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Currents

Latest episodes

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May 23, 2019 • 32min

Ep62: North American Development Bank

Alex Hinojosa, Calixto Mateos, Carlos Carranza, and Salvador Lopez of the North American Development Bank, join us to talk about why the bank was formed, the types of projects it finances, how it is governed and more.
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May 13, 2019 • 33min

Ep61: Solar Risk Assessment Report

Richard Matsui, CEO and co-founder of kWh Analytics, and Dana Olson, solar segment leader at DNV GL, join us to discuss the recently published "Solar Risk Assessment" report in which they, along with industry experts from eight other companies, share their quantitative insights on solar production risk.
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Apr 23, 2019 • 31min

Ep59: Quasi-merchant Gas Deals with Investec

Ralph Cho and Mike Pantelogianis, Power & Infrastructure Finance Co-heads for Investec in North America, join us to discuss quasi-merchant gas deals. They go into how the projects are set up, who takes the merchant exposure, different types of hedges available and more. .
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Apr 16, 2019 • 21min

Ep58: Energy Storage PPAs

Kat Gamache, senior counsel at Norton Rose Fulbright, joins us to discuss all things energy PPAs. We go into the biggest differences between traditional renewable PPAs and PPAs with storage, how pricing is handled, the types of batteries she is seeing in the market, lifespan terms in combined resource projects and more.
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Mar 26, 2019 • 25min

Ep57: BayWa's Innovative PPA Approach and Market Overview

Jared Quient, Executive Vice President and General Counsel at BayWa r.e., joins us to discuss the innovative PPA structure the company recently used to finance its 100 MW solar deal in North Carolina, from there we expand the discussion to the environment for solar development in the US.
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Mar 18, 2019 • 27min

Ep60: DOE’s Solar Energy Technologies Office

Dr. Becca Jones-Albertus, deputy director of the U.S. Department of Energy Solar Energy Technologies Office, joins us to talk about what the office does and the programs it has funded in the past. The office recently announced $130 million of new funding, $3 million of which has been allocated for “Innovative Solar Finance”; she gets into how you can submit a project for funding, how the solar office tracks the success of its projects and more.
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Mar 12, 2019 • 17min

Ep55: kWh Analytics' Solar Lendscape

Richard Matsui, CEO and co-founder of kWh Analytics, joins us again to share the company's popular Solar Lendscape and discuss the current solar market. He goes into why the company created the Lendscape, what is currently going on in debt markets for solar projects, how new lenders are getting into the market, how deals with progressively shorter PPAs are being financed, lenders' comfort levels with merchant risk and more.
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Mar 5, 2019 • 27min

Ep54: The US LNG Industry

John Mauel, partner in our Houston office, joins us to discuss the current US LNG market. We take the discussion from an overview of the global LNG industry to where the US market fits into the global transformation. John shares his experiences in the rapidly evolving market and his predictions for the future.
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Feb 25, 2019 • 59min

Ep53: Practical Wisdom About Tax Equity

John Eber, former CEO of JPM Capital Corporation, joins us for a conversation about lessons learned over a 30-year career working as a prominent tax equity investor.
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Feb 18, 2019 • 17min

Ep52: DNV GL's Energy Transition Outlook

Marion Hill, business line director, renewable energy for North America of DNV GL, joins us to discuss the company's "2018 Energy Transition Outlook." We talk about the model on which the outlook is based and how the DNV GL outlook differs from other energy outlooks, when DNV GL thinks the world will hit peak energy demand and why it thinks demand in North America has already peaked.

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