Currents

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.

William Brent, chief marketing officer of Husk Power Systems, joins us to discuss Husk’s work in bringing electricity to developing areas in Africa and Asia with mini-grids. He discusses how Husk navigates regulations and works with local partnerships, what challenges it has faced, and more.

John Zahurancik, President of Fluence, discusses the impact of the Inflation Reduction Act on energy storage projects, qualifying for domestic content bonus credits, upcoming technological advances in the industry, and challenges faced by storage-only developers in the energy sector.

Brandon Keefe and Joshua Goldstein of Plus Power discuss why they pursued stand-alone battery storage, the future of energy storage projects, investor response, constructing projects and diversified revenue streams, managing pricing and interest rate challenges, the impact of the cost of capital on battery storage growth, and the current state and future predictions of the energy storage industry.

Weather-related catastrophes have left the global insurance market with $50 billion in losses in the first half of this year, the second worst start to a year since 2011. Moderator Keith Martin discusses how climate change is affecting the availability and cost of insurance with Ernst Rauch, Chief Climate Scientist at Munich Re, Lesley Harding, Global Head of Strategic Relationships, Energy & Transition at Liberty Specialty Markets, and Dr. Maryam Golnaraghi, Director of Climate Change and Environment at The Geneva Association, in the second of two podcasts on the topic.

Rising insurance costs and shrinking coverage are starting to limit where renewable and other energy projects can be built. Moderator Keith Martin discusses conditions in the US market with Sam Jensen, partner and co-founder at STANCE Renewable Risk Partners, and Tucker Compton, client advisor at Sterling Seacrest Pritchard, in the first of two podcasts on the topic.