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

Feb 26, 2026

Brandon Moss, CEO of Shoals Technologies — an industrial electrician-turned-solar leader focused on balance-of-system solutions. He discusses why simplicity and skilled-labor realities drive field success. He explains how early design choices create downstream risk, why procurement is shifting from transactions to partnerships, and how rising load and AI urgency are reshaping delivery priorities.

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ANECDOTE

Cemetery Lawn Mowing Built Early Work Ethic

Brandon Moss traces his strong work ethic back to cutting grass at his parish and early blue-collar jobs.
He credits outworking others and learning on commercial construction sites for practical experience that shaped his career.

INSIGHT

Proximity To Production Drives Accountability

A close relationship between office leadership and production employees creates accountability and purpose.
At Southwire and Shoals employees share parking and gates, reinforcing daily connection to frontline workers driving the business.

INSIGHT

Culture Of Rallying Secures Customer Trust

Shoals' culture is marked by employees rallying through crises and working long hours to support customers.
Moss underestimated this attachment and now sees it as a durable competitive advantage when supply issues arise.

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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:

What the biggest EPCs are prioritizing right now
Where early decisions create downstream risk
Why partnership is replacing transactional procurement
How labor constraints are shaping engineering and design
What “bankable” and “buildable” really mean in today’s market
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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