Download Podcasts as MP3
Search for a podcast, browse episodes, and download MP3 files directly from the publisher's website. Transcripts included when available.
Episodes from SunCast
Which Solar Risks Actually Matter? | Jason Kaminsky, kWh Analytics
Solar projects are increasingly being financed and operated as long-life infrastructure assets. That means the industry can no longer rely on assumptions about risk—we need evidence.In this episode, Jason Kaminsky, CEO of kWh Analytics, walks us through what the latest Solar Risk Assessment reveals, and answers a deceptively simple question: Which solar risks actually matter?Drawing on dozens of partners’ fleet-scale operational and underwriting data, Jason explains how the industry is moving beyond anecdotes to identify the risks that have a measurable impact on long-term performance, resilience, and project finance.Ex...
How (and Why) Clean Energy Wins In Red States | Monika Gerhart
A solar moratorium nearly shut down Alabama’s emerging solar market before most of the industry even saw it coming.For years, the prevailing assumption has been that clean energy growth would be concentrated in politically progressive states while places like Alabama, Louisiana, and Mississippi lagged behind.But that’s not what Monika Gerhart is seeing (and doing!) on the ground.As Executive Director of the Gulf States Renewable Energy Industries Association (GSREIA), Monika operates at the intersection of policy, infrastructure, resilience, and market development across some of the most politically and...
What Makes Companies Investable Now | David Kirkpatrick
Climatetech is entering a different phase.The era of easy capital, oversized narratives, and growth-at-all-costs expectations is giving way to something more demanding: disciplined execution, durable business models, strong commercialization pathways, and teams that can scale proven solutions in real markets.In this live conversation, Nico Johnson sits down with longtime investor David Kirkpatrick, Managing Director at SJF Ventures, to unpack what experienced investors are actually paying attention to now and why the companies attracting long-term conviction may not be the ones making the loudest headlines.David has spent decades investing...
933: Why Facts Don’t Sell Clean Energy | Jessica Fishman
Clean energy has made tremendous progress on technology.Solar is cheaper. Batteries are scaling. Virtual power plants are becoming real grid assets. Electrification is accelerating.But many people still do not understand why these technologies matter to them personally — or whether they are actually worth the cost.So what’s missing?In this conversation, Nico sits down with Jessica Fishman to explore why the next phase of the energy transition may depend less on technical innovation and more on public understanding, trust, and emotional connection.Jessica shares less...
The Battery Storage Mistakes Installers Must Avoid | Sam Buffington
Battery storage is becoming one of the most complicated sales conversations in residential solar.Installers are now navigating different sizing requirements, shifting homeowner expectations, changing utility rate structures, evolving battery chemistries, and a flood of new products entering the market at wildly different price points.And underneath all of it is a harder question:Who can you actually trust to still be standing behind these systems years from now?Sam Buffington, Business Development Manager at Pylontech, joins Nico Johnson for a deeply practical conversation about what installers should actually...
931: Inside New York's $150B Energy Bet — And It's Bigger Than Data Centers | Doreen Harris
Electricity demand is rising fast. But New York is asking a different question than most states:What kind of demand is actually worth building for?In this live conversation from IESNA 2026, Nico sits down with Doreen Harris, President of NYSERDA, to explore how one of the largest economies in the country is preparing for 20–25% electricity load growth over the next 15 years. From AI infrastructure and semiconductor manufacturing to distributed solar and storage, New York is making major investments while trying to ensure growth also creates long-term economic value.Doreen explains why du...
Why AI Data Centers Demand a Responsive Grid | Jon Parrella & Anna Siefken
AI data centers are changing more than electricity demand. They are changing how the grid itself has to operate.Legacy data centers behaved with relatively flat, predictable load profiles. But giga-scale AI campuses introduce rapid swings in demand that can stress substations, destabilize generation assets, and expose the limits of infrastructure designed for a very different era.In today’s episode, Nico Johnson sits down with Jon Parrella, CEO of Terraflow, and Anna Siefken, Director of Policy & Markets at the Long Duration Energy Storage Council (LDES), to explore what this shift means for st...
How Kraken Is Turning Grid Chaos Into Coordination | Devrim Celal
The grid is getting more crowded.EVs. Heat pumps. Batteries. Rooftop solar. Flexible demand.What used to be a system built around a few thousand centralized assets is rapidly becoming a network of millions of connected devices interacting with the grid in real time.That changes everything.In this episode, Nico sits down with Devrim Celal, Chief Flexibility Officer at Kraken, to unpack why the future grid is becoming a software coordination problem, and how Kraken is helping utilities orchestrate distributed energy at massive scale.But this...
Why U.S. Solar Costs 2–3x More Than Australia | Barry Cinnamon
Australia is installing solar and batteries for about $2 a watt.In the U.S., it’s closer to $5.50.So why do we still have this huge gap?Barry Cinnamon went to Australia to find out. What he discovered challenges one of the industry’s favorite explanations. Even if you remove permitting delays and other “soft costs,” the U.S. still doesn’t come close.Today’s Tactical Tuesday breaks down the real drivers behind [residential] solar pricing, from federal manufacturing policy and tariffs to financing structures and regulatory friction. Then we take...
Everyone Built Modules. He Built Cells. | Alex Zhu, ES Foundry
Rebuilding solar manufacturing in the U.S. is not just about capital or policy. It is about making the right bets at the right time.It comes down to timing, experience, and the critical decisions.Alex Zhu has spent nearly two decades inside the global solar manufacturing system—from the early rise of Chinese production to failed U.S. factory attempts, and now to building one of the few solar cell manufacturing facilities in America through ES Foundry.In this conversation, Alex explains why he focused on solar cells instead of mo...
Are Data Centers Bypassing the Grid? | Michael Thomas, Cleanview
Are data centers starting to bypass the grid?A growing share of planned projects are pairing with behind-the-meter generation, and the shift has happened quickly. At the same time, there’s still real debate about how much of this will actually materialize.Michael Thomas, founder of Cleanview, tracks what moves through interconnection queues, permitting timelines, and development pipelines. His data highlights how developers are responding to rising demand, tighter timelines, and increasing grid constraints.In this conversation, Michael shares what he’s seeing in the data, where demand is growing fastest, and...
Ahmad Chatila & Jigar Shah on Solar’s Capital Problem
Most people [who have been in the industry awhile] have opinions about SunEdison.This is one of the first times Ahmad Chatila and Jigar Shah have sat down together to compare notes on how it actually played out.Both were inside it.Both made the bets.Both saw things others didn’t.In this conversation, the two leaders who helped build one of solar’s most ambitious companies sit down to examine how it actually worked and why it did not hold.They walk through the...