Most solar asset owners still manage performance data the same way they did 10 years ago. Dan Leary, founder of Denowatts, says that needs to change. In this episode, recorded live at RE+ Northeast in Boston, Tim Montague sits down with Leary and Doug Macmillan of Portside Systems to explore energy accounting, a method for identifying exactly where solar production losses occur and what owners and operators should do about them. Denowatts is collaborating with Sandia National Laboratories to build what Leary calls "GAAP for solar," a common standard for reporting and benchmarking solar asset performance. If you manage solar assets or invest in solar projects, this conversation explains how better data practices lead to more predictable returns.

EPISODE HIGHLIGHTS

• Dan Leary explains that most solar operators still manage data the way they did a decade ago, despite significant advances in monitoring and analysis tools. Denowatts built a smarter weather station (the Deno) and a real-time analytics platform to close that gap.
• Denowatts breaks down solar production losses into four categories: climate-related issues, modeling errors, external factors beyond anyone's control, and problems within the commercial boundary that owners and operators are able to fix. This framework gives asset managers clear direction on where to focus recovery efforts.
• Doug Macmillan explains Portside's role as the system integrator for the Denowatts platform on distributed generation sites. Portside handles design, equipment fabrication, delivery, and commissioning, working from their UL 508 panel shop.

This episode is for solar asset managers, project developers, EPCs, and clean energy investors who want more from their performance data. With Denowatts and Sandia Labs working toward a common reporting standard, the solar industry is moving closer to the kind of financial transparency that attracts long-term capital. If you own or operate solar assets, the time to modernize your data strategy is now.

Connect with Dan Leary and Doug Macmillan

Dan Leary

Denowatts

Doug Macmillan

Portside Systems

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The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com

Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/

The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

The 30% investment tax credit is going away. The safe harbor window closes July 3, 2026. After that, commercial solar stands on its own. So what separates the companies that thrive from the ones that disappear?

Costa Nicolaou, founder and CEO of PanelClaw, joins Tim Montague at RE+ Northeast in Boston for a direct conversation about surviving and growing in the post-ITC market. This episode covers domestic manufacturing strategy, FEOC compliance, logistics innovation, and three specific moves every solar installer and EPC should make right now.

Episode Highlights

- The ITC was a runway, not a permanent subsidy. Costa frames the 30% credit as a 10-year opportunity to build manufacturing capacity, drive innovation, and prepare for an unsubsidized market. The companies that treated it as a margin cushion instead of a building tool are the ones at risk.

- PanelClaw doubled its US manufacturing capacity in 2022 and expanded again. The company operates a full just-in-time domestic production model. No inventory. Enough capacity to serve the entire US flat roof market from American facilities.

- PanelClaw is the only flat roof racking company with 100% FEOC compliance for the January 1 through July 3, 2026 window. Their products qualify for the complete domestic content stack: rail, structural fastener, and production.

- ClawLogic gives EPCs real-time visibility into every order. Line items, pallet sizes, pallet weights, ship dates, and a live truck tracker. Costa modeled it after Amazon's delivery tracking experience. The platform has been live for three years. No competitor in flat roof racking has replicated it. PanelClaw is now launching ClawLogic in Europe.

- Costa delivers three rules for solar installers preparing for the post-ITC market. First, resist the race to the bottom. Second, pursue extreme collaboration across the value chain. Third, ask every supplier about their innovation roadmap.

The safe harbor window is closing. FEOC compliance deadlines are active now. The decisions you make this year on partners, manufacturing, and operations will determine whether your company leads or exits by 2028.

Connect with Costa Nicolaou

LinkedIn

Website

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The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com

Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/

The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

One LinkedIn post. Almost 400,000 impressions. Aaron Nichols has earned 1.8 million impressions on LinkedIn in one year, and he did it by breaking every rule the clean energy industry follows. His message is blunt: solar companies insist on being boring, and they are losing the public conversation because of it. In this episode, host Tim Montague sits down with Aaron Nichols to break down four storytelling rules that solar professionals need to win attention, build trust, and drive business on LinkedIn.

Aaron Nichols serves as Research and Policy Specialist at Exact Solar, a regional solar installer based in Pennsylvania. He also hosts This Week in Solar, a news and interview podcast covering the solar industry. His article, "Four Rules of Storytelling That Corporate America Desperately Needs," outlines the framework discussed in this episode.

EPISODE HIGHLIGHTS

• Aaron earned 1.8 million LinkedIn impressions in a single year, including one post that reached nearly 400,000 people. His approach: lead with emotion, not data. Personal stories and humor drove the strongest results, outperforming technical content by wide margins.
• Aaron outlines four rules of storytelling for solar and clean energy professionals. Rule one: tell one story at a time. Rule two: make people care before making your case. Rule three: if it's complicated, you haven't finished thinking. Rule four: Put a face on it by using personal LinkedIn pages instead of company pages.
• Solar professionals do not need to wait for conferences to build relationships and generate business. Aaron used LinkedIn to launch a podcast, organize local events with crowds of 40 to 70 people, build industry relationships, and create direct revenue opportunities for a small regional installer.

With rising energy bills putting electricity in the news daily and federal policy headwinds challenging the industry, the ability to tell compelling stories and build trust on platforms like LinkedIn has never mattered more.

Connect with Aaron Nichols

Aaron Nichols LinkedIn

This Week in Solar

"Making Numbers Count" by Chip Heath and Carla Starr

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The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com

Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/

The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com