Solar Maverick Podcast

In episode 40 of The League, Benoy Thanjan (The Solar Maverick) and David Magid break down why the solar market is undergoing a fundamental repricing of risk.

Distributed generation platforms are coming to market as large players recycle capital and reset return expectations. At the same time, land is emerging as a major bottleneck.  Costs are rising, competition is intensifying, and traditional land-option strategies no longer work. Layer in permitting delays and growing uncertainty, and risk is now being priced earlier and more aggressively across solar development.

The takeaway: solar fundamentals remain strong, but success in the next phase will depend on securing land early, managing permitting risk, and adapting capital strategies to a changing market.

Host Bio: Benoy Thanjan

Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions.

Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.

 As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio.

 Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund.

Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.

Connect with Benoy on LinkedIn: https://www.linkedin.com/in/benoythanjan/

https://www.solarmaverickpodcast.com

Host Bio: David Magid

David Magid is a seasoned renewable energy executive with deep expertise in solar development, financing, and operations. He has worked across the clean energy value chain, leading teams that deliver distributed generation and community solar projects. David is widely recognized for his strategic insights on interconnection, market economics, and policy trends shaping the U.S. solar industry.

Connect with David on LinkedIn: https://www.linkedin.com/in/davidmagid/

 If you have any questions or comments, you can email us at [email protected].

In this episode of the Solar Maverick Podcast, host Benoy Thanjan sits down with Dr. Hunter McDaniel, CEO of UbiQD, a quantum materials company redefining how light interacts with solar technology.

Hunter breaks down quantum dots and explains how this nanotechnology can dramatically improve solar performance by optimizing the light spectrum. The conversation dives deep into UbiQD’s landmark supply agreement with First Solar, including how quantum dots can significantly boost bifacial solar efficiency, especially for thin-film modules.

The episode also explores broader applications of quantum dots from building-integrated photovoltaics, solar windows, to agriculture and offers hard earned advice for clean-tech and deep-tech entrepreneurs navigating long commercialization cycles.

Key Topics Covered

Notable Takeaways

Biographies

Benoy Thanjan

Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions.

Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.

As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio.

Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund.

Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.

Dr. Hunter McDaniel 

Dr. Hunter McDaniel is the CEO and Co-Founder of UbiQD, a quantum dot materials company focused on transforming energy, agriculture, and advanced materials through nanotechnology. He holds a PhD in Materials Science and previously conducted research at Los Alamos National Laboratory. Under his leadership, UbiQD has partnered with industry leaders like First Solar and continues to scale next-generation quantum dot manufacturing.

Stay Connected:

Benoy Thanjan

Email: [email protected] 

LinkedIn: Benoy Thanjan

Website: https://www.reneuenergy.com

Website: https://www.solarmaverickpodcast.com/

    Dr. Hunter McDaniel 

     Linkedin: https://www.linkedin.com/in/hunter-mcdaniel-4563a735/

     UbiQD: https://www.ubiqd.com 

     UbiGro (Agriculture): https://www.ubigro.com

      https://wendow.us/

      TED Talk

      https://www.youtube.com/watch?v=GJ4whsRZoN4

Press Release 

UbiQD and First Solar Establish Long-Term Quantum Dot Supply Agreement

https://www.prnewswire.com/news-releases/ubiqd-and-first-solar-establish-long-term-quantum-dot-supply-agreement-302500720.html

Please provide 5 star reviews     

If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.

Reneu Energy

Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets.

Email us at [email protected] to learn more.

Episode Summary:

Benoy sits down with MyWorkerAI founder William Szamosszegi to talk about how an “AI sales team as a service” can automate research, outreach, and lead generation for founders and renewable energy companies. They also dive into AI’s impact on the solar industry, personal branding, and the mindset tools entrepreneurs need to win in an AI-driven world.

Biographies

Benoy Thanjan

Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions.

Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.

As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio.

Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund.

Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.

William Szamosszegi

William Szamosszegi is the Founder and CEO of MyWorkerAI, an AI-driven platform that functions as an “AI sales team as a service,” helping founders and businesses automate research, personalization, and outreach to scale relationships and accelerate growth.

Before launching MyWorkerAI, William founded Sazmining, a renewable-energy-powered bitcoin mining company where he helped pioneer sustainable mining operations and later brought in a new CEO, thanks to a connection from the Solar Maverick Podcast. With nearly a decade of experience building technology startups, William is deeply focused on leveraging AI to eliminate manual bottlenecks and empower high-agency teams.

Stay Connected:

Benoy Thanjan

Email: [email protected] 

LinkedIn: Benoy Thanjan

Website: https://www.reneuenergy.com

Website: https://www.solarmaverickpodcast.com

William Szamosszegi 

Linkedin: https://www.linkedin.com/in/williamszamosszegi/

Website:  ​​https://myworker.ai/

Email:  [email protected]

Please provide 5 star reviews     

If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.

Reneu Energy

Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets.

Email us at [email protected] to learn more.

Link to book from Dr. Joe Dispenza

https://www.amazon.com/Joe-Dispenza-Collection-Books-Set/dp/B0BZTBGZGZ/ref=sr_1_3?crid=381VQVYGMSGNM&dib=eyJ2IjoiMSJ9.80KhnQTqcogPSBZQxQ50E7n7V08syIl7xsO8wDofmvU_4CfXWxuwGPSuv4QPoHTYbFvvOokYGp6n7z63utavOn_oKZFfsayDIpPA_yyKBczVoTylNVyiyt8P90gbF_Yra5p9Pqs2T2XJC4Ck6QWO3DurLIIMOHy_Jj-lMgoIVeL9mHT-7mnqGq7RW74zk0RQt5n8xfxyEQ_lvICW0DWL8ud3zBSx0GvOOtDPbulg5Vc.hcbm7lA3_Um0xBY3onTsonVAK-ETARAcDXswMEMldjc&dib_tag=se&keywords=joe+dispenza+becoming+supernatural&qid=1765359099&sprefix=joe+dis%2Caps%2C121&sr=8-3

Mark Divine Unbeatable Seal Fit

https://www.amazon.com/Unbeatable-Mind-Resiliency-Toughness-Succeed/dp/B00UNYMSR6/ref=sr_1_1?crid=2CJLCBYQWYCHI&dib=eyJ2IjoiMSJ9.ETNhTJRtuMlld8iBTJwAN0ZlIMuBKRgAtqak76FBkGw_GwtvHft-qw9BTJ2rjvFWjeW8xUGlhM3mt1O47ZO3VGtSaYVqLpzWoP37tGowniYq9OvxlcIrsfb0xgOkxl0WWlOupQFcpLUpLU4tz1Gr8q_wLdZWROWNbXWCq70LLGb_uaAJIwg-_sVYHtTRYmCeWHLXnXxHm52uP4RKJ24u2ra2_ZEd2E-267D1vj107TI.FkExeF1IGhEnjb7LUnj8AQzX58HSZuosvN9kuiH-NFg&dib_tag=se&keywords=mark+divine&qid=1765359204&sprefix=mark+divine%2Caps%2C85&sr=8-1

In episode 39 of The League, David Magid and Benoy Thanjan break down the latest developments reshaping the clean-energy market. They cover the Pine Gate Renewables bankruptcy, the push for new U.S. restrictions on Chinese solar and grid equipment, and the detention of Qcells shipments under UFLPA. David also highlights Section 232 tariff impacts and Google DeepMind’s new GenCast AI weather-forecasting model. 

Host Bio: Benoy Thanjan

Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions.

Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.

 As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio.

 Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund.

Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.

Connect with Benoy on LinkedIn: https://www.linkedin.com/in/benoythanjan/

https://www.solarmaverickpodcast.com

Host Bio: David Magid

David Magid is a seasoned renewable energy executive with deep expertise in solar development, financing, and operations. He has worked across the clean energy value chain, leading teams that deliver distributed generation and community solar projects. David is widely recognized for his strategic insights on interconnection, market economics, and policy trends shaping the U.S. solar industry.

Connect with David on LinkedIn: https://www.linkedin.com/in/davidmagid/

 If you have any questions or comments, you can email us at [email protected].

Episode Summary:

In this episode of the Solar Maverick Podcast, Benoy sits down with Rob Sternthal, Managing Director at Expedition Infrastructure Partners, to break down how investors evaluate solar platforms and development pipelines. Rob brings more than 20 years of experience in investment banking, tax equity, structured finance, and renewable energy, and he explains the real criteria that determine platform value today.

Benoy and Rob discuss why platforms are being repriced, how rising SG&A and longer development timelines are reshaping exits, and what investors are prioritizing in the current market. They also cover the Pine Gate bankruptcy, the renewed shift toward “develop and flip,” battery economics, tax credit insurance constraints, FEOC uncertainty, and the wave of distress expected to define the industry over the next two to three years.

Biographies

Benoy Thanjan

Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions.

Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.

As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio.

Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund.

Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.

For the last 20+ years, Rob has been a leading investment banking executive and recognized platform builder across the renewable power, energy, ESG and real assets sectors, advising on more than $25 billion of transactions. Prior to joining XIP, Rob was a Managing Director focusing on renewable power at Piper Sandler. Before that, Rob was responsible for building platforms at Rubicon Capital Advisors as well as CohnReznick (now CRC-IB). He founded and built CohnReznick’s Capital Markets group (CRC) into a market-leader over ten years, completing nearly $20 billion in transactions and managing a team of 30 professionals.

Prior to CRC, Rob established and led multiple real estate and asset-backed securities practices for Credit Suisse in the United States as well as internationally. He began his career as an attorney for the U.S. Securities & Exchange Commission as well as in private practice at Milbank. Rob received a bachelor’s degree in economics and French, with honors, from Emory University and a Juris Doctorate, cum laude, from the Temple University School of Law. Rob is a Registered Representative of BA Securities, LLC. Member FINRA, SIPC.

Stay Connected:

Benoy Thanjan

Email: [email protected] 

LinkedIn: Benoy Thanjan

Website: https://www.reneuenergy.com

Website: https://www.solarmaverickpodcast.com

Rob Sternthal

Linkedin: https://www.linkedin.com/in/robert-sternthal-548b287/   

Website:  ​​https://xipllc.com/

 Email:  [email protected]

 NPM Podcast related to XIP’s partnership with Gordian:  

https://newprojectmedia.com/npm-interconnections-us-episode-172-rob-sternthal-peter-kauffman-xip-gordian/

 If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.

Join Us for the Winter Solstice Fundraiser! 

I’m excited to invite you to our Winter Solstice Fundraiser, hosted by Reneu Energy and the Solar Maverick Podcast on Thursday, December 4th from 6–10 PM at Hudson Hall in Jersey City, NJ!

https://www.tickettailor.com/events/reneuenergy/1919391

This event brings together clean energy leaders, entrepreneurs, and friends to celebrate the season while raising funds for the Let’s Share the Sun Foundation, which installs solar and storage systems for families and communities in need in Puerto Rico.

We’ll have:

If you or your company would like to get involved as a sponsor, please message us at [email protected].  

Reneu Energy

Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets.

Email us at [email protected] to learn more.

Episode Summary:

In this episode of the Solar Maverick Podcast, host Benoy Thanjan jumps to the other side of the mic with Kevin (“Kadro”) and Mike (“Higo”) from Climate Hive. They dig into the massive cost declines in solar and storage, why solar is a technology and not a fuel, and the impact of Let’s Share the Sun’s recent work in Puerto Rico. The conversation also explores how financing and innovation are accelerating clean energy adoption.

Biographies

Benoy Thanjan

Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions.

Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.

As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio.

Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund.

Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.

Founder and CEO of ClimateHive

Kevin Drolet is a certified marketing and sales expert with over 20 year experience in company growth strategies. He has worked with thousands of companies and managed over 100M in marketing campaigns. Highlights include developing a 4 year student recruitment campaign for UC San Diego elevating the school to the number 2 position in the UC system. He has led and taught hundreds of sales reps nationally in understanding and positioning marketing solutions and sales. His superpower is connector.

He founded KDRO Consulting, his second marketing agency, in 2019 to provide fractional CMO services, marketing and business development consultation and coaching programs for renewable energy and climate tech companies. Through storytelling and strategic networking he helps companies attain business opportunity, talent and investment. His mission is to enable climate innovators to become climate impactors.

Kevin and his wife Susan live in San Diego CA with their two dogs. Kevin is passionate about climate, learning, coaching and exploring the intersection of human behavior and positive climate impact.

Mike Higgins

Founder/Partner of ClimateHive

Mike Higgins has a 30-year track record of sales success and executive leadership in large companies and startups. He's known for developing customized sales strategies and automation to boost sales engagement, improving efficiency and revenue. His expertise lies in driving revenue growth through people, processes, and infrastructure.

Mike has founded 5 companies and sold 3, demonstrating his ability to build and scale businesses. He's experienced in leadership as the former Executive Vice President and COO of MediaNews Group Interactive, overseeing 50 regional markets and leading a 100+ staff in sales, operations, business development, finance, and IT.

Recently, Mike served as CoFounder and Chief Revenue Officer at Onemata Corporation and Managing Partner at BrushFire Sales and Top Funnel, working with clients like Time Warner Cable and Home Advisor. He has also held senior roles in MapQuest, Weatherlabs (acquired by Weather Channel/Landmark), Indigo Group (acquired by Bridgeline Digital NASDAQ: BLIN), and TruMeasure (acquired by McClatchy Corp).

Mike and his wife, Val, reside in the Rocky Mountain Empire, actively supporting the Colorado Pug Rescue and the Golden Retriever Rescue.

Stay Connected:

Benoy Thanjan

Email: [email protected] 

LinkedIn: Benoy Thanjan

Website: https://www.reneuenergy.com

Website: https://www.solarmaverickpodcast.com

    Kevin Drolet

     Linkedin: https://www.linkedin.com/in/kevin-drolet-3625378/    

     Website:  ​​https://climatehive.co/

     Email:  [email protected]

Mike Higgins

     Linkedin:  https://www.linkedin.com/in/michaelghiggins/

     Website:  ​​https://climatehive.co/

If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.

Join Us for the Winter Solstice Fundraiser! 

I’m excited to invite you to our Winter Solstice Fundraiser, hosted by Reneu Energy and the Solar Maverick Podcast on Thursday, December 4th from 6–10 PM at Hudson Hall in Jersey City, NJ!

https://www.tickettailor.com/events/reneuenergy/1919391

This event brings together clean energy leaders, entrepreneurs, and friends to celebrate the season while raising funds for the Let’s Share the Sun Foundation, which installs solar and storage systems for families and communities in need in Puerto Rico.

We’ll have:

If you or your company would like to get involved as a sponsor, please message us at [email protected].  

Reneu Energy

Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets.

Email us at [email protected] to learn more.

In this episode of the Solar Maverick Podcast, host Benoy Thanjan talks with Jon Semingson, President of Peak Demand, a leading recruitment firm focused on renewable energy and clean technology. Jon shares an inside look at how the intense growth of solar, storage and broader renewables is reshaping the talent market, what companies are doing right and wrong when hiring, and what candidates should focus on to stand out.

Benoy and Jon also dive into how recent policy changes and the “Big Beautiful Bill” landscape are influencing demand for specific skill sets, plus key takeaways from this year’s RE+ Las Vegas and what they signal about the future of the clean energy workforce.

What You’ll Learn In This Episode

Biographies

Benoy Thanjan

Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions.

Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.

As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio.

Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund.

Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.

Jon Semingson is the President of Peak Demand, a recruitment firm specializing in renewable energy, clean technology and the broader energy transition. Peak Demand partners with developers, IPPs, EPCs, manufacturers and investors to help them hire top talent across leadership, commercial, technical and operational roles.

Peak Demand focuses on long-term partnerships, understanding both company culture and candidate motivations to build teams that can scale in a fast-moving, highly competitive market like solar and storage.

Stay Connected:

Benoy Thanjan

Email: [email protected] 

LinkedIn: Benoy Thanjan

Website: https://www.reneuenergy.com

Website:  https://www.solarmaverickpodcast.com

Jon Semingson

 Linkedin: https://www.linkedin.com/in/solarrecruiter/     

 Website:  https://peakdemandinc.com/

  Email:  [email protected]

If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.

Join Us for the Winter Solstice Fundraiser! 

I’m excited to invite you to our Winter Solstice Fundraiser, hosted by Reneu Energy and the Solar Maverick Podcast on Thursday, December 4th from 6–10 PM at Hudson Hall in Jersey City, NJ!

https://www.tickettailor.com/events/reneuenergy/1919391

This event brings together clean energy leaders, entrepreneurs, and friends to celebrate the season while raising funds for the Let’s Share the Sun Foundation, which installs solar and storage systems for families and communities in need in Puerto Rico.

We’ll have:

If you or your company would like to get involved as a sponsor, please message us at [email protected].  

Solar Dominates 2025 Energy Additions; Nuclear Sees Major Expansion

Welcome to our weekly Renewable Energy Briefing! Stay informed on the latest industry trends.

 Episode #38 Briefing Highlights:

-U.S. government and Westinghouse in $80 billion deal for new nuclear power 

-Global Infrastructure Partners (GIP) in a massive deal to acquire utility giant AES 

-New federal report shows solar made up almost three-quarters of all new power in 2025 (19GW)

-Federal government cancels $7 billion for low-income solar; over 20 states are now suing

Solar continues its dominance in 2025, accounting for 19 GW of the 26 GW of new U.S. energy capacity added this year. Meanwhile, the nuclear renaissance accelerates as the U.S. government and Westinghouse announce an $80B deal that reshapes the future of baseload power. Benoy and David break down the biggest transactions—including GIP’s acquisition of AES—and the implications of federal policy changes, such as the Trump administration canceling $7B in solar grants aimed at low-income communities. Get the clean energy insights you need in five minutes.

Join us for a comprehensive analysis that combines expert commentary with up-to-the-minute news, offering you a strategic overview of the renewable energy market. Don't miss out on the crucial details that can impact your investment decisions. Tune in weekly for your essential dose of Renewable Energy insights!

Host Bio: Benoy Thanjan

Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions.

Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental 

commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.

As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio.

Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund.

Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.

Connect with Benoy on LinkedIn: https://www.linkedin.com/in/benoythanjan/

https://www.solarmaverickpodcast.com

Host Bio: David Magid

David Magid is a seasoned renewable energy executive with deep expertise in solar development, financing, and operations. He has worked across the clean energy value chain, leading teams that deliver distributed generation and community solar projects. David is widely recognized for his strategic insights on interconnection, market economics, and policy trends shaping the U.S. solar industry.

Connect with David on LinkedIn: https://www.linkedin.com/in/davidmagid/

If you have any questions or comments, you can email us at [email protected].

Episode Summary:

Host Benoy Thanjan sits down with Nick Kerwin, VP at New Energy Equity and Versiris Energy, to break down what’s next for C&I rooftop solar, community solar, and storage. We talk market dynamics, project finance, interconnection realities, and how policy changes (the “Big Beautiful Bill” and related guidance) could reshape deal structures and timelines. Nick shares field-tested tactics for originating bankable projects, speeding development, and building durable partnership.

Biographies

Benoy Thanjan

Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions.

Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.

As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio.

Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund.

Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.

Nick joined the New Energy Equity team in 2021 and has over 13 years of experience in the solar industry. He has worked on residential, C&I, community solar, storage and small utility-scale projects across the country. In his current role as Senior Vice President, C&I, Nick leads a team of Project Managers, Business Development, Project Engineers, and Marketing professionals working together to bring turn-key solar projects into our National Commercial and Industrial partners, focusing on driving efficiencies, reducing transaction costs, and building long-term partnerships in markets across the country.

Stay Connected:

Benoy Thanjan

Email: [email protected] 

LinkedIn: Benoy Thanjan

Website: https://www.reneuenergy.com

Website: https://www.solarmaverickpodcast.com

Nick Kerwin

     Linkedin: https://www.linkedin.com/in/nick-kerwin-183857141/

     Website:  https://www.newenergyequity.com/

        https://versirisenergy.com/

     Email:  [email protected]

Join Us for the Winter Solstice Fundraiser! 

I’m excited to invite you to our Winter Solstice Fundraiser, hosted by Reneu Energy and the Solar Maverick Podcast on Thursday, December 4th from 6–10 PM at Hudson Hall in Jersey City, NJ!

This event brings together clean energy leaders, entrepreneurs, and friends to celebrate the season while raising funds for the Let’s Share the Sun Foundation, which installs solar and storage systems for families and communities in need in Puerto Rico.

We’ll have:

If you or your company would like to get involved as a sponsor, please message us at [email protected].  

Episode Summary:

Benoy sits down with co-host and Squarespace designer Li Wang to unpack how your website functions as core digital real estate for any solar brand. They cover platform choices, SEO that attracts qualified leads, and design tactics that convert visitors into discovery calls. Li also shares behind-the-scenes lessons from building the new Solar Maverick Podcast site and refreshing Reneu Energy’s web presence.

Biographies

Benoy Thanjan

Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions.

Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.

As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio.

Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund.

Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.

Squarespace Website Designer

I’m a former journalist turned website designer. I work solely on the Squarespace platform and have embraced its esthetic beauty and ease of use. I work with people who have a strong vision for their business and I simply unearth what makes them shine. I tell your brand story through the same processes I used as a former newspaper reporter.

Stay Connected:

Benoy Thanjan

Email: [email protected] 

LinkedIn: Benoy Thanjan

Website: https://www.reneuenergy.com

Website:  https://www.solarmaverickpodcast.com

Li Wang    

Linkedin: https://www.linkedin.com/in/liwang22/

Website:  https://www.littleoxworkshop.com/

Email:  [email protected]

Winter Solstice Fundraiser to Benefit Let's Share the Sun