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Energy Empire

Bonus Episode: Dan Shugar on Reshoring Solar Manufacturing (recorded at UNC Clean Tech Summit)

April 28, 2026·28 min
Episode Description from the Publisher

When COVID broke global logistics in 2020, Dan Shugar made a call most of his peers didn't. Nextpower absorbed over $100 million honoring existing contracts, then built the manufacturing it needed at home. Today the company has 35+ US factories — including a former Bethlehem Steel mill in Pittsburgh now shipping hundreds of trucks a week — and a backlog north of $5 billion.Jigar joins SunCast's Nico Johnson to talk with Dan about onshoring through the chaos, why solar and storage are no longer "alternative" energy when they made up 83% of new US power capacity last year, and how Nextpower's culture has kept its team intact across cycles.Along the way: why the industry's biggest enemy is its own narrative, the $10 million bet ACP made to fix it, and the wedding-guest argument that turned into a video series.Recorded at the UNC Clean Tech Summit.Learn more at energyempire.fm

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