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Currents
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
CurrentsEp 251: US Treasury’s New Bonus Tax Credit Guidance
Hilary Lefko, Norton Rose Fulbright partner, joins us to discuss the US Treasury’s new guidance on calculating whether projects have enough domestic content to…
CurrentsEp250: Section 301 Tariffs
Stefan Reisinger, Norton Rose Fulbright partner, joins us to discuss the Biden administration's changes to section 301 tariffs on certain Chinese products and…
CurrentsEp249: Ariel Green on Technology Performance Insurance
Jan Napiorkowski and Jamie Daggett, global director and energy storage lead at Ariel Green, join us to discuss how technology performance insurance can…
CurrentsEp248: The IRS’s New Tax Credit Rules
Hilary Lefko, partner in Norton Rose Fulbright’s Washington office, joins us to discuss the IRS’s new guidance on tax credit transfers.
CurrentsEp247: Solar Module Petition Update
Stefan Reisinger, partner in Norton Rose Fulbright’s Washington office, joins us to discuss the anti-dumping and countervailing duty petition on solar modules…
CurrentsEp246: Developing Solar on Variable Terrain
Yezin 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…
CurrentsEp245: Renewable Properties President on the CPUC’s Community Solar Proposal
Aaron Halimi, founder and president of Renewable Properties, joins us to discuss how a proposed decision by the California Public Utilities Commission could…
CurrentsEp244: BrightNight CEO on Investing in Renewable Energy
Martin Hermann, CEO of BrightNight, joins us to discuss investing in renewable energy projects and technologies. He also discusses what inefficiencies he sees…
CurrentsEp243: John Cockerill on hydrogen electrolyzers
Nicolas 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…
CurrentsEp242: MUFG Managing Director on the Project Finance Renewables Loan Market
Beth Waters, managing director at MUFG bank, joins us to discuss the commercial bank loan market for renewables projects. She also explains what a private…
CurrentsEp241: Trump and the IRA
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…
CurrentsEp240: Anza CEO on Solar Procurement
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…
CurrentsEp239: Nomura’s Vinod Mukani on the state of the commercial bank market
Vinod 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…
CurrentsEp238: Tariff Moratorium Update
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…
CurrentsEp237: DoubleLine Capital making moves into infrastructure
Andrew 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…
CurrentsEp236: Cost of Capital: 2024 Outlook
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…
CurrentsEp235: Mini-grids and Bringing Power to Developing Areas
William Brent, chief marketing officer of Husk Power Systems, joins us to discuss Husk’s work in bringing electricity to developing areas in Africa and Asia…
CurrentsEp234: Fluence President on Energy Storage Projects
John Zahurancik, president of Fluence, joins us to discuss energy storage projects, how the Inflation Reduction Act has affected them, how easy it will be for…
CurrentsEp233: Plus Power on Stand-Alone Energy Storage
Brandon Keefe and Joshua Goldstein of Plus Power join us to discuss stand-alone battery storage. They talk about why stand-alone is the energy storage approach…
CurrentsEp232: Insurance Affecting Projects Part II
Weather-related catastrophes have left the global insurance market with $50 billion in losses in the first half of this year, the second worst start to a year…
CurrentsEp231: Insurance Affecting Projects Part I
Rising insurance costs and shrinking coverage are starting to limit where renewable and other energy projects can be built. Moderator Keith Martin discusses…
CurrentsEp230: Clean Energy Associates Vice President Discusses Market Trends
Dan Shreve of Clean Energy Associates joins us for a wide-ranging discussion about the current environment around existing and emerging technologies in the…
CurrentsEp229: Declan Falanagn, CEO of Bluestar, Discusses Renewable Investing
Declan Flanagan, founder and CEO of Bluestar Energy Capital, joins us for a wide-ranging discussion, including what he sees as the most promising markets…
CurrentsEp228: CEO of Spearmint Energy on Battery Energy Storage
Andrew Waranch, CEO of Spearmint Energy, joins us to discuss his company and why he chose to go into battery energy storage, how the growing availability of…
CurrentsEp227: Intersect Power CEO on the Power Grid
Sheldon Kimber, CEO of Intersect Power, joins Todd Alexander for a discussion about the United States power grid system. He discusses what challenges the…
CurrentsEp226: Aon Co-CEO Gives an Overview of Tax Credit Insurance
Gary Blitz, global co-CEO of Aon's M&A and transaction solutions practice, joins us to talk about the insurance market for tax credit transfers. He explains…
CurrentsEp225: Invenergy Vice Presidents Discuss Build-Transfer Transactions
Kyle Hermanson and Nate Hoeppner of Invenergy join us to discuss build-transfer transactions (BTAs), why they are attractive to utilities, how the Inflation…
CurrentsEp224: Energy Storage Outlook
Adam Hise, managing director of storage risk solution at Ascend Analytics, joins us to discuss the size and position of the energy storage market, the…
CurrentsCurrents Bonus Episode: Renewables Professionals Predict the World Series
In this bonus episode, friends of the pod give their predictions on who will win the 2024 World Series. Contributors Todd Alexander – Norton Rose Fulbright…
CurrentsEp223: Investing in Decarbonization: Insights from an Experienced Investor
Benoit Allehaut, chief investment officer at XCarbon Technologies, joins Todd Alexander for a discussion about investment trends in the wind and solar sectors…
CurrentsEp222: An Assessment of the IRA
Bill Green, managing partner of Climate Adaptive Infrastructure, joins Todd Alexander in a wide-ranging discussion about how the renewable energy market may…
CurrentsEp221: Opportunites for Sustainability in Commercial Real Estate
Michael Beckerman, CEO of CREtech, joins Todd Alexander to discuss how commercial real estate developers are taking a closer look at renewable energy…
CurrentsEp220: Taking its toll — Tolling Agreements and Offtake Strategies
Christine Brozynski, partner in Norton Rose Fulbright’s projects practice, joins Todd Alexander to talk about recent trends in offtake strategies for energy…
CurrentsEp219: Northern Lights: Alight's CEO talks about solar in Scandinavia and the rest of Europe
Dr. Harald Överholm, CEO and founder of Alight, joins Todd Alexander to talk about the opportunities and challenges in the European solar market. They cover…
CurrentsEp218: Debt Workouts and Liability Management Transactions
Eric Daucher, partner in Norton Rose Fulbright’s bankruptcy practice, joins Todd Alexander to talk about debt workouts and liability management transactions…
CurrentsEp217: Ampion CEO Discusses Community Solar
Nate Owen, founder and CEO of Ampion, joins Todd Alexander to talk about what Ampion does and the role it plays in managing distributed generation projects…
CurrentsEp216: Heating Up: New geo-thermal developments and technology
Neil Ethier, vice president of business development for Eavor, joins Todd Alexander to talk about the new approach Eavor has developed to tap geothermal…
CurrentsEp215: Getting Worked Up—What to Know About the IRA’s Wage Requirements
Taylor Gant, business development manager at Alliant Consulting, joins Todd Alexander to explain the wage requirements portion of the Inflation Reduction Act…
CurrentsEP214: Plug Power CEO Discusses Future of Hydrogen Economy
Andy Marsh, president and CEO of Plug Power, joins Todd Alexander for a lively discussion about green hydrogen, theopportunities created by the Inflation…
CurrentsEp213: Community Solar Update
Aaron Halimi, President of Renewable Properties, speaks with Todd Alexander on a range of topics concerning community solar. Aaron gives an overview of how…
CurrentsEp212: Trends in the Renewables Market
Nick Knapp, partner and senior managing director at CohnReznick Capital, joins Todd Alexander for an overview of current and future market trends. Among the…
CurrentsEp211: New Proposed IRS Guidance on Tax Credits Transferability
Episode 211: New Proposed IRS Guidance on Tax Credits Transferability Hilary Lefko, partner in Norton Rose Fulbright, joins host Todd Alexander in an in-depth…
CurrentsEp210: Fuel Cells
Gregory Adams, Senior Vice President of FuelCell Energy, joins host Todd Alexander for a discussion about fuel cells, what they are, where they are used, what…
CurrentsEp209: New legislation in Texas creates a murky landscape for renewables
Judd Messer, Vice President, and Jeffrey Clark, President and CEO, of the Advanced Power Alliance in Texas join host Todd Alexander in a lively discussion on…
CurrentsEp208: Current Trends in Renewables
Ted Brandt, CEO of Marathon Capital, LLC, talks with Todd Alexander about various subjects, including how the Inflation Reduction Act has affected the…
CurrentsEp207: The Climate Mobilization Act
Jeff Hendler, CEO of Logical Buildings, and our host Todd Alexander discuss the Climate Mobilization Act, what it is and how it affects the CRE and energy…
CurrentsEp206: How the IRA has affected the MCOE
CohnReznick Capital’s Michael Tatarsky, Managing Director, and Colin Smith, Senior Research Analyst, join Todd Alexander to discuss the Market Cost of Energy…
CurrentsEp205: “Transferability” - Tax Credit Sales
The Inflation Reduction Act last August let companies sell nine types of federal tax credits to other companies for cash. The window opened on such sales on…
CurrentsEp204: Global Mining Supply Chain
Martin McCann, partner in London, joins Todd Alexander to discuss the global mining supply chain. We discuss how the global EV boom is affecting precious metal…
CurrentsEp203: Transferability of Tax Credits
Ep203: Transferability of Tax Credits Hilary Lefko, partner in Washington, joins Todd Alexander to discuss the transferability of tax credits. We discuss how…
CurrentsEp202: Bridge Banks: Silicon Valley Bank and Signature Bank Market Watch
Tim Byrne, Eric Daucher and Tom Delaney join Todd Alexander to discuss the formation of the bridge banks for Silicon Valley Bank and Signature Bank and what to…
CurrentsEp 201: Silicon Valley Bank Outlook
Silicon Valley Bank was placed into receivership on March 10. Tim Byrne, Eric Daucher and Tom Delaney join Todd Alexander to discuss what has unfolded for…
CurrentsEp200: Cost of Capital: 2023 Outlook
Four veteran tax equity investors and lenders talk about what to expect in the year ahead. The five are Jack Cargas, managing director and head of tax equity…
CurrentsEP199: The DoC’s Preliminary Determination of Circumvention Issues
Stefan Reisinger, partner in Washington, joins us to discuss the Department of Commerce’s preliminary determination of circumvention issues. We go over the…
CurrentsEp198: Book Talk: California Burning
Katherine Blunt, who covers renewable energy and utilities for The Wall Street Journal, talks to Keith Martin in Washington about her new book, California…
CurrentsEp197: Post-Election Analysis
Five veteran Washington observers talk with Keith Martin in our Washington office about what the midterm election results mean for clean energy, storage…
CurrentsEp196: Inflation Reduction Act
Keith Martin, David Burton and Hilary Lefko have a lively discussion about the Inflation Reduction Act’s effect on deals. Some parts of the Inflation Reduction…
CurrentsEp195: What's New in the Market
Keith Martin gives a lively update on what is new in the market. The tax equity market is wrestling with a series of issues tied to inflation and construction…
CurrentsEp194: New PJM Regulations and FERC Rules
Bob Shapiro, partner in Norton Rose Fulbright’s Washington office, joins us to discuss the new regulations in PJM and FERC rules being considered. We discuss…
CurrentsEp193: DOE Loan Program Office Update
Jigar Shah, Director of the Department of Energy's Loan Program Office, joins us to discuss the mission of the program and what it is working on right now. We…