Meyer Burger, Conergy, SunEdison, Energy Vault and even the US Government... to name a few. Covering topics such as Solar Power, Wind Energy, Batteries, Electric Vehicles, Carbon Capture, Finance, Hydrogen, and more. You can watch SunCast on YouTube: https://www.youtube.com/@SunCastMedia ...or view the full archive of SunCast episodes here: https://www.suncast.media/media/podcast

  1. 2D AGO

    A Very SunCast Christmas: Our Top Moments, Trends & Hopes for 2026

    🎄 Pull up a chair and pour some eggnog. It’s time for the first-ever SunCast Christmas episode. This special holiday edition brings together the full SunCast leadership crew—Nico Johnson, Jeremy Pingul, and (drumroll, please) new team member Josh Beck—for a reflective and lively roundtable you won’t want to miss. What made 2025 so memorable? From Alex Honnold’s surprising passion for solar, to technical deep-dives and industry revelations, this episode is packed with powerful moments and bold predictions. The crew also shares what inspired them most—from tribal nations to Texas renewables. Catch the behind-the-scenes moments, including: 🔹 Which episode took 50+ hours to produce—and why it was worth every second 🔹 Why rooftop solar is finally getting its moment 🔹 How AI and batteries are reshaping base load conversations 🔹 The backstory of a single Zoom call that could shift the industry This isn’t just a recap. It’s a celebration of how far we’ve come—and a toast to the future. Whether you’re a longtime listener or new to the show, this episode offers a heartfelt, hopeful, and honest look at what was a trying but ultimately tremendously fruitful year. We wish you all a Very Merry Christmas, and thank you for tuning in! 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 875 other founder stories and startup advice at www.suncast.media. Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/ You can connect with me, Nico Johnson, on: Twitter - https://www.twitter.com/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

    44 min
  2. 4D AGO

    Houston’s $95 Billion Energy Bet: Jane Stricker on the New Clean Energy Capital

    Can the city known for oil & gas become the center of clean energy? In this powerhouse episode, we meet Jane Stricker, SVP of Energy Transition at the Greater Houston Partnership and Executive Director of HETI (Houston Energy Transition Initiative). Jane shares a front-row view of Houston’s bold strategy to stay the energy capital of the world – not just in oil, but in all forms of energy. Jane breaks down how Houston is scaling clean tech faster than ever before, attracting startups and corporate giants alike, and why over $95 billion has already been invested by local companies into low-carbon technologies. You’ll hear how the city’s industrial infrastructure, diverse workforce, and “speed-to-market” culture are giving it an edge in a global race for clean energy dominance. Expect to learn: 🔹 Why 9 new clean energy factories have launched in Greater Houston 🔹 How “molecules + electrons” define Houston’s unique approach 🔹 The talent pipeline fueling both fossil and renewable energy growth 🔹 The economic case for more energy + fewer emissions If you think Houston’s stuck in the past, think again. Do you believe Houston can keep it’s “Energy Capital of the World” moniker as Clean Energy takes the lead? 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 875 other founder stories and startup advice at www.suncast.media. Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/ You can connect with me, Nico Johnson, on: Twitter - https://www.twitter.com/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

    25 min
  3. Clean Energy's Next Chapter: Automation, Grid Innovation, and Resilient Design

    6D AGO

    Clean Energy's Next Chapter: Automation, Grid Innovation, and Resilient Design

    Solar is finally getting smarter. And faster - thanks to…robots? Recorded live at RE+ 2025, this episode takes you behind the scenes of solar’s most advanced innovations — from automation in engineering to AI-driven O&M and digital twins. Hosts Amy Norstedt and Josh Beck sit down with some of the Industry’s most forward-thinking executives to talk real-time transformation across the project lifecycle. Featured in this episode: Tyler Nelson, CEO at Revamp’s outlines how their new software suite (proven on >15% of all new solar built in the US last year!) is facilitating faster project execution Matt Campbell, CEO of Terabase, shares that on-site solar robotics is real, and finally, it’s here, Derek Chase, CEO of OnSight Technologies (Now part of Nextpower) revelas how robotic/ai site inspection is a gamechanger for asset management, and finally Hugh Scott, CTO at Flexgen covers how battery dispatch control is smoothing the grid and making assets more reliable Expect to learn: 🔹 How AI is making engineers and robots more effective, not replacing them 🔹 Why automation is reducing cost, risk, and delay in construction 🔹 The role of predictive inspections in preventing asset failures 🔹 How digital twins are reshaping site visibility and performance Is the energy transition finally getting a digital upgrade? Tune-in, then share your thoughts with us on Linkedin! 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 875 other founder stories and startup advice at www.suncast.media. Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/ You can connect with me, Nico Johnson, on: Twitter - https://www.twitter.com/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

    28 min
  4. DEC 18

    Half of the Existing Solar Arrays Might Fail by 2030? Cesar Barbosa Thinks So

    Most people in solar avoid the uncomfortable conversation: what happens when systems age, warranties expire, components fail, and the original installer is long gone. Cesar Barbosa — founder of NuLife Power Services — has built a business around the part of the industry nobody wants to talk about: decommissioning, system remediation, and repowering. In this episode, Cesar breaks down why aging commercial solar is becoming a massive opportunity, the common failure points he’s seeing in the field, and why he believes repowering is the next frontier for EPCs, developers, and asset owners. We also get into the “New Life Method,” the real economics behind end-of-life planning, the ethics of second-life solar in developing markets, and the leadership disciplines required to build a trades business that lasts — including how Cesar’s faith shapes the way he leads. In this episode, you’ll learn: Why repowering may outpace new installs as the next big services waveWhat most asset owners and EPCs get wrong about end-of-life planningThe real-world failure points showing up in aging systemsHow contractors can pivot into repowering and remediation workThe “3 Rs” of end-of-life PV: repurpose, refurbish, recycle If you're in solar and not thinking about end-of-life... its time to start. 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 875 other founder stories and startup advice at www.suncast.media. Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/ You can connect with me, Nico Johnson, on: Twitter - https://www.twitter.com/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

    1h 3m
  5. DEC 16

    Semiconductors, Solar, and the ‘Beautiful Bill’ That’s Reshaping Energy

    The rules of the game have changed. Have you figured out the OB3 playbook? From massive tax credit shifts to permitting bottlenecks and foreign entity restrictions, the so-called “One Big Beautiful Bill” has reshaped the future of clean energy in America. At this year’s RE+ 2025, top minds from GoodLeap, Infineon, SEIA, and Wood Mackenzie broke down what OB3 really implicates across solar, storage, and grid infrastructure. Recorded live from the PowerUp Podcast Stage, this episode captures the pulse of an industry in motion. You’ll hear how residential solar is pivoting fast, why semiconductor companies are critical to the grid’s future, and what’s really driving policy conversations in DC. Expect to learn: 🔹 Why the 25D tax credit expiration is shaking up residential solar 🔹 How semiconductors are the unsung heroes of grid reliability 🔹 What the industry is doing about permitting and foreign entity risk 🔹 Why demand from data centers is putting stress on gas and renewables alike Whether you’re a policy wonk, project developer, or just trying to keep up with the latest legislation, this episode delivers high-impact insights you won’t want to miss. 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 875 other founder stories and startup advice at www.suncast.media. Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/ You can connect with me, Nico Johnson, on: Twitter - https://www.twitter.com/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

    28 min
  6. DEC 11

    AI Pressure Is Breaking the Grid — Doug Banty on What Happens Next

    AI is pushing the grid to its limits — and transformers are now the critical path for both data centers and renewable projects. Today’s guest, Doug Banty, EVP at Forgent (and former CEO of MGM Transformers), sits at the intersection of these two worlds. Half of his week at RE+ was spent across the strip at the Yotta data center conference, where the only topic on everyone’s mind was power. In this episode, Doug explains how AI-driven rack density is rewriting the entire powertrain, why hyperscalers are treating speed like an existential priority, and what this means for developers trying to keep pace. He also breaks down the industrial logic behind Forgent — a merger of MGM, VanTran, States, and PowerCube — and how integrated solutions are becoming essential for execution in an era where timelines matter more than price. Expect to learn: ⚡ Why data centers are moving at crisis-level urgency ⚡ The difference between power and distribution transformers ⚡ What MGM’s 500,000 sq ft Waco factory means for lead times ⚡ How Forgent reduces execution risk through integrated packages ⚡ The single most effective way developers can avoid delays Hit play — and see what the future of the grid really looks like. 🕒 TIMESTAMPS/Chapters 00:00 — Welcome + AI power demand framing 01:07 — MGM/VanTran history and capabilities 03:38 — Why Forgent was formed (4-company merger) 05:15 — Non-obvious advantages for customers (execution, risk reduction) 06:19 — Are transformers still the bottleneck? (nuanced answer) 07:58 — MGM’s 500,000 sq ft Waco facility ramping output 09:12 — Data center vs. renewables urgency 10:35 — Why AI demand is an existential challenge for hyperscalers 12:05 — How powertrain design is changing 14:34 — What developers need to know about speed and execution 17:24 — Rack density and rapid engineering cycles 18:52 — How developers can save weeks on their project timelines 20:29 — Why early partnership unlocks allocation 20:45 — Closing thoughts 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 875 other founder stories and startup advice at www.suncast.media. Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/ You can connect with me, Nico Johnson, on: Twitter - https://www.twitter.com/nicomeo a...

    17 min
  7. DEC 9

    Why Smart Homeowners Are Choosing Flexible Backup Power

    What’s your plan when the power goes out? If you think a generator is your only option, think again.Today’s conversation, live from our RE+ PowerUp Live stage, Rachel Stotts of Jackery breaks down a new category of home energy backup: flexible, modular systems that you can easily scale and take with you. Whether you're facing tornadoes or planning a weekend tailgate, portable energy solutions cover everything from your fridge to your CPAP machine, and they’re becoming increasingly popular with prosumers who don’t want the hassles of traditional energy storage. No permits. No permanent installs. Just plug-and-play resilience. And up to 30% federal tax credit if you act before year’s end. Rachel and Josh Beck explore why this product category is resonating with both outdoor enthusiasts and homeowners fed up with power outages. You’ll hear: 🔹 Why energy independence doesn’t have to mean going off-grid 🔹 How modular power systems adapt to your lifestyle and grow with you 🔹 The secret behind Jackery’s rise from camping gear to home backup leader 🔹 Simple steps to claim your federal clean energy tax credit before Dec 31 This episode will make you rethink what backup power really means. If you're looking for a simpler, smarter way to stay powered up - no matter the storm - you're in the right place. Tap in and hear how Jackery is changing the game. 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 875 other founder stories and startup advice at www.suncast.media. Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/ You can connect with me, Nico Johnson, on: Twitter - https://www.twitter.com/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

    15 min
  8. DEC 4

    “Speed to Power” is the new race — but can the grid keep up? Hugo Mena, Electric Power Engineers

    “Speed to Power” is the new race — but can the grid keep up? Hyperscalers, AI, and industrial demand are pushing load growth from flat to vertical. Yet most projects still take five to seven years just to interconnect. That’s the bottleneck Hugo Mena is tackling as Chief Growth Officer at Electric Power Engineers (EPE). This live conversation addresses the forces shaping the grid of the future — and what it’ll actually take to deliver power at the speed innovation demands. Hugo shares how developers, utilities, and data centers can collaborate to unlock speed to power without sacrificing reliability or long-term vision. Expect to learn: 🔹 Why the “best available electron” isn’t always the cleanest 🔹 How hyperscalers are driving off-grid and hybrid microgrids 🔹 What Order 2023 (OB3) really means for developers 🔹 How software, siting, and partnerships define the next decade of grid planning This is one of the most pragmatic and forward-looking conversations you’ll hear on how clean energy actually scales. 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 875 other founder stories and startup advice at www.suncast.media. Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/ You can connect with me, Nico Johnson, on: Twitter - https://www.twitter.com/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus

    20 min
4.9
out of 5
179 Ratings

About

Nico Johnson takes you into conversations with those at the forefront of Renewable Energy. SunCast gives an inside look into what is happening in renewable energy. From conversations with the biggest Solar Panel manufacturers in the world to the small startups creating the future of renewable energy, such as carbon capture and battery technology breakthroughs. SunCast is dedicated to providing the knowledge, research, tools and expert guidance you need to understand, grow and be ahead of the curve in the fastest-growing markets in the world. Featuring over 800 conversations, Nico has interviewed people from Tesla, SolarCity, Trina Solar, Meyer Burger, Conergy, SunEdison, Energy Vault and even the US Government... to name a few. Covering topics such as Solar Power, Wind Energy, Batteries, Electric Vehicles, Carbon Capture, Finance, Hydrogen, and more. You can watch SunCast on YouTube: https://www.youtube.com/@SunCastMedia ...or view the full archive of SunCast episodes here: https://www.suncast.media/media/podcast

You Might Also Like