Ep348: Key Risks Shaping the Solar Industry
Jason Kaminsky, CEO of kWh Analytics, discusses key findings from the 2026 Solar Risk Assessment Report, including trends in reliability, insurance and emerging risks affecting solar projects.

Jason Kaminsky, CEO of kWh Analytics, discusses key findings from the 2026 Solar Risk Assessment Report, including trends in reliability, insurance and emerging risks affecting solar projects.
Zaid Ashai, CEO of Nexamp, discusses how distributed generation and community solar can support rapidly growing electricity demand, improve grid resilience, and adapt to changing policy, financing and interconnection challenges.
Kevin Kong, CEO and founder of Everstar, discusses how artificial intelligence can streamline nuclear licensing and accelerate the deployment of advanced nuclear power projects.
Brandon Owens, vice president of innovation and research at NYSERDA, discusses how New York is supporting energy innovation through grants and research programs focused on grid modernization, buildings, energy storage and emerging technologies.
Keith Martin, Norton Rose Fulbright partner, gives an update on the FEOC restrictions on use of clean energy tax credits, including compliance challenges, insurance constraints and how the market is responding.
Vanessa Branco, chief sales and marketing officer of Sunbolt, discusses off‑grid solar and battery solutions that provide reliable, low‑maintenance power for campuses, governments and communities without access to the grid.
Richard Taylor, CEO of ONE Nuclear, discusses developing hybrid natural gas and small modular nuclear power projects to meet growing data center demand for reliable baseload electricity.
Rebecca McDonald, VP of data center energy solutions at Bloom Energy, discusses how onsite fuel cell generation is being used to meet data center power needs amid grid constraints, interconnection delays and rising demand.
Rich Dovere, CEO of Dispatch Energy, discusses the opportunities and challenges of developing distributed generation amid rising power demand, transmission constraints and shifting incentives.
Aaron Halimi, CEO of Renewable Properties, discusses how community solar and distributed generation are adapting during a period when traditional subscription models face constraints.
Kemp Gregory, CEO of Renewell Energy, discusses a novel energy storage approach that repurposes idle oil and gas wells into gravity‑based storage systems, using existing infrastructure to deliver low‑cost, flexible capacity to the grid.
Alfred Johnson, co‑founder and CEO of Crux, discusses key findings from Crux’s latest analysis of the clean energy finance market, including trends in tax credit transfers, tax equity, pricing and capital deployment amid policy and market headwinds. The conversation also highlights insights from Crux’s newly released 2025 Market Intelligence Report, which examines how clean energy and manufacturing markets performed over the past year: http://www.cruxclimate.com/reports/2025-market-intelligence-...
Stefan Reisinger, Norton Rose Fulbright partner, joins us to discuss the ruling by the United States Supreme Court to strike down the tariffs imposed by President Trump under the International Emergency Economic Powers Act.
Keith Martin, Norton Rose Fulbright partner, discusses newly issued IRS guidance on the FEOC rules, explaining how the Treasury clarified the calculation of prohibited foreign content and what uncertainty remains for developers and tax credit buyers. He also reviews proposed regulations for the 45Z clean fuel tax credit and how the changes may improve transferability and market participation.
Jim Spencer, CEO of Exus Renewables North America, discusses the company’s recent $400 million corporate debt raise and how rising demand is reshaping renewable development. He also outlines current grid, supply‑chain, and interconnection challenges and how developers are adapting with storage, gas and repowering strategies.
Rob Cirincione of Sunairio explains why traditional weather models miss the extreme events that drive grid risk and how high‑resolution, ensemble‑based forecasting can better predict impacts on power markets.
Robbie Orvis of Energy Innovation discusses how shifting federal policies, tax credit changes and rising electricity demand shaped renewable energy deployment in 2025 and what those trends may mean for 2026. He also explores expected growth in solar and storage, potential headwinds for wind and the broader implications for power prices and grid planning.
Four project finance industry veterans talk about what to expect this year 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....
John Belizaire, CEO of Soluna Holdings, discusses how the company develops data centers co‑located with renewable power plants to use curtailed energy, the role of “renewable computing” and how flexible data center operations can help manage growing AI‑driven electricity demand.
David Lillefloren and Tyler Hall of SunRaycer discuss launching and scaling a renewable energy development platform, from team-building and capital strategy to executing projects amid changing federal policy, supply‑chain constraints and rising power demand.
Barrett Bilotta, CEO of Agilitas Energy, discusses the company's integrated approach to renewable energy development and recent trends in distributed generation and energy storage.
Dan Berger, managing director at Lockton Companies, discusses recent trends, challenges and developments in the tax credit insurance market.
Shannon Miller, CEO of Mainspring Energy, describes the company’s modular linear generator technology and discusses its potential uses and cost considerations for various energy customers.
Raquel Bierzwinsky, Norton Rose Fulbright partner, discusses the latest reforms to Mexico’s power sector, highlighting how new regulations are creating opportunities for private investment and project development after years of stagnation.
Stefano Ratti, CEO of Chaberton Energy, shares how his team is evolving from solar-only development to integrating storage and navigating shifting market dynamics, tariffs and policy changes.
Four industry experts discuss about the latest trends, challenges and opportunities in data center financings. The four are Claus Hertel , managing director, Rabobank , Melih Ileri , chief investment officer, DC BLOX , Mike Johnson , director, Société Générale , and Tim McGuire , vice president, capital markets, Rowan Digital Infrastructure . The moderators are Christine Brozynski and Christy Rivera in New York ....
Jake Jurewicz, CEO of Blue Energy, shares how modular, prefabricated nuclear power plants could dramatically reduce costs and timelines and unlock new opportunities for commercial financing and grid-scale deployment.
Pier LaFarge, CEO of Sparkfund, explains how distributed capacity procurement is helping utilities rapidly deploy batteries and other distributed energy resources to meet grid constraints and rising demand.
Ben Gerber, CEO of CleanCounts, explains how its nonprofit registry brings transparency and reliability to renewable energy and thermal certificate markets by helping asset owners and consumers to validate their clean energy claims.
Nicolas Sauvage, president of TDK Ventures, discusses how AI-driven energy demand, emerging battery technologies like sodium-ion and shifting geopolitical dynamics are shaping the future of energy storage and deep tech investing.