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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.
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Episodes

Ep255 Supplement: kWh Analytics' 2024 Solar Risk Assesment Report

The 2024 Solar Risk Assessment, now in its 6th edition, is a comprehensive report of the most pressing risks and opportunities facing the solar and storage industries. Compiled by industry experts, this report offers a data-driven look at key challenges such as extreme weather, equipment failures, and battery safety. 2024 contributors include: kWh Analytics, Kiwa PVEL, Waaree, Alliant Power, Longroad Energy, Nextracker, Solarlytics, Univers, Clean Power Research, SolarGrade, Lloyd’s, Powin, and ...

Jun 24, 202456 min

Ep 255: kWh CEO Discusses the Solar Risk Assessment Report

Jason Kaminsky, CEO of kWh Analytics, joins us to discuss this year’s solar risk assessment report published by kWh. He summarizes the findings in the report, including risks to the battery energy storage industry.

Jun 24, 202423 min

Ep253: FERC Transmission Actions: How Big A Deal

FERC Commissioner Allison Clements, Grid Strategies President Rob Gramlich and Norton Rose Fulbright partner Kat Gamache talk about how much of a difference recent government actions to ease grid congestion will make to developers waiting to connect new projects to the grid.

Jun 03, 202441 min

Ep 251: US Treasury’s New Bonus Tax Credit Guidance

Hilary Lefko, Norton Rose Fulbright partner, joins us to discuss the US Treasury’s new guidance on calculating whether projects have enough domestic content to qualify for a bonus tax credit.

May 23, 202414 min

Ep250: Section 301 Tariffs

Stefan Reisinger, Norton Rose Fulbright partner, joins us to discuss the Biden administration's changes to section 301 tariffs on certain Chinese products and how they can affect the renewables community.

May 16, 202414 min

Ep249: Ariel Green on Technology Performance Insurance

Jan Napiorkowski and Jamie Daggett, global director and energy storage lead at Ariel Green, join us to discuss how technology performance insurance can facilitate the use of new technologies and serve as a substitute for extended warranties.

May 09, 202427 min

Ep248: The IRS’s New Tax Credit Rules

Hilary Lefko, partner in Norton Rose Fulbright’s Washington office, joins us to discuss the IRS’s new guidance on tax credit transfers.

May 02, 202415 min

Ep247: Solar Module Petition Update

Stefan Reisinger, partner in Norton Rose Fulbright’s Washington office, joins us to discuss the anti-dumping and countervailing duty petition on solar modules that was filed by the American Alliance for Solar Manufacturing Trade Committee.

Apr 26, 202414 min

Ep246: Developing Solar on Variable Terrain

Yezin Taha, CEO of Nevados, joins us to discuss the increasing demand for developing non-flat land for utility-scale solar projects, the challenges and costs involved, and the technology Nevados uses when working on variable terrain.

Apr 18, 202421 min

Ep244: BrightNight CEO on Investing in Renewable Energy

Martin Hermann, CEO of BrightNight, joins us to discuss investing in renewable energy projects and technologies. He also discusses what inefficiencies he sees in the market, what is driving growth, what impact AI will have on clean energy, and more.

Apr 04, 202427 min

Ep243: John Cockerill on hydrogen electrolyzers

Nicolas De Coignac, President Americas of John Cockerill, joins us to talk about John Cockerill's electrolyzer technology, what the company is doing in the US hydrogen market, the outlook for green hydrogen, and more.

Mar 21, 202421 min

Ep242: MUFG Managing Director on the Project Finance Renewables Loan Market

Beth Waters, managing director at MUFG bank, joins us to discuss the commercial bank loan market for renewables projects. She also explains what a private placement is and discusses the areas in which she is seeing the most growth, the types of deals in which MUFG is most interested, and more.

Mar 14, 202423 min

Ep241: Trump and the IRA

Two veteran Washington observers talk about the outlook for the Inflation Reduction Act if Trump is elected. The two are Joe Mikrut , Partner, Capitol Tax Partners and John Gimigliano , Principal-in Charge, Federal Tax Legislative and Regulatory Services, KPMG. The moderator is Keith Martin in Washington....

Mar 06, 202429 min

Ep240: Anza CEO on Solar Procurement

Mike Hall, CEO of Anza Renewables, joins us to discuss Anza’s solar procurement platform, the algorithms behind its platform, a general overview on solar modules and more.

Feb 08, 202425 min

Ep239: Nomura’s Vinod Mukani on the state of the commercial bank market

Vinod Mukani of Nomura Securities is our guest for this episode. He begins with a background on his activities at Nomura and growing Nomura's infrastructure and project finance areas before switching to a discussion on the state of the commercial bank market and Nomura’s success with development loan facilities.

Feb 01, 202426 min

Ep238: Tariff Moratorium Update

Stefan Reisinger, partner in Norton Rose Fulbright’s Washington office, joins us to give an update on the tariff moratorium applied to solar modules imported from Vietnam, Malaysia, Thailand and Cambodia first implemented in June 2022. He also speaks about the recent lawsuit challenging the moratorium by Auxin Solar and Concept Clean Energy, the possible implications of the lawsuit, and the outlook for importers. Please listen to the end to hear our Super Bowl picks!

Jan 25, 202421 min

Ep237: DoubleLine Capital making moves into infrastructure

Andrew Hsu, portfolio manager at DoubleLine Capital, joins us to discuss DoubleLine’s investment in the infrastructure space, the kind of deals on which it is focused, what differentiates DoubleLine from other means of financing, and more.

Jan 19, 202416 min

Ep236: Cost of Capital: 2024 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 12, 20241 hr 1 min

Ep235: Mini-grids and Bringing Power to Developing Areas

William Brent, chief marketing officer of Husk Power Systems, joins us to discuss Husk’s work in bringing electricity to developing areas in Africa and Asia with mini-grids. He discusses how Husk navigates regulations and works with local partnerships, what challenges it has faced, and more.

Jan 04, 202425 min

Ep234: Fluence President on Energy Storage Projects

John Zahurancik, president of Fluence, joins us to discuss energy storage projects, how the Inflation Reduction Act has affected them, how easy it will be for storage projects to qualify for domestic content bonus credits, what new technological advances are around the corner, and more.

Dec 14, 202329 min

Ep233: Plus Power on Stand-Alone Energy Storage

Brandon Keefe and Joshua Goldstein of Plus Power join us to discuss stand-alone battery storage. They talk about why stand-alone is the energy storage approach they pursued, the future of such energy storage projects, how investors have responded, and more.

Nov 30, 202329 min

Ep232: Insurance Affecting Projects Part II

Weather-related catastrophes have left the global insurance market with $50 billion in losses in the first half of this year, the second worst start to a year since 2011. Moderator Keith Martin discusses how climate change is affecting the availability and cost of insurance with Ernst Rauch , Chief Climate Scientist at Munich Re, Lesley Harding , Global Head of Strategic Relationships, Energy & Transition at Liberty Specialty Markets, and Dr. Maryam Golnaraghi , Director of Climate Change an...

Nov 17, 202343 min

Ep231: Insurance Affecting Projects Part I

Rising insurance costs and shrinking coverage are starting to limit where renewable and other energy projects can be built. Moderator Keith Martin discusses conditions in the US market with Sam Jensen , partner and co-founder at STANCE Renewable Risk Partners, and Tucker Compton , client advisor at Sterling Seacrest Pritchard, in the first of two podcasts on the topic....

Nov 16, 202329 min

Ep230: Clean Energy Associates Vice President Discusses Market Trends

Dan Shreve of Clean Energy Associates joins us for a wide-ranging discussion about the current environment around existing and emerging technologies in the energy mix, challenges facing renewable energy, the regulatory climate in the US and Europe, and advice for individuals who are interested in entering the renewable energy industry.

Nov 16, 202335 min

Ep229: Declan Falanagn, CEO of Bluestar, Discusses Renewable Investing

Declan Flanagan, founder and CEO of Bluestar Energy Capital, joins us for a wide-ranging discussion, including what he sees as the most promising markets, supply-chain risk over the next few years, how have the ability to raise capital and pricing changed over the past few months, how viable he sees some technologies such as battery storage and offshore wind, and more.

Nov 09, 202336 min
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