PODCAST · news
Currents
by Norton Rose Fulbright
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
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Ep369: The Path to Commercial Space‑Based Solar
John 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 continuous, low‑cost power for large loads such as data centers.
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Ep368: Bringing Battery Storage to Dense Cities
James 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 York City.
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Ep367: Building Grid Resilience Against Extreme Weather
Mishal 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 resilience investments.
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Ep366: New Rules, Tariffs and Project Risk
Luke Edney, partner at Norton Rose Fulbright, discusses how new regulatory developments, tariffs and supply chain constraints are affecting procurement and construction for energy projects.
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Ep365: Energy as a Service in a Constrained Grid
Mariko Meier, CEO of Unison Energy, discusses how on‑site microgrids help commercial, industrial and data center customers manage energy reliability, cost certainty and carbon goals.
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Ep364: Inside Middle Market Tax Credit Transactions
Iñigo Rengifo, CEO of Concentro, discusses how tax credit transfers are being executed in the middle market and distributed generation sectors, including diligence, tax insurance and the outlook for tax credit sales for smaller projects.
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Ep363: How Tariffs Are Reshaping Renewable Project Costs
Stefan Riesinger, partner at Norton Rose Fulbright, discusses the current state of tariffs affecting the renewable energy industry and how developers and financing parties can assess and manage the resulting risks.
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Ep362: Load Growth and the Future of Capacity Markets
Brent Nelson, senior managing director of market intelligence at Ascend Analytics, discusses how load growth, capacity market challenges and data center demand are reshaping power markets and long‑term planning.
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Ep361: Aligning Markets to Reduce Carbon Emissions
Amy 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.
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Ep360: Turning EVs Into a Grid Resource
Joseph Vellone, CEO of ChargeScape, discusses how connecting electric vehicles to the grid can turn EV batteries into a flexible energy resource that benefits utilities, automakers and drivers.
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Ep359: The Race to Power AI Data Centers
Mark Taylor and Kim Zou, co‑founders of Currence (formerly Sightline Climate), discuss how data center growth is reshaping power markets, including credibility challenges for announced projects, energy procurement strategies and the fastest paths to bringing new capacity online.
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Ep358: Rethinking Energy Affordability and Resilience
Jon Powers, president of CleanCapital, discusses energy security, affordability and how distributed solar and storage can strengthen a more resilient and diversified US energy system.
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Ep357: Managing Technology Risk in Energy Storage Projects
Jan Napiorkowski, managing director, and Jamie Daggett, energy storage and fuel cell lead at Ariel Green, discuss how technology performance insurance is evolving to support energy storage, fuel cells and other emerging clean energy technologies by helping projects manage risk and access financing.
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Ep356: How Developers Can Turn Land Into Growth Capital
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.
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Ep355: How Data Centers Are Reshaping Project Finance
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.
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Ep354: How Developers Can Protect Their Tax Credits
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.
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Ep353: Navigating FEOC and Tax Credit Uncertainty
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.
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Ep352: Key Developments in the Energy Sector
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.
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Ep351: Challenges and Opportunities in Distributed Solar
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.
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Ep350: How Lenders Manage Credit Risk with Insurance
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.
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Ep349: Meeting Surging Power Demand with Gas Assets
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.
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Ep348: Key Risks Shaping the Solar Industry
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.
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Ep347: The Role of Distributed Solar in a High‑Demand Grid
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.
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Ep346: Rethinking Nuclear Approvals in the AI Era
Kevin Kong, CEO and founder of Everstar, discusses how artificial intelligence can streamline nuclear licensing and accelerate the deployment of advanced nuclear power projects.
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Ep345: Funding the Next Generation of Energy Technologies
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.
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Ep344: Update on FEOC and Its Market Impact
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.
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Ep343: Off‑Grid Solar for Public Spaces and Communities
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.
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Ep342: Meeting Baseload Demand with Nuclear and Gas
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.
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Ep341: Onsite Power Solutions for Data Centers
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.
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Ep340: Distributed Generation in a Constrained Grid
Rich Dovere, CEO of Dispatch Energy, discusses the opportunities and challenges of developing distributed generation amid rising power demand, transmission constraints and shifting incentives.
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Ep339: Adapting Community Solar for a New Grid
Aaron Halimi, CEO of Renewable Properties, discusses how community solar and distributed generation are adapting during a period when traditional subscription models face constraints.
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Ep338: A New Use for Old Wells
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.
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Ep337: How Tax Credit Markets Weathered 2025
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...
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Ep336: Supreme Court Strikes Down Tariffs
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.
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Ep335: New IRS Guidance on FEOC and 45Z Tax Credits
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…
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Ep334: Renewables Development in a Demand‑Driven Market
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…
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Ep333: Rethinking Forecasts in an Uncertain Climate
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.
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Ep332: Forecasting Energy Trends for 2026
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…
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Ep331: Cost of capital: 2026 outlook
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...
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Ep330: Using Curtailed Power for Data Centers
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.
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Ep329: Building and Scaling Renewable Projects in a Shifting Policy Environment
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.
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Ep328: Optimizing Distributed Generation Assets
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.
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Ep327: Market Dynamics in Tax Credit Insurance
Dan Berger, managing director at Lockton Companies, discusses recent trends, challenges and developments in the tax credit insurance market.
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Ep326: How Linear Generators Empower Businesses
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.
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Ep325: New Rules for Private Power in Mexico
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.
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Ep324: Evolving Community Solar and Storage
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.
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Ep323: Data center financings: Part II
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...
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Ep321: Financing the Next Wave of Nuclear
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.
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Ep320: Streamlining Utility Planning for Rapid 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.
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Ep319: Bringing Transparency to Clean Energy Certificates
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.
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ABOUT THIS SHOW
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.
HOSTED BY
Norton Rose Fulbright
CATEGORIES
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