Currents

Richard 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 electricity.

Rebecca 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 constraints, interconnection delays and rising demand.

Rich Dovere, CEO of Dispatch Energy, discusses the opportunities and challenges of developing distributed generation amid rising power demand, transmission constraints and shifting incentives.

Aaron Halimi, CEO of Renewable Properties, discusses how community solar and distributed generation are adapting during a period when traditional subscription models face constraints.

Kemp 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 infrastructure to deliver low‑cost, flexible capacity to the grid.

Alfred 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 equity, pricing and capital deployment amid policy and market headwinds. The conversation also highlights insights from Crux’s newly released 2025 Market Intelligence Report, which examines how clean energy and manufacturing markets performed over the past year: http://www.cruxclimate.com/reports/2025-market-intelligence-report

Stefan 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 International Emergency Economic Powers Act.

Keith Martin, Norton Rose Fulbright partner, discusses newly issued IRS guidance on the FEOC rules, explaining how the Treasury clarified the calculation of prohibited foreign content and what uncertainty remains for developers and tax credit buyers. He also reviews proposed regulations for the 45Z clean fuel tax credit and how the changes may improve transferability and market participation.

Jim 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 also outlines current grid, supply‑chain, and interconnection challenges and how developers are adapting with storage, gas and repowering strategies.

Rob 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 predict impacts on power markets.

Robbie Orvis of Energy Innovation discusses how shifting federal policies, tax credit changes and rising electricity demand shaped renewable energy deployment in 2025 and what those trends may mean for 2026. He also explores expected growth in solar and storage, potential headwinds for wind and the broader implications for power prices and grid planning.

Four 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 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.

John 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 computing” and how flexible data center operations can help manage growing AI‑driven electricity demand.

David Lillefloren and Tyler Hall of SunRaycer discuss launching and scaling a renewable energy development platform, from team-building and capital strategy to executing projects amid changing federal policy, supply‑chain constraints and rising power demand.

Barrett Bilotta, CEO of Agilitas Energy, discusses the company's integrated approach to renewable energy development and recent trends in distributed generation and energy storage.

Dan Berger, managing director at Lockton Companies, discusses recent trends, challenges and developments in the tax credit insurance market.

Shannon Miller, CEO of Mainspring Energy, describes the company’s modular linear generator technology and discusses its potential uses and cost considerations for various energy customers.

Raquel Bierzwinsky, Norton Rose Fulbright partner, discusses the latest reforms to Mexico’s power sector, highlighting how new regulations are creating opportunities for private investment and project development after years of stagnation.

Stefano 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 policy changes. 

Four industry experts discuss about the latest trends, challenges and opportunities in data center financings. The four are Claus Hertel, managing director, Rabobank, Melih Ileri, chief investment officer, DC BLOX, Mike Johnson, director, Société Générale, and Tim McGuire, vice president, capital markets, Rowan Digital Infrastructure. The moderators are Christine Brozynski and Christy Rivera in New York.

Luke Edney in Austin, Christy Rivera in New York, and Shelley Eichenlaub in Houston discuss with industry expert Lyndi Stone, principal corporate counsel, Microsoft, how data center construction teams are addressing complex stakeholder requirements and adapting to rapid technological shifts to ensure the data centers on which they are working will be financeable.

Jake Jurewicz, CEO of Blue Energy, shares how modular, prefabricated nuclear power plants could dramatically reduce costs and timelines and unlock new opportunities for commercial financing and grid-scale deployment. 

Pier LaFarge, CEO of Sparkfund, explains how distributed capacity procurement is helping utilities rapidly deploy batteries and other distributed energy resources to meet grid constraints and rising demand.

Ben Gerber, CEO of CleanCounts, explains how its nonprofit registry brings transparency and reliability to renewable energy and thermal certificate markets by helping asset owners and consumers to validate their clean energy claims.

Nicolas Sauvage, president of TDK Ventures, discusses how AI-driven energy demand, emerging battery technologies like sodium-ion and shifting geopolitical dynamics are shaping the future of energy storage and deep tech investing.

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.

Izzet Bensusan, CEO of Captona, shares how his team is investing in renewables, storage and clean fuels while using preferred equity structures and preparing for rising energy demand.

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.

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.

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.

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.

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.’

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.

JohnPaul Baric, founder of MiningStore, explains how Bitcoin mining is evolving into a powerful tool for grid stability and renewable energy integration.

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

Lee Taylor, CEO of REsurety, joins us to unpack the debate surrounding the proposed revisions to the Greenhouse Gas Protocol’s Scope 2 emissions guidance.

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

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

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.

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.