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 NA…

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, int…

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 Distribu…

​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…

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 origi…

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 ha…

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…

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 hi…

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…

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 th…

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 …

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 tec…

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 …

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 relati…

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 communit…

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 …

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 suppo…

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 …

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 step…

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 transac…

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 e…

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…

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 futur…

Aaron Halimi, founder and President of Renewable Properties, a community solar developer, owner and operator based in San Francisco, joins NPM Reporter Michelle France, to discuss the status of a community solar program in California and why he and dozens of other developers are urging Governor Gavin Newsom to get involved following the most recent…

On NPM’s 100th podcast episode, host Jillian Ward is joined by Scout Clean Energy’s founder and CEO Michael Rucker to discuss the ISO migration in the West and what it could mean for developers. Scout is a renewable energy owner-operator with projects in 26 U.S. states. Scout was also acquired by the Brookfield Global Transition Fund in 2022, and t…

Allan Marks, a member of Milbank’s Global Project Energy and Infrastructure Finance Group, joins NPM Managing Editor Jon Berke on the podcast this week to discuss capital market conditions for clean energy projects. The two review the current impacts of inflation, recent platform M&A deal trends, and the increased number of utilities looking at lar…

On this week's episode of the NPM podcast, host Andrew Burnes is joined by Stem's VP of Front-of-the-Meter Solutions Jake Berlin. The two have an in-depth discussion of the ERCOT storage market, the trend toward larger vs. smaller projects, storage activity in Texas' ancillary services, and the introduction of alternative revenue streams like tolli…

Steve Lieberman, Vice President of Transmission and Regulatory Affairs at American Municipal Power (or AMP), joins Colt Shaw on the NPM Podcast this week to discuss PJM’s ongoing efforts to reform its forward-looking capacity market in the face of looming reliability concerns. Lieberman discusses the good and the bad of recent FERC-approved reforms…

Keith Derman, Partner and Co-Head of Ares Infrastructure Opportunities, joins the podcast this week to discuss investing opportunities in renewable energy today, what emerging clean energy areas are attractive and some thoughts around corporate offtake. New Project Media (NPM) is a leading data, intelligence, and events company providing originatio…

Tony Dutzik, Associate Director and Senior Policy Analyst at Frontier Group joins NPM Reporter Reagin von Lehe on the podcast to discuss the future of the small-scale rooftop solar market, especially in states with new net metering legislation such as California, Massachusetts and South Carolina. Frontier Group said in its most recent report that s…

Elias Hinckley, a partner at Baker Botts joins Jon Berke on the NPM podcast to discuss the latest developments in clean hydrogen, including guidance released before the holidays by the IRS on the section 45V tax credit which called for hourly matching. The two then discuss other major pillars of the IRS guidance including regionality and additional…

Garrett Peterson, co-founder of start-up developer Sigma Renewables, joins the podcast to talk about permitting at the local and state levels, particularly as it pertains to distributed generation. Later, Peterson discusses how smaller developers are getting impacted by queue backlog and interconnection reform. New Project Media (NPM) is a leading …

Manny Citron, Chief of Staff for Philadelphia’s Department of Labor, joins NPM’s Colt Shaw this week to discuss the forthcoming Mid-Atlantic Clean Hydrogen Hub, dubbed MACH2. The city’s point man for the project, Citron discusses next steps for the ambitious hub and the early partners already lining up to participate, as well as the hope that hydro…

Jason Segal and Patrick Norton, managing directors of specialist merchant banking firm Javelin Capital join the NPM podcast this week to discuss M&A trends in 2024, including addressing the growing role of structured equity transactions, platform valuations and how storage might factor into these trends. New Project Media (NPM) is a leading data, i…

In the first NPM podcast of 2024, William Demas, Head of Americas at the Green Investment Group of Macquarie Asset Management discusses renewable energy and energy transition investment trends with NPM Managing Editor Jon Berke. Demas forecasts consolidation coming amongst solar developers as the industry continues to scale. Later in the program, D…

On this week's episode, NPM's Andrew Burnes is joined by Louisiana PSC commissioner Davante Lewis who is wrapping up his first year in office and is grappling with major policy discussions in the state regarding whether renewable project development should be allowed outside the purview of the vertically integrated utilities. Mr. Lewis walks us thr…

On this week's podcast, Juan Macias, CEO of AlphaStruxure joins NPM’s Jon Berke and Reagin von Lehe to discuss his company’s business model as a developer and owner of tailored energy infrastructure solutions, including microgrids. Over the course of the interview, Macias discusses microgrid projects at the under-construction JFK Terminal One and a…

Gabe Murtaugh, Director of Markets and Technology for the Long Duration Energy Storage Council, joins the NPM Interconnections Podcast this week to discuss the current state of play for long duration storage in the US. A former storage sector manager for CAISO, Murtaugh discusses the impact of recent policy drivers at the federal level, including t…

Vitaly Lee, EVP & Chief Development Officer for Q Cells USA joins Jon Berke on the NPM podcast this week. Over the course of the program, Lee addresses current obstacles and solutions in siting and permitting for solar and storage projects, procurement updates in some of its major markets including New York and Pacificorp service territories, new m…

On this week's episode, NPM’s Andrew Burnes is joined by Jenny Netherton, Senior Program Manager at Southeastern Wind Coalition and Helen Rose Patterson, Senior Campaign Manager for Offshore Wind at the National Wildlife Federation to discuss the advent of offshore wind in Louisiana state waters. Together, Jenny and Helen Rose answer poignant quest…

Mark Gabriel, president and CEO of United Power, joins the podcast this week to discuss the ongoing transmission challenges out West. Gabriel dives into the transmission issues being faced in states like Colorado, where he has put United Power on the path of hyper-localization as a way to bypass the need for transmission. Gabriel sees hyper-localiz…

Allan Marks, partner with Milbank LLP’s Global Project, Energy and Infrastructure Finance Group, joins the podcast this week to discuss the recently awarded USD 7bn hydrogen hub program winners. Marks discusses how the selected applicants will apply for the funds, why the Department of Energy picked winners in both green hydrogen and other forms of…

Alan Alexander, a partner in Vinson & Elkins LLP's Energy Transaction & Projects practice and head of its hydrogen and ammonia task force, joins the podcast to discuss the state of the green hydrogen market in the US. Alexander provides insight on when guidance is coming from the US Department of Energy (DOE) on the production tax credit for Sectio…

Bryen Alperin, partner and managing director of tax credit specialist Foss & Co. joins the podcast this week to discuss the intersection of community solar and tax credits. Alperin reviews financing options for the asset class prior to the Inflation Reduction Act and discusses how conditions have evolved into today’s environment where transferabili…

Dean Keller, a partner in boutique advisory firm Independence Point Advisors, joins the podcast this week to discuss lessons learned from his days as a junior energy banker in Salomon Smith Barney where he worked with Enron, prior to its bankruptcy, amongst other independent power producer giants. Keller goes on to discuss the hurdles and solutions…

Solstice co-founders, Steph Speirs and Sandhya Murali, join the NPM podcast this week, as well as their policy coordinator, Alex Pasanen, to discuss what developers should keep in mind in the early stages of project planning, subscription-friendly markets, and their work in New Mexico, where they partnered with four developers to subscribe 100 MW o…

Frank Getman joins the NPM podcast this week to discuss the state of the capital markets for renewable energy developers heading into the final third of 2023. Great Bay, a renewable royalty financing company, has deployed about USD 300m between developing and operating projects, spread across more than 15 GW of wind, solar, and storage. On the prog…

On this week’s episode, NPM's Jillian Ward and Michelle France are joined by Autumn Johnson, executive director for the Arizona Solar Energy Industries Association (AriSEIA). AriSEIA is the state’s solar, storage, and electrification trade association. Johnson speaks about the Arizona Community Solar Program's current status, why it is not yet the …

On this week's episode of the podcast, host Andrew Burnes is joined by Scout Clean Energy Founder and CEO Michael Rucker to discuss the firm's growing solar pipeline and evolving acquisition strategy on the heels of its acquisition by Brookfield. The conversation also features a deep dive into recent interconnection reform proposals from MISO and F…

Mike Reynolds, managing director of infrastructure private equity firm Ultra Capital, joins this week’s podcast to discuss his firm’s investing model, how different aspects of the Inflation Reduction Act will impact the renewable energy industry and the opportunities that industrial decarbonization could represent. New Project Media (NPM) is a lead…