Currents

Kristina Costa and Ted Lee, who were involved in FEOC guidance at the White House and Treasury during the Biden administration, and Kyle Sweeney with the NYU Tax Law Center, join us to discuss their concerns with the FEOC restrictions in the budget reconciliation bill that passed the US House this week.

Hilary Lefko, Norton Rose Fulbright partner, joins us to discuss the Republicans' proposed plans for the future of renewable tax credits to be folded into the budget reconciliation bill later this year.

Michael Stadler, CTO of Xendee, discusses how microgrids are designed and operated to minimize costs, enhance reliability and achieve emissions goals. He explains how microgrids can address the growing electricity demand driven by AI and the challenges of utility upgrades and discusses the benefits of technologies like combined heat and power systems and batteries.

Gary Dorris, CEO of Ascend Analytics, discusses how his company uses software and data to understand the economic dynamics of energy supply. He explains the complexities of predicting power prices due to the increasing influence of renewables and storage and the importance of advanced computing and machine learning in optimizing asset management.

Jason Prince, CEO of Giraffe Financial, discusses tax credit monetization and the challenges and opportunities in the evolving landscape of climate incentives, including dealing with transaction costs and regulatory compliance, as he explains Giraffe Financial’s approach to make tax credit monetization accessible and efficient.

Sabah Bayatli, president of OCI Energy, discusses the evolving policy and regulatory landscape shaping utility-scale solar and energy storage development in the US, including tariffs, the Inflation Reduction Act, interconnection challenges and contracting strategies and also explainsOCI Energy’s approach to geographic and technological diversification.

Claus Hertel, a managing director at Rabobank specializing in energy transition, joins Melih Ileri from DC BLOX, and Mike Johnson from Nomura, to delve into the booming data center financing landscape. They discuss the explosive demand driven by AI and cloud technologies, emphasizing sustainable energy solutions. The trio sheds light on financing complexities, recent multimillion-dollar investments, and the critical importance of data center locations. Trends in adapting financing strategies for both large hyperscale and smaller data centers are also explored, highlighting innovative solutions for future challenges.

Stefan Reisinger, Norton Rose Fulbright partner, joins us to discuss the newly imposed tariffs and how they may affect the infrastructure industry.

Ally DeGunther, vice president of strategy for Reflect Orbital, joins us to discuss the company’s development of technology that uses satellites to reflect sunlight after dark, and how this technology could be applied.

Rob Piconi, CEO of Energy Vault, joins host Todd Alexander to discuss the energy storage market and novel storage solutions that Energy Vault has been working on.