Currents

David Burton and Tim Byrne, partners in Norton Rose Fulbright, join us to discuss the likely outcome of the Federal Reserve's review of the application of Basel III to the risk weighting imposed on commercial banks when they make tax credit equity investments.

Michael Levy, head of global asset resilience at Baringa, a management consultancy, discusses how utilities and other energy companies are planning for extreme weather events.

John Bills, a partner at PEI Global Partners, shares insights into the development loan sector, emphasizing their pivotal role in energy and infrastructure. He discusses trends in buyer behavior and the rising demand for sustainable projects, highlighting the necessity for customized financing for early-stage renewable developers. Bills also explains shifts in corporate financing facilities since 2020, advocating for tailored solutions to navigate today's complex financing landscape, while urging a reevaluation of traditional risk perceptions within investment communities.

Chris Rozzell, managing partner at Cresta Fund Management, joins us to discuss Cresta’s background, the sectors in which it has been investing and more.

Patrick Sullivan, CEO of EV Realty, joins us to discuss medium-to-heavy commercial fleet EV infrastructure.

Geoff Ferrell, senior vice president at sonnen, dives into the critical role of energy storage systems in stabilizing utility grids and promoting solar energy. He breaks down financial strategies for homeowners to optimize costs using virtual power plants and solar energy storage. The discussion also covers long-term maintenance practices that ensure durability of these systems, alongside insights from the WOTSMART initiative which aims to boost energy efficiency. Ferrell highlights the potential of integrating battery storage with rooftop solar to enhance investments.

Christ Frost and Steve Plake, partners at Riverside Advisors and experts in financial hedging and project financing, delve into the intricacies of managing financial risks. They highlight the significance of financial hedging amidst interest rate volatility, emphasizing the importance of price transparency. The conversation covers complex instruments like swaptions and contingent hedges, the role of capital market risks, and the challenges of credit requirements. Their insights shed light on effective strategies for navigating market uncertainties and enhancing financial decision-making.

Todd Snitchler, president and CEO of the Electric Power Supply Association, joins us to discuss how recent policies are impacting the electricity markets and how they may shape the future electric grid.

John Powers, vice president of global renewables and clean tech at Schneider Electric, updates us on developments in the offtake agreement and tax credit transfer markets.

The 2024 Solar Risk Assessment, now in its 6th edition, is a comprehensive report of the most pressing risks and opportunities facing the solar and storage industries. Compiled by industry experts, this report offers a data-driven look at key challenges such as extreme weather, equipment failures, and battery safety. 2024 contributors include: kWh Analytics, Kiwa PVEL, Waaree, Alliant Power, Longroad Energy, Nextracker, Solarlytics, Univers, Clean Power Research, SolarGrade, Lloyd’s, Powin, and SEVO IFP.