SunCast

Solar’s growth isn’t just steady—it’s compounding. If current trends hold, half of the world’s energy could come from solar by 2035. That’s the prediction Andrew “Birchy” Birch has modeled using real-world data and the S-curve of technology adoption. He explains why mainstream forecasts underestimate solar, how exponential growth works in energy markets, and what policies must change to support a fully electrified economy.

Birchy is the CEO and co-founder of Open Solar, a free solar design and project management platform used by installers worldwide. A longtime solar industry pioneer, he previously co-founded Sungevity, one of the first online solar sales platforms, and has spent decades advocating for policies that expand solar access (like pushing forward the SolarAPP in the US). Now, he’s working with the Global Solar Council to push for an industry “Bill of Rights” that ensures fair energy market rules and a standardized approach to integrating solar into the grid. Want to hear and see the data supporting Birchy’s bold claim that Solar will be More than 50% of our primary global energy in just 10 years’ time?

Expect to learn:

• Why the S-curve shows solar reaching 50% of global primary energy by 2035
• How the U.S. solar market compares to the rest of the world
• How SolarApp and permitting reform could unlock residential solar
• Why tariffs and subsidies are distorting the solar market
• How OpenSolar is making solar design software free for installers worldwide

Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?

Hit us up - [email protected] with your feedback & recommendations.

If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media.

We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

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LinkedIn - https://www.linkedin.com/in/nickalus

With 45 percent of U.S. water sources containing toxic contaminants, according to the EPA, access to clean drinking water is becoming increasingly uncertain. Worse still, according to a UN study, over 40% of the world's water bodies are considered severely polluted, meaning a significant portion of Earth's water is contaminated; this translates to around 1 in 3 people not having access to safe drinking water. Traditional water treatment methods rely on filtering or distilling existing sources like lakes, rivers, or oceans. But a new approach is gaining traction—one that pulls water directly from the air.

Alexander Von Welczeck, Founder and CEO of SkyH2O, explains how Atmospheric Water Generation (AWG) is reshaping water access. By capturing humidity and converting it into purified water, AWG provides a decentralized supply of water that reduces dependence on our failing infrastructure. As concerns grow over PFAS (forever chemicals) and other pollutants in municipal systems, AWG offers a safer alternative with wide-ranging applications.

As water scarcity grows, AWG is emerging as a scalable solution for industries, communities, and facilities that need reliable access to clean water in an increasingly water stressed world. Tune-in to hear how it really works and just how close we are to pulling water right out of the air!

Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?

Hit us up - [email protected] with your feedback & recommendations.

If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media.

We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus

The distributed generation market is shifting rapidly as capital tightens, power prices rise, and smaller developers bump up against capital and market constraints. Independent power producers (IPPs) like Aspen Power are stepping in to bridge the gap—partnering with developers, securing financing, and scaling solar assets in key markets. But what does it take to succeed in today’s distributed energy sector? And what does distributed energy mean in today’s evolving market?

Jorge Vargas, co-founder and CEO of Aspen Power, has spent over two decades in structured finance and solar project development, with past roles at Morgan Stanley, Bank of America, and Lennar Homes. Aspen Power emerged from his work at Energy Impact Partners, where he identified the need for a full-scale IPPs focused on distributed generation. Backed by private equity firm Carlyle, Aspen Power has grown rapidly, now managing over 250MW of assets. Jorge breaks down how they are reshaping distributed generation through innovative financing, project buybacks, repowering existing assets, and long-term investment in clean energy infrastructure. 

Expect to learn:

• Why smaller developers are struggling to access capital—and how Aspen is helping
• The four market segments driving distributed generation today
• How Aspen’s buyback strategy is unlocking new value in older solar assets
• The role of Safe Harbor in securing ITC benefits amid policy uncertainty
• The biggest regulatory and financial challenges facing developers in 2025

Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?

Hit us up - [email protected] with your feedback & recommendations.

If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media.

We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus

Industrial facilities depend heavily on natural gas for steam production; in California, food processing, which is one of the largest users of steam, consumes an incredible amount of energy as a result. Because the price of steam is directly tied to the price of natural gas, industries face volatile costs that can directly impact competitiveness. And there are precious few alternatives for producing the volume of steam required to keep our food industry productive.  Yet, by producing hydrogen on-site via solar power, along with high-efficiency hydrogen boilers, that paradigm can shift significantly.  As a result, companies can stabilize costs and rethink how industrial steam is supplied and used.

Jim Tyler, CEO of Erthos, explains why industrial steam is the key to making hydrogen cost-competitive, how compressed gas storage compares to batteries, and how a closed-loop system can improve efficiency.  Erthos has developed a hydrogen boiler that operates at 98% efficiency, outperforming traditional natural gas systems. He also shares why selling steam, rather than hydrogen itself, is the smartest business model for scaling the technology.

Expect to learn:

• What ‘Fire Water’ is
• How green, high-purity hydrogen can reach cost parity with brown hydrogen from natural gas
• Why hydrogen, when paired with solar, can compete with natural gas for industrial steam production
• The breakthrough in Erthos’s hydrogen boiler design

Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?

Hit us up - [email protected] with your feedback & recommendations.

If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media.

We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus

Jigar Shah spent the last few years shaping the future of clean energy finance as the Director of the Department of Energy’s Loan Programs Office. He approved billions in investments that helped scale solar, storage, nuclear, and emerging technologies. With that position coming to a close with the change in administration,what’s next for him? And what lessons can he share from funding some of the industry’s biggest breakthroughs?

Before leading the DOE’s loan office, Jigar built and financed some of the most transformative clean energy companies. He co-founded SunEdison, pioneered the solar-as-a-service model, and helped scale renewable infrastructure at Generate Capital. Now, he’s focused on helping entrepreneurs navigate the challenges of financing, deployment, and market adoption to accelerate clean energy growth. He’s also launched a new podcast, Open Circuit, getting the former “Energy Gang” together again with Katherine Hamilton and Stephen Lacey.  It’s certain to attract a large audience once again as they break down the deals, policies, and strategies shaping the clean energy transition. 

Expect to learn:

• The biggest funding mistakes startup CEOs make
• Which technologies surprised Jigar the most at DOE
• Why clean energy already dominates the grid
• How local relationships—not venture capital—unlock massive opportunities
• Why Jigar rarely talks about climate when selling energy solutions

What do you hope Jigar does next?

Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?

Hit us up - [email protected] with your feedback & recommendations.

If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media.

We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus

InterSolar North America is always the first ‘big’ clean energy industry conference that kicks off the year! And who doesn’t want to kick off the year with a trip to sunny San Diego?!

To ensure you are up-to-speed on this year’s event, we’ve curated a "Know Before You Go" episode that will help maximize your experience at InterSolar and Energy Storage North America 2025 next week!

With thousands of clean energy professionals gathering at the San Diego Convention Center, this year’s event is packed with new features, insightful keynotes, and exclusive networking opportunities. AND, we’re proud to announce that we’re an official media partner producing the popular HUB stage live on the show floor! Whether you’re attending for the first time or are a trade show veteran, this episode will give you everything you need to know before you go.

Tune in as we navigate the expo floor, highlight can’t-miss sessions and pinpoint the must-attend after-hours events.

• Beckie Kier – Events Director at Diversified Communications
• Candace Letizia – Marketing Director at Diversified Communications
• Chris Crowell – Editor-in-Chief at Solar Builder
• Rudy Saporite – Program Director at IBTS – Institute for Building Technology and Safety
• Ryan Davies – Chief Commercial Officer (CCO) at Yotta Energy

• What’s new for 2025 – Get the inside scoop on the Product Showcase, Manufacturing Pavilion, and how digital wayfinders will make navigation easier.
• The return of Solar Battle of the Bands – After a four-year hiatus, this iconic afterparty is back! (Pro tip: Advanced registration is sold out, but a limited number of  on-site tickets will be available.)
• The must-attend keynotes – Hear from top energy leaders like Robinson Meyer, Jesse Jenkins, and Microsoft’s Hannah Green as they tackle the future of clean energy.
• The Hub Stage at InterSolar – For the first time, the Hub will feature live podcast recordings and interviews in partnership with SunCast and Solar Builder Magazine. Don’t miss this opportunity to hear from top industry experts on the show floor!
• Pro networking tips – Learn how to use the AI-powered matchmaking tool to connect with the right people and make the most of networking lunches, happy hours, and the Connection Lounge.

 Want to hit the ground running at InterSolar 2025? Press play now and get ready!

If you still haven’t purchased your ticket you’re in LUCK, because you can get a 20% discount by using our super-secret code: SUNCAST at checkout or go here!  Stop procrastinating and come to San Diego!

Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?

Hit us up - [email protected] with your feedback & recommendations.

If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media.

We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus

What if the key to solving our rising materials costs and hurdles to decarbonize hard-to-abate industries lies in a radical shift in thinking—laying solar panels directly on the ground and using the cheap electrons they produce to make hydrogen?

When I first heard of Erthos, I thought, like many of you  I’m sure, “What a radical idea! Will that even work?  Lay the panels directly on the ground???”  Yet, the more I learned about the company, it’s leadership, and their approach to creating the cheapest cost of solar energy, I decided I needed to suspend my reservations and go see it for myself.  And, to my surprise, Jim Tyler and his all-star leadership team didn’t even want to talk to me about the “earth-mounted solar” innovation, and instead, focused much of the attention and time on their next big move - Hydrogen!

Jim Tyler, CEO of Erthos, has been on a mission to reduce the cost of solar for a long time. He’s been part of some of the most iconic and important innovations in the solar industry, and was one of the early pioneers to focus on driving cost out of the installation process. With his background in semiconductors, industrial energy, and food processing, Jim saw an even bigger opportunity: using low-cost, DC-coupled solar to produce hydrogen in the most cost-effective way possible.

In this conversation, Jim explains why Erthos’ culture of breaking industry norms is now driving them into hydrogen—and how their disruptive approach could redefine the future of clean energy. Regardless what you think of Erthos, there’s no denying that Jim and his team are yet again shaking up the industry and forcing people to think different.

Expect to learn:

• Why earth-mounted solar could push the cost of solar energy closer to zero.
• Why industrial steam—one of the largest energy demands globally—could be the breakthrough use case for green hydrogen.
• How Erthos’ created a direct DC-to-hydrogen system that eliminates inefficiencies
• Why investors from Tesla, SpaceX, and First Solar are betting on this model.
• Why the Navajo Nation could become a key hub for renewable energy manufacturing—and how solar could drive jobs and economic growth in the region.

I’m curious to hear your thoughts, skeptical or otherwise, once you’ve had a chance to give this a listen!

And we have some fun b-roll from or visit to Jim’s office, testing lab and skunk-works facility where they’re building their hydrogen electrolyzer prototypes.

Check it out on our YouTube channel!

Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?

Hit us up - [email protected] with your feedback & recommendations.

If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media.

We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus

Solar projects depend on strong design engineering to move from concept to construction. Design engineers assess site feasibility, optimize layouts, navigate permitting challenges, and ensure projects are financially viable. Without their expertise, developments can stall. This role is also a key entry point into the solar industry, offering a path to more senior positions in project development and engineering.

Phil Hofmeyer, Design Engineering Manager at New Leaf Energy, a pure-play renewable energy developer, brings over a decade of experience in solar project design and engineering. With a background in both technical execution and team leadership, he has helped scale engineering teams and streamline development processes for utility-scale and distributed energy projects. Phil shares what makes design engineering such a crucial part of the development process, how design decisions impact project bankability, and why permitting and interconnection remain major hurdles for solar projects.

If you’d like to go deeper into how to become a Solar Design Engineer, you should check out Heatspring where there are dozens of courses like this 3-course bundle that can help you get the skills you need to grow in your career!

• How design engineers influence project feasibility and financial viability
• Advice for attracting and retaining top design engineering talent
• The most valuable skills for breaking into and advancing in solar engineering

What other roles would you like us to cover? Where do YOU see skills or talent gaps holding the solar and clean energy sector back?

Chime in - our [email protected] would love to hear from you.

Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?

Hit us up - [email protected] with your feedback & recommendations.

If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media.

We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus

The global energy storage market is skyrocketing, with battery capacity more than doubling year over year. With over 60 gigawatts of storage installed worldwide, the sector is poised for even more rapid expansion. 

In this special roundup episode, we look back at some of the top episodes on SunCast discussing key trends, policies, and technologies shaping the future of energy storage. We break down the domestic manufacturing boom, how the Inflation Reduction Act (IRA) is driving investment, and the hurdles of scaling storage safely and efficiently. Plus, we discuss cell-to-grid strategies and a revolutionary non-battery approach to energy storage.

Our experts for this Energy Storage deep dive are: 

Joan White (SEIA) , Andy Tang (Wärtsilä), Adam Knudsen (Dynapower), Drew Lebowitz & Swetha Sundaram (The BESS Book), and Robert Piconi (Energy Vault)

Expect to learn:

• How the U.S. is ramping up battery manufacturing—new factories, policy incentives, and projected supply timelines.
• Key challenges in scaling storage—from supply chain constraints to fire safety and grid integration.
• Why DC-coupled storage is gaining momentum—cutting conversion losses and improving economics.
• Where to get expert BESS training—including a must-read industry book.
• The rise of alternative storage technologies, such as gravity batteries

What most excites you about energy storage right now? Who should we have on the show next?

Let us know [email protected]

Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?

Hit us up - [email protected] with your feedback & recommendations.

If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media.

We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus

What is the real economic impact of a utility-scale solar farm on rural America?

That’s one of the questions I had in mind when I visited one of the largest solar projects recently inaugurated right in my own home state of North Carolina.  As one of the largest renewable energy companies in the world, EDP Renewables has expanded its footprint into North Carolina with the 74-megawatt Misenheimer Solar Park, a project big enough to power 12,000 homes while generating more than $30 million in long-term benefits to the local community. Built on rolling terrain the site required innovative problem-solving and strong local partnerships, and years of consensus building before the first pile was driven into the ground. Navigating remote collaboration, regulatory hurdles, and evolving construction challenges, EDP successfully brought its first solar facility in the state online, and I got a first-hand look at what utility-scale solar could mean for rural America.

In this episode, I ask three individuals involved in the project to help break down the tactics behind making a utility-scale solar project successful:

• Sandhya Ganapathy, CEO of EDP Renewables North America, shares how EDP builds lasting community relationships and approaches market expansion.
• Emily Morilla, Priority Project Manager, explains how the team managed project acquisition, permitting, and construction readiness.
• Sabrina Fleischman, Development Project Manager, details the strategies for securing land agreements, maintaining regulatory compliance, and keeping the project on track.

We have a lot of work to do if we’re going to realize our renewable energy future on a timescale that helps mitigate climate emergencies; yet with scores of projects like this one coming online, why do we still so seldom hear about it? This conversation offers actionable insights for developers, project managers, and anyone looking to understand the complexities of bringing large-scale solar to new markets, but also provides an interesting discussion point about how we are telling our clean energy story. Hear how the EDP team tackled challenges, refined their approach, and executed a project that will deliver clean energy for years to come, then let’s discover new ways to tell that story to the millions of Americans who still believe this is somehow not an economically viable path to our energy security.

Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?

Hit us up - [email protected] with your feedback & recommendations.

If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media.

We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncast

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus