Solar Maverick Podcast

Episode Summary: Tim Montague, host of Clean Power Hour and author of Wired for Sun: The Commercial Solar Playbook, joins Benoy to share how commercial solar projects can be structured for long-term success. The conversation covers how to quickly qualify opportunities, manage interconnection risk, and scope EPC contracts to protect margins. Tim also breaks down how the Big Beautiful Bill influences C&I project economics and what developers can do to scale repeatable business models in 2025 and beyond.   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Tim Montague Tim Montague is a solar developer, solar & storage expert, coach, and consultant with over 30 years of experience in technology, sustainability, and triple bottom line business. As President of the Clean Power Consulting Group and host and creator of the Clean Power Hour podcast, Tim has helped dozens of technology entrepreneurs and businesses grow and create a positive impact. His motto is "Let's grow solar & storage!"   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   TIm Montague  Linkedin:  https://www.linkedin.com/in/cleanpowerhour/ Website:  https://www.cleanpowerhour.com/ Wired for Sun Book:  https://www.amazon.com/Wired-Sun-Strategy-Step-Step-ebook/dp/B0FJSG8PVH/ref=sr_1_1?crid=1YQGJET8LZJZ1&dib=eyJ2IjoiMSJ9.lOW0xetQ9-e5e90Is3zg2u_EBixUOl0Uyc_jsS7vy1c-PnTltAG4CgFpskZnAU_6vGp-wONOQGFOnKmBs_DRkjRNa4A7QigAo9QP5bOBZJAL5IHLwLSBzR8Oui2tqMvvZ5_GL_mwVoEd4y2ljPsHME4z--Ik7kg2t8e3g997ncfuxdKtANXQBqpiBMgV2mDWIJ2vv1i32hMZLThNvc5PNTnvnOld_YK1nF0Eivd-k4U.9NObYCnV1_Y08b4ImlNskcKPcBhJ9_IZIhrQ18t1yS0&dib_tag=se&keywords=wired+for+sun&qid=1757334378&sprefix=wired+fo+r%2Caps%2C1389&sr=8-1

Episode Summary: In this episode of the Solar Maverick Podcast, host Benoy Thanjan sits down with Daniel Dus, CEO of Clean Tech Industry Resources (CIR) and founder of Solar Fight Night. Daniel shares his unique perspective on how his company is reshaping solar development through “Development as a Service” and “Construction as a Service” models, making it easier for developers, financiers, and EPCs to scale projects efficiently. Benoy and Daniel dive into industry trends, lessons learned from years of experience, and how CIR is positioning itself as a critical partner in today’s fast-changing renewable energy landscape. The conversation also highlights one of the largest renewable-energy fundraising events coming up at RE+ in Las Vegas, Solar Fight Night, and why community and collaboration are more important than ever.   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.   Daniel Dus 18 years in renewable energy C-suite and Board roles, overseeing the completion of over $1 billion worth of renewable energy projects spanning 23 states nationwide. MBA, Stanford Certified Project Manager, Villanova Certified Six Sigma Master Lean Blackbelt, Certificates in Energy Hedging, NERC, Grid Security and SCADA. Previously led the US division of a $32 billion top-three global, fully integrated renewable energy platform, which encompassed PV manufacturing to asset ownership, and was a vital part of a $100 billion multinational corporation. Achieved notable project honors, including a Congressional Certificate of Recognition from the US House of Representatives, Recognition for an Innovative Public-Private Partnership from The White House, and the title of Best Solar Collaboration by Solar Power Generation USA. Served a diverse array of clients, including JP Morgan Chase, Hertz, Westfield Malls, Bridgestone, UCLA, Intuit, Hilton, Panasonic, Macerich, CBS Studios, and numerous cities, such as Los Angeles, Pasadena, San Diego, Santa Monica, Breckenridge, Aurora, Orange, and Southbridge. Seasoned executive with extensive experience in the renewable energy sector. Recognized as the Founder of Shared Estates and Co-Founder of Solar Fight Night, the largest renewable energy non-profit fundraiser worldwide.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com    Daniel Dus Linkedin:  https://www.linkedin.com/in/danielrdus/ Website:  https://cleantechindustryresources.com/ Solar Fight Night:  https://www.solarfightnight.org/   This episode of the Solar Maverick Podcast is brought to you by Leo Berwick. Leo Berwick is a tax, valuation, cost segregation, modeling and financial due diligence advisory firm focused on infrastructure, energy, renewables, and private equity. They are a carefully curated team of top talent within each of these core disciplines. Their sector focus and coordinated teams allow them to move fast, stay efficient, and get deals done.  Whether it’s tax structuring, due diligence, financial modeling, valuations, or post-deal support, Leo Berwick covers the full deal lifecycle.  With decades of experience and an acute awareness of commercial considerations that can make or break a deal, Leo Berwick is helping investors unlock value in some of the most important sectors of the future.  To learn more, visit leoberwick.com.

Episode Summary: In this episode, host Benoy Thanjan sits down with Dorian Hunt, Partner and Head of Renewables at Leo Berwick, to unpack the new safe harbor rules, the impacts of the Big Beautiful Bill, and what’s coming next in tax and policy guidance for renewable energy. Dorian also dives into repowering projects, economic obsolescence, co-location strategies, bonus depreciation, and solar industry trends.  Dorian offers practical advice for developers and investors navigating today’s fast-changing environment. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MW of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MW of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Dorain Hunt Dorian leads Leo Berwick’s Energy & Renewables tax practice.  Dorian has 20 years of experience in tax credit monetization, with clients including renewable energy project developers, tax equity investors, project lenders, insurers and syndicators. Prior to joining Leo Berwick, he was a leader in the Power and Utilities and Energy Transition practices of a Big 4 firm, where he focused on providing tax consulting services with respect to tax credit-driven project finance across, with a focus on renewable energy. Dorian is a thought leader in the tax credit space and has authored articles on topics including the potential implications for “direct pay” of renewable energy tax incentives and on the impact of the Tax Cuts and Jobs Act on the US renewable energy industry.  He has also presented on these and other similar topics for organizations such as IPED, NARUC, and the Boston Bar Association. Dorian has experience with myriad energy incentive programs including Treasury 1603 grants, 48C advanced energy manufacturing studies, and the rapidly-developing field of 45Q carbon capture credits.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Dorian Hunt  Linkedin:  https://www.linkedin.com/in/dorian-hunt/ Website:  https://www.leoberwick.com/ Newsletter:  https://www.linkedin.com/newsletters/energy-transition-insider-7197296760090750976/

Episode Summary: In this episode, Benoy sits down with Kent Halliburton, CEO of Sazmining, to explore the surprising parallels between Solar and Bitcoin mining. Kent explains how Sazmining makes Bitcoin mining simple for everyday investors, why mining thrives on renewable energy, and what both industries can learn from each other. They also dive into the future of money, hyperinflation, and lessons from building companies in two disruptive industries. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MW of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MW of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.   Kent Halliburton Kent is the CEO and Co-Founder of Sazmining and a veteran in the renewable energy sector. Kent led sales and business development for a publicly traded solar energy company, managing a team of over 100 people with a 9-figure sales target.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Kent Halliburton Liinkedin:  https://www.linkedin.com/in/khalliburton/ Website:  https://www.sazmining.com/ Twitter:  khaliburton    Financial Raise for Sazmining-https://invest.timestampfinancial.com/offering/sazmining/details Books Mentioned: Check Your Financial Privilege by Alex Gladstein Broken Money by Lyn Alden

Episode Summary: In this episode of the Solar Maverick Podcast, host Benoy Thanjan interviews Maryssa Baron, Founder & CEO of BuildQ, an AI-powered platform transforming clean energy project development and finance. Maryssa shares her journey from pioneering early PPAs to becoming an attorney and COO at a global IPP, before launching BuildQ. She explains how AI is reducing risk, cutting OPEX, and streamlining due diligence and financing. They also discuss the impact of the Big Beautiful Bill, safe harbor challenges, and why unsubsidized solar remains competitive. Maryssa offers practical advice for entrepreneurs and insight into how AI is reshaping renewable energy.   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MW of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions.. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.   Maryssa Barron Maryssa Baron is the Founder & CEO of BuildQ, an AI-powered platform streamlining clean energy project development, financing, and M&A. With a background spanning PPA advisory, project finance, law, and executive leadership at a global IPP, Maryssa brings a unique perspective on solving the industry’s most complex challenges. She is also an attorney and passionate entrepreneur dedicated to accelerating the clean energy transition through technology and innovation.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Maryssa Barron Liinkedin:  https://www.linkedin.com/in/maryssa-barron/ Website:  https://www.buildq.ai/ Email:  maryssa@buildq.ai   

Episode Summary: Benoy Thanjan sits down with his co-host Nate Jovanelly, Founder & CEO of SunRaise Capital, to break down how the Big Beautiful Bill is reshaping residential solar. They discuss Section 25D’s removal, the surge in solar + storage, and innovative financing models like prepaid leases.   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, and a strategic advisor to multiple clean energy startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits ("REC") transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the company’s largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar projects. His role at Ridgewood Renewable Power, a private equity fund with 125 MW of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.   Nathan Jovanelly Nate is the CEO and Founder of SunRaise Capital’s mission is to provide affordable and accessible renewable energy options to homeowners, while reducing carbon footprints and creating a sustainable future for generations to come. They achieve their mission by partnering with industry leading solar installers to provide our customers with the best possible solar experience at competitive rates. As the CEO of an innovative residential solar lease company, he spearheads strategic initiatives aimed at harmonizing the objectives of our funding partners, installation teams, and homeowners. With a relentless focus on alignment, he cultivates collaborative relationships to ensure mutual success and satisfaction across all stakeholders. Through innovative leadership and a commitment to transparency, he drives sustainable growth while delivering exceptional value to our investors, installers, and customers alike.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Nathan Jovanelly SunRaise Capital Website:  https://www.sunraisecapital.com/ Linkedin:  https://www.linkedin.com/in/natejov/ Email:  nate@sunraise.com   Thank you to AMS Renewable Energy for Sponsoring this Episode of the Solar Maverick Podcast!  This episode of the Solar Maverick Podcast is brought to you by our sponsor—AMS Renewable Energy. AMS is a top-tier solar EPC that operates with the precision and mindset of a commercial general contractor. Headquartered in the Bronx, New York—and licensed nationwide—AMS has over 30 years of construction experience, tackling even the most complex solar projects with unmatched expertise and craftsmanship. Whether it’s a challenging C&I rooftop, ground mount, or full turnkey solution, AMS is committed to best-in-class service and results that last. If you're looking for a solar EPC partner who understands construction inside and out—AMS Renewable Energy should be at the top of your list. Learn more at [ams-renewable.com] and tell them the Solar Maverick sent you!   Nate’s other interviews on the Solar Maverick Podcast SMP 205: Revolutionizing Solar Finance: How SunRaise Capital Attracts Investors to Residential Solar Projects? https://podcasts.apple.com/us/podcast/smp-205-revolutionizing-solar-finance-how-sunraise/id1441876259?i=1000702871242   SMP 194:  2025 Solar Outlook https://solarmaverick.podbean.com/e/smp-194-2025-solar-outlook/   SMP 176:  REplus takeaways https://solarmaverick.podbean.com/e/smp-176-replus-takeaways/   SMP 166: Residential Solar Trends https://solarmaverick.podbean.com/e/smp-166-residential-solar-trends/    SMP 150: How SunRaise Capital is innovating residential solar financing? https://solarmaverick.podbean.com/e/smp-150-how-sunraise-capital-is-innovating-residential-solar-financing/    Solar Maverick Episode 147:  RE+ Takeaways https://solarmaverick.podbean.com/e/smp-147-re-conference-takeaways/    Solar Maverick Episode 139: Opportunities and Challenges with the PJM Solar Market https://www.youtube.com/watch?v=u14GHBkqcqo    Solar Maverick Episode 134: 2023 Solar Predictions https://solarmaverick.podbean.com/e/smp-134-2023-solar-predictations/   SMP 131:  How Technology and Software are innovating the Solar Industry? https://solarmaverick.podbean.com/e/smp-131-how-technology-and-software-is-innovating-the-solar-industry/    SMP 100: US Residential Solar, Storage, and Electric Vehicle Trends https://solarmaverick.podbean.com/e/smp-100-us-residential-solar-storage-and-electric-vehicles-trends/    SMP 74: Impact on COVID-19 on Residential Solar https://podcasts.apple.com/us/podcast/smp-74-impacts-of-covid-19-on-residential-solar/id1441876259?i=1000475840259      SMP 58:  Residential Solar Financing and Other Interesting Topics https://podcasts.apple.com/tc/podcast/smp-58-residential-solar-financing-other-interesting/id1441876259?i=1000459212910    SMP 20:  The Solar Intrapreneur Story:  How Nate helped IGS become one of the biggest solar asset owners in the US https://podcasts.apple.com/tc/podcast/smp-20-solar-intrapreneur-story-how-nate-helped-igs/id1441876259?i=1000432329129    

Welcome to our weekly Renewable Energy Briefing! Stay informed on the latest industry trends. Join us for a comprehensive analysis that combines expert commentary with up-to-the-minute news, offering you a strategic overview of the renewable energy market. Don't miss out on the crucial details that can impact your investment decisions. Tune in weekly for your essential dose of Renewable Energy insights! Episode #31 Briefing Highlights:  -NYSERDA launches the Index Storage Credit program -M&A Roundup: Blackrock/AES talk, Savion/Ares JV, and FERC approves Constellation/Calpine deal -Solar was the largest source of electricity across the EU in June -New Quantum Dot tech expected to greatly improve solar panel efficiency If you have any questions or comments, email us at info@reneuenergy.com.

Episode Overview In this episode, Benoy Thanjan interviews Gabe Phillips, CEO of Catalyst Power Holdings, a company revolutionizing how commercial and industrial (C&I) customers access clean energy.  The conversation dives into the future of C&I solar, energy storage, demand response, and how Catalyst Power is empowering mid-sized businesses with creative, cost-saving clean energy solutions. Topics Covered: Gabe's background and evolution in the energy sector The unique C&I clean energy niche Catalyst Power serves The role of DERs (distributed energy resources) and why aggregation matters Combining solar, storage, and demand response into a single value proposition The importance of customer acquisition and tech-enabled platforms Opportunities and challenges in Northeast markets like NYISO and PJM What’s next for C&I energy solutions as federal and state incentives evolve Key Quotes: “We’re focused on the forgotten middle — C&I customers that are too big for rooftop-only and too small for full-blown utility-scale.” “There’s a convergence of tech and finance in clean energy that’s finally unlocking the C&I market.” “We’re not just selling power — we’re building long-term energy partnerships.”   Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy and he is also an advisor for several solar startup companies.  He has extensive project origination, development, and financial experience in the renewable energy industry and in the environmental commodities market.   This includes initial site evaluation, permitting, financing, sourcing equipment, and negotiating the long-term energy and environmental commodities off-take agreements. He manages due diligence processes on land, permitting, and utility interconnection and is in charge of financing and structuring through Note to Proceed (“NTP”) to Commercial Operation Date (“COD”). Benoy composes teams suitable for all project development and construction tasks. He is also involved in project planning and pipeline financial modeling. He has been part of all sides of the transaction and this allows him to provide unique perspectives and value. Benoy has extensive experience in financial engineering to make solar projects profitable. Before founding Reneu Energy, he was the SREC Trader in the Project Finance Group for SolarCity which merged with Tesla in 2016.  He originated SREC trades with buyers and co-developed their SREC monetization and hedging strategy with the senior management of SolarCity to move into the east coast markets.  Benoy was the Vice President at Vanguard Energy Partners which is a national solar installer where he focused on project finance solutions for commercial scale solar projects.  He also worked for Ridgewood Renewable Power, a private equity fund, where he analyzed potential investments in renewable energy projects and worked on maximizing the financial return of the projects in the portfolio.  Benoy also worked on the sale of all of the renewable energy projects in Ridgewood’s portfolio.   He was in the Energy Structured Finance practice for Deloitte & Touche and in Financial Advisory Services practice at Ernst & Young.  Benoy received his first experience in Finance as an intern at D.E. Shaw & Co., which is a global investment firm with 37 billion dollars in investment capital. He has a MBA in Finance from Rutgers University and a BS in Finance and Economics from the Stern School of Business at New York University.  Benoy was an Alumni Scholar at the Stern School of Business.  Gabe Phillips: Gabe is the CEO of Catalyst Power Holdings, a fast-growing company providing customized power solutions to C&I customers. With a background in environmental commodities and renewable project finance, Gabe brings deep experience in building businesses that sit at the intersection of sustainability, economics, and customer value. Prior to founding Catalyst, Gabe held leadership roles at energy trading and consulting firms. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Gabe Phillps Website: https://catalystpower.com LinkedIn: Catalyst Power Gabe’s LinkedIn: Gabe Phillips

Episode Overview In this episode of the Solar Maverick Podcast, I speak with Lee Keshishian, the Founder & CEO of Civic Renewables. We dive into his 18+ year journey in residential solar—from founding Clean Currents to scaling Tesla/SolarCity’s East Coast operations and now building a national network of trusted local solar installers. Lee shares insights on what it takes to grow resilient clean energy businesses and how Civic is raising the bar for solar quality and local impact. Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy and he is also an advisor for several solar startup companies.  He has extensive project origination, development, and financial experience in the renewable energy industry and in the environmental commodities market.   This includes initial site evaluation, permitting, financing, sourcing equipment, and negotiating the long-term energy and environmental commodities off-take agreements. He manages due diligence processes on land, permitting, and utility interconnection and is in charge of financing and structuring through Note to Proceed (“NTP”) to Commercial Operation Date (“COD”). Benoy composes teams suitable for all project development and construction tasks. He is also involved in project planning and pipeline financial modeling. He has been part of all sides of the transaction and this allows him to provide unique perspectives and value. Benoy has extensive experience in financial engineering to make solar projects profitable. Before founding Reneu Energy, he was the SREC Trader in the Project Finance Group for SolarCity which merged with Tesla in 2016.  He originated SREC trades with buyers and co-developed their SREC monetization and hedging strategy with the senior management of SolarCity to move into the east coast markets.  Benoy was the Vice President at Vanguard Energy Partners which is a national solar installer where he focused on project finance solutions for commercial scale solar projects.  He also worked for Ridgewood Renewable Power, a private equity fund, where he analyzed potential investments in renewable energy projects and worked on maximizing the financial return of the projects in the portfolio.  Benoy also worked on the sale of all of the renewable energy projects in Ridgewood’s portfolio.   He was in the Energy Structured Finance practice for Deloitte & Touche and in Financial Advisory Services practice at Ernst & Young.  Benoy received his first experience in Finance as an intern at D.E. Shaw & Co., which is a global investment firm with 37 billion dollars in investment capital. He has a MBA in Finance from Rutgers University and a BS in Finance and Economics from the Stern School of Business at New York University.  Benoy was an Alumni Scholar at the Stern School of Business.  Leon “Lee” Keshishian Experienced solar executive and entrepreneur with 18+ years leading growth in clean energy. Founder of Civic Renewables, building a national network of trusted local solar providers with centralized support for operations, procurement, training, and long-term service. Previously led East Coast operations at SolarCity/Tesla, scaling to 40+ locations and 4,000+ employees. As COO of Palmetto Solar, helped drive 400% growth and partnerships with 50+ local companies. Former CEO of Autosled and co-founder of Clean Currents Solar. Passionate about empowering local businesses, delivering long-term value to homeowners, and accelerating the energy transition through quality, service, and trust.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Lee Keshishian LinkedIn: https://www.linkedin.com/in/leonjkeshishian/ Website: https://civicrenewables.com

Episode Overview In this episode of the Solar Maverick Podcast, Benoy Thanjan speaks with Robb Jetty, CEO of REC Solar.  Rob shares insights from his 23-year journey in renewable energy, REC’s behind-the-meter and utility-scale development strategy, and the company’s active role in greenfield projects, energy storage, and asset repowering. Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy and he is also an advisor for several solar startup companies.  He has extensive project origination, development, and financial experience in the renewable energy industry and in the environmental commodities market.   This includes initial site evaluation, permitting, financing, sourcing equipment, and negotiating the long-term energy and environmental commodities off-take agreements. He manages due diligence processes on land, permitting, and utility interconnection and is in charge of financing and structuring through Note to Proceed (“NTP”) to Commercial Operation Date (“COD”). Benoy composes teams suitable for all project development and construction tasks. He is also involved in project planning and pipeline financial modeling. He has been part of all sides of the transaction and this allows him to provide unique perspectives and value. Benoy has extensive experience in financial engineering to make solar projects profitable. Before founding Reneu Energy, he was the SREC Trader in the Project Finance Group for SolarCity which merged with Tesla in 2016.  He originated SREC trades with buyers and co-developed their SREC monetization and hedging strategy with the senior management of SolarCity to move into the east coast markets.  Benoy was the Vice President at Vanguard Energy Partners which is a national solar installer where he focused on project finance solutions for commercial scale solar projects.  He also worked for Ridgewood Renewable Power, a private equity fund, where he analyzed potential investments in renewable energy projects and worked on maximizing the financial return of the projects in the portfolio.  Benoy also worked on the sale of all of the renewable energy projects in Ridgewood’s portfolio.   He was in the Energy Structured Finance practice for Deloitte & Touche and in Financial Advisory Services practice at Ernst & Young.  Benoy received his first experience in Finance as an intern at D.E. Shaw & Co., which is a global investment firm with 37 billion dollars in investment capital. He has a MBA in Finance from Rutgers University and a BS in Finance and Economics from the Stern School of Business at New York University.  Benoy was an Alumni Scholar at the Stern School of Business.  Robb Jetty Rob Jetty is the Chief Executive Officer of REC Solar, a leading independent power producer (IPP) and clean energy developer focused on delivering innovative behind-the-meter and small utility-scale solar and storage solutions across the U.S. With over 23 years of experience in the renewable energy industry, Rob has built a career spanning the full lifecycle of clean energy development—from founding a regional EPC firm in 2002 to holding senior leadership roles at some of the industry's most influential organizations, including Recurrent Energy, General Electric, and EDF Renewables. As CEO of REC Solar, Rob is steering the company’s strategic growth following its 2023 acquisition by ArcLight Capital Partners. Under his leadership, REC is focused on expanding its operating fleet through greenfield development, M&A, and repowering of aging solar assets. The company operates more than 150 solar projects totaling approximately 300 MW across 16 states. Rob’s deep understanding of project development, corporate procurement, and grid-scale renewables enables REC to serve diverse sectors including food & beverage, cold storage, special districts (MUSH market), and fleet electrification. Notably, the company led the development of a solar-powered EV bus charging hub for the Anaheim Transportation Network, and a microgrid at Kona Village Resort in Hawaii, supporting resilience and clean energy access.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Robb Jetty LinkedIn: https://www.linkedin.com/in/robertjetty/ Website: https://recsolar.com/ REC Solar Case Studies:  https://recsolar.com/resources/case-studies/

Episode Overview Benoy Thanjan welcomes back Dan French, Executive Producer of the Solar Farm Summit on the Solar Maverick Podcast and they dive deep into the emerging world of agrivoltaics—solar projects that co-exist with agriculture—and the role it will play in the energy and agricultural renaissance. Dan shares details about the upcoming Solar Farm Summit (Aug 4–7 at McCormick Place, Chicago), the largest agrivoltaics event in North America. They explore U.S. state-level leadership, global innovation, project economics, and transformative benefits such as water conservation, improved crop yields, and rural revitalization. Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy and he is also an advisor for several solar startup companies.  He has extensive project origination, development, and financial experience in the renewable energy industry and in the environmental commodities market.   This includes initial site evaluation, permitting, financing, sourcing equipment, and negotiating the long-term energy and environmental commodities off-take agreements. He manages due diligence processes on land, permitting, and utility interconnection and is in charge of financing and structuring through Note to Proceed (“NTP”) to Commercial Operation Date (“COD”). Benoy composes teams suitable for all project development and construction tasks. He is also involved in project planning and pipeline financial modeling. He has been part of all sides of the transaction and this allows him to provide unique perspectives and value. Benoy has extensive experience in financial engineering to make solar projects profitable. Before founding Reneu Energy, he was the SREC Trader in the Project Finance Group for SolarCity which merged with Tesla in 2016.  He originated SREC trades with buyers and co-developed their SREC monetization and hedging strategy with the senior management of SolarCity to move into the east coast markets.  Benoy was the Vice President at Vanguard Energy Partners which is a national solar installer where he focused on project finance solutions for commercial scale solar projects.  He also worked for Ridgewood Renewable Power, a private equity fund, where he analyzed potential investments in renewable energy projects and worked on maximizing the financial return of the projects in the portfolio.  Benoy also worked on the sale of all of the renewable energy projects in Ridgewood’s portfolio.   He was in the Energy Structured Finance practice for Deloitte & Touche and in Financial Advisory Services practice at Ernst & Young.  Benoy received his first experience in Finance as an intern at D.E. Shaw & Co., which is a global investment firm with 37 billion dollars in investment capital. He has a MBA in Finance from Rutgers University and a BS in Finance and Economics from the Stern School of Business at New York University.  Benoy was an Alumni Scholar at the Stern School of Business.  Dan French – Executive Producer, Solar Farm Summit Dan French is a nationally recognized leader in renewable energy land use and the Executive Producer of the Solar Farm Summit, the largest agrivoltaics development conference in North America. With a career spanning law, brownfield redevelopment, and clean energy consulting, Dan has become a catalyst for innovation at the intersection of solar energy, agriculture, and sustainable land transformation. A former environmental and energy attorney, Dan has transitioned into a visionary market maker—organizing events that drive collaboration among farmers, solar developers, policymakers, and conservationists. His work has helped pioneer the concept of “multifunctional PV”—solar projects that generate clean energy while supporting agricultural yields, biodiversity, and rural economic development. Dan also leads the Virginia Solar Summit and has played a key role in revitalizing polluted and underutilized land through the Brightfields and brownfields-to-solar movements. A passionate advocate for community-based innovation, Dan’s events are known for mixing technical expertise with grassroots accessibility, always striving to "put farming first." Through the Solar Farm Summit, Dan is helping define the future of land use—where solar power coexists with food production, ecological restoration, and energy resilience on a global scale.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Dan French Email: dan@solarfarmsummit.com  LinkedIn: https://www.linkedin.com/in/dan-french-4354047/ Website: https://solarfarmsummit.com/ Dan’s previous interviews on the Solar Maverick Podcast https://solarmaverick.podbean.com/e/smp-46-why-brownfields-are-ideal-sites-for-solar/ https://podtail.com/podcast/solar-maverick-podcast/smp-140-agrivoltaics-one-of-the-next-frontiers-in-/

Welcome to our weekly Renewable Energy Briefing! Stay informed on the latest industry trends. Join us for a comprehensive analysis that combines expert commentary with up-to-the-minute news, offering you a strategic overview of the renewable energy market. Don't miss out on the crucial details that can impact your investment decisions. Tune in weekly for your essential dose of Renewable Energy insights!    Episode #30 Briefing Highlights: -The OBBB is signed: A summary of the high-level impacts -New executive order intends to tighten 'commencement of construction' rules; details in 45 days -SPP updates process for faster connection of large 10MW+ loads If you have any questions or comments, our email is info@reneuenergy.com.

Welcome to our weekly Renewable Energy Briefing! Stay informed on the latest industry trends. Join us for a comprehensive analysis that combines expert commentary with up-to-the-minute news, offering you a strategic overview of the renewable energy market. Don't miss out on the crucial details that can impact your investment decisions. Tune in weekly for your essential dose of Renewable Energy insights!   Episode #29 Briefing Highlights:   -Heat wave impacts, up to $1000/MWhr, and NYC came very close to its all time peak -June 19th Brattle report: by 2035, 60-90GW additional peak capacity will be needed -NY Governor Hochul issues NYPA with mandate for 1GW of nuclear to be built -Latest details on the OBBB and the 'poison pill' for BESS: the foreign entity of concern (FEOC) conditions If you have any comments or questions, email us at info@reneuenergy.com.

Welcome to our weekly Renewable Energy Briefing on 6/11/25! Stay informed on the latest industry trends. Join us for a comprehensive analysis that combines expert commentary with up-to-the-minute news, offering you a strategic overview of the renewable energy market. Don't miss out on the crucial details that can impact your investment decisions. Tune in weekly for your essential dose of Renewable Energy insights! Benoy was at the American Council of Renewable Energy's (ACORE) Finance Forum last week Biggest topic was the OBBB causing uncertainty within the industry China is continuing to be ultra-aggressive with their solar and energy storage buildout While there, Benoy interviewed the COEs of ACORE and EDPR for the Solar Maverick Podcast Life after the ITC (Investment Tax Credit)? Preparing for the worst How all sectors of the solar industry will need to become more efficient Sunnova and Mosaic bankruptcies Consolidation occurring within natural gas, cost and time to build new is not economical. PPA (power purchase agreements) pricings trending higher provides opportunities If you have any questions or comments, please email us at info@reneuenergy.com.

Episode Overview In this episode, SEIA CEO Abby Hopper discusses the current state of solar policy amid Congress's reconciliation efforts, emphasizing critical priorities like preserving the “commenced construction” timeline, extending and smoothing the ITC phase‑down. Though recognizing short-term uncertainty and potential industry turbulence, Abby remains optimistic about long-term demand, technological innovation, and the growing role of solar+storage in a reliable, affordable energy future.   Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy and he is also an advisor for several solar startup companies.  He has extensive project origination, development, and financial experience in the renewable energy industry and in the environmental commodities market.   This includes initial site evaluation, permitting, financing, sourcing equipment, and negotiating the long-term energy and environmental commodities off-take agreements. He manages due diligence processes on land, permitting, and utility interconnection and is in charge of financing and structuring through Note to Proceed (“NTP”) to Commercial Operation Date (“COD”). Benoy composes teams suitable for all project development and construction tasks. He is also involved in project planning and pipeline financial modeling. He has been part of all sides of the transaction and this allows him to provide unique perspectives and value. Benoy has extensive experience in financial engineering to make solar projects profitable. Before founding Reneu Energy, he was the SREC Trader in the Project Finance Group for SolarCity which merged with Tesla in 2016.  He originated SREC trades with buyers and co-developed their SREC monetization and hedging strategy with the senior management of SolarCity to move into the east coast markets.  Benoy was the Vice President at Vanguard Energy Partners which is a national solar installer where he focused on project finance solutions for commercial scale solar projects.  He also worked for Ridgewood Renewable Power, a private equity fund, where he analyzed potential investments in renewable energy projects and worked on maximizing the financial return of the projects in the portfolio.  Benoy also worked on the sale of all of the renewable energy projects in Ridgewood’s portfolio.   He was in the Energy Structured Finance practice for Deloitte & Touche and in Financial Advisory Services practice at Ernst & Young.  Benoy received his first experience in Finance as an intern at D.E. Shaw & Co., which is a global investment firm with 37 billion dollars in investment capital. He has a MBA in Finance from Rutgers University and a BS in Finance and Economics from the Stern School of Business at New York University.  Benoy was an Alumni Scholar at the Stern School of Business.  Abby Hopper Abigail Ross Hopper is the president and CEO of the Solar Energy Industries Association (SEIA), the national trade organization for America's solar and storage industry. Ms. Hopper is a visionary leader who has transformed SEIA into an advocacy powerhouse and the leading voice for the U.S. solar and storage industry, a $64 billion force in our nation’s economy.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Abby Hopper Website: Follow SEIA at seia.org and solarpowersamerica.org savemainstreetsolar.org Linkedin:  https://www.linkedin.com/in/abby-hopper-a3415527/   Call to Action for Mavericks Make your voice heard—CALL or WRITE your member(s) and senators  urging support for: Commenced construction carve-outs FEOC practical solutions Extended ITC phase-out schedules Share real-life impacts—highlight project/job delays, supply chain headaches, business planning peril. Participate in grassroots campaigns — sign up for Save Main Street Solar, engage in local/regional advocacy.

In this episode, Benoy Thanjan speaks with João Barreto, CEO of EDPR NA Distributed Generation, at the ACORE Finance Forum. They explore the rapid evolution of distributed generation (DG) in the U.S., community solar market trends, and how EDPR is deploying capital to meet growing clean energy demand. Topics Covered: The origin and growth of EDPR NA DG and its 12 GW+ installed capacity in North America Why distributed generation is a key complement to utility-scale solar and wind EDPR’s strategic focus on Northeast and California DG markets Insights on the impact of the House tax bill on renewable investment timelines The policy-driven nature of community solar, and why California’s program rollback was a missed opportunity EDPR’s balanced strategy between greenfield development and co-development partnerships The challenge of navigating interconnection and permitting inconsistency across the U.S. How EDPR differentiates in the DG space through experience, local presence, and global customer relationships Perspectives on integrating storage with DG, and current limitations in markets like New York Key Quote: “Distributed generation is policy-driven—and understanding how to position in the right markets at the right time is what creates long-term value.” – João Barreto   Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy and he is also an advisor for several solar startup companies.  He has extensive project origination, development, and financial experience in the renewable energy industry and in the environmental commodities market.   This includes initial site evaluation, permitting, financing, sourcing equipment, and negotiating the long-term energy and environmental commodities off-take agreements. He manages due diligence processes on land, permitting, and utility interconnection and is in charge of financing and structuring through Note to Proceed (“NTP”) to Commercial Operation Date (“COD”). Benoy composes teams suitable for all project development and construction tasks. He is also involved in project planning and pipeline financial modeling. He has been part of all sides of the transaction and this allows him to provide unique perspectives and value. Benoy has extensive experience in financial engineering to make solar projects profitable. Before founding Reneu Energy, he was the SREC Trader in the Project Finance Group for SolarCity which merged with Tesla in 2016.  He originated SREC trades with buyers and co-developed their SREC monetization and hedging strategy with the senior management of SolarCity to move into the east coast markets.  Benoy was the Vice President at Vanguard Energy Partners which is a national solar installer where he focused on project finance solutions for commercial scale solar projects.  He also worked for Ridgewood Renewable Power, a private equity fund, where he analyzed potential investments in renewable energy projects and worked on maximizing the financial return of the projects in the portfolio.  Benoy also worked on the sale of all of the renewable energy projects in Ridgewood’s portfolio.   He was in the Energy Structured Finance practice for Deloitte & Touche and in Financial Advisory Services practice at Ernst & Young.  Benoy received his first experience in Finance as an intern at D.E. Shaw & Co., which is a global investment firm with 37 billion dollars in investment capital. He has a MBA in Finance from Rutgers University and a BS in Finance and Economics from the Stern School of Business at New York University.  Benoy was an Alumni Scholar at the Stern School of Business.  João Salvação Barreto Chief Executive Officer, EDPR NA Distributed Generation João Salvação Barreto is the CEO of EDPR North America Distributed Generation, the distributed solar and storage business unit of EDP Renewables NA. Promoted to this role in June 2024, Barreto leads a fast-growing platform that manages over 280 MW AC of solar and storage assets across 25 U.S. states—with substantial expansions in key markets like New York, Maine, and Illinois.  He joined EDP in 2014 as part of its Global M&A and Corporate Development group. Over the next decade, he held leadership roles including Chief Commercial Officer, during which he oversaw major acquisitions such as Sunseap (now EDPR APAC) and C2 (now EDPR NA DG). He also chaired EDP’s Investment Committee from 2020 to 2023, guiding the company’s strategic investment priorities João’s professional experience spans 23 years in real estate, 13 years in medical investments, and work in the defense industry, where he built relationships with international governments and organizations He holds a degree from the Nova School of Business and Economics and is fluent in leveraging his multidisciplinary background to advance distributed solar finance, partnerships, and grid resilience  Under his leadership, EDPR NA DG is focused on expanding its community solar, C&I, and behind-the-meter portfolios while emphasizing partnerships, innovation, and operational excellence. João is a frequent participant and speaker at industry finance events, including the Financial Times/Nikkei Investing in America Summit and Infocast Solar Power Finance & Investment forums, where he highlights the importance of distributed generation in the energy transition   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   João Salvação Barreto Website:  https://www.edp.com/en Linkedin:  https://www.linkedin.com/in/joão-salvação-barreto-90929a3b/ WRISE 20th Anniversary Gala Date & Time: Thursday, June 26, 2025 from 6:00 PM to 10:00 PM Location: Gotham Hall, New York City Occasion: Celebrating 20 years of championing women and underrepresented groups in the renewable & sustainable energy sector  Host & Highlight: Presented by Women of Renewable Industries & Sustainable Energy (WRISE); evening includes networking, recognition of community leaders, and celebration of industry milestones  The link to register is below. https://wrise20thanniversarygala.rsvpify.com/?mc_cid=2c22b50623&mc_eid=0dfa02be45&securityToken=qZn8wqQI1mC1uMRPyb08kNwbscQ23wtX

Episode Overview In this episode, recorded live at the ACORE Finance Forum in NYC, host Benoy Thanjan sits down with Ray Long, President & CEO of ACORE. They discuss the evolving clean energy finance landscape, grid permitting challenges, policy battles around the Inflation Reduction Act (IRA), and the exponential demand for power driven by AI and electrification. Ray also shares the history and mission of ACORE—from its origins connecting Wall Street to developers in 2001, to its current role as a leading voice in renewable energy policy and finance. Key Themes & Takeaways Explosive Growth in Power Demand U.S. energy demand remained flat for decades—but is now rising due to: AI and cloud computing Electrification of buildings and manufacturing EV charging infrastructure Urgent need for scalable solutions—wind, solar, storage, and natural gas are critical in the next 5–10 years IRA Threatened by Tax Bill “Big Beautiful Bill” proposes eliminating key tax incentives from the IRA Would undermine progress and financing certainty across clean energy markets Industry needs a thoughtful, phased approach, not abrupt disruption Permitting & Interconnection Bottlenecks Interconnection Crisis Major ISOs like PJM are overwhelmed—some developers face 7+ year delays Load centers like Virginia see 100+ data center projects awaiting connection ACORE’s Macro Grid Initiative pushes for regulatory fixes and grid modernization Bipartisan Momentum & Strategy ACORE promotes an “all of the above” strategy—recognizing solar, wind, storage, natural gas, and emerging tech Urges policymakers to emulate China’s aggressive infrastructure and energy approach Emphasizes renewables as a national competitiveness issue—not just environmental Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy and he is also an advisor for several solar startup companies.  He has extensive project origination, development, and financial experience in the renewable energy industry and in the environmental commodities market.   This includes initial site evaluation, permitting, financing, sourcing equipment, and negotiating the long-term energy and environmental commodities off-take agreements. He manages due diligence processes on land, permitting, and utility interconnection and is in charge of financing and structuring through Note to Proceed (“NTP”) to Commercial Operation Date (“COD”). Benoy composes teams suitable for all project development and construction tasks. He is also involved in project planning and pipeline financial modeling. He has been part of all sides of the transaction and this allows him to provide unique perspectives and value. Benoy has extensive experience in financial engineering to make solar projects profitable. Before founding Reneu Energy, he was the SREC Trader in the Project Finance Group for SolarCity which merged with Tesla in 2016.  He originated SREC trades with buyers and co-developed their SREC monetization and hedging strategy with the senior management of SolarCity to move into the east coast markets.  Benoy was the Vice President at Vanguard Energy Partners which is a national solar installer where he focused on project finance solutions for commercial scale solar projects.  He also worked for Ridgewood Renewable Power, a private equity fund, where he analyzed potential investments in renewable energy projects and worked on maximizing the financial return of the projects in the portfolio.  Benoy also worked on the sale of all of the renewable energy projects in Ridgewood’s portfolio.   He was in the Energy Structured Finance practice for Deloitte & Touche and in Financial Advisory Services practice at Ernst & Young.  Benoy received his first experience in Finance as an intern at D.E. Shaw & Co., which is a global investment firm with 37 billion dollars in investment capital. He has a MBA in Finance from Rutgers University and a BS in Finance and Economics from the Stern School of Business at New York University.  Benoy was an Alumni Scholar at the Stern School of Business.  Ray Long Ray Long leads the American Council on Renewable Energy (ACORE) as President and Chief Executive Officer.   ACORE is the oldest nonprofit organization in the United States dedicated to expanding the use of renewable energy technologies for American homes and businesses. This mission is as important and relevant today as it was back in 2001. As CEO, Long is privileged to lead a team of dedicated professionals and an equally passionate group of members and contributors who enable ACORE’s strategic initiatives.   ACORE’s members operate in all 50 states, and in 2022, they financed, developed, built and owned over 90% of new, utility-scale renewable energy projects. Under Long’s leadership, ACORE continues to expand the framework that has enabled the industry’s growth through bipartisan outreach, accurate and compelling analysis, and effective collaboration.  Long is a respected energy executive, having spent over 25 years representing and growing conventional and renewable energy companies in the United States. Most recently, Long was Senior Vice President of External Affairs and a member of the management team at Clearway Energy. Throughout his career, Long helped to build successful government, regulatory and communications teams, utilizing a campaign management approach to policy and project development challenges.   Long earned a Bachelor of Science degree in Public Policy and Administration from Suffolk University and a Juris Doctor degree from Suffolk University Law School. He lives in Washington, D.C., with his wife.     Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Ray Long Website:  https://acore.org/ Linkedin:  https://www.linkedin.com/in/ray-long-a89a816/   WRISE 20th Anniversary Gala Date & Time: Thursday, June 26, 2025 from 6:00 PM to 10:00 PM Location: Gotham Hall, New York City Occasion: Celebrating 20 years of championing women and underrepresented groups in the renewable & sustainable energy sector  Host & Highlight: Presented by Women of Renewable Industries & Sustainable Energy (WRISE); evening includes networking, recognition of community leaders, and celebration of industry milestones  The link to register is below. https://wrise20thanniversarygala.rsvpify.com/?mc_cid=2c22b50623&mc_eid=0dfa02be45&securityToken=qZn8wqQI1mC1uMRPyb08kNwbscQ23wtX

Episode Overview This episode dives deep into the evolving solar landscape—covering key state-level policy battles, rising resistance to distributed solar, the latest federal tax package in Congress, and the long term trends in the solar industry. Fox Swim, Senior Solar Industry Researcher at Aurora Solar, shares expertise on policy, utility rates, and resiliency-minded markets.   Key Themes & Highlights Aurora Solar & Fox’s Expertise Aurora provides industry-leading solar design and sales software globally.   State-Level Anti-Solar Trends Utilities favor centralized generation, clashing with distributed energy advocates.   California’s AB 942 aims to end grandfathered NEM/NEM 2 contracts when homes are sold, pushing owners into less favorable NEM 3 tariffs—effectively breaking existing contracts.   Resiliency & Distributed Generation Extreme weather, aging grid infrastructure, and power instability are driving demand for solar + storage. Distributed generation is seen as a smarter, faster, and more resilient solution than central utility models. Virtual battery programs in states like Connecticut are emerging as positive examples.   Federal Tax Bill & IRA Disruptions The recent House tax bill introduces critical threats:   Elimination of IRA incentives (including ITC, storage, and battery credits). “Fiat” sourcing restrictions targeting Chinese-manufactured solar components, potentially nullifying battery and panel subsidies. Fox warns of an unplanned “solar winter” where many small players may fold, though core demand won’t vanish. Emphasis is shifting toward resilience and independence—not just ROI.   2025 Aurora Solar Snapshot Insights (Backed by Aurora’s data on ~12.5 million projects, surveys of 1,000+ homeowners, 1,000 professionals, and 500+ businesses) Resilience over ROI: 76% of homeowners view solar as a good investment (up from 43% in 2023)  Financing shifts: Third‑party ownership (leases/PPAs) are growing; battery demand surges with 78% installers seeing increased interest  Bipartisan appeal: Solar cuts across party lines—Republicans, Democrats, and Independents all value solar and IRA  Trust challenges: Installer mistrust doubled—44% of homeowners find trustworthy companies hard to identify  Motivations revealed: Top drivers: bill savings, energy independence, environmental impact (>50% cite environment as a top-3 reason)    Tactical Takeaways for Mavericks Strengthen Trust – Improve transparency and contract clarity; be proactive about ethical sales practices. Refocus Messaging – Highlight solar + storage for resilience and independence—especially in disaster-prone regions. Engage Politically – Contact local/state reps, especially around bills like North Carolina’s ITC reinstatement. Diversify Revenue – Build resilience offerings or pivots like community solar and virtual battery programs. Advocacy & Data – Join efforts with industry groups (SEIA, ACORE), and use Aurora’s regional data in policymaker discussions.   Quotes from the Interview “76% of homeowners now say solar is a smart investment—it used to be 43%!”   “Installer trust has tanked: 44% of homeowners find it hard to pick a dependable provider.”   “Solar isn’t just about ROI anymore—it’s energy independence and resilience.”   Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy and he is also an advisor for several solar startup companies.  He has extensive project origination, development, and financial experience in the renewable energy industry and in the environmental commodities market.   This includes initial site evaluation, permitting, financing, sourcing equipment, and negotiating the long-term energy and environmental commodities off-take agreements. He manages due diligence processes on land, permitting, and utility interconnection and is in charge of financing and structuring through Note to Proceed (“NTP”) to Commercial Operation Date (“COD”). Benoy composes teams suitable for all project development and construction tasks. He is also involved in project planning and pipeline financial modeling. He has been part of all sides of the transaction and this allows him to provide unique perspectives and value. Benoy has extensive experience in financial engineering to make solar projects profitable. Before founding Reneu Energy, he was the SREC Trader in the Project Finance Group for SolarCity which merged with Tesla in 2016.  He originated SREC trades with buyers and co-developed their SREC monetization and hedging strategy with the senior management of SolarCity to move into the east coast markets.  Benoy was the Vice President at Vanguard Energy Partners which is a national solar installer where he focused on project finance solutions for commercial scale solar projects.  He also worked for Ridgewood Renewable Power, a private equity fund, where he analyzed potential investments in renewable energy projects and worked on maximizing the financial return of the projects in the portfolio.  Benoy also worked on the sale of all of the renewable energy projects in Ridgewood’s portfolio.   He was in the Energy Structured Finance practice for Deloitte & Touche and in Financial Advisory Services practice at Ernst & Young.  Benoy received his first experience in Finance as an intern at D.E. Shaw & Co., which is a global investment firm with 37 billion dollars in investment capital. He has a MBA in Finance from Rutgers University and a BS in Finance and Economics from the Stern School of Business at New York University.  Benoy was an Alumni Scholar at the Stern School of Business.  Fox Swim Fox Swim is a data-driven activist with a passion for solving complex social and environmental challenges. With expertise in alternative energy, and urban sustainability, she leverages technical research and leadership skills to drive impactful change. Currently a Senior Industry Researcher at Aurora Solar, Fox focuses on advancing renewable energy solutions while advocating for social justice and sustainability. Related Links https://solarbuildermag.com/news/california-committee-passes-bill-that-would-break-net-metering-contracts/ https://www.nerdwallet.com/article/mortgages/solar-panel-types https://www.eenews.net/articles/california-bill-would-slash-solar-benefits/  Aurora Solar’s 2025 Snapshot Report   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Fox Swim Website:  https://aurorasolar.com/ Linkedin:  https://www.linkedin.com/in/fox-swim-6919061a/   WRISE 20th Anniversary Gala Date & Time: Thursday, June 26, 2025 from 6:00 PM to 10:00 PM Location: Gotham Hall, New York City Occasion: Celebrating 20 years of championing women and underrepresented groups in the renewable & sustainable energy sector  Host & Highlight: Presented by Women of Renewable Industries & Sustainable Energy (WRISE); evening includes networking, recognition of community leaders, and celebration of industry milestones  The link to register is below. https://wrise20thanniversarygala.rsvpify.com/?mc_cid=2c22b50623&mc_eid=0dfa02be45&securityToken=qZn8wqQI1mC1uMRPyb08kNwbscQ23wtX

Welcome to our weekly Renewable Energy Briefing! Stay informed on the latest industry trends. Join us for a comprehensive analysis that combines expert commentary with up-to-the-minute news, offering you a strategic overview of the renewable energy market. Don't miss out on the crucial details that can impact your investment decisions. Tune in weekly for your essential dose of Renewable Energy insights! Episode #27 Briefing Highlights: Four executive orders signed to boost nuclear power Empire Wind's stop work order has been lifted One Big Beautiful Bill impacts on IRA and renewable energy Potential major changes to the bill after deliberations in the Senate, an important time now to petition your senators and representatives before it is too late. If you have any questions or comments, you can email us at info@reneuenergy.com.

Welcome to our weekly Renewable Energy Briefing! Stay informed on the latest industry trends. Join us for a comprehensive analysis that combines expert commentary with up-to-the-minute news, offering you a strategic overview of the renewable energy market. Don't miss out on the crucial details that can impact your investment decisions. Tune in weekly for your essential dose of Renewable Energy insights! Episode #26 Briefing Highlights: Benoy was at a great new conference, the Mid-Atlantic Solar and Storage Conference. -The main topics were IRA, tariffs, how credit transferability may work in the future, impacts of the 2024 PJM capacity auction, SREC values in NJ being lowered, potential removal of grandfather provisions in California net metering program. $12 billion sale of generation assets from LS Power to NRG was completed bringing NRG's total capacity to 25GW Quanta was awarded a $1.5 billion contract to provide EPC services for Invenergy's Grainbelt Expressway transmission project. If you have any questions or comments, you can email us at info@reneuenergy.com.