Currents

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.

Jason Kaminsky, CEO of kWh Analytics, joins us to discuss this year’s solar risk assessment report published by kWh. He summarizes the findings in the report, including risks to the battery energy storage industry.

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.

Landon Mossburg, CEO of Peak Energy, joins us to discuss sodium-ion batteries and how they can complement lithium-ion batteries

FERC Commissioner Allison Clements, Grid Strategies President Rob Gramlich and Norton Rose Fulbright partner Kat Gamache talk about how much of a difference recent government actions to ease grid congestion will make to developers waiting to connect new projects to the grid.

Arvin Ganesan, CEO of Fourth Power, joins us to discuss thermal storage technologies and what role they can have in the energy storage market.

Hilary Lefko, Norton Rose Fulbright partner, joins us to discuss the US Treasury’s new guidance on calculating whether projects have enough domestic content to qualify for a bonus tax credit.

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.