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Currents

Latest episodes

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Jan 20, 2020 • 17min

Ep82: PPAs, Bankruptcy and Utilities, Oh My!

Howard Seife, global head of financial restructuring and insolvency at Norton Rose Fulbright, joins us to discuss how power purchase agreements are affected by utility bankruptcies in the wake of the latest ruling by a US appeals court in the FirstEnergy Solutions bankruptcy. He covers what the FirstEnergy Solutions case, plus experience with the PG&E and other recent bankruptcies, suggest about when a PPA can be rejected, what project owners and creditors can do to protect themselves, and more.
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Jan 13, 2020 • 18min

Ep81: Distributed Solar Market Update

Woody Rubin, president at AES Distributed Energy, joins us to discuss the distributed solar market. We talk about the market in general, the current abundance of capital, the balance between community and residential solar, AES’ recent success in Hawaii, changes he has seen in the energy storage market and more.
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Jan 6, 2020 • 18min

Ep80: kWh Analytics' Solar Lendscape: 2020 Update

Richard Matsui, co-founder and CEO of kWh Analytics, is back to give us an update on their popular resource, the Solar Lendscape. We discuss how many banks are currently active in solar, what that means for the market and how many are lending in the community solar segment. From there we discuss the solar revenue put, trends in merchant risk and more.
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Dec 6, 2019 • 12min

Ep79: PTC Extension Legislation Update

Keith Martin, with Norton Rose Fulbright, joins us from Washington to discuss the likelihood that Congress will pass a tax extenders bill at year end and what tax changes of interest to the renewable energy industry are potentially in play.
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Dec 3, 2019 • 50min

Ep78: Financing Renewable Energy: Present & Future

Live from the Wharton Energy Conference, Manish Kumar, managing director at The AES Corporation, Jackson Lehr, operating partner, infrastructure at Energy Impact Partners, Martin Torres, managing director at BlackRock and Peter Zhu, senior vice president at Macquarie Capital, sit down with Todd Alexander to cover financing renewable energy. The lively panel discusses everything from traditional PPAs and tax equity to the latest trends the panelists are seeing in the industry.
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Nov 25, 2019 • 23min

Ep77: Solar + Storage: A Look at the Market

Fleming Ray, senior project manager, due diligence at DNV GL, joins us to discuss all things solar plus storage. We get into the federal and state policies surrounding the market, the outlook for the next five years, the core technical due diligence focus areas, the integration of battery testing results including DNV GL’s recently published Battery Scorecard, and more.
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Oct 24, 2019 • 20min

Ep76: FERC's Proposed Changes to PURPA

Bob Shapiro, partner in Norton Rose Fulbright’s Washington office, discusses FERC’s proposed changes to PURPA. We go over what PURPA is and why it was created, its relevance today, the most significant changes that FERC is proposing and how those changes will affect the market.
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Oct 7, 2019 • 21min

Ep75: The Business of Hydro with Hydro-Québec

Serge Abergel, director of media relations at Hydro-Québec, joins us to discuss how being state-owned affects the company's business decisions, how much energy the company exports and where the energy is being exported. We get into the business of hydro, its environmental impacts, the challenges of exporting to the northeastern US and more.
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Sep 30, 2019 • 28min

Ep74: Radiant REIT: Solar Market Disruptor

Jim Spano, co-founder of Radiant REIT, joins us to discuss the evolution of the solar market and the idea behind his new company. Radiant REIT has an interesting business model for providing long term fixed-rate debt to solar projects.
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Sep 11, 2019 • 46min

Ep73: Superpower: One Man's Quest to Transform US Energy

Russell Gold, senior energy reporter for The Wall Street Journal, and Michael Skelly, a senior advisor at Lazard and founder of Clean Line Energy Partners, join us for a discussion about Gold’s new book on the ultimately frustrated effort by Clean Line Energy Partners to build four independently-owned transmission lines to move wind electricity from the Midwest to other parts of the country.

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