SunCast

Climatetech is entering a different phase.
The era of easy capital, oversized narratives, and growth-at-all-costs expectations is giving way to something more demanding: disciplined execution, durable business models, strong commercialization pathways, and teams that can scale proven solutions in real markets.
In this live conversation, Nico Johnson sits down with longtime investor David Kirkpatrick, Managing Director at SJF Ventures, to unpack what experienced investors are actually paying attention to now and why the companies attracting long-term conviction may not be the ones making the loudest headlines.
David has spent decades investing across renewable energy, efficiency, industrial innovation, resilience, and sustainability. He has watched the industry evolve from early-stage optimism into a global market measured in gigawatts, infrastructure, and real deployment. That long view makes this conversation especially timely for founders, operators, developers, policymakers, and anyone trying to understand how the market is maturing.
This episode is less about chasing the next shiny technology and more about what it takes to build companies that can survive, scale, and create lasting value.
Expect to learn:
🔹 What experienced investors look for before backing a company
🔹 Why capital discipline matters more than ever in today’s market
🔹 How deployment and commercialization are reshaping investment priorities
🔹 Why resilience, efficiency, and proven technologies are gaining momentum
🔹 What founders often misunderstand about raising and scaling capital
If you’re building in the energy transition or trying to understand where sophisticated capital is placing long-term conviction, this conversation is worth your attention.
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!
SunCast is also sponsored by Nextpower!
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 875 other founder stories and startup advice at www.suncast.media.
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

Clean energy has made tremendous progress on technology.
Solar is cheaper. Batteries are scaling. Virtual power plants are becoming real grid assets. Electrification is accelerating.
But many people still do not understand why these technologies matter to them personally — or whether they are actually worth the cost.
So what’s missing?
In this conversation, Nico sits down with Jessica Fishman to explore why the next phase of the energy transition may depend less on technical innovation and more on public understanding, trust, and emotional connection.
Jessica shares lessons from nearly two decades working across solar, storage, policy, and communications, including what the industry can learn from the Inflation Reduction Act, why facts alone rarely change minds, and how clean energy companies can better connect their work to the things people already care about: affordability, resilience, independence, and economic opportunity.
Expect to learn:
🔹 Why facts alone rarely change minds
🔹 How clean energy can evolve from a “push” industry into a “pull” industry
🔹 What the IRA taught us about public awareness and policy durability
🔹 Why emotional connection often matters more than technical precision
🔹 How stronger public understanding could accelerate energy adoption
If you’ve ever wondered why technically superior solutions still struggle to earn broad public trust, this conversation is worth your time.
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!
SunCast is also sponsored by Nextpower!
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 875 other founder stories and startup advice at www.suncast.media.
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

Battery storage is becoming one of the most complicated sales conversations in residential solar.
Installers are now navigating different sizing requirements, shifting homeowner expectations, changing utility rate structures, evolving battery chemistries, and a flood of new products entering the market at wildly different price points.
And underneath all of it is a harder question:
Who can you actually trust to still be standing behind these systems years from now?
Sam Buffington, Business Development Manager at Pylontech, joins Nico Johnson for a deeply practical conversation about what installers should actually be paying attention to as batteries become a core part of the residential energy system.
Sam has worked across modules, distribution, and storage, and he’s even built his own off-grid home by hand. That gives him a rare perspective on how solar-plus-storage systems behave in the real world and where installers most often create long-term problems for themselves.
Expect to learn:
🔹 Why rising peak demand is accelerating residential battery adoption
🔹 What installers should look for in a reliable battery partner
🔹 The wiring and system design mistakes that create long-term warranty issues
🔹 How cold-weather performance affects real-world battery operation
🔹 Why VPPs could reshape installer economics and customer payback
This episode is not about battery hype.
It’s about how installers make smarter decisions in a market that is getting more crowded, more technical, and more financially important every year.
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!
SunCast is also sponsored by Nextpower!
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 875 other founder stories and startup advice at www.suncast.media.
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

Electricity demand is rising fast. But New York is asking a different question than most states:
What kind of demand is actually worth building for?
In this live conversation from IESNA 2026, Nico sits down with Doreen Harris, President of NYSERDA, to explore how one of the largest economies in the country is preparing for 20–25% electricity load growth over the next 15 years. From AI infrastructure and semiconductor manufacturing to distributed solar and storage, New York is making major investments while trying to ensure growth also creates long-term economic value.
Doreen explains why durable policy signals matter, why transmission remains central to the next phase of grid buildout, and why "business as usual" already requires massive infrastructure investment.
Expect to learn:
🔹 Why New York is planning differently for large loads like AI and manufacturing
🔹 How policy durability helps attract long-term capital
🔹 Why storage is becoming a major bright spot for reliability and affordability
🔹 How distributed solar is already reducing peak demand and consumer costs
If you want to understand where energy markets, infrastructure, and economic development are headed next, press play.
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!
SunCast is also sponsored by Nextpower!
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 875 other founder stories and startup advice at www.suncast.media.
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

AI data centers are changing more than electricity demand. They are changing how the grid itself has to operate.
Legacy data centers behaved with relatively flat, predictable load profiles. But giga-scale AI campuses introduce rapid swings in demand that can stress substations, destabilize generation assets, and expose the limits of infrastructure designed for a very different era.
In today’s episode, Nico Johnson sits down with Jon Parrella, CEO of Terraflow, and Anna Siefken, Director of Policy & Markets at the Long Duration Energy Storage Council (LDES), to explore what this shift means for storage, grid reliability, and the future of energy system design.
Together, they unpack why batteries may need to evolve from simple energy storage assets into active infrastructure that stabilizes and buffers the grid itself.
Expect to learn:
🔹 Why giga-scale AI creates a fundamentally different kind of electrical load
🔹 How storage can act as the “shock absorber” between data centers and the grid
🔹 Why responsiveness may become more important than raw generation capacity
🔹 Where lithium-ion architectures face constraints at giga-scale
🔹 How hybrid systems, co-location, and responsive loads could reshape grid planning
If you work in clean energy, storage, infrastructure, utilities, or project development, this conversation offers an important glimpse into how AI may reshape the future grid.
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!
SunCast is also sponsored by Nextpower!
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 875 other founder stories and startup advice at www.suncast.media.
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