Norton Rose Fulbright
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 Todd Alexander, who interviews key business leaders and policy makers to investigate important trends affecting the energy and infrastructure space.
Be sure to visit the podcast's website and support the creator: www.projectfinance.law
Author
Norton Rose Fulbright
Category
Podcast website
Latest episode
Oct 29, 2026
Where to listen?
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Episodes
Ep346: Rethinking Nuclear Approvals in the AI Era 01.05.2026 20:39
Kevin Kong, CEO and founder of Everstar, discusses how artificial intelligence can streamline nuclear licensing and accelerate the deployment of advanced nuclear power projects.
Ep345: Funding the Next Generation of Energy Technologies 23.04.2026 21:00
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.
Ep344: Update on FEOC and Its Market Impact 16.04.2026 13:18
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.
Ep343: Off‑Grid Solar for Public Spaces and Communities 09.04.2026 15:04
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.
Ep342: Meeting Baseload Demand with Nuclear and Gas 02.04.2026 24:03
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.
Ep341: Onsite Power Solutions for Data Centers 26.03.2026 14:27
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.
Ep340: Distributed Generation in a Constrained Grid 19.03.2026 35:20
Rich Dovere, CEO of Dispatch Energy, discusses the opportunities and challenges of developing distributed generation amid rising power demand, transmission constraints and shifting incentives.
Ep339: Adapting Community Solar for a New Grid 12.03.2026 22:44
Aaron Halimi, CEO of Renewable Properties, discusses how community solar and distributed generation are adapting during a period when traditional subscription models face constraints.
Ep338: A New Use for Old Wells 05.03.2026 21:07
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.
Ep337: How Tax Credit Markets Weathered 2025 26.02.2026 30:32
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 Crux’s newly released 2025 Market Intelligence Report, which examines how clean energy and manufacturin...
Ep336: Supreme Court Strikes Down Tariffs 20.02.2026 16:34
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.
Ep335: New IRS Guidance on FEOC and 45Z Tax Credits 19.02.2026 12:47
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 45Z clean fuel tax credit and how the changes may improve transferability and market participation.
Ep334: Renewables Development in a Demand‑Driven Market 12.02.2026 26:11
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, gas and repowering strategies.
Ep333: Rethinking Forecasts in an Uncertain Climate 05.02.2026 29:41
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.
Ep332: Forecasting Energy Trends for 2026 29.01.2026 21:30
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 the broader implications for power prices and grid planning.
Ep331: Cost of capital: 2026 outlook 22.01.2026 57:26
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 and head of energy investments, JPMorgan , and Elizabeth Waters , managing director - project...
Ep330: Using Curtailed Power for Data Centers 15.01.2026 35:55
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.
Ep329: Building and Scaling Renewable Projects in a Shifting Policy Environment 08.01.2026 26:21
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.
Ep328: Optimizing Distributed Generation Assets 18.12.2025 23:45
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.
Ep327: Market Dynamics in Tax Credit Insurance 11.12.2025 20:03
Dan Berger, managing director at Lockton Companies, discusses recent trends, challenges and developments in the tax credit insurance market.
Ep326: How Linear Generators Empower Businesses 04.12.2025 20:46
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.
Ep325: New Rules for Private Power in Mexico 20.11.2025 22:16
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.
Ep324: Evolving Community Solar and Storage 13.11.2025 30:49
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.
Ep323: Data center financings: Part II 06.11.2025 59:11
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 markets, Rowan Digital Infrastructure . The moderators are Christine Brozynski and Ch...
Ep321: Financing the Next Wave of Nuclear 23.10.2025 25:53
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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