Episodes
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.
Published 04/18/24
Published 04/18/24
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.
Published 04/11/24
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.
Published 04/04/24
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.
Published 03/21/24
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.
Published 03/14/24
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.
Published 03/06/24
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.
Published 02/08/24
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.
Published 02/01/24
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!
Published 01/25/24
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.
Published 01/19/24
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.
Published 01/12/24
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.
Published 01/04/24
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.
Published 12/14/23
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.
Published 11/30/23
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...
Published 11/17/23
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.
Published 11/16/23
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.
Published 11/16/23
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.
Published 11/09/23
Andrew Waranch, CEO of Spearmint Energy, joins us to discuss his company and why he chose to go into battery energy storage, how the growing availability of energy storage options has affected the larger renewable energy market, tax equity’s interest in energy storage, what incentives the Inflation Reduction Act has created for energy storage investments, and more.
Published 11/02/23
Sheldon Kimber, CEO of Intersect Power, joins Todd Alexander for a discussion about the United States power grid system. He discusses what challenges the system poses to energy transition strategies, the dependency on natural gas, misconceptions that may exist around the power grid, and more.
Published 10/26/23
Gary Blitz, global co-CEO of Aon's M&A and transaction solutions practice, joins us to talk about the insurance market for tax credit transfers. He explains what risks underwriters are willing to insure, how the Inflation Reduction Act and transferability are changing the use of tax credit insurance, whether the supply of insurance is keeping pace with growing demand, how pricing is being affected, and what claims have been paid on these policies.
Published 10/19/23
Kyle Hermanson and Nate Hoeppner of Invenergy join us to discuss build-transfer transactions (BTAs), why they are attractive to utilities, how the Inflation Reduction Act has affected the BTA market, what risks they entail, and what the future holds for these transactions. Norton Rose Fulbright will be providing an in-depth webinar on build-transfer transactions in the new year. Subscribe to our Project Finance mailing list on www.projectfinance.law to receive updates and webinar...
Published 10/12/23
Adam Hise, managing director of storage risk solution at Ascend Analytics, joins us to discuss the size and position of the energy storage market, the potential of that market, and Ascend’s new revenue risk product for energy storage.
Published 10/05/23
In this bonus episode, friends of the pod give their predictions on who will win the 2024 World Series. Contributors Todd Alexander – Norton Rose Fulbright Chris Miller – Guzman Energy David Rosenblatt – Arava Power Company Emma Raine – CIBC Capital Markets Andrew Ehrlickman – Brookfield Asset Management Jae Kwon – Credit Agricole Raquel Bierzwinsky – Norton Rose Fulbright Gary Blitz – Aon Kristin Meikle – Bechtel Enterprises Andrew Waranch – Spearmint Energy Emily Rogers – Norton Rose...
Published 10/03/23