Currents
by Norton Rose Fulbright
Latest episode
Ep373: Post-Election Policy Outlook for the Power Sector
Ep373: Post-Election Policy Outlook for the Power Sector
About this podcast
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 Jim Berger, who interviews key business leaders and policy makers to investigate important trends affecting the energy and infrastructure space.
Episodes
The newest 50 of 375 episodes
- Ep373: Post-Election Policy Outlook for the Power Sector · 55 minA group of veteran Washington observers sifted through the midterm election results to assess what they are likely to mean for government policies affecting the US power sector.
- Ep372: Modular Data Centers and the Race for Speed · 17 minMatt Lohstroh, CEO of Giga Energy, discusses how modular construction is speeding up data center development, what lenders look for when financing AI infrastructure projects and…
- Ep371: What It Takes to Finance New Nuclear · 30 minChris Calavitta, head of project finance at Oklo, explains how the company plans to finance its small modular nuclear reactors, from funding its first plant with its own equity…
- Ep370: Bring Your Own Capacity: Powering Data Centers With Distributed Energy · 37 minRecorded live at GDEV's annual general meeting and moderated by Jim Berger, this panel features Tom Rowlands Rees of BloombergNEF, Kevin Berkemeyer of Station A, Marissa Galizia…
- Ep369: The Path to Commercial Space‑Based Solar · 27 minJohn Bucknell, CEO of Virtus Solis Technologies, explains how his company plans to collect solar energy in orbit and send it to ground stations by microwave, providing…
- Ep368: Bringing Battery Storage to Dense Cities · 28 minJames McGinniss, CEO of David Energy, explains how plug‑in batteries and retail electricity supply can lower energy costs for commercial customers in dense urban markets like New…
- Ep367: Building Grid Resilience Against Extreme Weather · 28 minMishal Thadani, CEO of Rhizome, explains how utilities can combine asset data, outage history and climate models to identify their highest extreme weather risks and plan…
- Ep366: New Rules, Tariffs and Project Risk · 38 minLuke Edney, partner at Norton Rose Fulbright, discusses how new regulatory developments, tariffs and supply chain constraints are affecting procurement and construction for…
- Ep365: Energy as a Service in a Constrained Grid · 28 minMariko Meier, CEO of Unison Energy, discusses how on‑site microgrids help commercial, industrial and data center customers manage energy reliability, cost certainty and carbon…
- Ep364: Inside Middle Market Tax Credit Transactions · 32 minIñigo Rengifo, CEO of Concentro, discusses how tax credit transfers are being executed in the middle market and distributed generation sectors, including diligence, tax insurance…
- Ep363: How Tariffs Are Reshaping Renewable Project Costs · 34 minStefan Riesinger, partner at Norton Rose Fulbright, discusses the current state of tariffs affecting the renewable energy industry and how developers and financing parties can…
- Ep362: Load Growth and the Future of Capacity Markets · 26 minBrent Nelson, senior managing director of market intelligence at Ascend Analytics, discusses how load growth, capacity market challenges and data center demand are reshaping…
- Ep361: Aligning Markets to Reduce Carbon Emissions · 26 minAmy Brachio, CEO of Carbon Measures, discusses how product‑level carbon data and regulation can align market incentives to reduce emissions in hard‑to‑abate sectors.
- Ep360: Turning EVs Into a Grid Resource · 23 minJoseph Vellone, CEO of ChargeScape, discusses how connecting electric vehicles to the grid can turn EV batteries into a flexible energy resource that benefits utilities…
- Ep359: The Race to Power AI Data Centers · 29 minMark Taylor and Kim Zou, co‑founders of Currence (formerly Sightline Climate), discuss how data center growth is reshaping power markets, including credibility challenges for…
- Ep358: Rethinking Energy Affordability and Resilience · 29 minJon Powers, president of CleanCapital, discusses energy security, affordability and how distributed solar and storage can strengthen a more resilient and diversified US energy…
- Ep357: Managing Technology Risk in Energy Storage Projects · 30 minJan Napiorkowski, managing director, and Jamie Daggett, energy storage and fuel cell lead at Ariel Green, discuss how technology performance insurance is evolving to support…
- Ep356: How Developers Can Turn Land Into Growth Capital · 21 minIn host Jim Berger’s first episode, Laura Pagliarulo, CEO of SolaREIT, discusses how solar and battery storage developers can use real estate assets as a source of capital to…
- Ep355: How Data Centers Are Reshaping Project Finance · 27 minRalph Cho, co‑chief executive officer and founding member of Apterra Infrastructure Finance, joins host Todd Alexander to discuss the rapid growth of data center financing…
- Ep354: How Developers Can Protect Their Tax Credits · 17 minAlan Cordova, head of strategy at Empact Technologies, discusses how developers can manage compliance risks related to prevailing wage, FEOC restrictions and…
- Ep353: Navigating FEOC and Tax Credit Uncertainty · 18 minDorian Hunt, partner and head of renewable energy at Leo Berwick, discusses how evolving FEOC restrictions, tax credit market dynamics and regulatory uncertainty are affecting…
- Ep352: Key Developments in the Energy Sector · 21 minNick Bradley, director of renewables advisory at Arcadia, which is a global utility data and energy solutions platform for enterprises, discusses trends and developments in the…
- Ep351: Challenges and Opportunities in Distributed Solar · 20 minJohn Stroud, managing director at Limes Renewable Energy North America, discusses the challenges and opportunities in developing community solar and distributed generation…
- Ep350: How Lenders Manage Credit Risk with Insurance · 26 minBen Roberts, president of Texel Group, discusses how non‑payment insurance works in project finance and how lenders use it to manage credit risk, allocate capital and support…
- Ep349: Meeting Surging Power Demand with Gas Assets · 29 minJohn Bills and Adil Sener of PEI Global Partners discuss the renewed interest in gas‑fired power assets driven by rising electricity demand, data center growth and supply…
- Ep348: Key Risks Shaping the Solar Industry · 21 minJason Kaminsky, CEO of kWh Analytics, discusses key findings from the 2026 Solar Risk Assessment Report, including trends in reliability, insurance and emerging risks affecting…
- Ep347: The Role of Distributed Solar in a High‑Demand Grid · 26 minZaid Ashai, CEO of Nexamp, discusses how distributed generation and community solar can support rapidly growing electricity demand, improve grid resilience, and adapt to changing…
- Ep346: Rethinking Nuclear Approvals in the AI Era · 21 minKevin Kong, CEO and founder of Everstar, discusses how artificial intelligence can streamline nuclear licensing and accelerate the deployment of advanced nuclear power projects.
- Ep345: Funding the Next Generation of Energy Technologies · 21 minBrandon Owens, vice president of innovation and research at NYSERDA, discusses how New York is supporting energy innovation through grants and research programs focused on grid…
- Ep344: Update on FEOC and Its Market Impact · 13 minKeith Martin, Norton Rose Fulbright partner, gives an update on the FEOC restrictions on use of clean energy tax credits, including compliance challenges, insurance constraints…
- Ep343: Off‑Grid Solar for Public Spaces and Communities · 15 minVanessa Branco, chief sales and marketing officer of Sunbolt, discusses off‑grid solar and battery solutions that provide reliable, low‑maintenance power for campuses…
- Ep342: Meeting Baseload Demand with Nuclear and Gas · 24 minRichard Taylor, CEO of ONE Nuclear, discusses developing hybrid natural gas and small modular nuclear power projects to meet growing data center demand for reliable baseload…
- Ep341: Onsite Power Solutions for Data Centers · 14 minRebecca McDonald, VP of data center energy solutions at Bloom Energy, discusses how onsite fuel cell generation is being used to meet data center power needs amid grid…
- Ep340: Distributed Generation in a Constrained Grid · 35 minRich Dovere, CEO of Dispatch Energy, discusses the opportunities and challenges of developing distributed generation amid rising power demand, transmission constraints and…
- Ep339: Adapting Community Solar for a New Grid · 23 minAaron Halimi, CEO of Renewable Properties, discusses how community solar and distributed generation are adapting during a period when traditional subscription models face…
- Ep338: A New Use for Old Wells · 21 minKemp Gregory, CEO of Renewell Energy, discusses a novel energy storage approach that repurposes idle oil and gas wells into gravity‑based storage systems, using existing…
- Ep337: How Tax Credit Markets Weathered 2025 · 31 minAlfred Johnson, co‑founder and CEO of Crux, discusses key findings from Crux’s latest analysis of the clean energy finance market, including trends in tax credit transfers, tax…
- Ep336: Supreme Court Strikes Down Tariffs · 17 minStefan Reisinger, Norton Rose Fulbright partner, joins us to discuss the ruling by the United States Supreme Court to strike down the tariffs imposed by President Trump under the…
- Ep335: New IRS Guidance on FEOC and 45Z Tax Credits · 13 minKeith Martin, Norton Rose Fulbright partner, discusses newly issued IRS guidance on the FEOC rules, explaining how the Treasury clarified the calculation of prohibited foreign…
- Ep334: Renewables Development in a Demand‑Driven Market · 26 minJim Spencer, CEO of Exus Renewables North America, discusses the company’s recent $400 million corporate debt raise and how rising demand is reshaping renewable development. He…
- Ep333: Rethinking Forecasts in an Uncertain Climate · 30 minRob Cirincione of Sunairio explains why traditional weather models miss the extreme events that drive grid risk and how high‑resolution, ensemble‑based forecasting can better…
- Ep332: Forecasting Energy Trends for 2026 · 22 minRobbie Orvis of Energy Innovation discusses how shifting federal policies, tax credit changes and rising electricity demand shaped renewable energy deployment in 2025 and what…
- Ep331: Cost of capital: 2026 outlook · 57 minFour project finance industry veterans talk about what to expect this year for tax equity, tax credit sales and debt. The four are Jack Cargas, managing director and head of tax…
- Ep330: Using Curtailed Power for Data Centers · 36 minJohn Belizaire, CEO of Soluna Holdings, discusses how the company develops data centers co‑located with renewable power plants to use curtailed energy, the role of “renewable…
- Ep329: Building and Scaling Renewable Projects in a Shifting Policy Environment · 26 minDavid Lillefloren and Tyler Hall of SunRaycer discuss launching and scaling a renewable energy development platform, from team-building and capital strategy to executing projects…
- Ep328: Optimizing Distributed Generation Assets · 24 minBarrett Bilotta, CEO of Agilitas Energy, discusses the company's integrated approach to renewable energy development and recent trends in distributed generation and energy storage.
- Ep327: Market Dynamics in Tax Credit Insurance · 20 minDan Berger, managing director at Lockton Companies, discusses recent trends, challenges and developments in the tax credit insurance market.
- Ep326: How Linear Generators Empower Businesses · 21 minShannon Miller, CEO of Mainspring Energy, describes the company’s modular linear generator technology and discusses its potential uses and cost considerations for various energy…
- Ep325: New Rules for Private Power in Mexico · 22 minRaquel Bierzwinsky, Norton Rose Fulbright partner, discusses the latest reforms to Mexico’s power sector, highlighting how new regulations are creating opportunities for private…
- Ep324: Evolving Community Solar and Storage · 31 minStefano Ratti, CEO of Chaberton Energy, shares how his team is evolving from solar-only development to integrating storage and navigating shifting market dynamics, tariffs and…
