Currents

In 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 fund project development, construction readiness and pipeline growth.

Ralph 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, evolving debt market structures and broader trends in project finance. Plus, a big announcement on the future of Currents.

Alan Cordova, head of strategy at Empact Technologies, discusses how developers can manage compliance risks related to prevailing wage, FEOC restrictions and beginning‑of‑construction requirements to protect tax credits.

Dorian Hunt, partner and head of renewable energy at Leo Berwick, discusses how evolving FEOC restrictions, tax credit market dynamics and regulatory uncertainty are affecting renewable energy development and financing.

Nick 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 energy sector and how they are shaping current market opportunities.

John Stroud, managing director at Limes Renewable Energy North America, discusses the challenges and opportunities in developing community solar and distributed generation projects in a changing policy and market environment.

Ben 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 lending activity.

John 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 constraints in power generation.

Jason Kaminsky, CEO of kWh Analytics, discusses key findings from the 2026 Solar Risk Assessment Report, including trends in reliability, insurance and emerging risks affecting solar projects.

Zaid Ashai, CEO of Nexamp, discusses how distributed generation and community solar can support rapidly growing electricity demand, improve grid resilience, and adapt to changing policy, financing and interconnection challenges.

Kevin Kong, CEO and founder of Everstar, discusses how artificial intelligence can streamline nuclear licensing and accelerate the deployment of advanced nuclear power projects.

Brandon 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 modernization, buildings, energy storage and emerging technologies.

Keith Martin, Norton Rose Fulbright partner, gives an update on the FEOC restrictions on use of clean energy tax credits, including compliance challenges, insurance constraints and how the market is responding.

Vanessa Branco, chief sales and marketing officer of Sunbolt, discusses off‑grid solar and battery solutions that provide reliable, low‑maintenance power for campuses, governments and communities without access to the grid.

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.

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.