Épisodes

  • Ep336: Supreme Court Strikes Down Tariffs

    Ep336: Supreme Court Strikes Down Tariffs
    Feb 20 2026
    Stefan Reisinger, Norton Rose Fulbright partner, joins us to discuss the ruling by the United States Supreme Court to strike down the tariffs imposed by President Trump under the International Emergency Economic Powers Act.
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    17 min
  • Ep335: New IRS Guidance on FEOC and 45Z Tax Credits

    Ep335: New IRS Guidance on FEOC and 45Z Tax Credits
    Feb 19 2026
    Keith Martin, Norton Rose Fulbright partner, discusses newly issued IRS guidance on the FEOC rules, explaining how the Treasury clarified the calculation of prohibited foreign content and what uncertainty remains for developers and tax credit buyers. He also reviews proposed regulations for the 45Z clean fuel tax credit and how the changes may improve transferability and market participation.
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    13 min
  • Ep334: Renewables Development in a Demand‑Driven Market

    Ep334: Renewables Development in a Demand‑Driven Market
    Feb 12 2026
    Jim Spencer, CEO of Exus Renewables North America, discusses the company’s recent $400 million corporate debt raise and how rising demand is reshaping renewable development. He also outlines current grid, supply‑chain, and interconnection challenges and how developers are adapting with storage, gas and repowering strategies.
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    26 min
  • Ep333: Rethinking Forecasts in an Uncertain Climate

    Ep333: Rethinking Forecasts in an Uncertain Climate
    Feb 5 2026
    Rob Cirincione of Sunairio explains why traditional weather models miss the extreme events that drive grid risk and how high‑resolution, ensemble‑based forecasting can better predict impacts on power markets.
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    30 min
  • Ep332: Forecasting Energy Trends for 2026

    Ep332: Forecasting Energy Trends for 2026
    Jan 29 2026
    Robbie Orvis of Energy Innovation discusses how shifting federal policies, tax credit changes and rising electricity demand shaped renewable energy deployment in 2025 and what those trends may mean for 2026. He also explores expected growth in solar and storage, potential headwinds for wind and the broader implications for power prices and grid planning.
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    22 min
  • Ep331: Cost of capital: 2026 outlook

    Ep331: Cost of capital: 2026 outlook
    Jan 22 2026
    Four project finance industry veterans talk about what to expect this year for tax equity, tax credit sales and debt. The four are Jack Cargas, managing director and head of tax equity origination, Bank of America, Ralph Cho, co-CEO, Apterra Infrastructure Capital, Rubiao Song, managing director and head of energy investments, JPMorgan, and Elizabeth Waters, managing director - project finance Americas, MUFG. The moderator is Keith Martin in Washington.
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    57 min
  • Ep330: Using Curtailed Power for Data Centers

    Ep330: Using Curtailed Power for Data Centers
    Jan 15 2026
    John Belizaire, CEO of Soluna Holdings, discusses how the company develops data centers co‑located with renewable power plants to use curtailed energy, the role of “renewable computing” and how flexible data center operations can help manage growing AI‑driven electricity demand.
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    36 min
  • Ep329: Building and Scaling Renewable Projects in a Shifting Policy Environment

    Ep329: Building and Scaling Renewable Projects in a Shifting Policy Environment
    Jan 8 2026
    David Lillefloren and Tyler Hall of SunRaycer discuss launching and scaling a renewable energy development platform, from team-building and capital strategy to executing projects amid changing federal policy, supply‑chain constraints and rising power demand.
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    26 min