SunCast

805: Why Energy Storage Is the Linchpin of America’s Clean Energy Future | Joan White, SEIA


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The U.S. grid is facing its biggest stress test since WWII. The answer? Batteries.

Joan White, Director of Storage & Interconnection Policy at SEIA, joins Nico on the PowerUp Live stage at RE+ Northeast to unpack the audacious 700 GWh storage deployment target laid out in SEIA’s latest white paper. That’s a 50% increase over the “business as usual” trajectory—and Joan believes it’s not just possible, but necessary.

As AI data centers, EV adoption, and manufacturing supercharge national energy demand, the grid must evolve. Energy storage isn’t a luxury anymore—it’s a requirement. Joan walks us through the policy levers, market dynamics, and cost curves shaping this once-in-a-generation energy transformation.

 🔹 Why SEIA is pushing for 700 GWh of storage (and how we get there)

🔹 The invisible hand of tariffs and trade cases reshaping the battery market

🔹 The threat of repealing the ITC—and how states are stepping up

🔹 How storage can finally retire fossil peaker plants and replace standby fees

Joan doesn’t just know the policy—she’s writing the playbook. Whether you’re a policymaker, developer, or just curious about what’s next for the grid, this one’s a must-listen.

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

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