Crossroads: The Infrastructure Podcast

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

Milbank partner Allan Marks joins Infralogic's Crossroads podcast, to discuss how the 2024 election could impact growth in the US renewables sector.He shares his perspectives on how the next president of the United States could impact the legislative agenda, federal agencies and their ongoing efforts to decarbonize.

Deal Rocket, an energy project development accelerator from Siemens Energy, is currently engaging potential LPs, GPs and development partners. Infralogic's Senior Reporter Onofrio Castiglia sat down with Raj Lall, director of private equity and venture lead for the program, to discuss near-term opportunities, the market outlook and the group's investment thesis.#alternativeenergy #gas #startups #innovation

Hamish Lea-Wilson, Head of Europe at Igneo Infrastructure Partners, and Michael Ryder, a Partner and Co-Head of the Igneo team in North America, appear on Infralogic's Crossroads podcast to discuss data centers, the energy transition for rail and the offshore wind market with senior reporter Liam Ford. Lea-Wilson and Ryder discuss how Igneo's digital infrastructure company US Signal and the firm's other portfolio companies are working together on renewables strategy for data centers. They also talk about how Igneo's Patriot Rail is preparing for increased electrification and the differences between the mature offshore wind market in Europe and the struggling offshore wind market in the US.

Greg Lampman, the Offshore Wind Director at NYSERDA, dives into New York's bold plan to achieve 9 GW of offshore wind by 2035. He details the remarkable evolution of the offshore wind industry, underscoring the economic challenges and the necessity for a robust local supply chain. Lampman addresses rising costs due to market conditions while emphasizing sustainability. The conversation also highlights the adaptive strategies New York is implementing to meet its ambitious climate goals and enhance job creation in the renewable sector.