Currents

Aaron Halimi, founder and president of Renewable Properties, joins us to discuss how a proposed decision by the California Public Utilities Commission could affect community solar projects.

Martin Hermann, CEO of BrightNight, discusses investing in renewable energy projects, grid inefficiencies, AI's impact on clean energy, joint venture expansion with Cordilio Power, growth opportunities in renewable energy markets.

Exploring John Cockerill's expertise in green hydrogen production, highlighting their robust technology and performance guarantees. Discussing the challenges and opportunities in the hydrogen transition, emphasizing collaboration and sustainability in the industry.

MUFG Managing Director, Beth Waters, discusses the renewable project finance market, growth areas like battery storage and solar projects, challenges faced by developers, strategies for portfolio management, market flex provisions, wind tower wake effects, and the impact of US elections on renewables and infrastructure

Veteran Washington insiders discuss the implications of Trump's presidency on the Inflation Reduction Act, including potential changes to IRA provisions, challenges for the incoming administration, regulatory impact of the Biden administration, and Trump's tax policy and legislative updates.

Mike Hall, CEO of Anza Renewables, discusses solar procurement, optimization, ranking tables for suppliers, data-driven decision-making, risk-sharing in procurement, and advice for successful project development in the solar industry.

Vinod Mukani from Nomura Securities talks about the state of the commercial bank market and Nomura's success with development loan facilities. Topics include strategic positioning in the US market, navigating devco facilities in commercial banking, advice for aspiring business professionals, and emphasizing conviction in investment decisions.

Stefan Reisinger, partner at Norton Rose Fulbright's Washington office, provides an update on the tariff moratorium for solar modules imported from Vietnam, Malaysia, Thailand, and Cambodia. He discusses the recent lawsuit challenging the moratorium, its implications, and the outlook for importers. Super Bowl predictions are also shared.

Andrew Hsu, portfolio manager at DoubleLine Capital, discusses their investment in infrastructure, focusing on types of deals, risk-adjusted returns, and key investment areas. They also talk about check sizes, deal structures, advantages of DoubleLine as a partner, and the importance of building relationships.

Industry veterans discuss the outlook for tax equity, tax credit sales, and debt in the project finance sector for 2024. Topics include tax equity volume estimations, buying tax credits, tax equity yield stability, regulatory changes, corporate participants, debt in the market, financing green hydrogen products, and financial challenges and potential opportunities.