Currents - podcast cover

Currents

Norton Rose Fulbrightwww.projectfinance.law
Currents is a podcast published by Norton Rose Fulbright that features in-depth discussions on the latest developments in project finance. The podcast is hosted by partner Todd Alexander, who interviews key business leaders and policy makers to investigate important trends affecting the energy and infrastructure space.

Episodes

Ep299: FEOC Restrictions: The House Passed Foreign Entity of Concern Restrictions

Kristina Costa and Ted Lee, who were involved in FEOC guidance at the White House and Treasury during the Biden administration, and Kyle Sweeney with the NYU Tax Law Center, join us to discuss their concerns with the FEOC restrictions in the budget reconciliation bill that passed the US House this week.

May 22, 202526 min

Ep297: Energy Management for Data Centers

Michael Stadler, CTO of Xendee, discusses how microgrids are designed and operated to minimize costs, enhance reliability and achieve emissions goals. He explains how microgrids can address the growing electricity demand driven by AI and the challenges of utility upgrades and discusses the benefits of technologies like combined heat and power systems and batteries.

May 08, 202520 min

Ep296: Ascend Analytics CEO on Navigating the Energy Market

Gary Dorris, CEO of Ascend Analytics, discusses how his company uses software and data to understand the economic dynamics of energy supply. He explains the complexities of predicting power prices due to the increasing influence of renewables and storage and the importance of advanced computing and machine learning in optimizing asset management.

May 01, 202527 min

Ep295: Giraffe Financial CEO on Tax Credit Monetization

Jason Prince, CEO of Giraffe Financial, discusses tax credit monetization and the challenges and opportunities in the evolving landscape of climate incentives, including dealing with transaction costs and regulatory compliance, as he explains Giraffe Financial’s approach to make tax credit monetization accessible and efficient.

Apr 24, 202518 min

Ep294: Navigating Utility-Scale Solar and BESS Development in 2025

Sabah Bayatli, president of OCI Energy, discusses the evolving policy and regulatory landscape shaping utility-scale solar and energy storage development in the US, including tariffs, the Inflation Reduction Act, interconnection challenges and contracting strategies and also explainsOCI Energy’s approach to geographic and technological diversification.

Apr 17, 202535 min

Ep293: Data Center Financings

Four industry experts discuss what to expect from current financing structures for data centers. The four are Claus Hertel , managing director, Rabobank, Melih Ileri , SVP capital markets and strategy, DC BLOX, Mike Johnson , vice president, Nomura and Tim McGuire , senior director, project finance, Rowan Digital Infrastructure. The moderators are Christine Brozynski and Christy Rivera in New York....

Apr 11, 202554 min

Ep290: New Solutions in Energy Storage

Rob Piconi, CEO of Energy Vault, joins host Todd Alexander to discuss the energy storage market and novel storage solutions that Energy Vault has been working on.

Mar 27, 202525 min

Ep285: Community Solar in Urban Environments

Jared Haines, CEO of Catalyze, joins us to discuss the community solar development process and success Catalyze has had in the New York community solar market.

Feb 20, 202524 min

Ep283: What is Carbon Upcycling?

Apoorv Sinha, CEO of Carbon Upcycling, joins us to discuss how his company is taking carbon emissions from industrial processes and upcycling them into new materials.

Feb 06, 202524 min

Ep281: Hydrogen Takeoff?

Four industry experts discuss the final rules released earlier this month by The US Treasury to make it easier to claim tax credits for making hydrogen. The four are Rachel Crouch, chief counsel, hydrogen, The AES Corporation, Matt McMonagle, CEO & Founder, NovoHydrogen, Josh Stolaroff, CEO, Mote Hydrogen and Jacob Susman, CEO, Ambient Fuels, LLC. The moderator is James Berger in Los Angeles.

Jan 22, 202555 min

Ep280: Forecasting Electricity Prices

Gary Cate, director of energy market analytics at Fluence, joins the podcast to discuss electricity price forecasting and its role in the energy services sector.

Jan 16, 202527 min

Ep279: Cost of Capital: 2025 Outlook

Four project finance industry veterans talk about what to expect in the year ahead for tax equity, tax credit sales and debt. The four are Jack Cargas, managing director and head of tax equity origination, Bank of America , Ralph Cho , co-CEO, Apterra Infrastructure Capital , Rubiao Song , managing director and head of energy investments, JPMorgan , and Elizabeth Waters , managing director - project finance Americas, MUFG . The moderator is Keith Martin in Washington....

Jan 10, 202557 min

Ep277: Using Analytics to Help Investors

Michelle Demers, CEO of Boundless Impact and Analytics, joins us to discuss the use of data to help investors understand climate-related risks.

Dec 19, 202425 min

Ep275: Paradigm Shift

A new report by Wood Mackenzie predicts a number of consequences from rising US demand for electricity. Chris Seiple, vice chairman, energy transition and power & renewables of Wood Mackenzie, discusses the findings.

Dec 05, 202429 min

Ep274: Market Forecasts Post-Election

Five prominent stock analysts discuss how they expect policy changes in the wake of the Trump victory to affect renewable energy, storage, transmission, RNG and other parts of the energy transition sector. The five are George Gianarikas , managing director and senior analyst, Canaccord Genuity, Joe Osha , senior managing director for equity research, Guggenheim Partners, Phil Shen , managing director and senior research analyst, Roth Capital Partners, Whitney Stanco , managing director and senio...

Nov 19, 202455 min

Ep273: Post-Election Outlook for Renewables and Other Parts of the Energy Transition

Five Washington insiders discuss the election results to assess what they mean for renewable energy, carbon capture, clean hydrogen, RNG and other parts of the energy transition. The five are Michael Catanzaro , CEO, CGCN Group, Richard Glick , principal, GQ New Energy Strategies, Hannah Hawkins , principal, KPMG, David Kautter , federal specialty tax leader, RSM, and Joe Mikrut , partner, Capitol Tax Partners. The moderator is Keith Martin in Washington....

Nov 15, 202456 min

Ep272: The DOE on Lending Agreements

Leslie Biddle, Deputy Under Secretary for Commercialization and Finance, and Art Scavone, Senior Advisor to the Under Secretary for Infrastructure, join us to discuss the DOE-lender relationship and the soon to be released Government-Creditor Agreement. Links for more information on the Government-Creditor Agreement: Government-Creditor Agreement | Department of Energy , and to learn about the Under Secretary for Infrastructure: Meet the Office of the Under Secretary for Infrastructure | Departm...

Nov 07, 202423 min
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