Podcast
New Project Media (NPM) Interconnections
Hosted by New Project Media · EN
The NPM Interconnections Podcast features in-depth interviews with top power, storage and data center industry insiders across the development, finance, M&A, and corporate community.
13episodes
Episodes
Newest firstAll episodes
NPM Interconnections (US) – Episode 205: Bryan Clark & Jared Berg | Bracewell LLP
3d ago00:48:44Tap to summarizeIn this episode, Bracewell partners Bryan Clark and Jared Berg join NPM’s Heerea Rikhraj to discuss ERCOT’s new Batch Zero large load interconnection process and its implications for Texas data center development. They explore interconnection challenges, financing trends, private credit’s growing role, regulatory uncertainty, and infrastructure bottlenecks. The conversation highlights the risks and opportunities shaping the next wave of AI and data center growth.NPM is a leading data, intelligence & events company providing business development-led coverage of the global power, storage & data centre markets for the development, finance, M&A and corporate community.Download our mobile app.
Transcribe →NPM Interconnections (US) – Episode 204: Mike Mohamed | Solomon Partners
1w ago00:27:58Tap to summarizeIn this episode, Michael Mohamed, Director of Energy Transition at Solomon Partners, speaks with Heerea Rikhraj about the resurgence of renewable energy and infrastructure M&A in 2026.Mohamed explains how greater policy certainty, pent-up capital demand, and the race for scale have driven a sharp increase in transactions, particularly for development-stage assets and renewable platforms. The conversation also explores the explosive growth of AI infrastructure, powered land, and data center development, attracting investors across the capital stack. Mohamed discusses financing trends, platform valuations, and why operating cash flow and scale are becoming critical advantages in today’s market.NPM is a leading data, intelligence & events company providing business development-led coverage of the global power, storage & data centre markets for the development, finance, M&A and corporate community.Download our mobile app.
Transcribe →NPM Interconnections (EUR) – Episode 203: Christina Mertens | VIRTUS Data Centres
3w ago00:32:43Tap to summarizeOn this episode, VIRTUS Data Centres' managing director for Europe, Christina Mertens, joins Madeline Sherratt to discuss the company's ambitious Europe expansion, including approximately 380 MW in Germany alone. The developer, backed by ST Telemedia Global Data Centres and Macquarie Asset Management, is currently focused on hyperscale and AI-ready infrastructure.The discussion also covers current industry challenges, including local and governmental bureaucracy, along with the need for skilled workers as the industry enters the next phase.NPM is a leading data, intelligence & events company providing business development-led coverage of the global power, storage & data centre markets for the development, finance, M&A and corporate community.Download our mobile app.
Transcribe →NPM Interconnections (US) – Episode 202: Richard Lu | PowerBank
3w ago00:19:20Tap to summarizeOn this episode, PowerBank CEO Richard Lu joins NPM Reporter Skyler Frazer to discuss the company's growth in energy storage and data centers. The company has been ramping up its storage capacity and project pipeline through 2026 so far, and earlier this year identified about 60 existing solar sites in the US and Canada that have potential for data center development.Lu also talks about his company's plans for distributed data centers, called edge data centers, and how they fit into broader energy discussions.NPM is a leading data, intelligence & events company providing business development led coverage of the global power, storage & data center markets for the development, finance, M&A and corporate community.Download our mobile app.
Transcribe →NPM Interconnections (US) – Episode 201: Marc Palmer | Conductor Solar
Jul 700:23:15Tap to summarizeOn this episode, Conductor Solar founder and CEO, Marc Palmer, joins Michelle France to discuss why the DG landscape has shifted to a buyer's market and details what buyers are looking for. Palmer also discusses tips and timing to grow and sell portfolios, ITC deadlines, and forecasts a post ITC landscape.NPM is a leading data, intelligence & events company providing business development led coverage of the global power, storage & data center markets for the development, finance, M&A and corporate community.Download our mobile app.
Transcribe →NPM Interconnections (US) – Episode 200: Samuel Kuhlwein | Stem
Jun 3000:17:45Tap to summarizeSamuel Kuhlwein, Director of Product and EMS, for Stem, joins the podcast this week to discuss the company’s recent marketing agreement with Nuvation Energy and how it presents a solution to FEOC issues.Later in the program, Kuhlwein presents a broader overview on the state of play for the US battery energy supply chain and where the gaps are towards achieving full FEOC compliance.NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.Download our mobile app.
Transcribe →NPM Interconnections (EUR) – Episode 199: Michal Swol | R.Power Renewables
Jun 2300:46:22Tap to summarizeR.Power Renewables CIO Michal Swol joins NPM Europe Managing Editor Peter Kneller on the pod this week to discuss how to get Polish BESS projects financed and how operating a portfolio of standalone BESS and standalone solar, rather than co-locating, might be the best approach.The two also discuss the evolution of the PPA market, and why now might be the perfect time to acquire project pipeline across Europe.NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.Download our mobile app.
Transcribe →NPM Interconnections (EUR) – Episode 198: Neo Cloud & AI Factories | PANEL
Jun 1600:41:32Tap to summarizeThis week’s episode is the full recording of a panel discussion titled “Neo Cloud & AI Factories,” held at the DataCentre Live London Summit on May 21, 2026.Speakers include:Lewis Cobb – Global Director – Modular AI Factories & Data Centres, DurataChristian Goldsmith – Data Center Global Solutions Lead, ArcadisAndrew Harrison – Director of Master Planning, nLightenBlaine Daws – Solutions Director, WNTDFalk Weinreich – CEO, Portus Data CentersMadeline Sherratt – Data Centre Reporter, NPM Europe (m)In this panel, industry leaders unpack how surging AI demand is reshaping infrastructure design, investment, and deployment strategies—while exposing major constraints around power, talent, and delivery timelines. From sovereignty-driven localization to the realities of scaling AI workloads, this conversation explores what’s really driving—and limiting—Europe’s digital future.NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.Download our mobile app.
Transcribe →NPM Interconnections (US) – Episode 197: Ammad Waheed | Norton Rose Fulbright
Jun 900:33:55Tap to summarizeOn this episode, Norton Rose Fulbright’s Ammad Waheed joins Kyle Younker to discuss why “powered land” now defines data center strategy. He explores its spectrum, valuation by megawatt, and rising importance of speed to power.The discussion also covers development risks, financing and leasing dynamics, and growing community scrutiny shaping the industry’s next phase.NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.Download our mobile app.
Transcribe →NPM Interconnections (EUR) – Episode 196: Philipp Man | terralayr
Jun 200:32:24Tap to summarizeterralayr CEO Philipp Man joins NPM to discuss the evolution of the company’s virtualised battery storage model and the rapidly changing dynamics of the German BESS market.Philipp reflects on the original idea behind founding terralayr in 2023, key milestones in building its proprietary trading platform, and where the business now stands following a landmark equity raise concluded earlier in 2026. The conversation also explores financing conditions for battery storage in Germany, evolving revenue stacks, regulatory change including grid fee reforms, and how geopolitical events are intersecting with BESS deployment in Europe.NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.Download our mobile app.
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