Episodes
NPM Europe editor Peter Kneller welcomes Rosalind Smith-Maxwell, a Director at Quinbrook Infrastructure Partners onto the pod to discuss the UK planning environment, grid delays and how to solve them.She also reviews the challenges facing the battery storage market and factors to bear in mind as the industry turns its attention to CfD Allocation Round 7 in 2025. Ms. Smith-Maxwell will also be a speaker appearing on the Capital Markets Outlook for Renewables panel discussion at NPM’s upc...
Published 11/22/24
Foresight Group Managing Director Ross Driver joins the podcast this week to assess the current fundraising and investment landscape for listed renewable energy funds, such as Foresight Solar Fund for which he oversees the mandate. These listed investment trusts, or yieldcos as they are often known, are almost universally trading at discounts to NAV at present due to a macroeconomic environment that is now host to elevated central bank base rates which have led to a reallocation away fro...
Published 10/29/24
Ben Huffman, a partner in Sheppard Mullin’s energy infrastructure and project finance team joins the NPM podcast to discuss some trends emerging in debt financing and tax transferability.Later in the program, Huffman discusses what impact if any, the looming elections will have on clean energy policy.New Project Media (NPM) is a leading data, intelligence, and events company providing origination led coverage of the US and European renewable energy markets for the development, finance, M&...
Published 10/15/24
Joel Gamoran, Arcadia’s Vice President & General Manager, Energy Services joins reporter Michelle France to discuss the community solar subscription landscape, the monetization of IRA incentives, and a unique community solar model that doesn't require community solar legislation.You can hear Joel speak more during the first panel at NPM's Distributed Generation Development & Financing Forum being held on October 24 in New York City, alongside panelists from Perch Energy, New York Powe...
Published 10/08/24
On this week's episode, Andrew Burnes is joined by Scout Clean Energy's new Chief Development Officer Kris Cheney, who started at the company over the summer following a 15-year stretch at EDPR.Cheney discusses his move to Scout and draws parallels to EDPR's growth trajectory from a mid-size wind developer to where it is today and the possibility of replicating that growth at Scout.He also dissects the company's pipeline across wind, solar and storage and discusses the expected growth trajec...
Published 10/01/24
Gabe Phillips, CEO and Founder of Catalyst Power joins NPM reporters Michelle France and Skyler Frazer, to discuss the commercial and industrial (C&I) solar landscape, touching on policy, revenue generating strategies, and overcoming barriers to advancement. New Project Media (NPM) is a leading data, intelligence, and events company providing origination led coverage of the US and European renewable energy markets for the development, finance, M&A, and corporate community.Downloa...
Published 09/24/24
Hilary Preston, vice-chair of the law firm Vinson & Elkins joins the podcast to discuss the intersection of patents with clean energy development, inclusive of a decision made by the US Patent and Trademark Office in June 2023 to expand its Climate Change Mitigation Pilot program.Later in the program, Ms. Preston reviews areas of innovation she has observed recently across clean energy development.New Project Media (NPM) is a leading data, intelligence, and events company providing origin...
Published 09/17/24
This week, NPM Europe welcomes Eurowind Energy chief executive Jens Rasmussen on the pod to discuss German repowering, opportunities in the Romanian renewables market and how to mitigate against grid constraints, amongst many other topics.NPM is a leading data, intelligence & events company providing business development led market research across the European and US renewable energy markets.Download our mobile app.
Published 09/09/24
On this week's episode, LineVision's VP of Client Success Karthik Rao speaks about the company's dynamic line rating technology and how it is being used by utilities to decrease congestion through software rather than through new transmission builds.Karthik also discusses the federal push for further implementation of this technology as well as his stance on where the ball should fall between incentives vs. mandates for this push.New Project Media (NPM) is a leading data, intelligence, and ev...
Published 09/04/24
John DiMarco, managing director of global infrastructure fund manager Igneo Infrastructure Partners joins the podcast to discuss the status of emerging technologies such as nuclear in the wake of the ADVANCE Act signed in July by the Biden Administration, the state of the electric vehicle market and supporting EV infrastructure and clean fuels.New Project Media (NPM) is a leading data, intelligence, and events company providing origination led coverage of the US and European renewable energy ...
Published 08/27/24
Leo Moreno, CEO of Zelestra joins the podcast this week to discuss the company's recent rebranding from Solarpack and the aggressive expansion of its pipeline.Moreno discusses Zelestra's growth trajectory in the US and compares that with what it's doing abroad in other markets including Europe and India.He also discusses the diversification of the company's pipeline from solar into wind, storage and even green hydrogen and the hiring ramp the company is currently undergoing to bring that to b...
Published 08/20/24
Jonathon Kaufman, Head of Infrastructure and Energy Transition at Evercore, joins the podcast to discuss ongoing and looming market trends in M&A in both the conventional renewable and thermal space.Later in the program, he discusses the impact of data centers on capital formation, whether we might see a return to the public markets for renewable energy developers and some broader observations about the impacts of the Inflation Reduction Act.New Project Media (NPM) is a leading data, inte...
Published 08/13/24
NPM Europe Co-editor Jon McNair sits down with Schroders Greencoat duo Richard Nourse and David Boyce to reflect on some of the parallels and differences between investing in European and US renewable energy assets.Founded in the UK in 2009 as Greencoat Capital, the fund manager in 2021 entered the US market and now invests across a variety of technologies and geographies on both sides of the Atlantic, giving it a privileged view across the investment landscape in its target markets.We'll hea...
Published 08/07/24
Vinod Mukani, the Global Head of Infrastructure and Power Finance for Nomura joins the podcast this week to discuss the outlook for capital markets in the 2H24, how the forthcoming US Presidential election might influence clean energy finance and also update the current financing environment for Europe.NPM is a leading data, intelligence & events company providing business development led market research across the European and US renewable energy markets.Download our mobile app.
Published 07/30/24
Harmony Energy CEO Peter Kavanagh joins NPM host Jon McNair on the podcast this week to take a look at some of the most exciting battery storage markets now emerging across Europe.After cutting its teeth in the UK, Harmony is now actively developing new projects in France, Germany, Poland and Italy, and Peter offers his views on some of the relative merits of each country's battery storage sectors, including revenue streams, trading strategies, financing and grid access.Kavanagh also gives an...
Published 07/24/24
Nicole Steele, Workforce and Equitable Access Program Manager at the U.S. Department of Energy Solar Energy Technologies Office, joins NPM Reporter Michelle France on this week's podcast.Steele discusses the Least-Cost Optimal Distribution Grid Expansion model (LODGE) currently under development, which aims to identify cost-effective ways community solar and storage can be sited on the grid.New Project Media (NPM) is a leading data, intelligence, and events company providing origination led c...
Published 07/17/24
Coming off SolaREIT surpassing 2,000 acres of community solar land financed through its flexible capital, the company’s founder and CEO Laura Pagliarulo, joins the NPM podcast this week to explore all the options a solar developer has in monetizing real estate at NTP.Pagliarulo also discusses the business’ foray into storage and how inflation has impacted SolaREIT’s business model.New Project Media (NPM) is a leading data, intelligence, and events company providing origination led coverage of...
Published 06/25/24
With Europe’s power market looking to steady itself after a period of volatile prices, NPM Europe Editor Peter Kneller welcomes Lightsource bp’s Zosia Riesner to the podcast to discuss key PPA dynamics and some abiding principles to bear in mind when striking deals.Riesner also discusses the interplay between PPA prices and government-backed support measures, touching on Italy’s recently announced intention to introduce new generous looking auction tariffs and concern from some quarters over ...
Published 06/19/24
Host Andrew Burnes welcomes Jupiter Power's Caitlin Smith to the podcast this week to discuss some of the specifics of ERCOT's upcoming market redesigns including the Texas Energy Fund, Real-Time Co-Optimization and Performance Credit Mechanism.Smith also discusses her strategies heading into the next legislative session, which is already gearing up for early 2025. Finally, Smith discusses Jupiter Power's own pipeline expansion beyond Texas, drivers from newer offtakers like data centers, and...
Published 06/11/24
NPM's Andrew Burnes is joined this week by energy social scientist Robi Nilson of Berkeley Labs who recently led a study researching utility-scale renewable project delays and cancellations.Nilson does a deep dive into the results of that study with a particular focus on local opposition, the impacts it has on solar vs. wind projects, and the steps developers can take to avoid and mitigate opposition obstacles.Finally, Nilson provides her take on the growing number of states shifting renewabl...
Published 05/20/24
Kevin Smith, the CEO of Arevon Energy, joins the podcast this week to discuss its solar and storage activities in CAISO and MISO, some background behind recent financing packages for four of its projects and new geographic markets it is exploring.Arevon is backed by an investor group including CalSTRS, APG and ADIA following an August 2021 transaction which saw Capital Dynamics and Arevon Asset Management launch the platform. At present the company has 3.5 GW of projects in operation, 1.5 GW ...
Published 05/14/24
Scott Jacobs, CEO and co-founder of sustainable infrastructure platform Generate Capital, joins the podcast today to discuss a variety of topics, including his views on the obstacles that the US faces to reach infrastructure transition goals, the impacts of inflation on the process and how the Inflation Reduction Act has impacted Generate’s clean energy investments.As reported, Generate Capital was part of the latest fundraise by Pine Gate Renewables, and over the years has invested in commun...
Published 05/07/24
This week, host Andrew Burnes is joined by OPAL Fuels Co-CEO Adam Comora who discusses the advent of RNG in both the transportation and electricity sector, and OPAL Fuels' vertically integrated approach to managing its pipeline between both subsets of offtakers.Comora also discusses the USD 500m credit facility the firm closed in September of last year and how it will fit into the company's pipeline, as well as some of the tax benefits unlocked through the IRA that the company plans to utiliz...
Published 04/30/24
Hans Royal, Senior Director of Renewable Energy and Carbon Advisory for Schneider Electric joins the NPM podcast to discuss the different ways data centers are procuring clean energy today.Royal also provides a follow-up on Schneider Electric’s recent tax credit transferability agreement with Engie and the emerging dynamics he sees impacting future transferability transactions.New Project Media (NPM) is a leading data, intelligence, and events company providing origination led coverage of the...
Published 04/21/24