For the first time, batteries and solar powered California around the clock, with batteries running as the number one morning electricity source at nearly 6,000 megawatts. Tim Montague and John Weaver break down this milestone and a packed week of clean energy news, from a Supreme Court ruling striking down global tariffs to a Republican push to reinstate the 30% solar ITC. 

EPISODE HIGHLIGHTS

• California achieved 24/7 solar and battery power for the first time. Batteries discharged through the night and morning, charged on near-free midday solar, then discharged again in the evening. (PV Magazine)
• Republican House member Brian Fitzpatrick voted against the "One Big Bill" over the removal of solar and wind tax credits and now pushes to reinstate the ITC. (E&E News)
• The Supreme Court ruled Trump's global tariffs illegal. John clarifies this removes the 10-20% blanket tariffs on goods like copper, steel, and aluminum. Solar module tariffs, battery tariffs from China (40-60%), and Southeast Asian tariffs remain in place. 
• Indonesia's solar imports surged from 6 megawatts to 2.5 gigawatts of modules in under two years. Petitioners in the AD/CVD investigation now cite "critical circumstances." Expect new tariff action targeting Indonesian modules. (Solar Power World)
• Hithium completed the world's first open-door fire safety test on a 6.25 MWh battery energy storage system. Even with doors open and safety systems disabled, adjacent battery units were undamaged. (ESS News)
• Tim reports the number of battery companies at Intersolar roughly doubled year over year, now outnumbering solar module companies.

With the ITC phase-out approaching, electricity prices climbing, and battery deployments accelerating, the stories covered here directly affect procurement decisions, financial modeling, and market strategy in 2026.

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The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: [email protected]

Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/

The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

Most solar asset owners still manage performance data the same way they did 10 years ago. Dan Leary, founder of Denowatts, says that needs to change. In this episode, recorded live at RE+ Northeast in Boston, Tim Montague sits down with Leary and Doug Macmillan of Portside Systems to explore energy accounting, a method for identifying exactly where solar production losses occur and what owners and operators should do about them. Denowatts is collaborating with Sandia National Laboratories to build what Leary calls "GAAP for solar," a common standard for reporting and benchmarking solar asset performance. If you manage solar assets or invest in solar projects, this conversation explains how better data practices lead to more predictable returns.

EPISODE HIGHLIGHTS

• Dan Leary explains that most solar operators still manage data the way they did a decade ago, despite significant advances in monitoring and analysis tools. Denowatts built a smarter weather station (the Deno) and a real-time analytics platform to close that gap.
• Denowatts breaks down solar production losses into four categories: climate-related issues, modeling errors, external factors beyond anyone's control, and problems within the commercial boundary that owners and operators are able to fix. This framework gives asset managers clear direction on where to focus recovery efforts.
• Doug Macmillan explains Portside's role as the system integrator for the Denowatts platform on distributed generation sites. Portside handles design, equipment fabrication, delivery, and commissioning, working from their UL 508 panel shop.

This episode is for solar asset managers, project developers, EPCs, and clean energy investors who want more from their performance data. With Denowatts and Sandia Labs working toward a common reporting standard, the solar industry is moving closer to the kind of financial transparency that attracts long-term capital. If you own or operate solar assets, the time to modernize your data strategy is now.

Connect with Dan Leary and Doug Macmillan

Dan Leary 

Denowatts 

Doug Macmillan 

Portside Systems

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The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: [email protected]

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The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

The 30% investment tax credit is going away. The safe harbor window closes July 3, 2026. After that, commercial solar stands on its own. So what separates the companies that thrive from the ones that disappear? 

Costa Nicolaou, founder and CEO of PanelClaw, joins Tim Montague at RE+ Northeast in Boston for a direct conversation about surviving and growing in the post-ITC market. This episode covers domestic manufacturing strategy, FEOC compliance, logistics innovation, and three specific moves every solar installer and EPC should make right now.

Episode Highlights

- The ITC was a runway, not a permanent subsidy. Costa frames the 30% credit as a 10-year opportunity to build manufacturing capacity, drive innovation, and prepare for an unsubsidized market. The companies that treated it as a margin cushion instead of a building tool are the ones at risk.

- PanelClaw doubled its US manufacturing capacity in 2022 and expanded again. The company operates a full just-in-time domestic production model. No inventory. Enough capacity to serve the entire US flat roof market from American facilities.

- PanelClaw is the only flat roof racking company with 100% FEOC compliance for the January 1 through July 3, 2026 window. Their products qualify for the complete domestic content stack: rail, structural fastener, and production.

- ClawLogic gives EPCs real-time visibility into every order. Line items, pallet sizes, pallet weights, ship dates, and a live truck tracker. Costa modeled it after Amazon's delivery tracking experience. The platform has been live for three years. No competitor in flat roof racking has replicated it. PanelClaw is now launching ClawLogic in Europe.

- Costa delivers three rules for solar installers preparing for the post-ITC market. First, resist the race to the bottom. Second, pursue extreme collaboration across the value chain. Third, ask every supplier about their innovation roadmap. 

The safe harbor window is closing. FEOC compliance deadlines are active now. The decisions you make this year on partners, manufacturing, and operations will determine whether your company leads or exits by 2028.

Connect with Costa Nicolaou 

LinkedIn

Website

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The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: [email protected]

Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/

The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

One LinkedIn post. Almost 400,000 impressions. Aaron Nichols has earned 1.8 million impressions on LinkedIn in one year, and he did it by breaking every rule the clean energy industry follows. His message is blunt: solar companies insist on being boring, and they are losing the public conversation because of it. In this episode, host Tim Montague sits down with Aaron Nichols to break down four storytelling rules that solar professionals need to win attention, build trust, and drive business on LinkedIn.

Aaron Nichols serves as Research and Policy Specialist at Exact Solar, a regional solar installer based in Pennsylvania. He also hosts This Week in Solar, a news and interview podcast covering the solar industry. His article, "Four Rules of Storytelling That Corporate America Desperately Needs," outlines the framework discussed in this episode.

EPISODE HIGHLIGHTS

• Aaron earned 1.8 million LinkedIn impressions in a single year, including one post that reached nearly 400,000 people. His approach: lead with emotion, not data. Personal stories and humor drove the strongest results, outperforming technical content by wide margins.
• Aaron outlines four rules of storytelling for solar and clean energy professionals. Rule one: tell one story at a time. Rule two: make people care before making your case. Rule three: if it's complicated, you haven't finished thinking. Rule four: Put a face on it by using personal LinkedIn pages instead of company pages.
• Solar professionals do not need to wait for conferences to build relationships and generate business. Aaron used LinkedIn to launch a podcast, organize local events with crowds of 40 to 70 people, build industry relationships, and create direct revenue opportunities for a small regional installer.

With rising energy bills putting electricity in the news daily and federal policy headwinds challenging the industry, the ability to tell compelling stories and build trust on platforms like LinkedIn has never mattered more.

Connect with Aaron Nichols

Aaron Nichols LinkedIn

This Week in Solar

"Making Numbers Count" by Chip Heath and Carla Starr

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The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: [email protected]

Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/

The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

Wind farms are defeating the Trump administration's stop-work orders 5-0 as federal judges allow offshore construction to resume, while data centers drive consumer power bills up 30-50% across the country. 

Tim Montague and John Weaver cover the latest clean energy developments from RE+ Northeast, including breakthrough robotics from Luminous and the emerging DIY solar market that could deliver $20,000 home systems. 

Episode Highlights

• Offshore Wind Legal Victories: Five federal judges have now overruled Trump administration stop-work orders on East Coast wind farms, including the latest ruling allowing Sunrise Wind construction to continue off New York. (The Guardian)

• Data Center Grid Impact: Consumer power bills have risen 30-50% in some regions due to data center demand. (Environmental Law and Policy Center)

• DIY Solar Market Emergence: Post-ITC market conditions are driving growth in DIY solar kits, with companies like Gigawatt offering 10kW solar plus 30kWh battery systems for around $20,000, roughly one-third the cost of traditional installer pricing. 

• Chinese Poly Silicon Tariffs: China extended import tariffs on US polysilicon from the Obama era, though the 50% tariffs have minimal current impact since Chinese polysilicon now costs less than half global pricing. China produces 90% of the global polysilicon supply. (Pv Magazine)

• Grid Battery Storage Surge: Grid battery demand increased 51% while EV battery demand grew 26%, with grid storage now representing 25% of global battery demand, up from historical projections of 10-15%. (Benchmark Mineral Intelligence)

• Luminous Robotics Progress: Solar installation robot company unveiled new pallet-carrying robot to complement their module placement system, tripling headcount year-over-year and working on utility-scale projects in Australia and the US.

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The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: [email protected]

Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/

The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

Storm Fern just knocked out power for nearly a million Americans. But here's what the media won't tell you: this wasn't a freak accident—it's the new normal.

New research from the Union of Concerned Scientists reveals that 100% of the worst power outages in the last decade share one shocking cause. And it's getting worse every year.

This matters now because we're building infrastructure today that needs to last 50 years. But we're planning for yesterday's climate while tomorrow's storms are already here. The result? Billions in damage, lives lost, and communities left powerless when they need electricity most.

Key Takeaways:

• Why every single major blackout traces back to extreme weather events

• The 3 states actually preparing for climate disasters (and why 47 aren't)

• How community-scale microgrids could end power outages forever

• Why low-income communities suffer most when the lights go out

• The infrastructure investments we're delaying that will cost lives

The guests are Rachel Licker and Sam Gomberg from the Union of Concerned Scientists, authors of the "Power After the Storm" report. Their research uses fine-resolution power outage data to reveal patterns that should terrify anyone who depends on electricity, which is all of us.

We have the technology to build resilient grids. Solar, wind, batteries, and smart switchgear can create community-scale microgrids that keep the lights on when the big grid fails. The question isn't whether we can do it, it's whether we'll act before the next Storm Fern.

Connect with Union of Concerned Scientists 

Union of Concerned Scientists

Rachel Licker

Sam Gomberg

Power After the Storm report

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The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: [email protected]

Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/

The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

A Missouri state senator wants to ban all solar construction for two years, threatening a 430 MW project already under construction. On the Clean Power Hour Live, Tim Montague and John Weaver cover the Missouri solar moratorium, the first UL standard for balcony solar, Elon Musk's 100 GW solar manufacturing ambitions, and Vineyard Wind's court victory sending its final turbine to sea. They also dig into LFP cell prices hitting $60/kWh in China, zinc battery economics for commercial projects, and what a $2.3 trillion global energy transition spend means for the US market.

Episode Highlights:

A Missouri state senator filed legislation to halt all solar construction, including projects already underway, through the end of 2027. A 430 MW project set to double the state's solar capacity faces risk. (LinkedIn)

Balcony solar UL 3700 standard. UL released its first standard for balcony solar, UL 3700. (PV Magazine)

Musk's 100 GW solar manufacturing plan. Elon Musk announced SpaceX and xAI will each source 100 GW of solar to power data centers. (PV Magazine)

LFP cells race to 500+ Ah. Chinese battery manufacturers are scaling LFP cells from 314 Ah to 500 Ah and beyond. (PV Magazine)

Global clean energy investment reached a record $2.3 trillion in 2025, up 8% from 2024. (Bloomberg NEF)

Solar module prices from China rose 20 to 30% ahead of an April 1 export tax, adding 9 to 10% to costs. (PV Magazine)

This episode is for solar professionals, battery storage developers, project developers, and clean energy investors tracking policy risk and market shifts.

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The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: [email protected]

Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/

The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

What separates solar projects that get built from those that die in development? Brad Stutzman has spent 16 years figuring out the answer.

Brad is the Founder and CEO of O3 Energy, a Dallas-based solar development and construction company. He started in 2009 during the Great Recession, pivoting from real estate financing to renewable energy. O3 Energy has since deployed hundreds of on-site solar projects across commercial, municipal, and non-profit customers throughout the Southwest, Hawaii, Guam, and Mexico.

Key Discussion Points

• How the 2009 recession and Obama's American Recovery Act launched Brad's solar career through the 1603 grant program
• Why behind-the-meter projects reduce development risk by eliminating land acquisition and off-taker uncertainty
• O3 Energy's approach to "practical innovation" and requiring ROI from every business improvement
• How Brad converted a capped New Mexico landfill near Sandia Labs into a working solar facility (brownfields to brightfields)
• Why Brad is repowering a project with Erthos flat-to-earth racking technology after wind damage destroyed the Ballasted fixed tilt system
• The future of "renewable baseload power" through solar plus battery storage achieving grid parity
• AI integration in solar monitoring platforms that analyze system performance and troubleshoot issues

Brad's 16 years in solar development reveal a consistent truth: successful projects require patience, practical thinking, and smart partnerships. His brownfield conversion near nuclear weapons storage required Nuclear Regulatory Authority sign-off. His California municipal project needed creative cross-property engineering. Neither would have happened without tenacity. 

As Brad puts it, mistakes are only mistakes if you don't learn from them. O3 Energy continues expanding into the Midwest and Mexico while preparing for the next wave of solar plus storage. The company is actively seeking partners for development, construction, and asset management opportunities nationwide.

Connect with Brad Stutzman 

Brad’s LinkedIn: https://www.linkedin.com/in/bradstutzman/

03 Energy Website: https://o3energy.com/

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The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: [email protected]

Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/

The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

Most businesses are stuck in AI demo mode, watching impressive one-off showcases that never become daily operations. In this episode, Tim Montague welcomes Josh Huston from Agents Anywhere to break down the three categories of AI opportunity: apps, agents, and automations. Josh has spent over three years helping companies turn AI from buzzword into working business infrastructure.

Key Discussion Points:

• Why AI is an accelerator for working workflows, not a fix for broken processes
• The three AI opportunity categories: apps (custom interfaces), agents (goal-driven LLMs with tool access), and automations (background workflows)
• How data ownership shifts when you build custom applications instead of relying on third-party tools
• Real-world example: proposal generation workflow reduced from hours to minutes using AI agents
• Pilot project framework: $15K-$25K investments targeting high-impact workflows with measurable ROI
• Cost structure for AI agents: service fees, token usage (as low as 2 cents per process), and platform licensing

This episode gives clean energy operators a practical framework for AI adoption. The message is clear: stop accumulating tools and start building strategic workflows. Josh and Tim walk through the entire process from identifying friction points to scaling successful pilots across your organization. 

If you run a solar EPC, energy storage company, or any cleantech operation feeling pressure to "do something with AI," this conversation provides the roadmap. The approach is simple: find what works, accelerate it with AI, measure ROI, then expand intentionally.

Book a strategy call today: https://calendly.com/tim-montague/ai-consulting#/

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The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: [email protected]

Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/

The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

Energy storage is not a green technology. It's grid infrastructure.

That reframe from Shawn Shaw, CEO of Camelot Energy Group and author of "Energy Storage Systems," challenges how we talk about batteries in the energy transition. With 22 years in solar and storage and 1.2 GWh of projects commissioned in late 2025, Shaw brings practical insight into why storage matters for grid operators regardless of your views on renewables. China installed 65 GWh of storage in December 2025 alone. The US installed 40-50 GWh for the entire year. This conversation explains why that gap matters.

Key Discussion Points

• Why energy storage is a grid resource like transformers and substations, not just a companion to renewables. Loads are more dynamic than ever, and batteries provide the controllability grid operators need.
• How storage transforms predictable renewables into dispatchable assets. A 100kW solar project might earn only 10kW capacity credit alone, but pairing it with batteries captures significantly more value.
• The real data on battery safety: Commercial and utility-scale systems catch fire at 0.3% per year, the same rate as residential homes. NFPA 855 2026 now requires active ventilation and separate fire and explosion testing.
• Hot storage markets in 2026: Massachusetts 83E procurement, New York's index storage credit, Illinois CRGA legislation, and why Texas requires nodal-level analysis to avoid 50% revenue swings.
• Why utility interconnection delays are pushing developers toward microgrids. Google acquired Intersect Power for $4.75 billion to self-develop solar and storage near data centers.
• FEOC compliance economics: Chinese DC blocks at $100-125/kWh vs Tesla at $300-500/kWh. Developers may want FEOC free but the economics of built in America may drive business as usual for BESS procurement. The devil is in the details! 

This episode offers a clear-eyed view of where the industry stands and what it takes to move faster.

Connect with Shawn Shaw

LinkedIn: https://www.linkedin.com/in/shawnshawpe/

Website: https://www.camelotenergygroup.com/

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The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: [email protected]

Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/

The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com