Currents

Raquel Bierzwinsky, a partner at Norton Rose Fulbright specializing in the Mexican power sector, shares her insights on new reforms transforming Mexico's electricity market. She discusses the 2014 reforms that opened the market, the impact of the AMLO administration, and how nearshoring demands are reshaping power needs. Raquel highlights key regulations allowing private investment, including the 54% government interest rule and mixed development opportunities. With a bullish outlook on investment potential, she emphasizes attractive industrial power solutions and battery storage prospects.

Stefano Ratti, CEO of Chaberton Energy, is a community solar developer pioneering the integration of battery storage into renewable projects. He discusses the impact of market shifts and policy changes on solar development. Ratti highlights the pros and cons of project ownership versus development and elaborates on how community solar economics adapt to tariff changes. He shares insights on the comfort of financiers with community solar and the importance of state-level support. Finally, Ratti predicts a bright future for solar plus storage as the market evolves.

Four industry experts discuss about the latest trends, challenges and opportunities in data center financings. The four are Claus Hertel, managing director, Rabobank, Melih Ileri, chief investment officer, DC BLOX, Mike Johnson, director, Société Générale, and Tim McGuire, vice president, capital markets, Rowan Digital Infrastructure. The moderators are Christine Brozynski and Christy Rivera in New York.

Jake Jurewicz, CEO of Blue Energy, discusses the revolutionary potential of modular nuclear power plants. He highlights how prefabrication and offshore construction methods can reduce costs and timelines for deployment. Jake explains the innovative use of barges for transporting large reactor modules and the financial strategies to enhance commercial viability. He emphasizes the importance of public acceptance and policy shifts. With targeted plant sizes and strategic financing, he envisions a future where nuclear energy is accessible and efficient.

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.