Currents

Andy Moon and Billy Lee, co-founders of Reunion, join us to give an overview of the tax credit market and what Reunion is doing to lower the transaction costs for market participants.

Quinn Pasloske, a principal at Greenbacker specializing in infrastructure and renewable energy investment, shares insights into their strategic approach to transitioning to clean energy. He discusses innovative investment strategies focusing on peak-shaving batteries and electric vehicle charging. The conversation also covers navigating political risks and the importance of incentives like the ITC and PTC. Pasloske highlights the critical role of effective management teams and evolving asset classes like community solar in driving successful investments.

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.