Currents

Kyle Hermanson and Nate Hoeppner of Invenergy discuss build-transfer transactions (BTAs) in the renewable energy industry, including types of utilities interested, financing, ownership, and operations of projects. They also delve into recent legislative changes and challenges in the BTA world, contractual protections, and the future of the BTA structure in renewable energy.

Adam Hise, managing director of storage risk solution at Ascend Analytics, discusses the potential and risk profile of the energy storage market. He addresses the economics, investor class, and revenue risk transfer structures for energy storage. The podcast also covers the market adoption of new products and obtaining information about storage development.

Renewables professionals Todd Alexander, Chris Miller, and David Rosenblatt give their predictions on the 2024 World Series in this bonus episode. They discuss potential winners, standout teams, and factors such as team performance and player lineup.

Benoit Allehaut, chief investment officer at XCarbon Technologies, discusses investment trends in wind and solar, challenges in the supply chain and regulatory risks, positive aspects of the renewable energy market, and lessons learned and mistakes made in investing in decarbonization.

Discussion on the impact and challenges of the Inflation Reduction Act (IRA), the US's role in the world and friction with allies and competitors, transferability of tax credits in the tax equity market, and the interconnectedness of sectors and convergence of opportunities in the energy transition.

Michael Beckerman, CEO of CREtech, joins Todd Alexander to discuss how commercial real estate developers are taking a closer look at renewable energy sustainability. They go over what climate technologies developers are incorporating into their projects, what role the government is playing in encouraging adoption of such technologies, hurdles for adoption, predictions about the future, and more.

Christine Brozynski, partner in Norton Rose Fulbright’s projects practice, joins Todd Alexander to talk about recent trends in offtake strategies for energy storage projects. They go over how tolling agreements work, what risks that entail, what other offtake strategies developers are using and more.

Dr. Harald Överholm, CEO and founder of Alight, discusses the opportunities and challenges in the European solar market, including solar PPA demand in Scandinavia and other European regions. They also cover Alight's approach to the market, deploying capital in Europe, the equipment supply chain, and the importance of energy storage in the solar industry.

Eric Daucher, partner in Norton Rose Fulbright’s bankruptcy practice, joins Todd Alexander to talk about debt workouts and liability management transactions, how they are executed and leveraged, their legality, how investors and lenders can avoid litigation, and more.

Nate Owen, CEO of Ampion, discusses managing distributed generation projects and the role of his company. They explore challenges and growth in community solar, innovative methods for attracting subscribers, and the future of integration with utilities.