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Currents

Latest episodes

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Sep 4, 2019 • 16min

Ep72: The ITC Extension Bill

Jessie Robbins, senior director of structured finance at Sol Systems, joins us to talk about the ITC extension bill. We talk about whether developers still need to worry about safe harboring, how the ITC step down works, whether safe harboring is worth it, how module prices are affecting developers' decisions and more.
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Aug 21, 2019 • 27min

Ep71: BloombergNEF's New Energy Outlook

Ethan Zindler, head of Americas at BloombergNEF, joins us to discuss their New Energy Outlook. We get into how the outlook differs from others in the market, some of the biggest and most surprising findings, the big shifts that are being seen in the US power sector, how costs of wind and solar are changing, and much more.
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Aug 12, 2019 • 14min

Ep70: Solar Refinancing and M&A

Richard Matsui, founder and CEO of kWh Analytics, is back to give us an update on their Solar Lendscape from the asset owners’ perspective. We get into their methodology, discuss the recent trend of refinancing and how refinancing is being built into models, strategic partnerships in the industry and more.
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Jul 29, 2019 • 16min

Ep69: The Re-entrance of US ExIm Bank

John Schuster, founder and president of JLS Capital Strategies, LLC and former vice president and head of the structured finance division of US ExIm Bank, joins us to discuss US ExIm Bank’s re-entrance into the market. We discuss what happened, his prediction for the future of the bank, as well as his thoughts on working with the bank and other development finance institutions to finance overseas.
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Jul 16, 2019 • 19min

Ep68: The Current State of the California Market

Jan Smutny-Jones, CEO of the Independent Energy Producers Association, joins us to discuss the California market. We discuss the current appetite for new investment in the state, how people are reacting to CCAs and mitigating their risks, how the market looks in the aftermath of the wildfires and more.
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Jul 8, 2019 • 17min

Ep67: The M&A Landscape for Renewables

Ted Brandt, CEO and founder of Marathon Capital, joins us again to discuss his overall perspective on how active the M&A market is for renewables right now and what he sees in the next six months. We discuss the shift in clients on the buy side, the market’s reaction to the influx of new products, how people are currently looking at the California market and more.
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Jul 1, 2019 • 18min

Ep66: Tax Market Update

David Burton, partner in our New York office, joins us to for an update on recent headlines in the tax market. We discuss the recent opinions of the US Court of Federal Claims in Bishop Hill Energy, LLC and California Ridge Wind Energy, LLC; what is driving the recent increase in repowerings from a tax perspective; and finally safe harboring panels: why people are doing it, how they are structuring their deals and more.
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Jun 25, 2019 • 24min

Ep65: The Solar Market: Today and Tomorrow

Tom Buttgenbach, CEO and president of 8minute Solar Energy, one of the most successful developers of utility-scale solar projects in the United States, joins us to discuss what he sees in store for the solar market. We get into how solar technology has affected the energy industry, Tom's forecast for the solar market and more.
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Jun 3, 2019 • 31min

Ep64: Thermal Power Hedging

Noam Berk of Dean Street Capital Advisors joins us to discuss interesting developments in thermal power hedging as well as key hedge products. We get into the details of tolls, HRCOs, RPOs, spark spread swaps, gas netbacks and more.
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May 28, 2019 • 22min

Ep63: The Business of Repowering

Ali Ghorashi, head of section, wind independent engineering at DNV GL, joins us to unpack the business of repowering, which has become relevant in the past few years. We discuss the key valuation drivers, the technological challenges, how the financing structure differs from a preconstruction project and more.

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