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. Check out OpenSolar OS 3.0 at: https://suncast.media/opensolar If you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/ . Our Platinum Presenting Sponsor for SunCast is CPS America ! You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors . Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 875 other founder stories and startup advice at www.suncast.media . Subscribe to Valence , our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/ You can connect with me, Nico Johnson, on: Twitter - https://www.twitter.com/nicomeo LinkedIn - https://www.linkedin.com/in/nickalus
