Episode 904

904: How the Biggest EPCs Keep Energy Projects on Track | Brandon Moss, Shoals

Published on: 26th February, 2026

Most energy projects look solid on paper. Fewer stay on track in the field.

Brandon Moss sees the difference every day.

Energy demand is rising. Load growth is real. Timelines are tightening.

So what actually keeps large energy projects on track?

In this conversation, Brandon Moss, CEO of Shoals, shares what he sees from the center of utility-scale deployment. Shoals touches a significant portion of U.S. solar projects, giving Brandon a rare vantage point into how projects are planned, where they slip, and what separates strong operators from the rest.

We discuss:

  1. What the biggest EPCs are prioritizing right now
  2. Where early decisions create downstream risk
  3. Why partnership is replacing transactional procurement
  4. How labor constraints are shaping engineering and design
  5. What “bankable” and “buildable” really mean in today’s market
  6. How AI and load growth are changing the urgency around delivery

Brandon also reflects on the shift from private to public leadership, the responsibility that comes with scaling a business, and why simplicity and execution still win.

If you’re building projects, financing them, or planning infrastructure in a volatile policy and trade environment, this episode offers practical insight from someone who sits at the center of it.

Hit play and learn from a leader who sees where projects succeed and where they break.

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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 800 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.

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...or view the full archive of SunCast episodes here: https://www.suncast.media/media/podcast