Currents

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.

Neil Ethier, vice president of business development for Eavor, joins Todd Alexander to talk about the new approach Eavor has developed to tap geothermal energy. They discuss why geothermal is still an underused energy source, what is being done to make it more accessible, how new technology can keep costs competitive, what opportunities the company see for use and licensing, what are the investment challenges, how the Inflation Reduction Act will help, and more.

Taylor Gant, business development manager at Alliant Consulting, joins Todd Alexander to explain the wage requirements portion of the Inflation Reduction Act. They go over what developers should understand about the requirements, how wages are determined, how developers can stay compliant, how the rules change based on market conditions and how the wage requirements in the IRA differ from the Davis-Bacon Act.