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 Todd Alexander, who interviews key business leaders and policy makers to investigate important trends affecting the energy and infrastructure space.
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Energy. In one place. A podcast which takes you behind the scenes of the Africa Energy Forum, and offers expert insight into where the industry is headed to next. Brought to you by EnergyNet.
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Ep284: How Water-Based Batteries Can Be A Solution For Energy Storage
24:03
24:03
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24:03Eugene Beh, CEO of Quino Energy, joins us to discuss how water-based batteries can meet the growing demand for long-term and middle-term energy storage.By Norton Rose Fulbright
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Apoorv Sinha, CEO of Carbon Upcycling, joins us to discuss how his company is taking carbon emissions from industrial processes and upcycling them into new materials.By Norton Rose Fulbright
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Ep282: CRC-IB on the US Renewables Market in 2025
27:52
27:52
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27:52Britta von Oesen, partner and managing director at CRC-IB, joins us to discuss the US renewables market, with a particular focus on the M&A market.By Norton Rose Fulbright
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Four industry experts discuss the final rules released earlier this month by The US Treasury to make it easier to claim tax credits for making hydrogen. The four are Rachel Crouch, chief counsel, hydrogen, The AES Corporation, Matt McMonagle, CEO & Founder, NovoHydrogen, Josh Stolaroff, CEO, Mote Hydrogen and Jacob Susman, CEO, Ambient Fuels, LLC. …
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Gary Cate, director of energy market analytics at Fluence, joins the podcast to discuss electricity price forecasting and its role in the energy services sector.By Norton Rose Fulbright
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Four project finance industry veterans talk about what to expect in the year ahead 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…
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Ep278: Venture Capital in the Renewable Energy Sector
26:13
26:13
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26:13Amy Duffuor, co-founder and general partner of Azolla Ventures, joins us to discuss venture capital investments in the renewable energy sector.By Norton Rose Fulbright
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Michelle Demers, CEO of Boundless Impact and Analytics, joins us to discuss the use of data to help investors understand climate-related risks.By Norton Rose Fulbright
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Ep276: The Department of Commerce’s New Anti-Dumping Duties
15:59
15:59
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15:59Stefan Reisinger, Norton Rose Fulbright partner, joins us to discuss the new anti-dumping duties on imported solar panels using cells made in Thailand, Cambodia, Malaysia and Vietnam.By Norton Rose Fulbright
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A new report by Wood Mackenzie predicts a number of consequences from rising US demand for electricity. Chris Seiple, vice chairman, energy transition and power & renewables of Wood Mackenzie, discusses the findings.By Norton Rose Fulbright
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Five prominent stock analysts discuss how they expect policy changes in the wake of the Trump victory to affect renewable energy, storage, transmission, RNG and other parts of the energy transition sector. The five are George Gianarikas, managing director and senior analyst, Canaccord Genuity, Joe Osha, senior managing director for equity research,…
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Ep273: Post-Election Outlook for Renewables and Other Parts of the Energy Transition
55:30
55:30
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55:30Five Washington insiders discuss the election results to assess what they mean for renewable energy, carbon capture, clean hydrogen, RNG and other parts of the energy transition. The five are Michael Catanzaro, CEO, CGCN Group, Richard Glick, principal, GQ New Energy Strategies, Hannah Hawkins, principal, KPMG, David Kautter, federal specialty tax …
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Leslie Biddle, Deputy Under Secretary for Commercialization and Finance, and Art Scavone, Senior Advisor to the Under Secretary for Infrastructure, join us to discuss the DOE-lender relationship and the soon to be released Government-Creditor Agreement. Links for more information on the Government-Creditor Agreement: Government-Creditor Agreement |…
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Ep271: What Does the Data Say About Tax Credit Transferability
17:26
17:26
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17:26David Burton, partner at Norton Rose Fulbright, joins us to give an update on the tax credit transferability market.By Norton Rose Fulbright
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Ep270: Making Deals in the Thermal and Renewable Markets
31:47
31:47
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31:47Akshat Kasliwal, managing consultant at PA Consulting, joins us to give his thoughts on the thermal and renewables markets.By Norton Rose Fulbright
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Juan Macias, CEO of AlphaStruxure, joins us to discuss what microgrids are and how they are at the core of his company’s energy service providing business.By Norton Rose Fulbright
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Ep268: The Offshore Wind Market in California
24:57
24:57
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24:57Adam Stern, executive director of Offshore Wind California, joins us to discuss developments in the California offshore wind market.By Norton Rose Fulbright
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Ep267: A Venture Capitalist’s Take on Climate Tech
31:02
31:02
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31:02Albert Bielinko, general partner at Titanium Ventures, joins us to give venture capital’s perspective on investing in climate tech. Also, please stay until the end to hear our guest’s predictions on this year’s MLB World Series!By Norton Rose Fulbright
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Ep266: Reunion Co-Founders on the Tax Credit Market
35:55
35:55
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35:55Andy Moon and Billy Lee, co-founders of Reunion, join us to give an overview of the tax credit market and what Reunion is doing to lower the transaction costs for market participants.By Norton Rose Fulbright
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Ep265: Greenbacker Principal on Infrastructure and Renewables Investment
19:13
19:13
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19:13Quinn Pasloske, principal at Greenbacker, joins us to discuss Greenbacker’s approach to infrastructure and renewable energy investment and current market economics.By Norton Rose Fulbright
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Ep264: The Federal Reserve Reviews Basel III
9:11
9:11
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9:11David Burton and Tim Byrne, partners in Norton Rose Fulbright, join us to discuss the likely outcome of the Federal Reserve's review of the application of Basel III to the risk weighting imposed on commercial banks when they make tax credit equity investments.By Norton Rose Fulbright
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Michael Levy, head of global asset resilience at Baringa, a management consultancy, discusses how utilities and other energy companies are planning for extreme weather events.By Norton Rose Fulbright
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Ep262: PEI Global Partners on the Development Loan Sector
28:12
28:12
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28:12John Bills, partner of PEI Global Partners, joins us to discuss the development loan sector and how PEI has been instrumental in structuring and arranging many energy and infrastructure deals.By Norton Rose Fulbright
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Ep261: Cresta’s Managing Partner on Clean Energy Investment
29:38
29:38
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29:38Chris Rozzell, managing partner at Cresta Fund Management, joins us to discuss Cresta’s background, the sectors in which it has been investing and more.By Norton Rose Fulbright
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Ep260: EV Realty CEO on EV Fleet Infrastructure
23:52
23:52
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23:52Patrick Sullivan, CEO of EV Realty, joins us to discuss medium-to-heavy commercial fleet EV infrastructure.By Norton Rose Fulbright
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Ep259: sonnen Senior Vice President on Energy Storage Systems
24:21
24:21
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24:21Geoff Ferrell, senior vice president at sonnen, joins us to explain how energy storage systems can help utilities manage their grids.By Norton Rose Fulbright
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Ep258: Riverside Advisors on Financial Hedging
24:58
24:58
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24:58Christ Frost and Steve Plake, partners at Riverside Advisors, join us to discuss financial hedging, an important tool in project financings.By Norton Rose Fulbright
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Ep257: EPSA CEO on Recent Policies and Their Effect on the Grid
27:51
27:51
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27:51Todd Snitchler, president and CEO of the Electric Power Supply Association, joins us to discuss how recent policies are impacting the electricity markets and how they may shape the future electric grid.By Norton Rose Fulbright
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Ep256: Schneider Electric Vice President on Offtake Agreements and Tax Credits
20:26
20:26
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20:26John Powers, vice president of global renewables and clean tech at Schneider Electric, updates us on developments in the offtake agreement and tax credit transfer markets.By Norton Rose Fulbright
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Ep255 Supplement: kWh Analytics' 2024 Solar Risk Assesment Report
55:31
55:31
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55:31The 2024 Solar Risk Assessment, now in its 6th edition, is a comprehensive report of the most pressing risks and opportunities facing the solar and storage industries. Compiled by industry experts, this report offers a data-driven look at key challenges such as extreme weather, equipment failures, and battery safety. 2024 contributors include: kWh …
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Ep 255: kWh CEO Discusses the Solar Risk Assessment Report
22:58
22:58
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22:58Jason Kaminsky, CEO of kWh Analytics, joins us to discuss this year’s solar risk assessment report published by kWh. He summarizes the findings in the report, including risks to the battery energy storage industry.By Norton Rose Fulbright
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Ep254: Peak Energy CEO on Sodium-ion Batteries
23:39
23:39
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23:39Landon Mossburg, CEO of Peak Energy, joins us to discuss sodium-ion batteries and how they can complement lithium-ion batteriesBy Norton Rose Fulbright
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Ep253: FERC Transmission Actions: How Big A Deal
41:22
41:22
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41:22FERC Commissioner Allison Clements, Grid Strategies President Rob Gramlich and Norton Rose Fulbright partner Kat Gamache talk about how much of a difference recent government actions to ease grid congestion will make to developers waiting to connect new projects to the grid.By Norton Rose Fulbright
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Ep252: Fourth Power CEO on Thermal Storage
16:00
16:00
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16:00Arvin Ganesan, CEO of Fourth Power, joins us to discuss thermal storage technologies and what role they can have in the energy storage market.By Norton Rose Fulbright
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Ep 251: US Treasury’s New Bonus Tax Credit Guidance
13:38
13:38
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13:38Hilary Lefko, Norton Rose Fulbright partner, joins us to discuss the US Treasury’s new guidance on calculating whether projects have enough domestic content to qualify for a bonus tax credit.By Norton Rose Fulbright
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Stefan Reisinger, Norton Rose Fulbright partner, joins us to discuss the Biden administration's changes to section 301 tariffs on certain Chinese products and how they can affect the renewables community.By Norton Rose Fulbright
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Ep249: Ariel Green on Technology Performance Insurance
27:16
27:16
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27:16Jan Napiorkowski and Jamie Daggett, global director and energy storage lead at Ariel Green, join us to discuss how technology performance insurance can facilitate the use of new technologies and serve as a substitute for extended warranties.By Norton Rose Fulbright
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Hilary Lefko, partner in Norton Rose Fulbright’s Washington office, joins us to discuss the IRS’s new guidance on tax credit transfers.By Norton Rose Fulbright
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Stefan Reisinger, partner in Norton Rose Fulbright’s Washington office, joins us to discuss the anti-dumping and countervailing duty petition on solar modules that was filed by the American Alliance for Solar Manufacturing Trade Committee.By Norton Rose Fulbright
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Ep246: Developing Solar on Variable Terrain
20:41
20:41
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20:41Yezin Taha, CEO of Nevados, joins us to discuss the increasing demand for developing non-flat land for utility-scale solar projects, the challenges and costs involved, and the technology Nevados uses when working on variable terrain.By Norton Rose Fulbright
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Ep245: Renewable Properties President on the CPUC’s Community Solar Proposal
21:58
21:58
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21:58Aaron Halimi, founder and president of Renewable Properties, joins us to discuss how a proposed decision by the California Public Utilities Commission could affect community solar projects.By Norton Rose Fulbright
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Ep244: BrightNight CEO on Investing in Renewable Energy
27:01
27:01
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27:01Martin Hermann, CEO of BrightNight, joins us to discuss investing in renewable energy projects and technologies. He also discusses what inefficiencies he sees in the market, what is driving growth, what impact AI will have on clean energy, and more.By Norton Rose Fulbright
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Ep243: John Cockerill on hydrogen electrolyzers
21:19
21:19
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21:19Nicolas De Coignac, President Americas of John Cockerill, joins us to talk about John Cockerill's electrolyzer technology, what the company is doing in the US hydrogen market, the outlook for green hydrogen, and more.By Norton Rose Fulbright
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Ep242: MUFG Managing Director on the Project Finance Renewables Loan Market
22:40
22:40
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22:40Beth Waters, managing director at MUFG bank, joins us to discuss the commercial bank loan market for renewables projects. She also explains what a private placement is and discusses the areas in which she is seeing the most growth, the types of deals in which MUFG is most interested, and more.By Norton Rose Fulbright
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Two veteran Washington observers talk about the outlook for the Inflation Reduction Act if Trump is elected. The two are Joe Mikrut, Partner, Capitol Tax Partners and John Gimigliano, Principal-in Charge, Federal Tax Legislative and Regulatory Services, KPMG. The moderator is Keith Martin in Washington.…
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Mike Hall, CEO of Anza Renewables, joins us to discuss Anza’s solar procurement platform, the algorithms behind its platform, a general overview on solar modules and more.By Norton Rose Fulbright
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Ep239: Nomura’s Vinod Mukani on the state of the commercial bank market
26:10
26:10
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26:10Vinod Mukani of Nomura Securities is our guest for this episode. He begins with a background on his activities at Nomura and growing Nomura's infrastructure and project finance areas before switching to a discussion on the state of the commercial bank market and Nomura’s success with development loan facilities.…
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Stefan Reisinger, partner in Norton Rose Fulbright’s Washington office, joins us to give an update on the tariff moratorium applied to solar modules imported from Vietnam, Malaysia, Thailand and Cambodia first implemented in June 2022. He also speaks about the recent lawsuit challenging the moratorium by Auxin Solar and Concept Clean Energy, the po…
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Ep237: DoubleLine Capital making moves into infrastructure
15:39
15:39
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15:39Andrew Hsu, portfolio manager at DoubleLine Capital, joins us to discuss DoubleLine’s investment in the infrastructure space, the kind of deals on which it is focused, what differentiates DoubleLine from other means of financing, and more.By Norton Rose Fulbright
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Ep236: Cost of Capital: 2024 Outlook
1:00:37
1:00:37
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1:00:37Four project finance industry veterans talk about what to expect in the year ahead 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…
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