Clean energy isn’t losing the economics game—it’s losing the political one.

Jigar Shah returns to SunCast live at RE+ 2025 with an urgent message: the energy transition will stall unless we, as an industry, stop underestimating the role of political power. The economics are there. The technology is there. What’s missing? Unity, speed, and ground-level influence.

This isn’t just another policy chat—Jigar breaks down:

🔹How residential solar can reach $2.50/watt (including storage!)

🔹Why storage-first thinking is flipping the solar script

🔹The staggering $4B political spend from oil & gas—and our paltry $150M

🔹How 70,000 boots on the ground could change everything

You’ll come away from this episode with clarity, conviction, and a checklist for action. “The Oracle” delivers again in a rousing episode live from Las Vegas.

Get your Solar Fight Night tickets before they're gone: https://tinyurl.com/522wf8v3

Also check out Renewables UnWind Las Vegas: https://tinyurl.com/2ea2c6k3

And don't forget about the pickleball games: https://tinyurl.com/p9h5nv42

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

SunCast is proudly supported by Trina Solar.

You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.

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

Straight from Day 3 at RE+ 2025, this replay of the PowerUp Live Morning Show and Daily Round Up wraps up an incredible week of insights from the clean energy leaders driving the industry forward.

Nico Johnson, Lisa Ann Pinkerton, and Sylvia Leyva Martinez close out the final day with bold takeaways, surprising perspectives, and a few laughs. From the future of tribal energy to the flow of investment capital and the race to build a domestic supply chain, this finale captures the urgency and optimism powering clean tech.

Brendan Bell – Aligned Climate Capital

• Why clean tech keeps winning despite policy headwinds

• The global lesson: thriving without tax credits

• Where investor money is flowing in today’s market

Chéri Smith – Alliance for Tribal Clean Energy

• Pathways to Trust program

• Bringing renewable energy and equity to Native American tribes

Seira Kamei – Furukawa Electric Co

• Winner of the 2025 Swag Contest

Dean Solon – Create Energy (formerly Shoals)

• Manufacturing inverters in America today

• What it will take to complete the domestic supply chain

Daily Round Up

• Nico Johnson & Sylvia Leyva Martinez highlight the biggest takeaways of the week

• Derek Mast (derek the solarboi) recaps the show floor and closes with the final “Would You Rather” quiz

Thank you to everyone who joined us at this years RE+, and thank you to those of you who kept up to date with what was happening at the show through our episodes! See you next year!

Get your Solar Fight Night tickets before they're gone: https://tinyurl.com/522wf8v3

Also check out Renewables UnWind Las Vegas: https://tinyurl.com/2ea2c6k3

And don't forget about the pickleball games: https://tinyurl.com/p9h5nv42

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

SunCast is proudly supported by Trina Solar.

You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.

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

Straight from Day 2 at RE+ 2025, this replay of the PowerUp Live Morning Show and Daily Round Up continues our mission to bring you insights from the leaders shaping the clean energy transition.

Nico Johnson, Lisa Ann Pinkerton, and Sylvia Martinez welcome industry voices who share fresh perspectives on the policies, technologies, and strategies pushing renewable energy forward. From SEIA’s advocacy work to storage breakthroughs and how homes can become part of the grid, this episode captures the fast-moving conversation in Las Vegas.

• Stephanie Bosh – SEIA
• • How clean energy leaders can shift the political balance of power
• 
  
• Daniel Dus – Cleantech Industry Resources
• • Development-as-a-Service for solar + storage
• • Solar Fight Night — the wildest debate in renewables
• 
  
• Molly Bales – Wood
• • Long-duration storage’s rise beyond lithium-ion
• • How Trump-era policies reshaped the supply chain
• 
  
• Laura Cornish – Uplight
• • What it takes to turn every home into a mini power plant
• 
  
• Melissa Baldwin – Tigercomm
• • The mistakes developers can’t afford to keep making
• 
  
• Derek Mast – derek the solarboi
• • A cheeky quiz on oil, Trump, and the future of energy
• 
  
• Pier LaFarge – Sparkfund
• • Why utilities are ditching generation for procurement power
• 
  
• Bryan Wagner – CPS America
• • Why string inverters could outpace central in the U.S. market

This isn’t just a recap — it’s a front-row seat to the debates and ideas driving clean energy’s next chapter.

Get your Solar Fight Night tickets before they're gone: https://tinyurl.com/522wf8v3

Also check out Renewables UnWind Las Vegas: https://tinyurl.com/2ea2c6k3

And don't forget about the pickleball games: https://tinyurl.com/p9h5nv42

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

SunCast is proudly supported by Trina Solar.

You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.

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...

Straight from Day 1 at RE+ 2025, this replay of the PowerUp Live Morning Show and Daily Round Up brings you a fast-moving mix of leaders shaping the clean energy transition—from domestic steel to EVs, hydrogen, DG, big-grid storage, and much more.

Nico Johnson, Lisa Ann Pinkerton and Sylvia Martinez welcome leaders, influencers and clean tech podcasters onto the stage. Here is who you can expect to hear from in this episode, straight from Day 1 at RE+ 2025:

• Jigar Shah - Multiplier
• Ethan Ehlers - NextWave Energy Monitoring
• Chanel Parson - Southern California Edison
• Gary Kessinger - Attala Steel
• Daily Round Up
• Ben Kuisle - Burns & McDonnell
• Kevin Lin - TeraHive
• Derek Mast - Derek the solarboi
• Nick Sangermano - GP Power Partners
• Ryan Harty - Honda

For more conversations like this, be sure to come visit us at the PowerUp Live Stage this week at RE+ in Las Vegas!

Get your Solar Fight Night tickets before they're gone: https://tinyurl.com/522wf8v3

Also check out Renewables UnWind Las Vegas: https://tinyurl.com/2ea2c6k3

And don't forget about the pickleball games: https://tinyurl.com/p9h5nv42

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

SunCast is proudly supported by Trina Solar.

You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.

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

“Storage Was Never Just an Add-On”

What if we’ve been thinking too small about batteries?

In this rebroadcast from RE+, Kiran Kumaraswamy, former VP of Growth at Fluence, makes a bold case for reimagining energy storage—not just as a renewable add-on, but as a foundational tool for grid transformation. Kiran breaks down how the energy storage sector evolved from supporting solar to replacing gas peakers, enhancing transmission, and becoming central to resiliency planning. Long before the IRA supercharged the market, he was urging utilities and regulators to rethink what batteries could do—and now, we’re seeing those ideas implemented at scale.

From the Inflation Reduction Act’s massive market tailwinds to the rise of virtual transmission, this conversation is loaded with strategy, foresight, and tactical insight for storage developers, grid planners, and policy leaders alike.

Expect to learn:

🔹 Why peaker replacement was the battery industry’s first killer app

🔹 How Fluence is positioning storage as critical transmission infrastructure

🔹 What the IRA’s standalone ITC means for decoupling storage from solar

🔹 How domestic manufacturing and supply diversification are shaping the next phase of growth

For more conversations like this, be sure to come visit us at the PowerUp Live Stage next week at RE+ in Las Vegas!

Whether you’re deep in the weeds of development or just curious about the future of grid reliability, this is one of those “listen again” episodes.

Get your Solar Fight Night tickets before they're gone: https://tinyurl.com/522wf8v3

Also check out Renewables UnWind Las Vegas: https://tinyurl.com/2ea2c6k3

And don't forget about the pickleball games: https://tinyurl.com/p9h5nv42

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

SunCast is proudly supported by Trina Solar.

You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.

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:

Heading to Las Vegas for RE+ 2025? This episode is your ultimate field guide.

We’ve got the inside scoop from SunCast host Nico Johnson and some of the industry leaders shaping this year’s event—from Abby Hopper’s optimistic industry outlook to Jigar Shah’s no-nonsense advice for finding your tribe in the midst of uncertainty. You’ll also hear from RE+ content architect Kathy Schott, social media guide Derek Mast, sales pro Ethan Ehlers, and Daily Morning Show co-host Lisa Ann Pinkerton as they break down how to navigate the largest clean energy show in North America.

This episode will help you make the most of your time on—and off—the show floor whether a first-time visitor or a returning veteran.

Expect to Learn:

🔹 The mindset shift leaders like Hopper and Shah want you to embrace post-OB3

🔹 What’s included in the Full Conference Pass (spoiler: it’s worth it this year)

🔹 The best networking spots and new layout features like the RE+ Bridge

🔹 And how the new RE+ app will [almost] literally walk you to your destination

RE+ isn’t just a tradeshow—it’s a moment of reconnection, recalibration, and reinvention. Don’t go in blind. Listen now and show up ready.

See you under the bright lights! And do come see us at the PowerUp Live Stage!

Get your Solar Fight Night tickets before they're gone: https://tinyurl.com/522wf8v3

Also check out Renewables UnWind Las Vegas: https://tinyurl.com/2ea2c6k3

And don't forget about the pickleball games: https://tinyurl.com/p9h5nv42

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

SunCast is proudly supported by Trina Solar.

You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.

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 -...

"You're not in the solar industry anymore."

That bold declaration from Jigar Shah at RE+ 2023 sparked debate, shifted mindsets—and now, two years later, is being realized.

Nico Johnson recently revisited the discussion with Jigar for a current-day check-in before diving into the full, original conversation that started it all. As the then-Director of the DOE Loan Programs Office, Jigar laid out a compelling case: the future for solar installers is not solar at all. It’s storage, VPPs, and full-blown grid integration.

If you think you’re just in solar, you’re falling behind. This episode lays out why storage, grid services, and demand response are becoming the real business of clean energy—and what you need to do now to stay relevant. Jigar explains why the business model is evolving faster than most realize—and how those who embrace the shifts afoot stand to win big.

Expect to learn:

🔹 Why VPPs are the new normal (and why the utilities are finally playing ball)

🔹 How entrepreneurs are flipping the solar+storage business model on its head

🔹 Why the utilities finally care—and what they need from you

🔹 Why installers must pivot from LTV/CAC to circuit-specific problem solving

Whether you're running a solar company or rethinking your clean energy strategy, this episode is a key to unlock the next decade.

Get your Solar Fight Night tickets before they're gone: https://tinyurl.com/522wf8v3

Also check out Renewables UnWind Las Vegas: https://tinyurl.com/2ea2c6k3

And don't forget about the pickleball games: https://tinyurl.com/p9h5nv42

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

SunCast is proudly supported by Trina Solar.

You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.

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

Is the U.S. solar manufacturing boom standing on a hollow foundation?

In this live episode from PV ModuleTech USA, Nico sits down with solar industry veteran Arndt E. Lutz, a global exec who’s seen it all—from Germany’s early solar rise to hydrogen innovation and now leading EliTe Solar’s manufacturing efforts.

Despite America’s massive build-out of module assembly plants, there's a gaping hole in the supply chain: solar cell manufacturing. Arndt lays out the challenge with clarity—and urgency. It's not just about economics. It’s water, power, permitting, and a chemical process no one’s quite ready for.

If we’'re serious about reshoring manufacturing, this is critical path.

Expect to learn:

🔹 Why 50GW of module assembly in the U.S. means little without more cell fabs

🔹 How Germany’s “right to interconnect” flipped the solar game

🔹 Why permitting delays are crushing U.S. manufacturing timelines

🔹 The surprising reason Texas leads in solar deployment & manufacturing

This is your front-row seat to the real challenges (and solutions) shaping the future of solar in America.

Get your Solar Fight Night tickets before they're gone: https://tinyurl.com/522wf8v3

Also check out Renewables UnWind Las Vegas: https://tinyurl.com/2ea2c6k3

And don't forget about the pickleball games: https://tinyurl.com/p9h5nv42

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

SunCast is proudly supported by Trina Solar.

You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.

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