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PODCAST

SunCast

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

science natural sciences

All Episodes

18:58

903: T.J. Rodgers’ 13-Minute Management Masterclass

SunCast ·

2026/02/24

Listen to the full 2.5 hour episode here: https://suncast.media/episodes/900Most companies don’t fail because of strategy.They fail because standards slip.In this 13-minute vignette, T.J. Rodgers breaks down the management system he’s used across more than 25 acquisitions to build and scale billion-dollar companies — and why discipline, not charisma, determines whether a business survives.Inside:• Why 19 out of 20 decisions in your company are made without you• Why quality must be enforced,

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01:01:50

902: Why Most Grid-Scale Batteries (BESS)...

SunCast ·

2026/02/21

Battery storage is scaling fast.But scaling portfolios exposes weaknesses most owners never see coming.As projects move from single sites to gigawatt-hour fleets, many IPPs discover something uncomfortable: they have dashboards - but not decision-grade visibility.In this Episode, Lennart Hinrichs, EVP and General Manager of the Americas at TWAICE, explains what actually changes once batteries begin operating at scale.We discuss:Why state of charge (SOC) is foundational — but insufficientHow

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14:09

901: Google Didn’t Buy Intersect for Solar. Here’s...

SunCast ·

2026/02/17

“This is not an offensive play. It’s a defensive play. It’s a must win.”That’s how Sheldon Kimber describes AI for companies like Google.If your business depends on organizing and serving information, AI isn’t optional. It’s existential.And if AI is existential, power becomes strategic.In this conversation — recorded before Google’s acquisition of Intersect Power — Sheldon lays out the durable thesis that led here:The U.S. grid isn’t collapsing.It just can’t scale.Transmission is

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02:32:49

900: T.J. Rodgers’ Billion-Dollar Playbook | Building...

SunCast ·

2026/02/12

T.J. Rodgers has built — and rebuilt — billion-dollar companies across semiconductors, energy, storage, and manufacturing.In this 2.5-hour Episode 900 deep dive, he walks through the operating principles behind that track record — in detail.This isn’t a surface-level conversation. It’s a masterclass in how durable companies are actually constructed.We unpack:🔹 The mental models he uses to evaluate technologies and markets🔹 The acquisition and integration process he’s deployed dozens of

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36:52

899: Everything You Need to Know Before Intersolar 2026

SunCast ·

2026/02/10

Conference season is back, and if you are heading to Intersolar and Energy Storage North America 2026, this episode is your unfair advantage.Nico Johnson sits down with the people who know the show better than anyone. Event Director Beckie Kier, Solar Games mastermind Shannon Twombly, and Conference Chair Gene Hunt. Together, they break down how to get the most value from your time in San Diego, whether this is your first Intersolar or your tenth.This is more than a show preview, it’s a

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01:19:38

898: What Comes After the Acquisition | Andy Klump

SunCast ·

2026/02/05

Modern founders spend years building toward a hopeful exit or liquidity event. Almost no one talks about what comes after the acquisition.In this episode, Nico Johnson sits down with Andy Klump, founder of Clean Energy Associates (CEA), for a thoughtful conversation about leadership after transition. After fifteen years growing CEA and completing a multi-year earn-out, Andy is in a rare season of pause — stepping back from the CEO seat and reflecting on what actually mattered.Rather than

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19:42

897: The Bamboo Strategy: Building Flexible, Scalable...

SunCast ·

2026/02/03

Want to grow a billion-dollar business? You need better systems, not just better ideas.Adam James has had a front-row view as Energy Impact Partners has scaled from a $500M fund into a multi-billion-dollar force as a clean energy VC. But, as he shares, the secret to success isn’t capital or flashy pitch decks. It’s an obsession with infrastructure, team building, and doing the messy work of aligning people and process.In this candid conversation, Adam breaks down his methodology for scaling

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01:04:51

896: The Solar Industry’s Unfinished Business | with...

SunCast ·

2026/01/30

The solar industry scaled faster than almost anyone expected. But in the rush to deploy, one part of the system never fully got built.In this episode, Nico Johnson sits down with Suvi Sharma, founder of Solaria and now co-founder and CEO of SolarCycle, to talk about what happens after solar works. Suvi explains why end-of-life planning, repowering, and material recovery are no longer edge cases - they’re becoming core infrastructure challenges for the industry.This conversation goes beyond

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15:22

895: What Elite Climbing Taught Alex Honnold About...

SunCast ·

2026/01/28

What goes through Alex Honnold’s mind when he’s thousands of feet off the ground without a rope?After his first-ever Taipei 101 Live Broadcast ascent of one of the world’s tallest buildings, we thought it’d be useful to revisit what we learned from Alex about mental fortitude and his singular admonition to “do the thing”. Curious how Alex channels discomfort into growth? This episode explores the surprisingly grounded mental habits that drive one of the world’s most extreme athletes and how

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01:03:42

894: Why Clean Energy Should Be Easy to Finance - But...

SunCast ·

2026/01/23

Clean energy should be easy to finance.The money exists.The technology works.The demand is real.And yet, projects stall. Deals drag. Capital gets stuck.And with the IRA crumbling under our feet, everyone is right to ask “how will these projects actually get funded?!”So what’s actually broken?In this episode of SunCast, I sit down with Alfred Johnson, CEO and co-founder of Crux, to unpack how clean-energy finance actually works once a project leaves the slide deck — how pricing gets

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30:01

893: Data Centers Aren’t the Problem: Grid Fitness...

SunCast ·

2026/01/21

Data centers aren’t the problem.They’re the stress test.As AI-driven demand surges, the grid is being pushed in ways it was never designed for. But instead of asking how to slow data centers down, today’s conversation asks a better question: Is the grid fit enough to handle what’s coming next?In this Tactical Tuesday episode, recorded live with the Smart Electric Power Alliance, we explore grid fitness — a new way of thinking about flexibility, planning, and speed to power.SEPA’s Ann

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01:15:01

892: Is Octopus Energy a Utility or a Tech Company?...

SunCast ·

2026/01/15

What does a modern energy company actually look like?In this episode, Nick Chaset, CEO of Octopus Energy US, joins Nico Johnson to explore a question that sits at the center of Octopus’s strategy:Is it a utility with great technology—or a technology company operating inside energy?Nick’s career spans California energy policy, years running East Bay Community Energy, and now scaling Octopus in the U.S. He brings an operator’s perspective on what it really takes to build and run energy

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18:10

891: How Silicon Carbide is Revolutionizing Renewable...

SunCast ·

2026/01/13

Big things come in small packages. Could something smaller than a deck of cards be instrumental in our ability to meet the needs of the energy transition?In the ever-evolving landscape of power electronics, one material has been steadily gaining prominence due to its exceptional properties and transformative potential: Silicon Carbide (SiC). This remarkable semiconductor has revolutionized various industries, from automotive to aerospace, with its ability to operate at high temperatures,

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54:33

890: NVIDIA and the Grid: How AI Is Shaping Clean...

SunCast ·

2026/01/08

The power grid isn’t just growing (at unprecedented rates!)It’s becoming more complex, more distributed, and harder to manage.In this episode, Marc Spieler, who leads NVIDIA’s global Energy business, explains how AI and accelerated computing already support grid operations, solar and storage forecasting, and infrastructure planning across the energy sector.Nico and Marc explore why electrification and data center growth are reshaping demand patterns, how software-defined infrastructure

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29:37

889: Why Co-ops and Public Utilities Are Winning the...

SunCast ·

2026/01/06

The energy grid is facing a challenge unlike anything we’ve seen before.Think about this: one Virginia co-op has over 20 GW of demand in its queue. That’s more than the energy demand of New York City. As electrification and data center expansion accelerate, public power and electric co-ops are on the front lines of solving this surge.Electric cooperatives and public utilities are facing a wave of electrification, data center load, and manufacturing demand that rivals the size of major

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35:23

888: 2025 Highlights w/Alex Honnold, Jigar Shah, &...

SunCast ·

2026/01/01

2025 was a year of hardship for many, yet it was also a crucible for entrepreneurs, developing grit, resilience and perspective. We were able to capture some phenomenal conversations on the SunCast Podcast, and wanted to highlight a few that stand out for their vision and which also got among the most downloads of the year. In 2025, the clean energy industry was finally thinking like Amazon, building like Ford, and investing like it’s personal. Today’s episode highlights some of the key

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56:56

887: The Four Rules of Storytelling | with Aaron Nichols

SunCast ·

2025/12/30

What do a struggling mom in Georgia and a solar installer named Jim have in common? Their stories can change elections and shape public perception of clean energy.In this final episode of 2025, Aaron Nichols returns to SunCast with a mission: rescue storytelling from corporate cliché and remind us why one emotional story is worth a thousand graphs. His viral LinkedIn article Four Rules for Storytelling Corporate America Desperately Needs takes aim at how we confuse content creation with

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44:16

886: A Very SunCast Christmas: Our Top Moments,...

SunCast ·

2025/12/24

🎄 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

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24:37

885: Houston’s $95 Billion Energy Bet: Jane Stricker...

SunCast ·

2025/12/22

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

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27:44

884: Clean Energy's Next Chapter: Automation, Grid...

SunCast ·

2025/12/20

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

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