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.
53episodes
Episodes
Newest firstAll episodes
Ep340: Distributed Generation in a Constrained Grid
Mar 1900:35:20Summary readyRich Dovere, CEO of Dispatch Energy, discusses the opportunities and challenges of developing distributed generation amid rising power demand, transmission constraints and shifting incentives.
SummaryEp339: Adapting Community Solar for a New Grid
Mar 1200:22:44Summary readyAaron Halimi, CEO of Renewable Properties, discusses how community solar and distributed generation are adapting during a period when traditional subscription models face constraints.
SummaryEp338: A New Use for Old Wells
Mar 500:21:07Summary readyKemp Gregory, CEO of Renewell Energy, discusses a novel energy storage approach that repurposes idle oil and gas wells into gravity‑based storage systems, using existing infrastructure to deliver low‑cost, flexible capacity to the grid.
SummaryEp337: How Tax Credit Markets Weathered 2025
Feb 2600:30:32Summary readyAlfred Johnson, co‑founder and CEO of Crux, discusses key findings from Crux’s latest analysis of the clean energy finance market, including trends in tax credit transfers, tax equity, pricing and capital deployment amid policy and market headwinds. The conversation also highlights insights from Crux’s newly released 2025 Market Intelligence Report, which examines how clean energy and manufacturing markets performed over the past year: http://www.cruxclimate.com/reports/2025-market-intelligence-report
SummaryEp336: Supreme Court Strikes Down Tariffs
Feb 2000:16:34Summary readyStefan 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.
SummaryEp335: New IRS Guidance on FEOC and 45Z Tax Credits
Feb 1900:12:47Summary readyKeith 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.
SummaryEp334: Renewables Development in a Demand‑Driven Market
Feb 1200:26:11Summary readyJim 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.
SummaryEp333: Rethinking Forecasts in an Uncertain Climate
Feb 500:29:41Summary readyRob 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.
SummaryEp332: Forecasting Energy Trends for 2026
Jan 2900:21:30Summary readyRobbie 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.
SummaryEp331: Cost of capital: 2026 outlook
Jan 2200:57:26Summary readyFour 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.
Summary