Episodes

  • 914: The Real Reason Farmers Are Turning to Solar | Rebekah Pierce
    Mar 26 2026

    Most conversations about agrivoltaics stay at the surface.

    Rebekah Pierce didn’t set out to become a voice for solar. She was trying to solve a much simpler problem:

    How do you make a small farm financially viable… without giving it up?

    What followed was a shift — from seeing solar as a “necessary evil” to recognizing it as a tool that might fundamentally reshape how farms survive.

    In this conversation, we unpack what’s actually happening on the ground:

    🔹 What exactly is the business of solar grazing

    🔹 Where the economics work — and where they don’t

    🔹 Why “prime farmland” is often misunderstood

    🔹 The gap between developer intent and rural reality

    🔹 What breaks when you try to scale this model

    This is less about sheep under panels…

    …and more about what new revenue models might actually keep farms alive.

    _____________________________________________________

    🎧 Guest: Rebekah Pierce

    Author of Agri-Energy: Growing Power, Growing Food

    _____________________________________________________

    If you’re curious about agrivoltaics, this is a perspective you don’t usually hear.

    Hit play to hear why Rebekah Pierce believes agrivoltaics is not a side strategy. It is a glimpse of what farming could become.

    Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?

    Hit us up - team@suncast.me with your feedback & recommendations.

    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!

    SunCast is also sponsored by Nextpower!

    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

    Show more Show less
    1 hr and 2 mins
  • 913: The Real Toll AI Data Centers Are Taking on the Grid (and how to fix it) | with Jon Parrella
    Mar 24 2026

    AI isn’t just increasing demand for electricity - it’s changing how power behaves.

    In this Tactical Tuesday, Nico Johnson sits down with Jon Parella of Terraflow Energy to break down a problem few people are talking about: modern AI data centers don’t draw power like traditional loads. They ramp rapidly, swing unpredictably, and introduce volatility that existing infrastructure wasn’t designed to handle.

    That shift is putting real strain on generators, batteries, and the grid itself - accelerating wear, increasing complexity, and creating new risks for developers and investors alike.

    In this episode, you’ll learn:

    🔹 Why AI data centers behave differently from traditional power loads

    🔹 How rapid load swings impact generators, lithium-ion batteries, and grid stability

    🔹 What “controllable load” means - and why utilities and ISOs are prioritizing it

    🔹 Where traditional power system design breaks down under AI-driven demand

    🔹 Why being a responsive load could dramatically change interconnection timelines

    Most importantly, you’ll understand what needs to change to make next-generation data center infrastructure reliable, scalable, and bankable.

    If you’re developing, financing, or investing in data centers, energy infrastructure, or AI-driven growth, this episode will change how you think about the power system that it requires.

    Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?

    Hit us up - team@suncast.me with your feedback & recommendations.

    You'll find more resources and learn about SunCast's guest(s), recommendations, book links, and more than 850 other founder stories and startup advice at www.mysuncast.com.

    You can learn more about partnering with SunCast here: https://mysuncast.com/sponsors

    You can connect with me, Nico Johnson, on:

    Twitter - https://www.twitter.com/nicomeo

    LinkedIn - https://www.linkedin.com/in/nickalus

    Subscribe to Valence, our weekly Linkedin Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

    Show more Show less
    1 hr and 12 mins
  • 912: How Energy Narratives Shape Capital -A Former WSJ Reporter’s Perspective | Russell Gold
    Mar 21 2026
    Russell Gold has spent years explaining the energy transition from the outside. First as one of The Wall Street Journal’s leading energy reporters, and now from inside one of clean energy’s fastest-growing new entrants, T1 Energy.At The Wall Street Journal, his award-winning work covered the fracking boom, Deepwater Horizon, and the investigation into the Camp Fire in California. He also wrote The Boom and Superpower, digging into the people, decisions, and forces shaping modern energy.Now, he’s on the other side of the table.As EVP of Strategic Communications at T1 Energy, Russell is helping shape how a new U.S. solar manufacturer shows up to the market—and how that story connects to capital.In this conversation, we explore what that shift in perspective reveals. Where the industry is actually making progress. Where the bottlenecks persist. And why clean energy still struggles to tell a clear reliability story, even as deployment continues at record pace.We also dig into something most people underestimate: how much narrative influences where capital flows—and what leaders in this industry should be doing about it.Expect to learn:🔹 How behind-the-meter deployment is helping bypass transmission delays🔹 Why the reliability story is still one of clean energy’s biggest messaging gaps🔹 What it will take for domestic solar manufacturing to compete globallyThis is a fascinating look at how Gold’s perspective changed once he got a chance to see what’s really happening from inside the clean energy sector, and what we all can learn and apply to our own businesses.Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?Hit us up - team@suncast.me with your feedback & recommendations.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus
    Show more Show less
    27 mins
  • 911: Why Most C&I Solar Projects Don’t Succeed (It’s Not the Solar) | Aaron Wilson, Solar One
    Mar 19 2026
    Most C&I solar projects don’t fall short because of the solar itself.They struggle because deals aren’t structured correctly, markets are misunderstood, or developers take on opportunities that were never a fit to begin with.In this episode of SunCast, Nico Johnson sits down with Aaron Wilson, co-founder and CEO of Solar One, to unpack what actually separates projects that get built and deliver long-term value - from the ones that stall, get delayed, or fail to meet expectations.Aaron didn’t come up through traditional solar channels. He started in commodities - trading steel and silicon across Europe and China - before moving into development and building Solar One into a vertically integrated C&I solar company operating in markets like Long Island and Texas.Along the way, he’s:Built projects in markets most developers overlookedHelped stand up hundreds of megawatts in Texas - before the market was readyMade deliberate decisions to walk away from residential solarAnd developed a disciplined approach to choosing markets, customers, and dealsIn this conversation, we explore:🔹 Why Solar One chose C&I over the residential gold rush🔹 What business owners actually need from a solar partner in an era of rising electricity costs🔹 Why great entrepreneurs are driven by purpose, not ruled by fear🔹 How to evaluate whether a market is actually viable (vs just “hot”)🎧 Listen now to learn how to build C&I solar projects that actually deliver.Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?Hit us up - team@suncast.me with your feedback & recommendations.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus
    Show more Show less
    1 hr and 26 mins
  • 910: Clean Energy Is Winning on Cost — So Why Is It Losing the Narrative? | Sammy Roth
    Mar 17 2026
    Clean energy is winning on cost.Solar and storage are cheaper than ever. Deployment is accelerating. The economics are undeniable.So why does it still feel like the industry is losing the broader public narrative?In this live conversation, Nico Johnson sits down with journalist Sammy Roth to explore the gap between technical success and cultural influence. After more than a decade covering energy and climate for the Los Angeles Times, Sammy now writes the independent newsletter Climate-Colored Goggles, where he examines how media, identity, and storytelling shape the energy transition.Sammy argues that the challenge isn’t just policy or technology — it’s narrative. While clean energy has focused on cost curves and deployment, it has often underinvested in the cultural work required to build public trust, identity, and long-term support.This conversation digs into what the industry gets wrong about communication, why reacting to politics is a losing strategy, and what it would actually take to win the long-term cultural battle.And asking a bigger question: what if the clean energy industry is fighting the wrong battle?Expect to learn:🔹 Why Sammy believes clean energy is losing a cultural battle, not just a political one🔹 What the industry got wrong in communicating the Inflation Reduction Act🔹 Why facts, economics, and climate science are not enough to win public support🔹 How entertainment, sports, media, and advertising shape energy narratives over timeThis is a conversation about branding, belief, and what it will really take to make clean energy feel as essential and American as the incumbents it is trying to replace.Listen in.Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?Hit us up - team@suncast.me with your feedback & recommendations.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus
    Show more Show less
    24 mins
  • 909: The Energy Signals the Industry Is Missing | with Darrell Proctor, Julian Spector & Sammy Roth
    Mar 14 2026

    If you want to understand where the energy industry is heading, pay attention to the journalists tracking it every day.

    Thankfully, we get to sit down with three of the most plugged-in reporters covering the energy transition: Sammy Roth of Climate-Colored Goggles (formerly w/ LA Times), Julian Spector of Canary Media, and Darrell Proctor of POWER Magazine.

    What signals are shaping the market right now — from capital flowing into new energy projects to grid bottlenecks, AI-driven electricity demand, and the evolving narrative around fossil fuels and nuclear?

    These are the conversations happening inside the clean energy newsroom.

    Topics covered:

    🔹 Why AI and hyperscale data centers are suddenly driving massive clean energy investment

    🔹 The surprising rise of domestic solar manufacturing in the United States

    🔹 Why grid interconnection queues remain one of the biggest barriers to new projects

    🔹 How journalists are thinking about climate targets in a world already at 1.5°C

    If you’re not already following Darrell Proctor, Julian Spector, and Sammy Roth then you’re missing the conversations and stories shaping the clean energy transition.

    Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?

    Hit us up - team@suncast.me with your feedback & recommendations.

    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!

    SunCast is also sponsored by Nextpower!

    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

    Show more Show less
    30 mins
  • 908: How Real Energy Investors Think About Risk, Capital, and Scale | with Brendan Bell, Aligned Climate Capital
    Mar 12 2026

    What does serious capital actually look for in the energy transition?

    In this episode, Nico sits down with Brendan Bell, Co-Founder of Aligned Climate Capital and a former member of the U.S. Department of Energy’s Loan Programs Office, to discuss how experienced investors evaluate energy companies, infrastructure projects, and management teams.

    Brendan shares a practical look at:

    • why raising capital has become more selective

    • the common mistakes founders make when pitching investors

    • what strong management teams do differently

    • how infrastructure investors think about risk, scale, and long-term value

    For founders, developers, and operators building in the energy transition, this conversation offers a clear view into how institutional investors actually make decisions.

    Before co-founding Align Climate Capital, Brendan helped rebuild the U.S. Department of Energy’s Loan Programs Office in the aftermath of the Solyndra collapse. From financing some of the earliest utility scale solar projects to backing companies like Tesla in its early days, he has spent his career sitting at the intersection of policy, infrastructure, and capital.

    Now at Align, Brendan and his team invest across the clean energy ecosystem. Early stage companies developing new business models. And infrastructure portfolios that own and operate solar and storage assets.

    If you’re building, financing, or investing in the energy transition, this one is packed with insights.

    Listen in to understand how capital is shaping the next chapter of the global energy system.

    Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?

    Hit us up - team@suncast.me with your feedback & recommendations.

    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!

    SunCast is also sponsored by Nextpower!

    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

    Show more Show less
    1 hr and 17 mins
  • 907: Amy Harder on the New Rules of Power
    Mar 10 2026
    From Davos to data centers, Axios reporter explains the new rules of power.Amy Harder is one of the most widely read and respected reporters covering the intersection of energy, climate, and policy. As the national energy correspondent for Axios and author of the Harder Line newsletter, she helps industry leaders understand what’s actually happening inside the energy system.In this conversation with Nico Johnson, Amy breaks down the forces reshaping the global energy landscape.Artificial intelligence and data centers are driving electricity demand growth for the first time in decades. Tech companies are behaving more like utilities. Capital is rapidly reorganizing around energy infrastructure. And amid all of it, the politics and narratives surrounding climate and energy are shifting in real time.Among her key insights:🔹Energy is now one of the biggest bottlenecks for AI expansion🔹The AI boom may ultimately accelerate clean energy deployment🔹Natural gas is riding the current demand wave — even as renewables continue to grow🔹Hyperscale tech companies are influencing power markets without becoming utilities🔹Climate has slipped to the background in some global conversations about energy🔹Political cycles will keep swinging — and the industry needs a longer-term perspectiveAmy also discusses the role of capital in the AI-driven power buildout, why some of the most talked-about data center projects still exist only on paper, and how journalists are trying to cover one of the fastest-moving moments the energy sector has seen in decades.The result is a candid look at how technology, infrastructure, politics, and capital are colliding to redefine the rules of power.Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?Hit us up - team@suncast.me with your feedback & recommendations.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf 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!SunCast is also sponsored by Nextpower!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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus
    Show more Show less
    Not Yet Known