Currents

Stefan Reisinger, Norton Rose Fulbright partner, discusses the Biden administration's changes to Section 301 tariffs on Chinese products affecting the renewables market. Topics include the history and implications of the tariffs, strategic supply chain design to counteract tariffs, impacts on industries like renewables and consumer goods, and the ongoing review process with potential supply chain reshaping.

Jan Napiorkowski and Jamie Daggett, global director and energy storage lead at Ariel Green, join us to discuss how technology performance insurance can facilitate the use of new technologies and serve as a substitute for extended warranties.

Hilary Lefko from Norton Rose Fulbright discusses the IRS's new tax credit rules, highlighting market growth and investor confidence. Topics include transferability impacts, market dynamics, and navigating changes in tax equity deals. The podcast explores potential administration changes on tax benefits for renewables.

Stefan Reisinger from Norton Rose Fulbright discusses the solar module petition update, including implications for the industry, nuances of import types, potential duties imposition, timeline of tariff process, and strategies for navigating uncertainties in solar imports.

Yezin Taha, CEO of Nevados, joins us to discuss the increasing demand for developing non-flat land for utility-scale solar projects, the challenges and costs involved, and the technology Nevados uses when working on variable terrain.

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.