Episode 840

840: Rethinking Battery Storage: Domestic BMS, Cybersecurity & Geopolitics | Michael Worry of Nuvation Energy

Published on: 1st August, 2025

In a market flooded with cheap imports and geopolitical risk, one company is standing its ground.

Did you know there’s only one North American battery management system (BMS) provider at utility scale—despite growing pressure from subsidized Chinese competitors offering systems at zero cost?

Michael Worry, CEO of Nuvation Energy, joins Nico to share how his company became that lone provider. 

But the core of this episode brings a critical warning: what happens when over 80% of the U.S. battery infrastructure is owned or influenced by foreign governments? And how should engineers and lawmakers respond?

Michael takes us on a wild entrepreneurial ride: from building EVs before Tesla was cool to deploying robot kegerators at Burning Man. Nuvation’s “garage projects” aren’t just PR stunts—they’re real-world user acceptance test platforms that prove product reliability under extreme conditions.

Expect to learn:

🔹 Why Nuvation rejected deals to white-label Chinese BMS tech

🔹 The loopholes foreign firms use to bypass U.S. battery bans

🔹 How garage innovation became a proving ground for serious tech

🔹 What’s at stake if supply chain security isn’t taken seriously

This episode is a wake-up call, a founder story, and a blueprint for building mission-critical tech without venture capital. Don’t miss it.

Are we sleeping on supply chain security?

Hit play and find out.

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

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About the Podcast

SunCast
Your resource for developing a clean energy or climate tech career
Nico Johnson takes you into conversations with those at the forefront of Renewable Energy.

SunCast gives an inside look into what is happening in renewable energy. From conversations with the biggest Solar Panel manufacturers in the world to the small startups creating the future of renewable energy, such as carbon capture and battery technology breakthroughs.

SunCast is dedicated to providing the knowledge, research, tools and expert guidance you need to understand, grow and be ahead of the curve in the fastest-growing markets in the world.

Featuring over 600 conversations, Nico has interviewed people from Tesla, SolarCity, Trina Solar, Meyer Burger, Conergy, SunEdison, Energy Vault and even the US Government... to name a few. Covering topics such as Solar Power, Wind Energy, Batteries, Electric Vehicles, Carbon Capture, Finance, Hydrogen, and more.

You can watch SunCast on YouTube: https://www.youtube.com/@SunCastMedia

...or view the full archive of SunCast episodes here: https://mysuncast.com/suncast-episodes