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We are in Anaheim!
Start each day with the Daily Roundup as we bring you the trends and conversations unfolding in Anaheim at the RE+ 2022 conference formerly known as SPI.
If you are in Anaheim, visit us at the PowerUp Media Zone booth 438.
You can also watch the show stream live at www.suncast.live.
TRANSCRIPT:
Nico Johnson
Hey there solar warriors. I'm Nico Johnson, and this is SunCast. Each week, I pull back the veil on the life and business insights of cleantech entrepreneurs building the most noble and impactful companies of our time. I hope what you learn from this conversation is a catalyst for your own growth. So thanks for tuning in. And welcome to our tribe. Hey, welcome Solar warrior. This is a rare and special opportunity for a live and this is almost near real time. Live as we've just produced these daily round up episodes within the last 12 hours. The one that you're going to hear was just produced the evening before and I hope that you are getting ready to enjoy the RE+ show, or if it's already time for the show to have come to a conclusion and you're just sort of catching up. I hope that you are enjoying the conversation that we've had here. These daily roundups give you insight into what is happening at the show. What's the sentiment at the show? How are some of the folks that we think are more tapped in to the happenings at the show? How are they seeing the show unfold? What should you be looking forward to if you happen to be listening to this in time to leverage this information for yourself ahead of planning each day as you go as we'll be publishing these before the day fully gets rolling, but at the very least, it's a view for you into the trends and the conversations unfolding and unfurling before us here in Anaheim at the RE+ 2022 conference, formerly SPI hope that you enjoy these and stick around for more if you are here in Anaheim, please come by and see us at the Media Zone. It is booth 438. It is right across from Hyundai OMMCO and Talesun and really easy to find right in the show right in the main part of the show floor. You can of course, watch us stream live from the PowerUp Media Zone at SunCast.live and you can check out the entire agenda for all the work we're doing at the Media Zone at re-plus.com/mediazone. All right, here we go.
Welcome back to the power up Media Zone. My name is Nico Johnson. I am joined by my illustrious co host Josh Porter for our daily roundup Josh. How you doing?
Josh Porter
Excellent. It's been a great day on the show floor lots of amazing people some crazy technology innovations. I mean we're not Where else would I like to be.
Nico Johnson
I can tell you it's close to the end of the day because our end of show because I'm drinking a beer which is not something I normally do on the job. This power Media Zone is produced by SunCast media presented by fluence we're so grateful for those who helped us make this entire space possible for all of you to inhabit to enjoy. Want to thank Tor and the tweet up for providing beverages for our final or for our middle of the show. Daily round up here is quite tasty.
Josh Porter
Yeah, check that out. It's an IPA something tasty. It's
Nico Johnson
yeah. Good stuff. Yeah. I thought for a second you said it's not that tasty. No,
Josh Porter
I said it's very tasty as an IPA. You know, I mean, yeah, Bud Light or something. You guys went the I
Nico Johnson
tweet UPS high end of science. Josh. Tell me what did you and Jason spend the most time on today on the show floor?
Josh Porter
Yeah, it's been jammin from booth to booth from company to company met some amazing organizations checking out their innovations from Enface, Sonnen into all different great groups were stopped by Emerge Alliance checked out the theater there the grid edge theater, they actually have DC appliances, which is bonkers. I mean, really just some amazing technological innovations out there. Obviously, the energy on the show floor is fantastic. Yeah, I just heard someone say a pent up solar aggression. He's like, people are just dying to let it out. And then of course, there was a lot of innovation over the last three years since we saw each other right last, and some of the things actually. I'm always amazed how I continue to be completely surprised. Yeah, by the innovation steps that are happening in these different companies. So yeah, it's, it's great.
Nico Johnson
I finally got a chance to actually walk around the show floor. And yeah, the vibe is incredible. I mean, I've been really impressed with how the brands have taken a step up. I feel like literally the vertical height of the booths is a lot more you can't see across the show floor. But also there is a step up if you look at like the Longy booth for example. It's It feels very inviting feels. I think the show is starting to feel a lot more consumer friendly and European as it were. Feels a lot more like if you're walking through, you know, InterSolar Munich ah, then then that's nice. Yeah, then SPI is of old.
Josh Porter
It's big. Yeah, I mean, it's big. Is profession. You know, I this industry is, is outside of the teenage zone, we're moving into the to adulthood. And we're kind of you know, we think of ourselves in mature, I think terms, right. So it's like it's definitely growing. There's some, some awesome people and awesome innovations out there, no doubt about it.
Nico Johnson
Let's bring up our first guest. Our first guest today is Mr. Rob Masinter. of Redeux Energy. Let's see if Rob is around. There he is. I didn't tell him he was first but we're gonna bring Rob up first. And while Rob comes up, he's at a company called Redeux Energy, transforming Greenfield brownfield and industrial lands into utility scale, clean energy infrastructure. Check that out. Yeah. utility scale solar development. And he's a, he's a former AES guy. So
Josh Porter
oh, the muscles. Here we go. Rob, it's good to see you, man.
Rob Masinter
Good to see you, Nico.
Nico Johnson
Hey, man, I'm really curious, as a developer, you have a different agenda than other folks. What's the vibe right now, as you walk the show floor, you know, you've now launched Redeux. And you You've definitely walked this show floor, on under other banners. So how have you seen what are you experienced right now, as a developer?
Rob Masinter
That's a great point, it feels so good, actually, to be a developer to be at this point in sort of, value chain of, you know, the creativity of creating projects. This is my eighth SPI show. I've been here a while were you, sorry, RE+ correction. I've been here as a manufacturer in the equipment space. I've been here as an operator with an independent power producer, where, you know, I was procuring and building and owning and operating. And developer is, you know, the creative sort of early started at all. And the buzz is just great,
Nico Johnson
amazing. The developers are I've the I think most of the developers are asking a lot of questions around the IRA, I'd love to hear your thoughts on what it means for a developer that we've got this inflation Reduction Act, especially given that you come from the utility scale side of the business, I've talked to a lot of folks around residential and see, and I'd love to hear your perspective.
Rob Masinter
Fasten your seat belt. I mean, there's a lot of a lot of like, uncertainty and unknowns and what to do in terms of solar and storage. And are they together? Are they separate? But for sure, I mean, this is a huge boost and just very positive outcome for the whole industry. And it's going to definitely drive the volume of deployment. That, you know, was a base case before this thing passed. I mean, solar alone, we're looking at 30 gigawatts. So the annual deployment expectations for the second half of the decade, per year. Yeah. So it's incredible. Amazing.
Josh Porter
Unbelievable. What can we say? He was just pointing to this question with ITC, you know, with the standalone storage, what can we talk about in terms of that? I mean, that really is a game changer, right? You no longer have to pair generation with storage, you actually can go after the storage alone. That's where is that going to fit into the overall, you know,
Rob Masinter
perspective, I think that's why people are scratching their head a little bit I want to do I mean, the the sort of chessboard just changed a little bit, the playbook just changed a little bit. But I mean, the flexibility, right, of not having to pair solar with storage, just to get a financial credit, but instead to have the flexibility to you know, build a solar project where solar alone makes sense, the flexibility to deploy storage into the grid, where it makes sense and still, you know, be able to leverage the the ITC on that, you know, even for solar right now, the concept of a PTC for solar is a game changer. And it's going to be you know, people are gonna look at that and say, Do I do PTC for solar in one market, but ITC and another? Right, right, a lot of decisions. It's
Josh Porter
exciting because you're no longer hamstring. And you're able to actually alleviate some of the pressures on the grid with that kind of strategy. Right?
Rob Masinter
I think it's going to actually in some ways, I mean, clean energy deployment on the grid represents challenges and that is there enough transmission? How will be built out? What will be the bottleneck? Where will the bottleneck shift to? But yeah, being able to put more storage on the grid is very important right to integrate renewables ultimately, and improve power quality, for sure.
Nico Johnson
Where do you fit in the construct of developer kind of like a pure play developer, Greenfield or obviously, brownfield and up to flip the asset to a next era type? But how are you thinking about development right now? And did the IRA change the way that you are? Or maybe going to approach your your market?
Rob Masinter
The Ira just is, it's, you know, some people have used the analogy of gasoline on fire, right? I mean, it's just going to drive a lot more deployment that much faster, because there's that much capital that wants to come into this market. We're a early and mid stage developers Redeux. And I think, you know, one of the things to think about and development is where, where are your core competencies? Where are you really good, what's your differential advantage? And you know, are they potential advantage we think is in picking excellent market citing good projects and moving them forward through a mid stage of development. Yeah. But the cost of capital when it comes to procuring equipment and construction, which I've done as an IPP, it's just a different game. Yeah. So that's where, you know, bigger IPPs come into play. And they're, they're quite interested in pipeline.
Nico Johnson
Yeah. Yeah. I mean, pipeline is going to be ever important. We just saw as by community energy, right. Yep. So it's, and it's all about pipeline, not about contracts.
Josh Porter
Yeah. So we want to talk a little bit about price hikes and about poly silicon and kind of like, where it's all going right now, what are we learning about?
Rob Masinter
That? Is a that's a great question. And one that, you know, I don't have a great answer for. I mean, I think that we got some relief when when Biden put the brakes on, you know, the investigation. Yeah, for two years that was needed, because that really, you know, choke the whole industry right now. I mean, I think the whole supply chain is going to shift from, you know, China centric to other markets, and including the US. Unfortunately, the IRA provides a lot of manufacturing, tax incentives. So we'll see a lot of people pushing to develop manufacturing capacity in the US, that's going to be important.
Josh Porter
So do you think it'll be a substantial percentage of overall kind of global manufacturing here in the US?
Rob Masinter
Yeah, but I think it's going to take like a decade, decade, right. It's a long term shift. And, you know, I don't think that it means price reductions for, you know, materials, right, that get integrated into these projects, and we just need to be prepared for that. Yeah. I mean, that's just a reality. Right. But, you know, the security of having you here in the US is huge.
Josh Porter
The security, right, that's the language that is I mean, when we had to start to think about production of PV from the perspective of a national energy security mindset. I mean, that's just unbelievable. Who would have thought you use that language? You know, five years ago, they'll be talking about? Yeah, right now, that's like, you know, absolutely critical.
Rob Masinter
Yeah. And we have to control it. And we have to know that, you know, increasing electrification, increasing use of the grid is huge. And even on the, you know, like cyber, right? I mean, how protecting the grid from a national security perspective, so is this all kinds of things, things of things to think through in terms of development, quality, and ultimately, operational quality?
Nico Johnson
Rob, really appreciate your opinion. Thank you for taking time out of your busy evening. I know everybody's getting ready to go to dinners and parties, and appreciate being able to dip into the well of wisdom that you provide.
Rob Masinter
Yeah. Thanks, guys for the opportunity to chat. Okay, thank you.
Nico Johnson
All right. Next up, we've got Eric Rubenstein from Leyline. Capital. ley line, renewable capital provides capital for the growing renewable energy markets. And Eric is the EVP and Chief Investment Officer. He's also a fellow fellow during my I'm just gonna call that out. Eric happens to live but practically on my block in Durham, so it's nice to see you all the way over here. Like now he's also tall drink of water.
Eric Rubinstein
Yeah. So am I the closest living guest you've ever had?
Nico Johnson
I think you are all right. Yeah. You're the guests who lives closest? Yeah, yes. Yeah. So
Josh Porter
you guys are from the same tech back in Durham? Yeah. Like, like,
Eric Rubinstein
less than five doors down? Across the street? Up the street.
Nico Johnson
Yeah. Yeah. My buddy Blake was also here. And I hadn't seen him in three or four months. And we have to fly across the country to see each other. That's what happens in Durham, because it's so big. Yeah. And Eric, it's your first SPI.
Eric Rubinstein
It is already plus but yeah, you know, I won't let the new guy correct to you. But yeah, that's right. Yeah, what's that? Yeah.
Nico Johnson
Does it feel a little like a baptism? Yeah, a little
Eric Rubinstein
bit. I, you know, I started at socon ranch. They used to keep me in the back doing tax equity. And one let me out to see the light of day. I'm pretty pumped to be out here. Yeah, all these people all these lights, and I'm on the big stage. So thanks. Thanks for having me.
Nico Johnson
Indeed. Kidney candy store.
Josh Porter
Well, what do you see? And
Nico Johnson
what are you hearing? How's the show feel for you? It's your first time here. I would like to, I'd like to kind of pierce through the lens of someone that's a virgin to RE+.
Josh Porter
That's a unique perspective. Yeah.
Eric Rubinstein
Well, the floor is pretty wild. Today, like the last 10 minutes or my first time on the floor. So really, oh, yeah. We've just been taking meetings upstairs. So but I would say the big themes for us are just, you know, how are we going to get enough greenfield development out there? You know, when you think about the scale of IRA, you know, it's it's, it's pretty massive. And I'm just my worry is just we don't have actually enough development and we also just the ISOs, the RTOS like, I'm just worried about their capacity to handle what's common So it's sort of a two prong problem. Yeah.
Nico Johnson
You know, Eric, for those who might not know, leyline capital, it's not a brand that maybe folks have heard before. Could you tell folks where do you sit in the capital stack? And how do you help facilitate projects?
Eric Rubinstein
Yeah, so we're pre NTP funders. So before start construction, will come in with any development capital, everywhere from, you know, just sort of a business plan, all the way up to fully developed projects that needs deposits, where they go sell it. So we've got a lot of pools of capital, and we're very excited to fund this revolution.
Nico Johnson
What's the trigger point for when someone would call a ley line into a project?
Eric Rubinstein
Yeah, so it kind of depends. But I would say, you know, when you need capital, so will typically come in historically at lands control. And we will fund a portfolio of projects with a credit product. But sometimes it's just folks in a pinch late stage, they need a lot of capital quickly. I like to say we're developer by DNA. So we can quickly underwrite a project and lends, you know, $50 million plus, on pretty quick turnaround. So we did that for our buddy Sheldon at intersect a couple of years ago. We did that for some other folks recently, earlier this year. But it's all about just getting these projects done and getting to NTP.
Josh Porter
So you get a, you get a chance to really look into what it takes to keep a project moving along. I mean, what are some of the biggest obstacles to moving something along quickly?
Eric Rubinstein
I mean, number one is capital. That's why we exist, right? It takes a lot of money to get these projects done, or especially these big utility scale projects. But I would say the number one thing after that is just execution, you know, just just a dedicated team, high quality they've done before, and we can really trust them to know what they're doing along the way. Yeah.
Nico Johnson
Eric, anything surprised you about the conversations you've engaged in over the last couple of days?
Eric Rubinstein
You know, I think for me, just how much activity may be coming down the pike and in like, DGC, and eyes or smaller scale. I think there's been some innovations there to try and scale those and and sort of catch up with resi. And utility. Yeah. And kind of interested in seeing, you know, what, what can happen
Josh Porter
there, you mean on like the, the funding front of CNI.
Eric Rubinstein
Yeah. Yeah. Can we scale the funding? You know, it's it's pretty hand to hand combat down there at sort of that small scale, and they haven't really cracked the code like resi has. And if we can do that, then it's it's another on ramp for sort of trying to get to the scale that we're trying to get to, you know, in the wake of the IRA bill. Well, Eric Rubenstein,
Nico Johnson
I appreciate you joining us. Yeah, Eric is p and Chief Investment Officer for leyline capital. And my compatriot from Durham. Back. Yeah, man, good to meet you. Josh, it's it's fun to talk to these developers and get a sense of like, what they how they're thinking about summing up what's happening.
Josh Porter
Yeah, it's crazy. I mean, it's really interesting to hear him say that the CNI space is an area of particular, you know, movement. I certainly have seen those releases recently about the new organizations going after that, you know, back in the day, we used to call that the doughnut hole, right? You've heard that term, Donut Oh, and it was like, it was just basically not impossible, but darn near impossible. Something funded, you know, sub million dollar kind of territory, you know, multi 100 kilowatt, kind of like this business over here wants to get solar and wind, why can you do it for resi? And guys are doing it on the utility level, but he can't do it at the small business level, which should be a no brainer. Yeah. Couldn't get it funded. You know, it was all really slow bank stuff. Right. So it's happening. Maybe we'll
Nico Johnson
ask ask our next guest how money flows. Mr. Josh back and Rachel are going to come up from BCI and Full Tilt.
Josh Porter
All right, here they are.
Nico Johnson
I love it. I love it. We got the
Josh Beck
beards verse. No beard.
Nico Johnson
It is I'm gonna add a beer. Somebody bring me a beer.
Josh Beck
Beers and beards. Yeah, beer. That's fair.
Nico Johnson
That's fair. Well, I'd love to I can introduce you. But why don't you? You and Rachel, introduce yourselves. Let's start with Rachel.
Rachel Sheridan
Yes. Yeah. So I'm Rachel Sheridan. Rachel Sheridan from I work at Full Tilt. I'm the Vice President of projects there. So I'm focused on the project management side of things. So you know, delivering projects and through installation.
Nico Johnson
Fantastic.
Josh Beck
And I'm Josh Beck. I'm Chief Investment Officer at BCI technology investments in VP of bizdev. At full tilt. Oh, guys, roll out. Next Generation System here.
Nico Johnson
Josh, I'm gonna ask you to treat that microphone like an ice cream cone. Got it in there. You got we can hear you talking back on the mic like
Josh Beck
Yeah, after hours party.
Nico Johnson
I love it. Yeah. All right. So what most people don't know about Josh and Rachel is that they come from steel town.
Josh Beck
That's right, Pittsburgh. So the champion. Absolutely.
Nico Johnson
All right. And what just happened in Pittsburgh? Well, apart from the clean air, clean energy jigger Shaw Fiesta, we got
Josh Beck
quite a clean energy summit going on in Pittsburgh this week. We got 38 different energy ministers in Pittsburgh all talking about the Climate Accords, and how to move forward with a renewable energy future and how that all relates with the inflation Reduction Act, which is really exciting. Yep. There are, a lot of them are at our facility this this week. Yeah, we actually over the last year, I've done some really exciting things at BCI in terms of picking up one of our international manufacturing operations, and moving all the capital equipment to Pittsburgh. So we took over 100 year old Bethlehem steel plants on the same kind of larger complex that used to make landing crafts, or for the D Day invasion and everything. It's so cool to see the history of transformation. Yeah, from from war effort, all the way to the Renewable Energy war effort. Right. Yeah. And so now we're making, we're making tracker products, were making multi gigawatts a year, right off the Ohio River, no faster way to get things into the Midwest. You know, five days be a barge. It's amazing. So, you know, we were really pressured to, to, to get closer to the customers lower logistics costs. And as we know, like, man, no one can afford to have containership stuck in LA Harbor for five months anymore.
Nico Johnson
So what did you have to do? All I want to know is what you do to get grant home to come down a little video and yeah, the
Josh Beck
Secretary of Energy visited us, ya know, that, that definitely, you know, that we poured some dance sugar on on that, which definitely helps. Yeah, which definitely helped the situation a lot. So we're making a lot of next tracker product out of that facility, as you can imagine. You know, I think that the Secretary of Energy and the White House is a really committed to this onshoring process, as we've seen with the IRA, and everything, we're really excited to build this out. And what we're seeing here is the formation of BCI has quickly become the largest manufacturing facility on the East Coast for utility scale solar tracking. And that's just really exciting to take something old, make it new again, it's just such an exciting city story of, of redevelopment across the industry,
Josh Porter
the whole I mean, the whole idea of of manufacturing in the United States. You know, Jay and I were just at the Rouge plant in Detroit. Yeah. And so of course, the launch of the f150 lightning and the and then the all the history, that's they're cool with, you know, that just basically the birth of the middle class and the ability for people to buy these things. I mean, it's, it seems like, we're seeing this again now. So I'm gonna let it legitimately like, whoa,
Nico Johnson
I'm surprised,
Josh Beck
very similar story. You know, that facility that you just mentioned, Josh's, I think it was like, one out of every five bombers was built in that exact facility. You know what I mean? So we're seeing all of this, like rebirth of a war effort. Now, it's a war on the on, you know, like the American recreating the American energy grid, and what an exciting time to be in the energy industry. And I just like to point out one thing with Rachel here, what an amazing time to have these just incredibly talented women joining our industry as well. And it's so great to see these, these talented engineers joining us.
Nico Johnson
Yeah, you mentioned the war effort in the battleground is talent, actually. Yeah, I was watching. I don't know how many No, but the Full Tilt booth is just on the other side of this wall here. So they're buffeted by our wall. They don't have to like the Hyundai folks there. Listen to us all day long. But I was watching Rachel field barrage after barrage. I was talking to Matt. And it's like, she's just like, No stand out, or how you even went to the bathroom all day?
Rachel Sheridan
It's busy. Yeah, we've been hit with lots of, you know, lots of interest in the product. So it's been great. Absolutely.
Nico Johnson
Yeah. You're the infantry over there. What are some of the interesting conversations that you're hearing from folks as they're just I'm really curious, how are folks approaching conversations at a booth, especially one like yours, which is really focused on infrastructure?
Rachel Sheridan
Yeah, so a couple different things that I found really interesting through conversations today. One thing is that, you know, small projects, it seems like, you know, in a similar geographical area, we're starting to talk about grouping them together. Okay, in terms of like manufacturing, supply chain delivery, you know, across across developers or with with one developer. Yeah, yeah. But so instead of, you know, handling them as separate projects will be different timelines, just grouping them together, and delivering those
Nico Johnson
because it's going all the way back to the steel purchase. Not just
Rachel Sheridan
streamlining that. Yeah, grouping that together to you know, get efficiencies throughout the supply chain.
Josh Beck
So much of that ongoing process is who can buy the steel the best Yeah, you can buy in bulk, right. And so like where were in years past that SPI and now RE+, you know, a lot of people said, Oh, I don't do sub one megawatt project So don't do this. Now we're seeing a lot of people more creatively saying like, Hey, I've got, I've got 201 megawatt projects, can I actually get something that's uniform enough with the same kind of wind codes with a with the same kind of tolerances? And let's do this as a package deal. And I think that that's exactly the way to look at this. So everyone's going big. And it's, it's great to see.
Josh Porter
Wow, where does it go from here? I mean, what's it look like in the future? I mean, you just just launched this. So what's the next step?
Josh Beck
Yeah. Rachel, why don't you talk about the tracker and ground mount integration? Yeah. So
Rachel Sheridan
that's another thing that we're Yeah, we're starting to hear about so you know, Tracker sites, a lot of times, you know, maybe on the outside, there's some unusable, you know, steep terrain and things like that. So it's interesting. There's talk of starting to put fixed tilt systems, you know, on the exterior of tracker sites. Yeah. So that could be huge.
Josh Beck
Yeah. And we're seeing a lot of those collaborations and strategic partnerships between ground mount systems and in tracker systems, because they're like, hey, you know, if you can have 200 megawatts in a valley with minimal site prep and earthmoving, well, then the you can supersize that with an extra 50 to 100 megawatts around the barrier where no housing development wants to go in. And that's gravy.
Nico Johnson
Gravy. Indeed, Josh, and Rachel, really glad to have a chance to chat with you guys such energy. I wish I could have gone and sat with you more at your booth. But thank you for coming to share with us, especially about what's happening in Pittsburgh and the rebirth of our steel industry here. reshoring this technology back to the United States.
Rachel Sheridan
Thanks so much for having us. You've
Josh Beck
been up solar warriors. Thank you for all the work you do here.
Nico Johnson
Absolutely. Thanks, guys. You did great on your first podcast, Rachel. Thank you. Well, Josh, we're wrapping up here on day two of the show. There's a what do they call the area outwear, like SMA and span and on Kaitou off
Josh Porter
the front zone. I don't know what the name of it is.
Nico Johnson
Okay, the foot, we'll call it the wall. There is a party in the pavilion today. And that is one thing that folks can go and enjoy. Tomorrow is day three, it kind of feels like day three, everybody comes a little more relaxed.
Josh Porter
You know, I was thinking about it. Actually, today. Because we're out here, we're jam and we're talking with everybody and all all across the floors. And I was I was planning to go out and relax. And I was like, hang on a second. I only got half a day left. Yeah. So I kind of thought to myself, How do I stop?
Nico Johnson
Yeah, actually the thought I had? You know what I thought about? I have no schwag for my children. How am I gonna walk the show floor and get some swag for my kids. I have three little three small kids, right? Yeah. But yeah, we've got another half a day of content here. And we'll see you back at 1pm. Tomorrow, don't be late. J can you help me here at 1245? Tomorrow? 1pm. We've got the last daily Roundup, is there anything? Is there anything else in particular tomorrow? Like, what's the last thing you're going to try to? You're gonna try to cover on the show floor?
Josh Porter
She's Louise. I don't know. I mean, we're just basically trying to we've seen such innovation in in the solar plus battery area. We saw some amazing carports and some really cool, Evie, charging stuff and people kind of pioneering I mean, I don't know, we're just gonna get out there and try to ferret out those little last bits of innovation that we didn't get chance to record yet. So you know, I'm envious
Nico Johnson
that you've got to Jason to follow along and help you stay organized.
Josh Porter
It does a lot more than that. But yeah, it definitely keeps me going.
Nico Johnson
Yeah, I Yeah, well, we've got a, you know, we still have one thing to remind folks is, it's day three, but we still have a full lineup of education, there's some of the like, there's some really interesting education, you can see that RE-plus.com. And look at the schedule, there's a full schedule, not just the power of media zone. But all of the different stages across the expo hall, there is a tremendous amount of knowledge being shared in all of the theaters, and in the full conference that they've saved for the last day. So so as to make it interesting and keep people around. I know that some some folks are going home today. But I would encourage you take a look at the schedule tonight and see where are today and see where you want to expend your energy. But for sure, if you haven't had a chance to really walk the show floor. It's the last day, just pick a grid, pick one area that you're particularly interested in walking, I can tell you, it takes about eight to 10 minutes to walk from one end to the other, especially if you know, folks. And I would suggest that you just pick a place where you want to learn and Go Lean in there. And hopefully it's a place that's got good schwag. So your children will think that you've spent your time wisely. And otherwise, it's the last day of the show, which is today as folks who are listening to this on the podcast, but it's less than a show tomorrow. So make the most of it. Josh, any final thoughts?
Josh Porter
Yeah, no similar to what you were just saying, you know, you sit down you talk maybe there are people that you've known companies, but that you've worked with in the past, but there's been basically three years elapsed since we saw them last. So the innovation that they've kind of realized through that time period can be bonkers. Yeah, I mean, you're like whoa, Oh, in three years, these really brilliant people, passionate people in this industry can do a tremendous amount. Yeah. And and some of the things just surprised me, I was like, Well, I can't believe that that actually.
Nico Johnson
Here's the learning curves, folks who stay long enough to develop a relationship, but short enough that you still have time to go to other places, because it's easy to get caught in a booth and like you're really interested in treatment and technology. But get someone's card, build a relationship, build that bridge, get a hook that you can follow up on, and then set up a call following, right doesn't all have to have, it doesn't all have to happen right in the booth. And I think that's where fix folks make the mistake of they'll stay in one booth for 2030 minutes. And really, as a percentage of your day. That is a huge commitment.
Josh Porter
Now that's a great turnout, homie. It's a great way to look at it because this is a community that you want to you know, be able to extend outwards to and be able to actually touch a lot of people have a lot of companies and then if you spent all your time you know hanging out with your your homeboys that you know from previous years, that's right, you're gonna miss some opportunities. So yeah, do it. I agree.
Nico Johnson
Folks, this is the wrap on our third or our third because we did one on Monday. Our third daily Roundup, this is day two of RE+ 22 here in Anaheim. This is the power of media zone produced by SunCast media presented by fluence I still have to read this little paper that I had. We are also live streaming Thank you, those of you who are watching on SunCast dot live, I'll be bookmarked it so that you can take us on the go. I also want to thank our supporting sponsors, AES Aurora, sma sorry, and sungrow. And certainly thank our media, our streaming sponsor, sungrow and Tygo, for helping us take this around the world and to the the Jumbotron. And which is which blows my mind. I got a picture this morning that I was on the Jumbotron. I've seen your face on the Jumbotron
Josh Porter
this I mean, just the word Jumbotron. I
Nico Johnson
think there's a whole other business in jumbotron media. There is right. Yeah. I mean, yeah, we need to figure out how solar jumbotron company. I don't Yeah, exactly. When you leverage the Jumbotron. We're super grateful for all the companies that have supported including leyline capital for the daily roundup and I son for our daily morning show. Don't miss it tomorrow live with Julia and Nico will kick it off at 9am For our final daily morning show presented by eyes and thanks to the folks at leyline capital for helping us put on this daily roundup each and every day. It also comes live to you, as you maybe are hearing right now on the SunCast podcast fresh every morning within 12 hours of recording. That's called Near Time publishing.
Josh Porter
There you go just in time publishing. Yeah. Thanks, everyone.
Nico Johnson
We'll see you tomorrow, folks.
Thank you once again for tuning in. This has been the daily roundup segment of our show that is broadcast live from the RE+ 22 Show in Anaheim, California, I hope that you will continue to tune in as we are broadcasting live from the show floor if you're here in Anaheim, once again, I'd remind you to come by and check us out at booth 438. It is right in the middle of the show floor. And we are also live streaming to www dot SunCast dot live. And I hope that you will check out the agenda for the show as well you can check that out at re-plus.com/mediazone. It's a lot of alphabet soup of URL. So I hope that the very least if you're at the show, come by and check us out. But take us on the go. If you can't stop by again, that's SunCast dot live I want to thank those who helped make this show possible and particulars presented by fluence and we have some amazing supporting sponsors. Hope that you all enjoyed this daily roundup and that you'll tune in for the success of daily roundups and for the replays that we have coming of all the live and the wonderful conversations we're having with industry leaders about what's happening not just here on the show floor, but in the industry at large. And if you are new to listening, I would encourage you to check out the more than 500 Amazing founder stories and startup advice throughout our clean tech journey. As I've cataloged at all over the last seven years on our podcast called SunCast. You can find out more about SunCast. And the mini mini founders and C suite and front line folks who are helping build the clean tech comm if you go to my suncast.com And subscribe on whatever podcast player you like, you have a lot of folks that subscribe through Apple, iTunes, and Spotify. But I encourage you to check out the podcast my suncast.com and again watch the live stream to hear and see more of the content that we're producing. Right here from Anna, thank you for joining us. You can find more at SunCast dot live for right here on the show floor. See you next time.
RESOURCES:
Connect with Rob Masinter on LinkedIn and on Redux Energy website
Connect with Eric Rubinstein on LinkedIn and on Renewable Capital website
Connect with Josh Beck on LinkedIn and on Full Tilt website
Connect with Rachel Sheridan on LinkedIn and on Full Tilt website
Connect with Josh Porter on LinkedIn and on Solar Coaster website
Connect with Nico Johnson on LinkedIn
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ABOUT THE HOST OF SUNCAST:
Nico Johnson is the creator and host of SunCast, consistently rated a top solar podcast in the clean energy sector. The content of the show is geared towards listeners looking for insights on where the markets are headed, how to position themselves or their companies, and what today's market leaders do to stay ahead of the pack.
Nico is an Investor, Executive Coach, and 16-year veteran of the solar industry, having led development in the US and Latin America for global companies like Trina Solar and Conergy.
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