Clean Power Hour

What does it take to turn next-generation solar technology into a bankable commercial product?

Swift Solar is closing the U.S. heterojunction and perovskite tandem solar cell gap. Dr. Gunter Erfurt, managing director at Swift Solar and former Meyer Burger CEO, joins Tim Montague and John Weaver to explain why U.S. module capacity sits near 50 gigawatts while domestic cell capacity trails at 5 gigawatts.

Following Swift Solar's acquisition of Meyer Burger's technology, intellectual property, manufacturing equipment, and engineering team, Dr. Erfurt shares how the company plans to accelerate U.S. solar manufacturing while preparing for the future of perovskite tandem solar cells. John Weaver presses Erfurt throughout on tariffs and real project pricing, drawing on his own current commercial bid.

The conversation explores why heterojunction (HJT) technology is the ideal foundation for perovskites, why bankability matters as much as efficiency, and how domestic solar manufacturing can strengthen energy security and supply chain resilience.

Whether you're a solar developer, EPC, utility professional, investor, policymaker, or clean energy enthusiast, this episode offers valuable insights into where the solar industry is heading over the next decade.

In this episode, you'll learn:

• Why Swift Solar acquired Meyer Burger's manufacturing assets and IP
• How heterojunction technology supports the future of perovskite tandem solar cells
• Why Swift Solar plans to commercialize HJT modules before launching tandem products
• The importance of reliability, bankability, and long-term module performance
• Why glass-glass solar modules outperform traditional glass-backsheet designs
• How domestic U.S. solar manufacturing is evolving, and why module capacity still outpaces cell capacity by a factor of ten
• The challenges of scaling advanced solar cell manufacturing
• Why the utility scale market is Swift Solar's primary focus
• How electrification is expected to triple or quadruple global electricity demand, and why Tim and Dr. Erfurt believe solar, wind, and batteries scale faster than nuclear to meet it
• John Weaver's pushback on tariffs, grounded in real project pricing, and Dr. Erfurt's counter on how the IRA tax credit shaped domestic manufacturing growth
• What the next five years could look like for solar manufacturing and clean energy

As electrification accelerates and global electricity demand climbs toward a projected tripling or quadrupling in the coming decades, the solar industry faces real pressure to build technology that is efficient, reliable, and ready to scale. This conversation with Dr. Gunter Erfurt, joined by Tim Montague and John Weaver, offers a behind-the-scenes look at what it actually takes to move breakthrough innovations from the research lab into commercial production. From heterojunction technology and perovskite tandem cells to domestic manufacturing, bankability, and long-term reliability, this episode provides valuable insight into the engineering and business decisions that will shape the next generation of solar. 

Connect with Dr. Gunter Erfurt on LinkedIn.

https://www.linkedin.com/in/gunter-erfurt-55103850?originalSubdomain=de

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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

Community microgrids saved lives during a PG&E shutoff in Humboldt County. Lisa Cohn of Microgrid Knowledge has tracked every project getting built in America right now. She tells you what separates the ones that succeed from the ones that fail, and what you need to know before entering this market.

Community microgrids are among the fastest-growing segments in solar and storage, and among the hardest to finance and build. Lisa Cohn is the co-founder of Microgrid Knowledge, a publication she has run for over a decade, covering every major microgrid deployment in the United States. 

In this episode, Lisa joins host Tim Montague to break down the funding models, utility partnerships, and regulatory frameworks that determine whether a community microgrid gets built or abandoned. 

The conversation covers California's shift from the restrictive CMEP program to the MIP, the rise of tribal microgrids, public power's structural advantage over investor-owned utilities, and the emerging model of networked microgrids that share power across adjacent communities. If you work in solar, storage, or clean energy development, this episode gives you a clear picture of where the community microgrid market stands today and where the openings are.

Here is what you will learn from this conversation about community microgrids:

• You will hear why Blue Lake Rancheria became the defining case study for community microgrid resilience. When PG&E shut off power across Humboldt County during a wildfire event, Blue Lake's microgrid kept running and saved lives.
• Find out how the Redwood Coast Airport microgrid got funded. It secured $5 million from the California Energy Commission and $6.5 million in low-interest USDA loans, and Lisa explains why that funding combination is the model worth studying.
• Learn why California's CMEP program failed and how the MIP replaced it. CMEP gave utilities total control and restricted microgrids to outage-only operation. The MIP removed those restrictions, enabling 24/7 operation, grid services, and demand response.
• Understand what public power utilities do differently from IOUs when it comes to microgrids. Lisa explains the over-the-fence rule, why tribal land creates exceptions, and why the Portland General Electric model in Beaverton is worth watching.
• Find out why legislation comes before market growth, not after. Oregon passed two bills specifically for community microgrids in wildfire-prone areas before the market matured, and Lisa explains why that sequencing matters for every other state.

State legislation in Oregon is already moving community microgrids forward in wildfire-prone areas, and California's MIP program is enabling Clean Coalition to deploy microgrids that run 24/7 and sell grid services. At the same time, the DOE tribal funding program is producing deployments in states like Wisconsin that would not otherwise have the capital to build. The window for solar and storage professionals to get ahead of this market is open right now.

Connect with Lisa Cohn 

cleanenergywriters.com

Lisa Cohn | LinkedIn 

Home | Microgrid Knowledge 

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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

Solar carport installation costs can swing by 12 cents per watt before a single panel goes up. Kyle Sinclair, CEO and co-founder of SDE (Sinclair Designs and Engineering), James Strizki, Project Manager and CFO of GenMounts and Renewable Energy Holdings, and Matt Boyce, a PE licensed in 27 states and Principal Engineer at Engineered Solutions, join Tim Montague to break down exactly how carport projects are won and lost. Between them, they have engineered, manufactured, reviewed, and installed hundreds of megawatts of solar structures. This webinar covers the full arc of a carport project from initial bid to commissioning, with a focus on where costs blow up and what to do before you break ground to prevent it.

Here is what you will learn in this conversation about solar carport installation and commercial carport project execution:

• Find out why experienced rooftop EPCs get surprised when they move into carports. Carport structures run 25 feet tall, require serious drilling and concrete work, and the average project size is around half a megawatt, with 100 cubic yards of concrete per site.
• You will learn how to structure the due diligence process before a single hole is drilled. James Strizki walks through geotech reports, 811-dig calls, web soil GIS software, conversations with local drillers, and a field layout walk a week before mobilization.
• Understand what ground conditions actually cost you on a carport bid. Kyle Sinclair gives real numbers: $800 per drilled hole in clean Michigan clay versus $2,500 per hole when you hit shale, a difference that adds $60,000 to a half-megawatt project and creates a 12-cent-per-watt cost swing.
• Find out the three foundation types you will encounter on carport projects and when each one applies. James covers drilled shafts, spread footings, and hybrid helical pile systems, and explains why the wrong choice or a rushed choice can undermine a parking lot within a year or two of commissioning.
• You will hear Matt Boyce explain why he will not stamp an existing carport structure for solar unless it was originally designed for the load, and what independent structural review actually protects in a project.

With residential installers entering the commercial carport market in growing numbers, the gap between what a project looks like on paper and what crews find underground is widening. Kyle Sinclair notes that some EPCs entering this space are used to low-cost, high-volume, cookie-cutter projects and are now bidding work that is the complete opposite, large, expensive, heavily customized, and months in the making. If you are pricing carport work or planning to, the cost variability covered in this conversation is not theoretical.

Connect with Guests

Kyle Sinclair | LinkedIn 

James Strizki, P.E. | LinkedIn 

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Email [email protected] 

Review Clean Power Hour on Apple Podcasts

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

CATL unveiled its TENER Sodium energy storage system at Intersolar Europe in Munich, rated for 15,000 cycles to 70 percent state of health at room temperature. CATL frames that as a 25 to 30 year service life, and it takes only 34 modules to stand up a one gigawatt-hour site. That single specification changes how commercial storage professionals price, propose, and finance battery projects. Tim Montague and John Weaver dig into what it means, alongside Illinois growing from about 80 megawatts of solar a decade ago to over 6,000 megawatts today under the new CRGA law, SunBallast ballasted racking and what module stacking tells you about install labor, UK bids for 16 and 18 hour long-duration storage, perovskite modules reaching the residential market, El Niño shifting solar output across the US, and silver falling more than 50 percent from its 2026 peak.

Episode Highlights

• CATL sodium ion battery, 15,000 cycles: CATL launched its TENER Sodium system at Intersolar Europe in Munich. It is rated for 15,000 cycles to 70 percent state of health at 25 degrees C, which CATL frames as a 25 to 30 year service life, and just 34 modules build a 1 GWh site. (Energy Storage News)
• Sodium ion safety advantage: CATL claims its sodium cells cut expansion force by roughly 40 percent, generate about 35 percent less gas during thermal runaway, and hold peak surface temperatures far below comparable lithium ion. The fire and thermal-runaway story is a big part of why C&I buyers are paying attention to sodium. (Interesting Engineering)
• Sodium ion in the fast-response role: John flagged a detail from a CATL hybrid storage proposal where sodium was specified for the faster-response duty and lithium for the slower role. Worth keeping in context. This is one proposal's configuration, not a blanket claim that sodium beats lithium on response everywhere.
• GM and Peak Energy sodium ion partnership: General Motors is moving into stationary storage with Peak Energy, backed by a strategic investment from GM Ventures. GM will develop the sodium ion cell in its Michigan battery lab and keep exclusive manufacturing rights, while Peak integrates the cell into its passively cooled storage systems. Peak energized the first U.S. grid-scale sodium-ion system, 3.5 MWh, in Watkins, Colorado, in 2025. (Inside Climate News)
• Illinois energy transition, 80 MW to 6 GW: Tim attended a Nexamp event at the company's Chicago office, where IPA director Brian Granahan reported Illinois has grown from about 80 megawatts of solar a decade ago to over 6,000 megawatts energized today, with roughly 14.5 gigawatts of wind and solar developed under the state RPS (13 GW to date plus about 1.5 GW just approved). The engine is CRGA, the Clean and Reliable Grid Affordability Act (SB 25, pronounced "Surge"), which runs its first utility-scale storage procurement in August, the opening tranche toward 3 GW by 2030 via additional 2027 and 2028 rounds. Residential VPP enrollment opens in mid-July, with ComEd and Ameren customers able to put home batteries into a short-term scheduled-dispatch pilot this summer. (PV Magazine)
• SunBallast racking and install labor: The hosts walk through SunBallast ballasted, no-penetration racking and get into the labor economics of module mounting, including what the way different manufacturers stack modules for shipping tells you about handling time on the job site.
• UK long-duration storage bids at 16 and 18 hours: Fresh procurement results out of Scotland and England show projects awarded at 16 and 18 hours of duration. John notes it is the first time he has seen bids at that scale and ties it to Scotland's wind-heavy generation profile. (Blue Sky)
• Trina Solar perovskite module hits residential market: Trina landed its first commercial order for a perovskite-silicon tandem module, going into New Zealand's premium residential market. The record-setting module is 907 watts at 29.2 percent efficiency, certified by TUV SUD. (Perovskite Info)
• El Niño and solar irradiance shifts: John walks through regional solar output swings across the US and globally. Rajasthan, India, home to some of the world's largest solar plants, is projected to run about 15 percent above its seasonal average this season. (PV Magazine)
• Silver prices fall more than 50 percent: Silver has dropped from its late-January 2026 record near 121 dollars to the upper 50s, more than half off the peak, on a stronger dollar and a hawkish Fed. It matters for PV because silver paste is a real line item, and World Silver Survey data shows solar's silver demand down about 19 percent. (TheStreet)

This episode is essential for commercial solar installers, battery storage developers, community solar professionals, and clean energy policy watchers. The sodium ion story has direct and immediate implications for how professionals structure storage proposals, financial models, and customer conversations. Illinois developers will also want Tim's firsthand account of the CRGA storage procurement and the residential VPP pilot going live this summer.

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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 single design error on a commercial solar project can cost $60,000 to $70,000 to fix. Scott Wyssling and Catherine Kelso of Wyssling Consulting explain what quality design actually looks like, why AI cannot replace a licensed engineer reviewing plans, and how battery integration really fits into commercial solar today.

In this episode, Tim Montague sits down with Scott Wyssling, founder and principal at Wyssling Consulting, and Catherine Kelso, Director of Commercial Design and electrical engineer at the firm. Wyssling provides structural and electrical engineering and design for residential and commercial solar and storage projects across the United States. With 75 employees and an engineer-owned, engineer-led structure, the firm has built its reputation on quality control, fast turnaround, and a refusal to treat the PE seal as a formality.

With the ITC safe harbor deadline pushing a construction boom through 2027, the pressure to move fast is real. Scott's point is direct: speed without engineering integrity creates liability that lands on the EPC and installer, not just the firm that signed the plans.

What you'll learn in this conversation:

Why a single design error on a commercial project can cost $60,000 to $70,000 to fix, and how $3,000 to $4,000 in better upfront engineering eliminates that risk entirely.

How Wyssling's QAQC process actually works, including internal peer reviews and a 20% audit of already-delivered projects, and why that sets a different standard than automated or outsourced design.

Why Catherine Kelso says battery integration is simpler than most EPCs expect, whether you're retrofitting storage onto an existing system or designing it in from day one, and what to watch for when choosing a manufacturer.

Scott Wyssling's direct case against letting AI replace hands-on engineering review, and why a licensed PE needs eyes on the actual roof, the actual photos, and the actual electrical equipment.

How 15 to 20 year old solar farms are creating a new engineering challenge as 600-volt inverters age out in a market now built around 1,000 and 1,500-volt equipment, and why this only grows from here.

Quality control gets treated as optional right up until a six-figure correction lands on your desk. This episode gives you concrete criteria for telling a serious engineering partner from a shortcut operation before you sign anything.

Connect with Guests 

Website: https://www.wysslingconsulting.com/

Scott LinkedIn: https://www.linkedin.com/in/scott-wyssling-5b2aa77/

Catherine LinkedIn: https://www.linkedin.com/in/catherine-kelso-pe-997b014a/

Support the show

Connect with Tim  

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Clean Power Hour on YouTube
Tim on Twitter
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Email [email protected] 

Review Clean Power Hour on Apple Podcasts

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

Battery energy storage fire safety is one of the most urgent permitting challenges facing solar and storage developers in 2026. Mike Nicholas, Energy Storage Specialist and Fire Consultant at Hiller Companies, brings a rare perspective: he built Kern County's entire BESS permitting program from scratch in 2019, when no national standards existed, and now travels the country helping developers, EPCs, and fire departments get these projects to yes.

Kern County has the highest concentration of renewable energy and battery storage in California, including the largest active battery storage project in the world at roughly 3.2 GWh. Mike developed a 32-page submission guideline that standardized the permitting process and became a model other jurisdictions are now replicating. After retiring as a fire captain and assistant fire marshal in 2024, he joined Hiller, which represented about 85% of the battery storage clients that went through Kern County permitting. He now works with the Governor's Office of Business and Economic Development and American Clean Power to build reference documents and videos for fire safety standardization.

Here is what you will learn in this conversation about battery energy storage fire safety:

• Find out why the Moss Landing disaster changed everything. A fire inside an enclosed former power plant building destroyed an estimated 240 megawatts. An outdoor containerized failure, under current standards, would be contained to the enclosure of origin, a fraction of 1% of that loss. You'll understand why the industry is moving hard toward outdoor containerized deployments.
• Learn what UL 9540A and the new large-scale fire testing (LSFT) requirement in NFPA 855 (2026) actually require, and why they matter to first responders. You'll hear why the test forces a fully populated unit into a worst-case thermal runaway with suppression disabled, and what it means for containing a fire within the enclosure of origin.
• Understand what a complete Hazard Mitigation Analysis must include. Find out why a generic OEM document will not pass, and what site-specific elements, from failure modes analysis to emergency response plans for construction, commissioning, and decommissioning, are required under NFPA 855.
• You'll hear Mike's step-by-step account of what should happen from the moment a fire alarm sounds to the moment the incident command is established. Learn why gas meters, IR cameras, and a fire alarm annunciator panel at the static water tank are critical tools for first responders who may be 15 to 20 minutes from the battery yard inside the site.
• Find out what developers and EPCs get wrong in permitting. Mike explains why early engagement with the fire department, before land use approval, is not optional, and why hiring a registered design professional who knows NFPA 855 is the difference between hitting your financing deadline and chasing it.

With BESS developers racing to lock in safe harbor and stay ahead of tightening FEOC and material-assistance thresholds, permitting delays and moratoria are a real threat to project timelines. Mike describes a shift already happening in California: under General Order 167-C, the California Public Utilities Commission now requires ESS operators to file emergency response plans and produce annual testing and maintenance reports, and Kern County has introduced an annual operational permit tied to emergency contact updates. These requirements are likely to spread nationally.

Connect with Mike Nicholas 

Hiller Companies: https://hillerfire.com/

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Review Clean Power Hour on Apple Podcasts

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 US federal court just ruled the IRS acted in an "arbitrary and capricious" manner on solar and wind safe harbor rules, shaking up project timelines for developers racing toward the July 4, 2026 deadline. 

Meanwhile, at the Shanghai Solar Show (SNEC), energy storage claimed more floor space than solar panels for the first time, signaling a major shift in where the industry is placing its bets. 

Tim and John dig into safe harbor court rulings, vertical integration in US module manufacturing, battery technology milestones, and agrivoltaics at the Vatican. Viewers get first-hand reporting from the Shanghai Solar Show floor alongside detailed discussion of what these stories mean for developers, installers, and investors. 

EPISODE HIGHLIGHTS

• IRS Safe Harbor Court Ruling (PV Magazine): A US federal court in DC ruled the IRS acted arbitrarily in requiring wind and solar projects above 1.5 MW AC to meet a continuous physical work test to qualify for safe harbor. The ruling opens a potential 5% spend pathway for developers who could not meet construction requirements. 
• Shanghai Solar Show 2026(BSKY): John Weaver returned from his first visit to the Shanghai solar show and reported that battery storage occupied more floor space than solar panels. Module efficiencies of 25% were common across exhibitors, and one solar module clocked in at 27%. 
• BYD’s 2,710 Amp-Hour Battery Cell: BYD showcased a single battery cell rated at 2,710 amp-hours, roughly double the largest cell previously available. BYD's press materials claimed a levelized cost of storage of 1.4 cents per kilowatt-hour over 10,000 cycles, compared to the 3 to 4 cent range seen elsewhere. 
• Q Cells Full Vertical Integration in Georgia: Q Cells announced a 3-gigawatt fully vertically integrated manufacturing facility in Georgia, covering polysilicon through module assembly. The announcement means US-made solar modules are now available from a single domestic supply chain. 
• Australia's First 8-Hour Battery, New South Wales (PV Magazine): Australia's first 8-hour battery storage system reached full operations in New South Wales, using Tesla Megapack units configured to charge at 100 MW and discharge at 50 MW. 
• C&I Battery Storage Playbook for 2026: Tim published a story in Solar Builder on the Earn, Save, Protect framework from Intelligent Generation, a three-part guide to battery value stacking for commercial and industrial installers. (Solar Builder) 
• Vatican Agrivoltaic Project: Pope Leo XIV established the Fratello Sole Foundation to implement an agrivoltaic installation at the Vatican, aligned with Pope Francis's 2024 sustainability directive. The project will supply power to Vatican Radio's transmission center and Vatican City State. (Vatican News)

This episode is built for solar developers, commercial installers, battery storage professionals, and clean energy investors tracking policy and technology in 2026. The safe harbor ruling alone could affect capital decisions on projects above 1.5 MW AC before the July 3 deadline. Between the Shanghai show floor, the QCells factory update, and Australia's 8-hour battery milestone, this episode covers the week's most consequential moves in clean energy. 

Support the show

Connect with Tim  

Clean Power Hour 
Clean Power Hour on YouTube
Tim on Twitter
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Email [email protected] 

Review Clean Power Hour on Apple Podcasts

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

Solar & storage pioneers Solar Design Associates share 50 years of firsts on the Clean Power Hour. They put solar on the White House in 1979 and built the first community solar garden in America. Haskell Werlin and Steven Strong trace solar's fall from $16 to $1 per watt, explain why the battery cost curve is following the same path, and break down what the ITC-free era means for developers.

Solar and storage pioneers Solar Design Associates have been designing solar energy systems since 1974, accumulating firsts from the Carter-era White House installation to the first true community solar garden in the United States. Haskell Werlin, Vice President of Business Development, and Steven Strong, Founder and President, join Tim Montague on the Clean Power Hour to trace 50 years of solar industry evolution. 

Solar pricing fell from $16 per watt for satellites to $1 per watt for ground mounts today, and Haskell confirms the battery cost curve is now following the same downward path, with Texas leading the country in solar and battery installations. This episode covers landmark projects, including the Bullit Center in Seattle and the Harvard community solar garden, alongside a direct assessment of what the residential ITC removal means for project economics through 2028 and beyond.

Here is what you will learn from this conversation about 50 years of solar storage pioneers and the battery transition ahead:

• You will learn why Haskell argues Texas, not Hawaii, is now leading the country in solar and battery installations after transforming the ERCOT grid from fossil fuel dependency to firm base load power.
• Find out how the first true community solar garden in the US, a 542-kilowatt ground mount in Harvard, Massachusetts required a statewide home rule petition to resolve a property tax classification dispute with the local assessor.
• Understand how the Bullit Center in Seattle, described by the New York Times Architectural Review as the “Most sustainable commercial building in America,” achieved 100% energy offset in one of the least sunny major cities in the US.
• Find out how Solar Design Associates put solar on the White House under President Carter in 1979, with Steven Strong on the roof for the dedication ceremony, and were called back under President George W. Bush in 2006 to install solar on the pool and cabana, spanning two administrations and three decades. 
• Find out how Solar Design Associates has never exceeded 20 employees in 50 years, why hiring graduates with no prior solar experience is a deliberate strategy, and what Haskell says about the companies growing fast and falling hard.

Fifty years ago solar panels powered satellites because nothing else could reach them, and the technology now costs $1 per watt for ground mounts, a cost collapse driven by German feed-in tariffs, and Chinese manufacturing scale. The battery industry is now following the same path solar took from satellite technology to mass market infrastructure, with the same forces of policy, manufacturing scale, and early adopter projects already in motion. Professionals watching this episode are standing at the same inflection point the solar pioneers of 1974 stood at, with the advantage of knowing exactly how this story ends.

Connect Steven Strong, Haskell Werlin 

Haskell Werlin: https://www.linkedin.com/in/haskell-werlin-1a21383/

Steven Strong: https://www.linkedin.com/in/steven-strong-3309894/

Solar Design Associates: https://solardesign.com/

Support the show

Connect with Tim  

Clean Power Hour 
Clean Power Hour on YouTube
Tim on Twitter
Tim on LinkedIn 

Email [email protected] 

Review Clean Power Hour on Apple Podcasts

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

Community microgrids and virtual power plants are two of the most misunderstood concepts in clean energy, and the gap between them is where billions of dollars in grid value are being left on the table. Craig Lewis, Founder and CEO of the Clean Coalition, returns to The Clean Power Hour to break down how community-scale microgrids and VPPs actually work, where the money is, and why the current policy window in California matters to every energy professional in the country.

California's Microgrid Incentive Program funds up to $18 million per community microgrid project, covering 100% of upfront costs for front-of-meter solar and storage, grid upgrades, and interconnection. Craig explains the Clean Coalition's methodology for sizing solar and storage, calculating the minimum state of charge required for resilience, and building a value stack through wholesale markets, bilateral agreements with load-serving entities, and PURPA qualified facility status.

Here is what you will learn in this conversation about community microgrids and virtual power plants:

You will learn the difference between reliability and resilience, and why designing for resilience automatically gives you reliability, but not the other way around.

Find out how California's Microgrid Incentive Program works, what the $18 million funding breakdown covers, and why the program is competitive enough that most applicants need deep grid analysis expertise to win.

Understand the three ways to build a value stack for front-of-meter solar and storage assets: wholesale markets through CAISO, bilateral agreements with load-serving entities, and PURPA qualified facility status.

You will hear why transmission costs, not energy prices, are the fastest-growing component of electricity bills in California, and how distributed energy resources close to load are the only structural fix.

Learn how the Clean Coalition's VOR123 methodology tiers loads and facilities into critical, priority, and discretionary categories, and why tier-one facilities like hospitals and fire stations should be funded through public dollars.

California's Microgrid Incentive Program is active and awarding projects now, with roughly 30 community microgrids expected to be funded as proof-of-concept demonstrations. At the same time, transmission costs continue rising with no policy mechanism anywhere in the US that compensates for provisioning energy resilience. For solar and storage professionals and clean energy investors, the window to build expertise in community microgrid development and front-of-meter value stacks is open today.

Connect with Craig Lewis 

LinkedIn: https://www.linkedin.com/in/craig-lewis-81b0521/

Website: https://clean-coalition.org/

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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 resilience for homeowners is the mission behind Energy Access Innovations, a multi-brand clean energy company building an end-to-end ecosystem for solar and battery storage. Nicole Tomasin, Chief Commercial Officer at EAI, joins Tim Montague to explain how the company serves the consumers the rest of the industry ignores, including DIYers and rural markets.

Battery storage and solar access for homeowners is moving beyond coastal markets and high-income consumers. Energy Access Innovations has built a multi-brand portfolio covering distribution, DIY support, installation, and financing under one mission: making energy resilience affordable for every American. Nicole walks Tim through how the company's sister brands, including EG4, Signature Solar, Outback Power, Solar 76, Sun Atlas Power, and EA365, work together to serve customers that most distributors and installers turn away. 

The company's new XR60 battery, 60 kWh with a 16 kW inverter for under $20,000, and its EA365 prepaid lease, which returns a 30% rebate directly to homeowners, are proof that affordability and transparency are not competing goals. 

Here is what you will learn in this conversation about residential battery storage affordability and energy resilience:

• You will find out how the XR60 delivers 60 kWh of storage and a 16 kW inverter for under $20,000, why it ships as a single freestanding unit weighing 1,600 pounds, and when it arrives in market.
• Learn how the EA365 prepaid lease returns a 30% rebate directly to homeowners, making the residential ITC phase-out less damaging for consumers who no longer qualify for the tax credit.
• Understand why Energy Access Innovations built Sun Atlas Power, its own EPC company, to capture DIY customers who need installation help, and how it taps a network of 2,000 to 3,000 regional contractors already buying through Signature Solar.
• Find out why Tim pushed back on a California developer's claim that consumer-owned residential batteries are done, and what EAI's experience with DIY customers suggests about that prediction.
• You will hear why Texas surpassed California in storage deployment, how PJM grid services programs are generating returns that recover a battery investment in two to three years, and why Illinois is a priority market for EAI.

The residential ITC phase-out is compressing margins across the solar industry and pushing more customers toward third-party ownership models. Illinois is incentivizing 1.8 gigawatts of distributed batteries through its clean energy incentive program, and Texas has already surpassed California in storage deployment. Contractors who are not yet offering storage are running out of time to get positioned.

Connect with Nicole Tomasin, Energy Access Innovations 

Nicole Tomasi: https://www.linkedin.com/in/nicole-santos-tomasin/
Sun Atlas Power: https://www.sunatlaspower.com/
Episode 325, James Showalter: https://youtu.be/7CoJQ_lTLkU

Support the show

Connect with Tim  

Clean Power Hour 
Clean Power Hour on YouTube
Tim on Twitter
Tim on LinkedIn 

Email [email protected] 

Review Clean Power Hour on Apple Podcasts

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