Currents

Jessie Robbins, senior director of structured finance at Sol Systems, joins us to talk about the ITC extension bill. We talk about whether developers still need to worry about safe harboring, how the ITC step down works, whether safe harboring is worth it, how module prices are affecting developers' decisions and more.

Ethan Zindler, head of Americas at BloombergNEF, joins us to discuss their New Energy Outlook. We get into how the outlook differs from others in the market, some of the biggest and most surprising findings, the big shifts that are being seen in the US power sector, how costs of wind and solar are changing, and much more.

Richard Matsui, founder and CEO of kWh Analytics, is back to give us an update on their Solar Lendscape from the asset owners’ perspective. We get into their methodology, discuss the recent trend of refinancing and how refinancing is being built into models, strategic partnerships in the industry and more.

John Schuster, founder and president of JLS Capital Strategies, LLC and former vice president and head of the structured finance division of US ExIm Bank, joins us to discuss US ExIm Bank’s re-entrance into the market. We discuss what happened, his prediction for the future of the bank, as well as his thoughts on working with the bank and other development finance institutions to finance overseas.

Jan Smutny-Jones, CEO of the Independent Energy Producers Association, joins us to discuss the California market. We discuss the current appetite for new investment in the state, how people are reacting to CCAs and mitigating their risks, how the market looks in the aftermath of the wildfires and more.

Ted Brandt, CEO and founder of Marathon Capital, joins us again to discuss his overall perspective on how active the M&A market is for renewables right now and what he sees in the next six months. We discuss the shift in clients on the buy side, the market’s reaction to the influx of new products, how people are currently looking at the California market and more.

David Burton, partner in our New York office, joins us to for an update on recent headlines in the tax market. We discuss the recent opinions of the US Court of Federal Claims in Bishop Hill Energy, LLC and California Ridge Wind Energy, LLC; what is driving the recent increase in repowerings from a tax perspective; and finally safe harboring panels: why people are doing it, how they are structurin...

Tom Buttgenbach, CEO and president of 8minute Solar Energy, one of the most successful developers of utility-scale solar projects in the United States, joins us to discuss what he sees in store for the solar market. We get into how solar technology has affected the energy industry, Tom's forecast for the solar market and more.

Noam Berk of Dean Street Capital Advisors joins us to discuss interesting developments in thermal power hedging as well as key hedge products. We get into the details of tolls, HRCOs, RPOs, spark spread swaps, gas netbacks and more.

Ali Ghorashi, head of section, wind independent engineering at DNV GL, joins us to unpack the business of repowering, which has become relevant in the past few years. We discuss the key valuation drivers, the technological challenges, how the financing structure differs from a preconstruction project and more.

Alex Hinojosa, Calixto Mateos, Carlos Carranza, and Salvador Lopez of the North American Development Bank, join us to talk about why the bank was formed, the types of projects it finances, how it is governed and more.

Richard Matsui, CEO and co-founder of kWh Analytics, and Dana Olson, solar segment leader at DNV GL, join us to discuss the recently published "Solar Risk Assessment" report in which they, along with industry experts from eight other companies, share their quantitative insights on solar production risk.

Ralph Cho and Mike Pantelogianis, Power & Infrastructure Finance Co-heads for Investec in North America, join us to discuss quasi-merchant gas deals. They go into how the projects are set up, who takes the merchant exposure, different types of hedges available and more. .

Kat Gamache, senior counsel at Norton Rose Fulbright, joins us to discuss all things energy PPAs. We go into the biggest differences between traditional renewable PPAs and PPAs with storage, how pricing is handled, the types of batteries she is seeing in the market, lifespan terms in combined resource projects and more.

Jared Quient, Executive Vice President and General Counsel at BayWa r.e., joins us to discuss the innovative PPA structure the company recently used to finance its 100 MW solar deal in North Carolina, from there we expand the discussion to the environment for solar development in the US.

Dr. Becca Jones-Albertus, deputy director of the U.S. Department of Energy Solar Energy Technologies Office, joins us to talk about what the office does and the programs it has funded in the past. The office recently announced $130 million of new funding, $3 million of which has been allocated for “Innovative Solar Finance”; she gets into how you can submit a project for funding, how the solar off...

Richard Matsui, CEO and co-founder of kWh Analytics, joins us again to share the company's popular Solar Lendscape and discuss the current solar market. He goes into why the company created the Lendscape, what is currently going on in debt markets for solar projects, how new lenders are getting into the market, how deals with progressively shorter PPAs are being financed, lenders' comfort levels w...

John Mauel, partner in our Houston office, joins us to discuss the current US LNG market. We take the discussion from an overview of the global LNG industry to where the US market fits into the global transformation. John shares his experiences in the rapidly evolving market and his predictions for the future.

John Eber, former CEO of JPM Capital Corporation, joins us for a conversation about lessons learned over a 30-year career working as a prominent tax equity investor.

Marion Hill, business line director, renewable energy for North America of DNV GL, joins us to discuss the company's "2018 Energy Transition Outlook." We talk about the model on which the outlook is based and how the DNV GL outlook differs from other energy outlooks, when DNV GL thinks the world will hit peak energy demand and why it thinks demand in North America has already peaked.

Alfred Griffin, president of the NY Green Bank, joins us to discuss its mission, what types of deals it is authorized to do and the benefits of borrowing from it. We get into where opportunity currently lies for entrepreneurs, what kind of pricing is offered and more.

Listen in as Lee Taylor, CEO of REsurety, joins Todd Alexander and Rob Eberhardt to give us a refresher course on covariance risk. Lee answers everything from what it is and why you should care about it to who wears the risk in a project and what commercial and industrial buyers can do about when facing it.

Rob Gramlich, CEO of Grid Strategies, joins us to discuss a recent report on reforms needed in the PJM and MISO electricity markets for renewable energy to become competitive. He explains how different technologies can improve the reliability of wind and solar output, the changes needed in the market for a high-penetration renewable energy scenario, how transmission fits in and more.

The new Mexican president already made headlines by halting construction work on the new Mexico City airport and requiring resignations of executives at state companies to reduce salaries. Raquel Bierzwinsky sits down to tell us what she expects to see in the power and infrastructure sectors in Mexico with Andrés Manuel López Obrador in charge.

It is the start of a new year. Interest rates are headed up in the broader market. Economists are split on where the US and global economies are headed. Share prices on world bourses took a beating at the end of 2018. On January 11, we had a conversation among a group of project finance industry veterans about what to expect in the year ahead for tax equity, bank and term loan B debt and project b...