Crossroads: The Infrastructure Podcast

FiberLight's CEO Bill Major lays out the good, the bad and the ugly encompassing the enterprise fiberco industry - a sector that has seen various businesses struggle while opportunities still abound - and some of his company's immediate plans. The chief executive also takes a look at the data center industry through the lens of a fiber-optics network and why he is bullish on the Texas market for both data centers and fiberco's. Also, we hear some thoughts on a possible Texas market entrant that could have serious implications.

Catherine Flax, the president of private markets at XMC Strategies, discusses her firm's approach to energy transition, investing in companies that fall between traditional and renewable assets.

Clifford Chance's Marcia Hook joins senior reporter Chuck Stanley to discuss the future of US offshore wind in the wake of Donald Trump's election to a second term in the White House.#renewables #offshorewind #energy #energytransition

For this week's Crossroads podcast, Juan Carlos Valdivieso, Energy Partner at Morales & Besa, discusses the lack of transmission lines in Chile and how this is creating problems for the Andean country's energy projects.#chile #energy #powertransmission

Richard Glick, who served as FERC chair from 2021 to 2023, joins the Crossroads podcast to discuss what we can expect from a second Trump administration, as well as what a Kamala Harris presidency would mean for the energy sector.#election2024 #renewableenergy

Geoffrey Lehv, Head of US Accounts for kWh Analytics, joins the program to discuss the role of insurance in the energy sector and how the industry is innovating to appropriately allocate risk.Lehv speaks to how KWH Analytics has grown its business from handling risk transfer in the project finance sector to boosting access to financing, enhancing financing and supporting innovation.

Jonathan Winer, co-founder and co-CEO of Sidewalk Infrastructure Partners, champions technology-driven solutions for sustainable and inclusive infrastructure. He discusses how infrastructure is transforming into a compelling asset class, driven by AI and efficiency. Winer explores the rise of virtual power plants as cost-effective alternatives to traditional energy projects. He also examines the challenges of establishing high barriers to entry in infrastructure innovations and the evolving role of data centers in meeting energy demands.

DataBank has been at the forefront of the data center industry over the years in securing financing while fully exploiting the latest trends that drive compute capacity buildout.The company's CEO, Raul Martynek, joins the Crossroads podcast to discuss the recent tendency to form yieldcos as an alternative method for data center executives to raise capital and also how AI is destined to continue to be a game-changer for the industry at large.

With renewables development accelerating to meet increasing US load growth, investors require capital to invest in greenfield projects and a great number of assets are coming to market to recycle capital. Rahm Orenstein, Managing Director of Ascend Energy Exchange (Ascend AEX) joins Crossroads to share how the nascent M&A advisory wing of Ascend Analytics, is committed to vetting those projects with a buyer's eye while connecting undercapitalized developers with resources to scale. #renewableenergy #investing #innovation #finance

After topping Infralogic's 1H24 rankings report for renewables financing, Santander's Head of Energy Structured Finance for EMEA, Bart White, joins the Crossroads podcast to share his thoughts on the market. The Spain-based bank is mandated on a wide variety of sector financing and M&A transactions and White shared his thoughts about the current state of the market, the financeability of new technologies like batteries, carbon capture and hydrogen, as well as financing innovations the bank is rolling out.#renewables #projectfinance #cleanenergy #energytransition