Podcast
Currents
Hosted by Norton Rose Fulbright · EN
Currents is a podcast published by Norton Rose Fulbright that features in-depth discussions on the latest developments in project finance. The podcast is hosted by partner Todd Alexander, who interviews key business leaders and policy makers to investigate important trends affecting the energy and infrastructure space.
40episodes
Episodes
Newest firstAll episodes
Ep196: Inflation Reduction Act
Aug 12, 202201:00:02Tap to summarize{"content:encoded":"Keith Martin, David Burton and Hilary Lefko have a lively discussion about the Inflation Reduction Act’s effect on deals. Some parts of the Inflation Reduction Act that passed the Senate are retroactive to the start of 2022. Other parts apply only to projects that are placed in service after this year. The bill is expected to clear the House this week. It will affect the tax equity market. It will affect construction and equipment procurement contracts."}
Transcribe →Ep195: What's New in the Market
Jul 29, 202200:30:36Tap to summarize{"content:encoded":"Keith Martin gives a lively update on what is new in the market. The tax equity market is wrestling with a series of issues tied to inflation and construction delays. Developers forced for the same reasons to renegotiate power contracts are drawing interesting lessons. Rising electricity prices are affecting the economics of making green hydrogen, but hydrogen is coming and may prove more disruptive than appeared even a year ago."}
Transcribe →Ep194: New PJM Regulations and FERC Rules
Jul 21, 202200:26:08Tap to summarize{"content:encoded":"Bob Shapiro, partner in Norton Rose Fulbright’s Washington office, joins us to discuss the new regulations in PJM and FERC rules being considered. We discuss how PJM is addressing their backlog, an overview of the two interconnection proposals, who the big winners and losers are, how the FERC proposal differs from the PJM regulations and more."}
Transcribe →Ep193: DOE Loan Program Office Update
Jun 15, 202200:37:07Tap to summarize{"content:encoded":"Jigar Shah, Director of the Department of Energy's Loan Program Office, joins us to discuss the mission of the program and what it is working on right now. We talk about the types of deals that are relevant for the office, what Jigar views as the sweet spot in terms of size and debt for a project, how the pricing works, where he sees the renewable market going in the next five years and more."}
Transcribe →Ep192: Biden's Executive Order
Jun 7, 202200:16:47Tap to summarize{"content:encoded":"Stefan Reisinger, partner Norton Rose Fulbright’s Washington office, joins us for a closer look at the Biden action yesterday to shield solar panels imported from Vietnam, Malaysia, Thailand and Cambodia during the next two years from any anti-circumvention duties that the Commerce Department decides to impose. We discuss the current Commerce investigation, how the Biden order will affect imported panels, what it means for current financings and more."}
Transcribe →Ep191: Recent Evolution of the Hedge Market
Jun 2, 202200:32:26Tap to summarize{"content:encoded":"Lee Taylor, CEO of REsurety, joins us to discuss the recent evolution of the hedge market due to the impacts of winter storm Uri. We get into the spectrum of hedging options before the storm, how each of those structures fared, how the hedging landscape has changed and more."}
Transcribe →Ep190: Climate Insurance and the Solar Industry
Apr 15, 202200:25:00Tap to summarize{"content:encoded":"Jason Kaminsky, CEO of kWh Analytics, joins us to discuss the company’s $20M Series B fundraise and the emergence of climate insurance. We discuss what the fundraise means for the industry as a whole, why climate insurance hasn’t emerged yet and the challenges the insurance industry faces when insuring renewables, solutions he has seen on the insurance side, the partnerships that are happening in the industry, the improvement in modeling on the underwriting side and more."}
Transcribe →Ep189: Proposed Tariffs Add to Uncertainty for Solar Develop
Apr 1, 202200:18:54Tap to summarize{"content:encoded":"Abigail Ross Hopper, president and CEO of the Solar Energy Industries Association, joins us to discuss what the potential anti-circumvention tariffs on cells and modules from Malaysia, Thailand, Vietnam and Cambodia. We talk about why we are in the midst of an investigation, how long the Department of Commerce has to investigate and what it could mean for the industry, the percentage of panels that are sourced from these four countries, other significant concerns that Hopper has and more."}
Transcribe →Ep188: Energy Storage Investment Tax Credits
Feb 9, 202200:17:35Tap to summarize{"content:encoded":"Keith Martin, partner at Norton Rose Fulbright in Washington, joins us to discuss investment tax credits (ITCs) for energy storage and provide an update on the current tax equity market. We get into how current ITCs apply to energy storage, what happens if you have a battery that is only partially charged by a renewables project, why an ITC for an energy storage project doesn’t work well with wind farms claiming PTCs, whether the storage and wind or solar projects have to have the same owner, what he expects to see happen with the Build Back Better bill, how the overall market is different in 2022 and much more."}
Transcribe →Ep187: Freeing Energy with Bill Nussey
Feb 4, 202200:26:51Tap to summarize{"content:encoded":"Bill Nussey, founder and CEO of the Freeing Energy Project, joins us to discuss the shift to cleaner, cheaper energy. We discuss his new book, Freeing Energy, why he thinks local energy can be cheaper than electricity from the \"big grid\" and what the advantages are, the roles that natural gas, hydrogen and nuclear energy will play in the shift to cleaner energy, policies that can accelerate use of local energy, and more."}
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