701: Nextracker and JM Steel Are Reviving American Manufacturing

If we’re going to address climate change through capitalism, we’ll need about $10 Trillion. The growing climate crisis demands that we take urgent action, but early-stage climate entrepreneurs still face significant barriers in finding the funding to bring their innovations to market. CEO and co-founder of Enduring Planet, Dimitry Gershenson, offers a solution to a critical funding gap climate entrepreneurs face. After building the Energy Access program at Facebook and seeing first-hand how hard it was to get access to this much-needed startup capital, Dimitry has leveraged his experiences and network to create a fintech platform that provides fast, flexible, and founder-friendly working capital to climate-focused startups.Enduring Planet offers non-dilutive capital (funding that doesn’t require a founder to give up equity or ownership) and comprehensive financial advisory services to help climate entrepreneurs navigate funding challenges. By doing so, they enable these startups to accelerate their projects and make significant strides in the fight against climate change.Expect to learn:Practical advice for securing and managing funding in the climate tech space.The unique financial hurdles faced by climate entrepreneurs (and how we can overcome them).How Enduring Planet’s innovative grant advance product works.Why non-dilutive capital is critical for early-stage companies.Dimitry’s story of transitioning from Peace Corps volunteer to climate finance leader.Hit play to find out more about Enduring Planet’s innovative climate finance solutions.Learn about the 10 Uncommon Books That Influenced Leaders of the Energy Transition + GiveawayIf you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 650 other founder stories and startup advice at www.mysuncast.com.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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Struggling with imposter syndrome? You're not alone. Returning guest (Ep 333, 687) Paula Glover, President of the Alliance to Save Energy, delves into one of the most common emotional challenges faced by leaders and entrepreneurs. Paula gets real about the self-doubt leaders face and the importance of authenticity in leadership. It’s rare to get this kind of honesty in a b2b podcast conversation, and Paula does it with guts and grace.As the head of the Alliance to Save Energy, Paula has been a champion for diversity and inclusion in the energy sector. Her experience shows how crucial personal growth and self-awareness are for effective leadership. The conversation touches on the significance of self-reflection, the power of words, and the responsibility that comes with leadership roles. If you’ve ever struggled with self-doubt, you’re in good company.  Oprah Winfrey, Maya Angelou,Tom Hanks and David Bowie are among the many professional performers, unquestionably successful, who’ve battled the self-talk and emotional rollercoaster of feeling like an imposter. Ready to conquer your own imposter syndrome and lead with confidence? Listen in to hear Paula's empowering stories and actionable advice. Learn about the 10 Uncommon Books That Influenced Leaders of the Energy Transition + GiveawayIf you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 650 other founder stories and startup advice at www.mysuncast.com.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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

He came to America with ten thousand dollars and a dream of making it big. A few years later, he was a legitimate rock star, rocking arenas with Black Sabbath and Ozzy Osborne.&nbsp; So why did this British rocker who achieved the height of music stardom give it all up and start an EV charging business? How did that turn into not 1 but 3 successful exits (his most recent for north of $80M to Enphase) and a fourth energy sector startup sure to find similar outcomes? Rue Phillips, a rockstar turned entrepreneur, has a story unlike any other we’ve told here on SunCast.Rue has always had an interest in electronics, so perhaps it’s a natural that when he hung up his axe he would find a way to leverage the trade skill handed down through his family.&nbsp; But in the 90’s, EV charging and solar energy were hobbyist businesses for most aspiring entrepreneurs. Yet, Rue found himself installing EV charging infrastructure for the Hollywood elite, and parlayed that experience into fixing what he saw breaking in the solar industry, literally.&nbsp;Now, Rue has turned his attention back to addressing the weak link in our Electric Vehicle (EV) dreams, charging. A considerable portion of EV charging infrastructure is unreliable or inoperable. Phillips, once a guitarist for rock legends like Black Sabbath and Ozzy Osbourne, has truly found his rhythm in energy entrepreneurship, founding several successful ventures including True South Renewables and 365 Pronto.His newest venture, SkillFusion, is a digital learning platform that aims to train skilled professionals to address the critical need for reliable EV infrastructure. SkillFusion offers comprehensive training programs to prepare the workforce needed to maintain and repair EV chargers.&nbsp; Phillips and his team aim to help EV charging companies achieve their long-promised 97% uptime guarantee.Expect to learn:Why reliable EV infrastructure will boost the industry's growth.How SkillFusion's training programs are bridging the skills gap in the EV sector.Rue Phillips’ journey from rockstar to renewable energy pioneer.Rue’s strategies for transforming passion into a successful business venture.Discover how SkillFusion is powering the EV revolution, one skilled technician at a time.Learn about the 10 Uncommon Books That Influenced Leaders of the Energy Transition&nbsp;+&nbsp;GiveawayIf you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 650 other founder stories and startup advice at www.mysuncast.com.Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: <a href="https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/" rel="noopener noreferrer"...

US manufacturing is back!&nbsp;We were recently invited to a ceremony to celebrate the expansion of Nextracker’s dedicated steel torque tube manufacturing lines at JM Steel’s Leetsdale facility in Pittsburgh. This historic site, formerly Bethlehem Steel(the company that produced the landing craft for Normandy during World War II) now manufactures low-carbon steel tubes for solar trackers. Among the many dignitaries present at the event were 3 people on Nico’s yet-to-be-interviewed bucket list, so he got the chance to get some genuine reaction commentary and excellent b-roll of the factory line up-and-running (see our Youtube video for that!)You’ll hear from these 3 pioneering solar warriors in today’s episode:Yuri Horowitz, CEO of Sol Systems,&nbsp;David Crane, DOE Undersecretary for Infrastructure, and&nbsp;Kelly Speakes-Backman, Executive VP, Public Affairs at Invenergy&nbsp;&nbsp;Each has an interesting perspective to offer on how the solar industry is reshoring manufacturing. Expect to learn:How the U.S. government plans to fast-track permitting and workforce trainingExactly how this clean green steel factory is aiming to triple its output.Ways companies like Invenergy plan to support domestic manufacturingUpdates on the DOE’s commitment to awarding billions in infrastructure funds.It’s beautiful to see manufacturing returning to U.S. soil. Hit play to learn why now is the time for solar companies to reshore manufacturing… And the incentives they’ll earn for doing so.Learn about the 10 Uncommon Books That Influenced Leaders of the Energy Transition&nbsp;+&nbsp;GiveawayIf you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 650 other founder stories and startup advice at www.mysuncast.com.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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

It only took me 8 years and 699 episodes to finally land today’s guest! But the wait was WELL worth it. You’re in for a treat. And it was recorded in-person at Strata’s HQ, so you might enjoy some of the extra footage included in the YT video version of this episode.&nbsp;Markus Wilhelm founded Strata Clean Energy in 2009, but readily admits that he didn’t have the right initial vision for the company.&nbsp; In fact, it wasn’t till the THIRD pivot that he says they really found their groove.&nbsp; By any measure, Strata has now become an undeniable success-story in the world of Solar Energy Development and Construction. Over the course of 15 years, Strata has grown from a small residential installer to a globally-recognized utility-scale developer, owner, and operator of clean energy assets.&nbsp;Yet, few have been able to get access to the man behind the curtain and unpack what makes him tick and how Wilhelm's background as a former media executive uniquely prepared him to grow the company to this level. One of the most interesting things for me, having done now 700 of these, is that when Markus and his wife began this venture, it was supposed to be something to pass the time…in his RETIREMENT!&nbsp; 15 years later, he’s still going strong, and Strata is more relevant and impressive than ever.Filmed at Strata's Durham NC HQ, this episode finds Wilhelm reflecting on the company's evolution—from pioneering the North Carolina solar market to building multi-billion dollar solar and battery storage projects.&nbsp;Expect to learn:Strata’s three strategy changes that led them to become the company they are today.&nbsp;How building a vertically integrated business model can enhance your project quality.How Markus’s background as a media executive prepared him to grow an energy companyHow Strata plans to stay flexible amid inconsistent government policies and administration changesThis is a rare opportunity to hear how an industry titan built a solar company from the ground up.Oh, and listen closely, because we’re giving away a free gift to our listeners for helping us reach 700 episodes!Learn about the 10 Uncommon Books That Influenced Leaders of the Energy Transition&nbsp;+&nbsp;GiveawayIf you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 650 other founder stories and startup advice at www.mysuncast.com.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:<a...

265,000!&nbsp; That’s how many of you/us work in Solar Energy so far (and rapidly growing!)Yet, with 4 million solar installations in the U.S alone, Solar Energy is rarely featured in mainstream media. WHY?Probably True Solar Stories, a podcast created by Tor Valenza, also known as Solar Fred, aims to bridge this content gap with engaging solar-themed fictional tales.Valenza, once a Hollywood writer for shows like "The Dead Zone," "Dharma and Greg," and "Stargate SG-1” brings a uniquely solar flair (get it? 😉).This BONUS episode features Solar Fred sharing a whimsical story about a wedding he actually officiated at RE+ several years back. Loosely based on real events, the narrative follows Matt and Molly, two solar industry professionals who plan to wed at the convention with the help of their industry friends. When an unexpected blackout threatens their plans, the solar community bands together to pull off an unforgettable off-grid celebration on a Las Vegas rooftop.Stay tuned for Solar Fred's collaboration with Resource Labs and definitely subscribe to Probably True Solar Stories — where the power of the sun meets the power of stories!Learn about the 10 Uncommon Books That Influenced Leaders of the Energy Transition&nbsp;+&nbsp;GiveawayIf you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 650 other founder stories and startup advice at www.mysuncast.com.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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Many of us working in clean energy forget that access to clean power is still a privilege, not a right. Millions of Americans still don’t have the freedom to choose clean energy.&nbsp;People all over the country want to fight climate change by choosing renewable energy sources for their homes and businesses. But, in monopolized electricity markets, consumers are forced&nbsp; to purchase power from the only available utility (like Duke Energy here in my home state of NC).CleanChoice Energy is fighting to address this limitation. As you’ll hear from Zoë Gamble Hanes, President of CleanChoice, their platform enables residential customers in deregulated Northeast and Mid-Atlantic states to choose clean energy.&nbsp; And their the first in the nation to offer 100% green energy direct-to-consumer, or farm-to-table as one press release recently put it.&nbsp; That is to say, they own both the generation side (with solar and wind farms) and the retail side (consumer choice contracts in deregulated markets), thus “gen-tailer”.&nbsp;Expect to learn:How CleanChoice Energy distributes power to offer residential customers in deregulated markets a cleaner choice.&nbsp;Why&nbsp; True Green Capital Management acquired a majority stake in the company.Zoë’s Pioneering role in kickstarting the NC solar [tax credit] market and her subsequent milestones with FLS Energy and Pine Gate Renewables.How hiring diverse leadership is helping CleanChoice solve complex energy sector problems.The importance of balancing professional drive and personal well-being as a leader.Passionate about clean energy access? This one’s for you. Hit play! Learn about the 10 Uncommon Books That Influenced Leaders of the Energy Transition&nbsp;+&nbsp;GiveawayIf you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 650 other founder stories and startup advice at www.mysuncast.com.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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Imagine that your phone rings. The person on the other end tells you: “you won the project. Now, we need you to fly to Australia and build the largest battery backup project in the entire world.”&nbsp;Powin, a Portland, Oregon-based battery energy storage developer, was up to the challenge.&nbsp;Nico got a chance to sit down with then-President of Powin, Anthony Carroll, to discuss where the energy storage market is headed and how large-scale integrators like Powin are moving the needle.&nbsp;Under Anthony’s leadership, Powin secured the nearly 2 GWh Waratah Super Battery project in Sydney, Australia. We asked him for his insights into the utility changes and emerging job opportunities that are driving the adoption of battery technology.Expect to learn:How Powin won the contract to build the world’s largest battery backup system.&nbsp;The advancements in safety and reliability shaping large-scale battery deployment.Why the U.S. battery market is finally ready for Wall StreetYou can learn a lot in 15 minutes… Click play to hear the full discussion! Learn about the 10 Uncommon Books That Influenced Leaders of the Energy Transition&nbsp;+&nbsp;GiveawayIf you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 650 other founder stories and startup advice at www.mysuncast.com.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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Chris Nelder challenges the status quo.&nbsp;And his efforts have, for nearly a decade, centered on mobilizing an army of supporters to help us transition away from fossil fuels. As creator &amp; host of the podcast The Energy Transition Show, Nelder aims to "influence the influencers" through carefully researched interviews with clean energy experts. I know that many many listeners of SunCast are also listeners of Chris’s show (and many have even told me you’re paid subscribers!) which has long-inspired me to watch and appreciate what Chris does. It took me YEARS to finally convince him to give me the honor &amp; privilege of hearing his backstory and sharing it w/you all.Chris has written about energy and investing for decades, and I consider him one of the genuine thinkers and thought leaders of our modern energy community. Like me, he’s interviewed hundreds of guests on his show and has over 200 episodes; unlike me, each episode for Chris is a deep, deep dive into the technical details geared to help academics and laypersons alike have a more sensible and well-rounded understanding of a topic, not necessarily a person.&nbsp;I have heard said of him, “Chris helps me think better about the topic and gives perspectives I might not have considered.”I like to think of him as a sort of clean energy Yoda…gently, reverently moving the collective ‘mind’ toward the outcome he envisions for our clean energy future, one conversation at a time.Expect to learn:Chris’s journey from internet publishing to solar PV system engineer to energy journalistCreating a common vocabulary for key concepts like “renewables” and “energy transition”His perspectives on underrated technologies like distributed energy resources (DERs), virtual power plants (VPPs), and geothermal energyHow Chris selects the most impactful topics and guests&nbsp;Why Chris built The Energy Transition Show as a subscription podcast&nbsp;Still reading? Must be pretty intriguing. Hit play!Learn about the 10 Uncommon Books That Influenced Leaders of the Energy Transition&nbsp;+&nbsp;GiveawayIf you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 650 other founder stories and startup advice at www.mysuncast.com.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 -...

The IRA gave solar manufacturers a huge incentive to manufacture on U.S. soil. How does the 45x incentive work, and are we actually gonna see anybody other than Nextracker capitalize on it?!Companies like FTC Solar are taking full advantage of this huge manufacturing tax credit. Their Vice President of Sales, Eric Frazier, shares how they’re bringing higher-paying manufacturing jobs back to American communities and what it means for developers. He also shares his career lessons in mitigating project underperformance, navigating complex project sites, and empowering rural economic development.Expect to learn:How The Inflation Reduction Act(IRA) is transforming U.S. solar manufacturing&nbsp;FTC Solar’s plan to take its manufacturing from 50% domestic to 85% U.S.-basedThe challenges we need to overcome to manufacture complex components in the U.S.How Agrivoltaics can create multiple revenue streams for landowners&nbsp;The impact that re-shoring manufacturing is having on small American communities.&nbsp;&nbsp;Interested in the creative ways solar is reviving American communities? Press play! Learn about the 10 Uncommon Books That Influenced Leaders of the Energy Transition&nbsp;+&nbsp;GiveawayIf you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 650 other founder stories and startup advice at www.mysuncast.com.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/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus