New Project Media (NPM) Interconnections

Downing's Head of Energy and Infrastructure, Tom Williams , is the guest this week as the conversation turns to how he - as a renewables-focused fund manager - is thinking about the market landscape for investing in clean energy generation assets across the UK.  In a wide-ranging discussion, Tom tells NPM's Jon McNair how he navigates the current regulatory, policy, and macroeconomic con...

On this week's episode, ibV Energy Partners CEO Chris McKissack joins Andrew Burnes to discuss his plan for a gradual shift from a build and sell model to an IPP model.  The conversation includes a discussion about what factors play into the decision to retain or sell a project and how to develop projects for different offtakers, primarily between data center customers and utility customers. ...

Hy Martin , Chief Development Officer of energy IPP DESRI joins the podcast today to discuss the evolution of the company’s platform from developer to developer-owner and also more recently as a preferred equity provider to other projects. Later in the program, Martin discusses how the rising costs of developing projects might impact on the way IPPs grow and how consolidation might be inevitable d...

On this week's episode, two partners at Troutman Pepper Locke, William Derasmo and Vaughn Morrison join Andrew Burnes to talk about the ongoing dynamics related to the storage landscape in the US.  William and Vaughn go back and forth on where headwinds meet tailwinds, the potential for M&A in a capital strained environment, the role data centers are playing storage penetration, and wheth...

In this episode, Crux CEO Alfred Johnson and newly appointed Head of Industry Coverage and Advisory James Wright speak with Heerea Rikhraj to review Crux’s 2026 Midyear Report and the future of clean energy finance.  The discussion examines the rise of preferred equity and hybrid tax equity structures, evolving FEOC regulations, and the growing role of private credit in infrastructure financing. ...

In this episode, Kyle Younker sits down with Hans Royal , founder of RP Energy and creator of the Compute Heat Rate (CHR), a new metric that measures the economic value AI data centers derive from electricity.  Royal explains why AI workloads can justify power prices far above today's wholesale markets, how that changes assumptions about demand response and grid planning, and why not all data...

On this week’s episode, we sit down Dominic Ward , CEO of Verne , an Ardian-backed UK-headquartered data centre developer specialising in colocation designs and infrastructure for intensive compute workloads. Verne most recently revealed that the company was in talks with lenders for a capital raise to support the delivery of its 250 MW data centre development plans, with a view to bring the capac...

Sven Hodges and John Tormey , partners in the law firm of Mayer Brown join the NPM podcast this week to discuss the obstacles and solutions to re-igniting the nuclear industry, as well as highlighting some of the developments in advanced nuclear technologies. NPM is a leading data, intelligence & events company providing business development-led coverage of the global power, storage & data...

Black & Veatch’s Rafael Frias III , Managing Director, Europe, Middle East and Africa, joins the show this week to share his experiences of navigating grid bottlenecks, energy storage integration, data centre power demand and addressing ageing network infrastructure, all from an engineering standpoint. Rafa, who in 2025 moved to the UK after a long stint in the US, also discusses with NPM’s Jo...

Michael Albrecht , managing director of GCM Grosvenor , joins the podcast today to discuss ongoing trends in infrastructure fund investing today, with a focus on the obstacles and solutions in today’s environment. Later in the program, Albrecht discusses state of play in digital infrastructure investing. NPM is a leading data, intelligence & events company providing business development-led co...

On this episode, we sit down with Edgar van Essen , managing director of Switch Datacenters , an Amsterdam-headquartered data centre business with more than 18 years of experience developing and operating wholesale colocation and build-to-suit hyperscale facilities. Van Essen discusses the importance of political acceptance for data centres and the need for adaptable designs during the constructio...

On this week's episode, Soluna CEO John Belizaire joins Andrew Burnes to discuss the firm's unique approach to renewable-powered data centers. Belizaire goes into detail regarding the firm's approach to own its generation assets and pursue projects in congested areas rather than the "Tier 1" load pockets that many data center companies are targeting today. Belizaire descri...

In this episode, Don Dimitrievich , Portfolio Manager and Global Head of Infrastructure Credit at Nuveen sits down with Jon Berke and Heerea Rikhraj to discuss how private capital is helping finance the energy transition and AI-driven infrastructure boom. Don explains the growing role of preferred tax equity, Nuveen’s investment strategy through its Energy and Power Infrastructure Credit Fund, and...

In this follow-up episode, Bracewell attorneys Jared Berg and Bryan Clark rejoin NPM's Heerea Rikhraj to discuss how Texas’ data center interconnection process has been thrown into uncertainty after Governor Abbott ordered an audit of projects seeking ERCOT grid connections, prompting a pause of the Batch Zero process. Berg and Clark also discuss the implications for developers, financing, de...

In this episode, Bracewell partners Bryan Clark and Jared Berg join NPM’s Heerea Rikhraj to discuss ERCOT’s new Batch Zero large load interconnection process and its implications for Texas data center development.  They explore interconnection challenges, financing trends, private credit’s growing role, regulatory uncertainty, and infrastructure bottlenecks. The conversation highlights the risks a...

In this episode, Michael Mohamed , Director of Energy Transition at Solomon Partners , speaks with Heerea Rikhraj about the resurgence of renewable energy and infrastructure M&A in 2026. Mohamed explains how greater policy certainty, pent-up capital demand, and the race for scale have driven a sharp increase in transactions, particularly for development-stage assets and renewable platforms. Th...

On this episode, VIRTUS Data Centres' managing director for Europe, Christina Mertens, joins Madeline Sherratt to discuss the company's ambitious Europe expansion, including approximately 380 MW in Germany alone.  The developer, backed by ST Telemedia Global Data Centres and Macquarie Asset Management , is currently focused on hyperscale and AI-ready infrastructure. The discussion also c...

On this episode, PowerBank CEO Richard Lu joins NPM Reporter Skyler Frazer to discuss the company's growth in energy storage and data centers. The company has been ramping up its storage capacity and project pipeline through 2026 so far, and earlier this year identified about 60 existing solar sites in the US and Canada that have potential for data center development. Lu also talks about his...

On this episode, Conductor Solar founder and CEO, Marc Palmer, joins Michelle France to discuss why the DG landscape has shifted to a buyer's market and details what buyers are looking for. Palmer also discusses tips and timing to grow and sell portfolios, ITC deadlines, and forecasts a post ITC landscape. NPM is a leading data, intelligence & events company providing business development...

Samuel Kuhlwein , Director of Product and EMS, for Stem , joins the podcast this week to discuss the company’s recent marketing agreement with Nuvation Energy and how it presents a solution to FEOC issues. Later in the program, Kuhlwein presents a broader overview on the state of play for the US battery energy supply chain and where the gaps are towards achieving full FEOC compliance. NPM is a lea...

R.Power Renewables CIO Michal Swol joins NPM Europe Managing Editor Peter Kneller on the pod this week to discuss how to get Polish BESS projects financed and how operating a portfolio of standalone BESS and standalone solar, rather than co-locating, might be the best approach. The two also discuss the evolution of the PPA market, and why now might be the perfect time to acquire project pipeline a...

This week’s episode is the full recording of a panel discussion titled “Neo Cloud & AI Factories,” held at the DataCentre Live London Summit on May 21, 2026. Speakers include: Lewis Cobb – Global Director – Modular AI Factories & Data Centres, Durata Christian Goldsmith – Data Center Global Solutions Lead, Arcadis Andrew Harrison – Director of Master Planning, nLighten Blaine Daws – Soluti...

On this episode, Norton Rose Fulbright’s Ammad Waheed joins Kyle Younker to discuss why “powered land” now defines data center strategy. He explores its spectrum, valuation by megawatt, and rising importance of speed to power. The discussion also covers development risks, financing and leasing dynamics, and growing community scrutiny shaping the industry’s next phase. NPM is a leading data, intell...

terralayr CEO Philipp Man joins NPM to discuss the evolution of the company’s virtualised battery storage model and the rapidly changing dynamics of the German BESS market. Philipp reflects on the original idea behind founding terralayr in 2023, key milestones in building its proprietary trading platform, and where the business now stands following a landmark equity raise concluded earlier in 2026...

In this episode, host Kyle Younker sits down with Liam Weld , Head of Data Centers at Meter , to explore how AI is reshaping the modern data center from the inside out. While data centers are often discussed in terms of land and power, Weld explains why networking has become one of the most critical—yet underappreciated—drivers of performance and cost in AI facilities. The conversation unpacks the...