Todd Snitchler, president and CEO of the Electric Power Supply Association, joins us to discuss how recent policies are impacting the electricity markets and how they may shape the future electric grid.
Jul 18, 2024•28 min
John Powers, vice president of global renewables and clean tech at Schneider Electric, updates us on developments in the offtake agreement and tax credit transfer markets.
Jul 11, 2024•20 min
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, 2024•56 min
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, 2024•23 min
Landon Mossburg, CEO of Peak Energy, joins us to discuss sodium-ion batteries and how they can complement lithium-ion batteries
Jun 13, 2024•24 min
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, 2024•41 min
Arvin Ganesan, CEO of Fourth Power, joins us to discuss thermal storage technologies and what role they can have in the energy storage market.
May 30, 2024•16 min
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, 2024•14 min
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, 2024•14 min
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, 2024•27 min
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, 2024•15 min
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, 2024•14 min
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, 2024•21 min
Aaron Halimi, founder and president of Renewable Properties, joins us to discuss how a proposed decision by the California Public Utilities Commission could affect community solar projects.
Apr 11, 2024•22 min
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, 2024•27 min
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, 2024•21 min
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, 2024•23 min
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, 2024•29 min
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, 2024•25 min
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, 2024•26 min
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, 2024•21 min
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, 2024•16 min
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, 2024•1 hr 1 min
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, 2024•25 min
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, 2023•29 min
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, 2023•29 min
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, 2023•43 min
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, 2023•29 min
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, 2023•35 min
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, 2023•36 min