Currents

Luke Edney in Austin, Christy Rivera in New York, and Shelley Eichenlaub in Houston discuss with industry expert Lyndi Stone, principal corporate counsel, Microsoft, how data center construction teams are addressing complex stakeholder requirements and adapting to rapid technological shifts to ensure the data centers on which they are working will be financeable.

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. 

Pier LaFarge, CEO of Sparkfund, explains how distributed capacity procurement is helping utilities rapidly deploy batteries and other distributed energy resources to meet grid constraints and rising demand.

Ben Gerber, CEO of CleanCounts, explains how its nonprofit registry brings transparency and reliability to renewable energy and thermal certificate markets by helping asset owners and consumers to validate their clean energy claims.

Nicolas Sauvage, president of TDK Ventures and a corporate venture investor in energy and deep tech, dives into the future of energy storage. He discusses the advantages of sodium-ion batteries over lithium for grid applications. The conversation shifts to how AI-driven energy demand is creating investment opportunities in decarbonization tools. Nicolas also highlights the significance of recycling, lithium extraction, and green hydrogen. With insights on nuclear fusion, he outlines how geopolitical shifts influence energy investments and the importance of adaptable strategies for the future.

Dan Finn-Foley, director of energy storage market intelligence at Clean Energy Associates, discusses the impact of tariffs, shifting supply chains and emerging technologies on the US battery storage market.

Izzet Bensusan, CEO of Captona, shares how his team is investing in renewables, storage and clean fuels while using preferred equity structures and preparing for rising energy demand.

Adrien Pinsard, CEO of Telis Energy, shares how the firm is scaling a decentralized green energy platform across Europe’s largest power markets, combining organic development and strategic acquisitions to meet growing demand from renewables, batteries and data centers.

Chris McKissack, CEO of Fullmark Energy and an expert in energy storage, delves into the evolving landscape of this critical sector. He shares insights on fluctuating costs, regulatory challenges, and the impact of technological advancements on efficiency. The conversation covers financial strategies needed for optimizing investments and highlights the dynamic between market promises and real-world progress. Additionally, McKissack discusses innovative approaches to meet growing demand, especially in light of AI and electric vehicles, positioning Fullmark for future success.

Keith Martin, Norton Rose Fulbright partner, joins us to talk about how the new construction-start guidance issued by the US Treasury and the "One Big Beautiful Bill Act" as a whole are affecting the renewables market.