Currents

Abby Hopper, president and CEO of the Solar Energy Industries Association (SEIA), joins us to discuss current supply chain ethics issues in the US solar industry. We discuss the current forced labor issues that the industry is seeing, the response SEIA has seen from the Chinese government, what is happening at the border with US Customs, the association’s traceability protocol, the new tariffs some US solar panel manufacturers are seeking and more.

Jean-Louis Kindler, CEO of Ways2H, a company focused on turning the world’s waste into renewable hydrogen, joins us to discuss the company’s technology and the hydrogen market. We get into what is currently happening in hydrogen, how Ways2H fits into the hydrogen economy, its recent projects in Tokyo, Paris and the UK, where he sees the biggest demand for renewable hydrogen, the cost of renewable hydrogen and more.

Mark McGrail, vice president of the commercial office at Enel Green Power North America, joins us to discuss green power aggregation. We get into the options available to corporations that want to buy renewable energy, how virtual power purchase agreements work and why they are growing in popularity, the factors buyers should consider when making their purchasing decisions, common myths about PPAs, what Mark views as the next big thing in renewable energy and more.

Join Nick Knapp and Mike Yurkerwich as they discuss the importance of carbon capture and sequestration projects in the energy transition, market drivers, financing considerations, recapture risk mitigation strategies, and proposals to enhance CCS projects in the US

Due to the increased investor appetite for digital infrastructure and growing governmental focus on improving connectivity, digital assets like data centers are crucial in supporting the growth of smart and sustainable cities. Listen to a discussion led by David Barksdale, partner at Norton Rose Fulbright, among Kristina Metzger, senior vice president and leader of CBRE Data Center Capital Markets, Ben Wobschalll, managing director at Principal Global Investors, Sicco Boomsma, managing direct at ING Wholesale Banking, Christophe Strauven, senior vice president and treasurer at Vantage Data Centres, and Matthew Eid-Holm, vice president at Deutsche Bank about what they are seeing in the market.

Bret Kugelmass, managing director of the Energy Impact Center, joins us to talk about why nuclear is his chosen technology to reach our carbon goals. We get into what small modular reactors (SMRs) are and how they are different from the larger traditional nuclear reactors, what the main challenges are in the commercialization of SMRs, the current opportunities for SMR developers, how the OPEN100 model is different from other developers’ models and more.

Damian Georgino, with Norton Rose Fulbright, joins us to discuss investing in water infrastructure. We start with how he got into the water space, what the market looks like today, the diligence questions that investors should be asking, how rates are regulated in the market, where the investment opportunities are and more.

James Wright, managing director and head of renewables, clean energy and sustainability with CIBC Capital Markets, joins us to discuss batteries and energy storage. We get into why it has taken so long for battery storage deals to come to the project finance lending market, how lenders are thinking about the unique risk factors that come with a new technology, why these battery projects are more bankable now, what is holding back some of the non-lithium technologies from making it to bankers’ desks, the battery issue that keeps James awake at night and more.

Kimberlee Centera, CEO of TerraPro Solutions, joins us to discuss the critical aspects of utility-scale transmission development. We discuss key issues and challenges for transmission line development, land use feasibility, tax credits and incentives, site location, project development and timing and more.

Andy Klump, CEO of Clean Energy Associates, joins us to discuss supply chain traceability. We get into the concerns over polysilicon made in Xinjiang that many financiers and developers have due to their ESG-minded stakeholders, the work that CEA has been doing on supply chain traceability, its expansion into downstream engineering services work in the US, the challenges that Klump sees as more multinational corporations and financial institutions shift to renewables and more.