Currents

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.

Richard Matsui, CEO of kWh Analytics, and Joe Kastner, CEO of Radian Generation, join us to discuss the 2021 Solar Risk Assessment Report. We discuss the findings of the report’s third edition, what the risk assessments mean for the solar project finance community, the problems the research found, Matsui’s and Kastner’s perspectives on the underperformance issues that were uncovered in last year’s report, things to be optimistic about and more.

Laura Pagliarulo, president of SolaREIT, joins us to talk about ways to reduce project costs in clean energy projects. We discuss how SolaREIT works with landowners and developers on land acquisition and lease monetization, the types of investors it has, the liquidity it is providing landowners, at what stage SolaREIT buys the land or lease, how it interacts with financing parties and more.

Nacho Ruiz Hens, managing director at Karbone, joins us to talk about breaking into the US renewable energy market for foreign investors, especially from Spain. We discuss the attraction of the US market, the main barriers to entry, the current activity from Spain, what opportunities he sees and more.

Trevor Pinkerton and Lior Nuchi with Norton Rose Fulbright join us to discuss the renewable energy SPAC market. We discuss the boom the SPAC market has seen in the last year, the recent slowdown of SPAC IPOs and why it is happening, why technology-focused companies are subject to de-SPACing, the history of renewable energy in the SPAC world, what happens with the deals after they close, how much de-SPACing is happening and more.

Dr. Javier Cavada, CEO of Highview Power, joins us to talk about the energy storage technology on which the company is working. We discuss the energy storage landscape and where he sees it going in the future, market drivers for long-duration energy storage, some of the challenges with long-duration energy storage that Highview Power is addressing, projects the company is developing, the company’s growth plans, its recent $70 million funding and more.

Lee Taylor, CEO of REsurety, joins us discuss the carbon accounting market. We discuss how the company has solved the missing piece of the carbon accounting puzzle, how it has found that some renewable projects displace as much as twice the amount of carbon as others, what locational marginal prices are and how they work, a new concept called locational marginal emissions and how it can help energy buyers double their carbon savings, how this relates to Google’s 24/7 system and more.

Danny Kennedy, an early pioneer in the residential solar rooftop sector and now CEO of New Energy Nexus, a non-profit that connects entrepreneurs to capital to build clean energy projects, joins us to discuss the future of clean energy. We get into his view on the fate of coal, who is winning the race for the future, what will happen to petro states in an EV economy, China’s role in clean energy, the biggest opportunities for impact and return, the most exciting entrepreneurs in the company’s portfolio and more.

Daniel Goldman, co-founder and managing director of Clean Energy Ventures, joins us to discuss green infrastructure investment. We go over what Clean Energy Ventures looks for in potential clean energy and climate tech companies in which to invest, how its investment approach toward early-stage companies differs from the traditional venture capital model, what areas it considers most promising, what trends and technologies in the climate tech sector it expects to gain momentum in the next year and much more.