Currents

Chris Calavitta, head of project finance at Oklo, explains how the company plans to finance its small modular nuclear reactors, from funding its first plant with its own equity to using later projects to build a repeatable, lender‑ready asset class.

Recorded live at GDEV's annual general meeting and moderated by Jim Berger, this panel features Tom Rowlands Rees of BloombergNEF, Kevin Berkemeyer of Station A, Marissa Galizia of Voltus and Derek Lim Soo of Peak Power discussing how bring your own capacity (BYOC) programs let data centers and other large loads fund distributed batteries and demand response to connect to the grid faster.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.