Currents

Bill Green, managing partner of Climate Adaptive Infrastructure, joins Todd Alexander in a wide-ranging discussion about how the renewable energy market may not be fully appreciating the impact of the Inflation Reduction Act, issues developers are having with financing and with how IRA funds are getting allocated, how the IRA has affected the global market, capacity of the tax equity market and ar...

Michael Beckerman, CEO of CREtech, joins Todd Alexander to discuss how commercial real estate developers are taking a closer look at renewable energy sustainability. They go over what climate technologies developers are incorporating into their projects, what role the government is playing in encouraging adoption of such technologies, hurdles for adoption, predictions about the future, and more.

Christine Brozynski, partner in Norton Rose Fulbright’s projects practice, joins Todd Alexander to talk about recent trends in offtake strategies for energy storage projects. They go over how tolling agreements work, what risks that entail, what other offtake strategies developers are using and more.

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 solar PPA demand in Scandinavia and other European regions, which markets are promising for expansion, Alight’s different approach to the market and how that has been received, the process of deploying capital in Europe, the equipment supply c...

Eric Daucher, partner in Norton Rose Fulbright’s bankruptcy practice, joins Todd Alexander to talk about debt workouts and liability management transactions, how they are executed and leveraged, their legality, how investors and lenders can avoid litigation, and more.

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. They also discuss the growth of community solar, what challenges community solar still faces, what innovations to expect, and more.

Neil Ethier, vice president of business development for Eavor, joins Todd Alexander to talk about the new approach Eavor has developed to tap geothermal energy. They discuss why geothermal is still an underused energy source, what is being done to make it more accessible, how new technology can keep costs competitive, what opportunities the company see for use and licensing, what are the investmen...

Taylor Gant, business development manager at Alliant Consulting, joins Todd Alexander to explain the wage requirements portion of the Inflation Reduction Act. They go over what developers should understand about the requirements, how wages are determined, how developers can stay compliant, how the rules change based on market conditions and how the wage requirements in the IRA differ from the Davi...

Andy Marsh, president and CEO of Plug Power, joins Todd Alexander for a lively discussion about green hydrogen, theopportunities created by the Inflation Reduction, the competitiveness of green hydrogen, Washington’s role in implementing rules around green hydrogen, what Plug Power is doing to facilitate the transition to hydrogen and what markets it is pursuing.

Aaron Halimi, President of Renewable Properties, speaks with Todd Alexander on a range of topics concerning community solar. Aaron gives an overview of how community solardiffers from other types of solar projects, the advantages and challenges it faces, how it will be affected by new California regulations and the Inflation Reduction Act, and more.

Nick Knapp, partner and senior managing director at CohnReznick Capital, joins Todd Alexander for an overview of current and future market trends. Among the topics discussed are what is the current state of the M&A market, reasons behind any perceived slowdown, how the current climate affects strategies of asset holders, updates on the tax equity market, how transferability has affected that m...

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 conversation on the proposed guidance on tax credits and transferability recently released by the IRS. They cover how the new guidance addresses registration, payment for credits, regulations involving partnerships, individual purchasers, bo...

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 incentives the Inflation Reduction Act provides for fuel cell projects, where the risks are in such projects, and more.

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 the new legislation passed in Texas that imposes restrictions on renewable energy development. The speakers discusswhat the new legislation does, what investors and developers need to know about it and what could be the fallout.

Ted Brandt, CEO of Marathon Capital, LLC, talks with Todd Alexander about various subjects, including how the Inflation Reduction Act has affected the landscape of deals in the renewables sector, what to expect with transferability of tax credits, how M&A deals have held up in the renewables sector, and where to look for the most potential opportunities.

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 industries, how the statute is being implementedacross various building types and what opportunities it creates for investors and property owners.

CohnReznick Capital’s Michael Tatarsky, Managing Director, and Colin Smith, Senior Research Analyst, join Todd Alexander to discuss the Market Cost of Energy (MCOE) in the wake of the Inflation Reduction Act. They go over how the IRA will affect pricing, the impact on PPA’s and how the market has reacted.

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 January 1. Five market veterans discuss how the market is developing. Moderator Keith Martin is joined by Ted Brandt, CEO of Marathon Capital, Jack Cargas, Managing Director and Head of Tax Equity Origination at Bank of America, Billy Lee, Pre...

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 mining, the competition among countries to be top in mining and battery manufacturing, how the Inflation Reduction Act is affecting investment in mining, how car makers are taking advantage of IRA tax credits, and more.

Ep203: Transferability of Tax Credits Hilary Lefko, partner in Washington, joins Todd Alexander to discuss the transferability of tax credits. We discuss how federal transferability compares to the existing market for sales of state tax credits, how developers are taking advantage of transferability, how lenders look at it, what the market looks like for brokers, what has surprised Hilary about th...

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 expect from them and government regulation going forward. We get into what will happen in terms of loans, outstanding credit arrangements and contractual obligations, the good news for depositors, how the bridge banks are backed, the effect...

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 Silicon Valley Bank over the weekend and what it means for the project finance community. We discuss why a bridge bank would have been set up, if there are bankruptcy concerns for investors with funds in collateral accounts, depositors’ access t...

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 origination, Bank of America, Ralph Cho, co-head of power & infrastructure finance - US, EU and UK, Investec Group, Rubiao Song, managing director and head of energy investments, JPMorgan, and Elizabeth Waters, managing director - project...

Stefan Reisinger, partner in Washington, joins us to discuss the Department of Commerce’s preliminary determination of circumvention issues. We go over the general reaction to the order, which solar panels and cells are covered by the preliminary determination, the significance for the four companies found to be circumventing, the impact the determination will have on panels that have entered befo...

Katherine Blunt, who covers renewable energy and utilities for The Wall Street Journal, talks to Keith Martin in Washington about her new book, California Burning: The Fall of Pacific Gas and Electric—and What it Means for America's Power Grid, on the challenges facing utilities with aging power lines in drought-stricken parts of the United States.