SunCast

Latest Episodes:

872: The Landfill Explosion That Changed Tesla’s Fire Strategy Nov 11, 2025

Show notes

A Powerwall delivery truck flipped. No fire. No smoke. Seemed safe.

They tossed those Powerwalls into a landfill. Four days later—explosion!

That incident didn’t just make headlines; it changed Tesla’s fire strategy. In this Tactical Tuesday, retired Battalion Chief Kathleen McCaffery explains how that one mistake led Tesla to create a Global Fire Liaison role—and why every developer, EPC, and AHJ should borrow the playbook.

Kathleen walks through the real science of lithium-ion incidents and the simple operational changes that stop projects from turning into disasters. It’s short, practical, and built for people who build.

This episode is a rare peek behind the curtain of Tesla Energy’s fire safety strategy—and a must-listen for developers, installers, and fire safety professionals building battery storage projects in 2025 and beyond.

You’ll learn:

🔹 Why lithium-ion fires can reignite days later (delayed thermal runaway)

🔹 Why the old rule “big fire, big water” fails—and what to do instead

🔹 How misting/cooling tactics cut water use and cleanup time

🔹 What Tesla got right (and what most companies still get wrong)

🔹 A real-world miss that destroyed a facility—and how to prevent it

From Australia’s mega sites to small-town stations, Kathleen’s job was to bridge battery tech and fire ops. Steal the lessons—and save yourself time, money, and a lot of risk.

Quick Links / Timestamps (16:00)

00:00 Landfill explosion: what really happened

01:33 Why Tesla built a Global Fire Liaison

04:05 “I thought I’d seen it all”—the hazmat wake-up call

07:37 Global pushback on EVs/BESS & how training changed it

10:16 Fire Triangle: why lithium-ion “creates its own oxygen”

12:55 Misting > Big water (cooling beats smothering)

13:52 Dev mistake that drives Kathleen nuts (and the fix)

PSA: If you build solar + storage, share this with your safety lead and your local fire chief. Then listen to the full episode for the deeper playbook.

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 - team@suncast.me 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

871: 10 Years Later - Adam James on Building Teams, Time & Impact Nov 07, 2025

Show notes

This episode marks ten years of SunCast - and the return of its very first guest.

In 2015, a young GTM Research analyst named Adam James joined host Nico Johnson for the debut episode exploring the rise of solar in Latin America.

A decade later, Adam is a Partner at Energy Impact Partners and Chair of the Clean Energy Leadership Institute (CELI). Together, he and Nico reflect on how far both they—and the clean energy industry—have come.

This isn’t just a reunion; it’s a conversation about how work, leadership, and life evolve over time. Adam shares what he’s learned about managing people, building systems that scale, and staying grounded through seasons of growth and fatherhood.

They explore:

🔹 What it takes to build great teams and sustainable systems inside fast-growing organizations

🔹 How to hire for responsibility, not just experience

🔹 The lessons fatherhood teaches about leadership and presence

🔹 Why consistency—and showing up—is the real differentiator in both parenting and management

Whether you’ve been listening since that first episode or you’re just discovering SunCast today, this 10-year anniversary conversation captures the heart of what the show has always been about: how we grow—personally, professionally, and collectively—in the work of powering a better future.

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 - team@suncast.me 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

870: How FEOC Rules Are Reshaping Solar Procurement in 2025 | 4 Experts Weigh-in Nov 04, 2025

Show notes

“Is your project really compliant?”

That’s the billion-dollar question developers across the U.S. are asking as Foreign Entity of Concern (FEOC) rules tighten their grip on clean energy tax credits. If you are(were) banking on the ITC, PTC, or 45X, you can’t afford to miss this Tactical Tuesday deep-dive.

The rules are shifting. Supply chains are murky. And guidance is still evolving. Host Nico Johnson pulls together an expert panel to decode how FEOC is reshaping the way projects are sourced, engineered, financed, and papered across the U.S. solar and storage market.

You’ll hear from:

Christian Roselund (Clean Energy Associates) — decoding ownership, material assistance, and effective control
Raj Pawar (EVS) — revealing how inverter-level definitions trigger real engineering redesigns
Aaron Gomolak (Ampt) — showing how string-level optimization keeps projects on schedule and compliant
Mona Dajani (Baker Botts) — outlining how to structure deals and mitigate legal risk while guidance evolves

Expect to learn:

🔹 Why Treasury’s guidance on "qualified facility" could force developers to rethink procurement

🔹 How to vet supplier self-certifications and avoid “phantom compliance”

🔹 How top counsel advise clients when regulations are still in flux

🔹 The engineering tradeoffs and cost-neutral approaches developers are taking to stay bankable

The FEOC clock is ticking — this episode gives you the clarity (and tactics) to stay compliant, on schedule, and in control.

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 - team@suncast.me 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

869: How Two Unlikely Founders Are Rewiring the Way Solar Gets Built | Ben Callam & Maksim Markevich of PVFarm Oct 30, 2025

Show notes

What happens when a builder and a coder decide to fix solar’s biggest disconnect?

In this episode, SunCast host Nico Johnson sits down with Maksim Markevich and Ben Callam, the co-founders of PV Farm—a platform born from frustration with designs that look perfect on screen but fall apart in the field.

Maksim, a self-taught engineer from Belarus, learned to code his way out of rebar spreadsheets and into a global following on YouTube. Ben, an architect who traded drawings for job sites across Africa and the Middle East, discovered what buildability really means when you have to fabricate every part yourself.

Their paths couldn’t have been more different, yet both led to the same realization: most solar design tools fail the buildability test. PV Farm grew out of that shared conviction—bridging the gap between upstream creativity and downstream execution.

You’ll hear:

🔹 Why most solar software misses what EPCs actually need

🔹 How collaboration—not just automation—is key to solar scale

🔹 What “starting downstream” in software really looks like

🔹 The early sparks that shaped PV Farm’s engineering DNA

🔹 Why better feedback loops between civil and electrical teams can change everything

A story of code, construction, and the craft of making clean energy truly buildable.

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 - team@suncast.me 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

868: Roofing and Solar Are Merging, Is This the Future of Residential Solar? | James Mason, ABC Supply Oct 28, 2025

Show notes

Roofers are entering solar. Solar pros are adding roofing.

How are these trades getting the training & resources required to level up and provide the appropriate level of service to homeowners? Is the future of residential solar trades consolidating int a new kind of contractor?

In this RE+ 2025 live session, Nico sits down with James Mason, VP of Renewable Energy at ABC Supply, to explore the once-in-a-generation convergence of two massive industries—and why the right strategy (and the right partner) makes all the difference.

From short-term wins to 30-year vision, James unpacks the lessons ABC Supply has learned over 40+ years of helping contractors grow and adapt. This conversation is loaded with honest advice, bold warnings, and real success stories from the field. If your business is stuck in survival mode—or if you’re planning your next big move—you’ll want to hear this.

Expect to Learn:

🔹 The top blind spots keeping contractors stuck in survival mode

🔹 How to scale roofing + solar without falling into costly traps

🔹 What the best contractors are doing to prepare for future policy shifts

🔹 Why simplicity beats strategy - when done right

Hit play to learn how to thrive in a volatile market—and why ABC Supply might be the partner you didn’t know you needed.

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 - team@suncast.me 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

867: How Energy Aid Is Rescuing 185,000 Orphaned Solar Homes | Nick Sherman Oct 23, 2025

Show notes

Did you know that more than 185,000 solar customers in the US have been abandoned by their installers? How will we take care of these “Orphaned” solar systems? Is this a golden opportunity or fool’s gold?

Nick Sherman sees opportunity where most see chaos. As CEO of Energy Aid, he’s building a national brand in solar service—scaling faster than any of his installer-focused peers. While others race for new installs, Nick is scooping up orphaned systems and building trust with a unique(to this industry at least) membership model.

He’s betting the future of residential solar is about service, not installs—and it’s working, marvelously.

Expect to learn:

🔹 The $9/month model that could change how homeowners buy all-things-electrification

🔹 How Energy Aid scaled by acquiring bankrupt installer customer data

🔹 Why orphaned systems are a hidden goldmine in the solar market

🔹 The HVAC-inspired model Nick is applying to clean energy

This is more than a startup story—it’s a blueprint for unlocking overlooked value in clean energy. If you’re trying to stand out in a crowded market or future-proof your solar business, Nick’s strategy will challenge how you think about growth, service, and sustainability. Don’t sleep on this one.

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 - team@suncast.me 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

866: Are Batteries the New Substations? | Wärtsilä’s Bold Vision for Grid-Scale Storage Oct 21, 2025

Show notes

Storage Isn’t Backup—It’s Infrastructure

Wildfires, heat waves, and AI-fueled data centers are pushing our grid to the edge. The question is no longer whether we need storage—it's whether we're going to unlock its full potential.

In this live episode from RE+, Nico is joined by two global leaders from Wärtsilä Energy—Tamara de Gruyter, President of Energy Storage, and David Hebert, VP of Global Sales & Strategy. Together, we unpack the evolution of batteries from “nice toys” to essential grid infrastructure.

Tamara brings her international lens to the US market, highlighting both the growing sophistication of customers and the urgent need for flexible, software-driven solutions. Meanwhile, Dave draws on a decade of global storage deployments—from Australia to Saudi Arabia—to explain how the U.S. can broaden focus on revenue models, regulation, and system design.

Expect to learn:

🔹 Why grid operators now treat batteries like substations

🔹 How data centers and AI are changing the storage equation

🔹 What “virtual inertia” really means—and why it matters

🔹 How US developers can learn from global storage markets

If you want to understand how batteries are shaping the future of energy reliability, this episode delivers both vision and practical insight.

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 - team@suncast.me 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

865: This Could Unlock Solar for 23 MILLION Property Owners (and Renters) Oct 16, 2025

Show notes

Why are millions of apartment rooftops still empty while single-family homes cash in on solar savings?

Turns out it’s an accounting problem – a technicality known in industry jargon as the “split-incentive” and it’s keeping renters and property owners sidelined from benefiting from distributed generation on-site.

In this episode, we sit down with Dover Janis, co-founder and CEO of Ivy Energy, to explore the split incentive that’s held multifamily solar back for years. Dover and his team are building the software backbone that makes solar pencil for both property owners and renters - and their traction is accelerating.

You’ll hear how Dover went from boots-on-roof solar tradesman to leading a team solving one of the most persistent challenges in the clean energy transition. If you’ve ever wondered why multifamily solar adoption has been so sluggish—or how to unlock a massive untapped market—this is your blueprint.

🔹 The “last mile” problem stopping solar on apartments

🔹 How Ivy’s platform makes energy equity bankable for landlords

🔹 The hidden policy battles shaping the multifamily solar market

🔹 What it takes to scale hundreds of megawatts with just a few customers

Expect bold insights, regulatory war stories, and a rare look at how Ivy Energy could transform real estate owners into a new class of clean energy providers.

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 - team@suncast.me 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

864: Michael Chanin: Building a 100-Year Clean Energy Company Oct 14, 2025

Show notes

From firehouses to jails to major manufacturing hubs, Cherry Street Energy is redefining what it means to build a distributed power plant—and they’re just getting started.

CEO Michael Chanin returns to SunCast to unpack Cherry Street’s explosive growth across the Southeast, including why customers trust them more than their actual local utilities, how hybrid systems are becoming the norm, and what it takes to build a 100-year business in solar.

With deep roots in culture and customer service, Cherry Street is proving that the future of power isn’t just clean—it’s branded, local, and built to last. If you’re wondering what leadership looks like in this phase of the energy transition, you can look no further than Michael and the enduring business he and his team are building.

You’ll discover:

🔹 The mindset that sets Cherry Street apart from the competition

🔹 How they’re expanding from schools to Fortune 500 clients

🔹 Why culture is the most important differentiator in business

🔹 What it takes to be the trusted power provider—even without solar on-site

Your forever customers are waiting. Build something they can’t ignore.

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 - team@suncast.me 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

863: Unlocking Tesla's Secrets to Battery Firefighting: An Insider's Story Oct 09, 2025

Show notes

Landfill explosions, lithium-ion firestorms, and CIA briefings—today’s guest has seen it all - or so she thought!

Kathleen McCaffery’s illustrious firefighting career includes crawling through rubble in Haiti, leading battalions as one of the first female fire chiefs in North America, and even rewriting Tesla’s global fire safety strategy. This episode takes us into uncharted territory as Tesla recruits a retired firefighter to address global concerns over battery [fire] safety.

Most solar companies are woefully underprepared to interact with firefighting agencies, and that’s increasingly going to create friction and unnecessary limitations. Kathleen spent her entire career breaking down barriers (when she wasn’t breaking down doors!) and has even been in the situation room of more than a few CIA operation briefs! To say she is battle-tested is putting it mildly. She answered the call to serve the country (CIA) and those in need (disaster relief), but could not have been prepared for the call she received post-retirement that pulled her back into active duty, this time taking her halfway ‘round the world to help solve battery fires in Australia!

This is one of the most fun and wild conversations we’ve published all year.

Expect to learn:

🔹 The hidden dangers of damaged lithium-ion batteries (and why we don’t just bury them)

🔹 Why the age-old truism “big fire, big water” doesn’t work for Batteries

🔹 How Tesla created a new role just to fix their fire communication gap

🔹 Why every developer needs to build relationships with local fire operators, not just permit offices

From Pentagon rescue missions on 9/11 to training Tesla teams, Kathleen’s insights are not only fun and eye-opening—they’re critical for every solar professional adding batteries to their portfolio.

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 - team@suncast.me 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