Currents

Five prominent stock analysts discuss how they expect policy changes in the wake of the Trump victory to affect renewable energy, storage, transmission, RNG and other parts of the energy transition sector. The five are George Gianarikas, managing director and senior analyst, Canaccord Genuity, Joe Osha, senior managing director for equity research, Guggenheim Partners, Phil Shen, managing director and senior research analyst, Roth Capital Partners, Whitney Stanco, managing director and senior policy analyst, Compass Point Research & Trading, and Paul Zimbardo, managing director and energy research analyst, Jefferies. The moderator is Keith Martin in Washington.

Michael Catanzaro, CEO of CGCN Group and former energy policy aide to Trump, joins David Kautter, RSM's federal tax leader, and Joe Mikrut of Capitol Tax Partners. They discuss the implications of recent elections on renewable energy policies. Key topics include the future of the Inflation Reduction Act, potential risks for tax credits like the PTC and ITC, and how shifts in corporate tax rates could affect renewable energy investments. The conversation also covers evolving energy security strategies and the role of regulations in shaping the energy landscape.

Leslie Biddle, Deputy Under Secretary for Commercialization and Finance, and Art Scavone, Senior Advisor to the Under Secretary for Infrastructure, join us to discuss the DOE-lender relationship and the soon to be released Government-Creditor Agreement. Links for more information on the Government-Creditor Agreement: Government-Creditor Agreement | Department of Energy, and to learn about the Under Secretary for Infrastructure: Meet the Office of the Under Secretary for Infrastructure | Department of Energy.

David Burton, partner at Norton Rose Fulbright, joins us to give an update on the tax credit transferability market.

Akshat Kasliwal, managing consultant at PA Consulting, joins us to give his thoughts on the thermal and renewables markets.

Juan Macias, CEO of AlphaStruxure, joins us to discuss what microgrids are and how they are at the core of his company’s energy service providing business.

Adam Stern, executive director of Offshore Wind California, joins us to discuss developments in the California offshore wind market.

Albert Bielinko, general partner at Titanium Ventures, joins us to give venture capital’s perspective on investing in climate tech. Also, please stay until the end to hear our guest’s predictions on this year’s MLB World Series!

Andy Moon and Billy Lee, co-founders of Reunion, join us to give an overview of the tax credit market and what Reunion is doing to lower the transaction costs for market participants.

Quinn Pasloske, a principal at Greenbacker specializing in infrastructure and renewable energy investment, shares insights into their strategic approach to transitioning to clean energy. He discusses innovative investment strategies focusing on peak-shaving batteries and electric vehicle charging. The conversation also covers navigating political risks and the importance of incentives like the ITC and PTC. Pasloske highlights the critical role of effective management teams and evolving asset classes like community solar in driving successful investments.