SMP 275: Where Cleantech Money Is Going in 2026 (Driven by AI & Data Center Demand)

Episode Summary: In this episode of the Solar Maverick Podcast, Benoy Thanjan speaks with Zainab Gilani and Diana Rasner from the Cleantech Group to break down the biggest trends shaping the energy transition in 2026. From AI-driven energy demand and data centers to shifting investor sentiment and evolving policy dynamics, this conversation dives deep into where cleantech capital is flowing and what it takes to scale in today’s market. The discussion also explores the growing role of corporates, the challenges startups face working with utilities, and why resilience, grid infrastructure, and distributed energy resources are becoming critical themes across the industry. 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. Zainab Gilani Energy & Power Associate at Cleantech Group Focuses on grid technologies, nuclear, storage, and emerging energy systems Diana Rasner Group Lead, Materials, Chemicals, Waste & Recycling at Cleantech Group Specializes in industrial decarbonization, materials innovation, and sustainability About Cleantech Group Cleantech Group is a leading research and advisory firm focused on global cleantech innovation. They bring together startups, investors, and corporates to drive collaboration and provide market intelligence across energy, materials, transportation, and more.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/   Zainab Gilani Website:  https://cleantech.com/     Linkedin:  https://www.linkedin.com/in/zainab-g-204965172/   Diana Rasner Website:  https://cleantech.com/     Linkedin:  https://www.linkedin.com/in/diana-rasner-63101a16a/ Solar Maverick Podcast Updates In this episode, Benoy Thanjan shares key updates with the Solar Maverick community, including upcoming events, speaking engagements, and ways to stay connected. Benoy is hosting the Summer Solstice Fundraiser on June 4th in Jersey City at Hudson Hall, bringing together the clean energy community for an evening of networking and impact. The event supports Let’s Share the Sun, a nonprofit delivering solar and energy storage solutions to underserved communities in Puerto Rico, including families with critical 24 hour energy needs. The event will run from 6 PM to 10 PM and includes food, networking, and a special program at 8 PM featuring insights from the Let’s Share the Sun team, delegation participants, and event sponsors.  This will be Benoy’s third delegation in the past year, and he highlights the importance of meeting beneficiaries firsthand and seeing how solar is transforming lives. Those interested in attending or sponsoring are encouraged to reach out directly or register here:  https://luma.com/jl734ggi On April 28, Benoy will be at the MSSIA Insight Conference in New Jersey, where he will be participating in discussions alongside some of the greatest minds in AI. He will a