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While SunCast began as the first-ever podcast focused on solar energy for emerging markets back in 2015, it is now a go-to resource for entrepreneurs and sales professionals alike in the renewable energy space.  Today, SunCast is downloaded more than 20,000 times per month by energy & cleantech professionals seeking insight into how to grow their personal and professional skills and business. 

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The show is mostly interview style, and provides valuable insight into the personal and professional lives of industry executives and icons like Jigar Shah (Generate Capital & a few other well-known solar companies), Dan Shugar (PowerLight, SunPower, Nextracker), Mary Powell (SunRun), Abby Hopper (SEIA), Heather Zichal (American Clean Power), George Hershman (SOLV/Swinerton), and more than 400 other intrepid leaders on the front lines of the energy transition.  We discuss where the markets are going, and how you can best position yourself to win based on the collective learning of our guests and host Nico Johnson's own insights from over a decade selling, investing & advising in the Solar industry.

Solar's Trust Problem: Breaking Community Promises
30:35

Solar's Trust Problem: Breaking Community Promises

Lauren Glickman is the VP of Policy and Communications at Encore Renewable Energy and a member at large on the board of the Solar Energy Industries Association. She works on farmland policy and community engagement for solar development, and is a past guest on SunCast. In this episode, she explains why financial incentives don't work across agrivoltaics and argues that what developers actually need is project certainty. She covers what Virginia and Maryland have each done about it, the pollinator meadows Encore planted that a later owner mowed down, where durable commitments actually belong, and the follow-up questions that expose a developer making an agrivoltaics claim they can't back up. This is part two of a two-part conversation; part one published Tuesday. Part 1: https://youtu.be/VlkUlFUHBns Chapters 00:00 Intro 00:09 Why financial incentives don't work for agrivoltaics 02:52 Project certainty, Virginia's definition, and Farm By Right 04:19 Grandfathering when energy markets transition 06:48 What the industry is actually rewarding 09:21 Pollinator meadows mowed down, and lease durability 12:29 The community engagement playbook 17:49 State policy experiments and the national trade orgs 24:34 What makes an agrivoltaics claim suspect 27:26 Quick Charge and a ten-year vision Find all of our past SunCast podcast episodes here: https://www.suncast.media/media/podcast Listen to SunCast on Spotify: https://open.spotify.com/show/393EtixYJ7mvRZA7fwei8o?si=715964a5a8c941f7 Listen to SunCast on Apple Podcasts: https://podcasts.apple.com/podcast/suncast/id1045871373 This content was brought to you for FREE thanks to our sponsors, check them out here: https://www.suncast.media/ytsponsors
Solar Isn't Destroying Farmland. It's Creating It.
30:32

Solar Isn't Destroying Farmland. It's Creating It.

Lauren Glickman is the VP of Policy and Communications at Encore Renewable Energy and a member at large on the board of the Solar Energy Industries Association. She works on farmland policy and community engagement for solar development, and is a past guest on SunCast. In this episode she argues that the industry's usual defence — that solar saves farms — concedes too much, and makes the case that solar is creating new farmland rather than preserving it. She walks through the SEIA analysis behind the claim, a former gravel pit in Vermont that's now pasture, where the agrivoltaics research is and isn't being done, and what the industry's message pillars should be. This is part one of a two-part conversation; part two publishes Thursday. SEIA land use analysis: https://seia.org/research-resources/land-use-and-solar-development/ Chapters 00:00 Intro 00:13 What the industry is actually trying to solve for 03:17 The SEIA data and the 43-to-1 figure 04:30 A filled-in gravel pit becomes new pasture 10:44 Where the agrivoltaics research is happening 14:49 Message pillars: solar-grown food and farmer voices 21:38 Cattle, sheep, and not telling farmers what they can't do 24:23 Rural economic development and keeping the benefit local 26:41 Reversibility versus permanent land conversion Find all of our past SunCast podcast episodes here: https://www.suncast.media/media/podcast Listen to SunCast on Spotify: https://open.spotify.com/show/393EtixYJ7mvRZA7fwei8o?si=715964a5a8c941f7 Listen to SunCast on Apple Podcasts: https://podcasts.apple.com/podcast/suncast/id1045871373 This content was brought to you for FREE thanks to our sponsors, check them out here: https://www.suncast.media/ytsponsors
Clean Energy's AI Moment: The Real Price of AI Electricity
01:02:25

Clean Energy's AI Moment: The Real Price of AI Electricity

Hans Royal is the creator of the Compute Heat Rate, a metric measuring the maximum price AI compute can pay for electricity before it's no longer worth running — now cited in PJM's own market design proposals. David Siap is a Senior Manager for Energy at CREO and creator of the Marginal Cost of Capacity, a metric measuring the true system cost of adding new grid capacity. Peter Kelly-Detwiler is a 25-year veteran of competitive power markets, co-founder of NorthBridge Energy Partners, and author of The Energy Switch. 00:00 Two Decades of Flat Demand, Then ChatGPT 05:29 Compute Heat Rate: What AI Will Actually Pay for Power 18:08 Can Data Centers Really Be Made Flexible? 22:34 David Siap & the Marginal Cost of Capacity 33:56 Grid Access as the Real Constraint 35:28 Peter Kelly-Detwiler: Training vs. Inference 51:24 Inside the PJM Capacity Auction Blowup 57:24 What Could Change in 12–24 Months Hans Royal LinkedIn: https://www.linkedin.com/in/hansroyal Compute Heat Rate research + index: https://computeheatrate.com Substack: https://computeheatrate.substack.com David Siap LinkedIn: https://www.linkedin.com/in/dsiap CREO Syndicate: https://creosyndicate.org Clean Energy's AI Moment (Royal & Siap) and Affordability Is All You Need (Siap) — both available at CREO Syndicate above Peter Kelly-Detwiler LinkedIn: https://www.linkedin.com/in/peterkellydetwiler NorthBridge Energy Partners: https://northbridgeep.com Personal site: https://peterkellydetwiler.com Book: The Energy Switch (Prometheus Books) Find all of our past SunCast podcast episodes here: https://www.suncast.media/media/podcast Listen to SunCast on Spotify: https://open.spotify.com/show/393EtixYJ7mvRZA7fwei8o?si=715964a5a8c941f7 Listen to SunCast on Apple Podcasts: https://podcasts.apple.com/podcast/suncast/id1045871373 This content was brought to you for FREE thanks to our sponsors, check them out here: https://www.suncast.media/ytsponsors
Required Reading for Brand Strategy, Company Vision, and Management Rules | Aimee Tuck
49:57

Required Reading for Brand Strategy, Company Vision, and Management Rules | Aimee Tuck

Aimee Tuck is a brand strategist and the founder of Corbae Creative, where she has spent more than two decades building brands for solar, energy storage, and grid modernization companies. She started in the industry at Trace Engineering in 2000 and is the author of Powerful Branding: A Guidebook for Clean Energy Companies to Build Thriving Brands. https://www.linkedin.com/in/aimeetuck/ 00:00 What people actually mean when they say "we need a new brand" 02:15 Trace Engineering in 2000, and learning to write for different audiences 09:30 Why branding starts internally, not externally 13:00 The Branding Tree: roots, trunk, branches 18:11 The "we'll sell to anyone" trap and why customer profiles matter 22:59 Getting the vision out of the CEO's head, and interviewing former customers 32:34 Brand values as hiring and performance review rules 38:53 What's non-negotiable, what evolves, and what's responsive 41:07 Three questions to ask your marketing leader Find all of our past SunCast podcast episodes here: https://www.suncast.media/media/podcast Listen to SunCast on Spotify: https://open.spotify.com/show/393EtixYJ7mvRZA7fwei8o?si=715964a5a8c941f7 Listen to SunCast on Apple Podcasts: https://podcasts.apple.com/podcast/suncast/id1045871373 This content was brought to you for FREE thanks to our sponsors, check them out here: https://www.suncast.media/ytsponsors

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