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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

Ep317: Tariffs and the Future of Battery Storage

Dan Finn-Foley, director of energy storage market intelligence at Clean Energy Associates, discusses the impact of tariffs, shifting supply chains and emerging technologies on the US battery storage market.

Sep 25, 202527 min

Ep315: Developing Smarter Energy Platforms in Europe

Adrien Pinsard, CEO of Telis Energy, shares how the firm is scaling a decentralized green energy platform across Europe’s largest power markets, combining organic development and strategic acquisitions to meet growing demand from renewables, batteries and data centers.

Sep 11, 202523 min

Ep314: Navigating cost, risk and regulation in energy storage

Chris McKissack, CEO of Fullmark Energy, shares insights on the evolving energy storage market, discussing cost trends, operational complexity, regulatory shifts and how Fullmark is positioning itself to meet rising demand across key US power markets.

Sep 04, 202528 min

Ep313: New Construction-Start Rules

Keith Martin, Norton Rose Fulbright partner, joins us to talk about how the new construction-start guidance issued by the US Treasury and the "One Big Beautiful Bill Act" as a whole are affecting the renewables market.

Aug 26, 202513 min

Ep312: Modeling Risk and Value in Renewable Energy Portfolios

Brock Mosovsky, head of commercial analytics at cQuant.io, breaks down how advanced modeling and probabilistic forecasting are reshaping how developers, investors and lenders assess value, risk and offtake strategies in renewable energy and storage projects.

Aug 21, 202531 min

Ep311: A Discussion of the New FEOC Rules

Kristina Costa, who was involved with FEOC issues at the White House and Treasury during the Biden administration, Seth Hanlon, who led work on the Inflation Reduction Act guidance as deputy assistant secretary for tax policy in the Biden Treasury and is now with the NYU Tax Law Center, and Kyle Sweeney, who is also with the NYU Tax Law Center, join us to provide their assessment of the FEOC provisions in the budget reconciliation bill, known as the ‘One Big Beautiful Bill Act.’

Aug 14, 202527 min

Ep310: Legal Perspectives on Energy and Infrastructure

Chris Panaro, Executive Director & Counsel at Nomura, shares legal insights from financing energy and infrastructure projects, highlighting the risks, regulatory shifts and deal structures shaping today’s project finance landscape.

Aug 07, 202522 min

Ep308: Clean Energy, Island Style

Lukas Sheild, general manager at REC Solar Hawaii, shares how microgrids are transforming energy resilience across the Hawaiian islands.

Jul 24, 202516 min

Ep306: Summary of the Big Beautiful Bill

Keith Martin, Norton Rose Fulbright partner, joins us to break down the Big Beautiful Bill and how it will affect renewable energy tax credits.

Jul 08, 202521 min

Ep305: Nature as a Business Risk

Megan Pillsbury, CEO of Dunya Analytics, joins us to discuss how businesses can identify and manage environmental-related risks using scalable, science-based tools.

Jul 03, 202526 min

Ep304: Navigating the DOJ’s New FCPA Guidance

Keith Rosen, a Norton Rose Fulbright partner, explains the Department of Justice’s updated guidance on enforcing the Foreign Corrupt Practices Act and discusses how it will affect US companies developing infrastructure projects overseas.

Jun 26, 202518 min

Ep303: Scaling Clean Energy Access Through Community Solar

Jorge Vargas, CEO of Aspen Power, joins us to discuss the evolving landscape of community solar in the US. He shares how Aspen is expanding access to clean energy through innovative partnerships, strategic development, and a focus on emerging markets.

Jun 19, 202520 min

Ep302: Insights from the 2025 kWh Solar Risk Assessment

Jason Kaminsky, CEO of kWh Analytics, returns to discuss key findings from the 2025 Solar Risk Assessment report. The report highlights growing threats from extreme weather. We also discuss how AI is being used to improve data analysis and the rising importance of cybersecurity and battery safety in renewable energy. The 2025 Solar Risk Assessment is available to download at kwhanalytics.com/solar-risk-assessment , and is also available as an audiobook here: https://kwhanalytics.com/2025-solar-r...

Jun 13, 202523 min

Ep301: Making Tax Credits Work for Clean Energy

Alfred Johnson, CEO of Crux, discusses how Crux is streamlining clean energy financing through a marketplace for transferable tax credits, insights on market growth, recent policy changes and more.

Jun 05, 202537 min

Ep300: Decoding the House Bill: Impacts on Energy Tax Credits

Keith Martin, Norton Rose Fulbright partner, breaks down the latest US legislative changes affecting renewable energy tax credits, including last-minute amendments and their implications for solar, wind, hydrogen and carbon capture projects.

May 29, 202516 min

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
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