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Ep337: How Tax Credit Markets Weathered 2025
Alfred Johnson, co‑founder and CEO of Crux, discusses key findings from Crux’s latest analysis of the clean energy finance market, including trends i…
2 months, 1 week ago
Ep336: Supreme Court Strikes Down Tariffs
Stefan Reisinger, Norton Rose Fulbright partner, joins us to discuss the ruling by the United States Supreme Court to strike down the tariffs imposed…
2 months, 2 weeks ago
Ep335: New IRS Guidance on FEOC and 45Z Tax Credits
Keith Martin, Norton Rose Fulbright partner, discusses newly issued IRS guidance on the FEOC rules, explaining how the Treasury clarified the calcula…
2 months, 2 weeks ago
Ep334: Renewables Development in a Demand‑Driven Market
Jim Spencer, CEO of Exus Renewables North America, discusses the company’s recent $400 million corporate debt raise and how rising demand is reshapin…
2 months, 3 weeks ago
Ep333: Rethinking Forecasts in an Uncertain Climate
Rob Cirincione of Sunairio explains why traditional weather models miss the extreme events that drive grid risk and how high‑resolution, ensemble‑bas…
3 months ago
Ep332: Forecasting Energy Trends for 2026
Robbie Orvis of Energy Innovation discusses how shifting federal policies, tax credit changes and rising electricity demand shaped renewable energy d…
3 months, 1 week ago
Ep331: Cost of capital: 2026 outlook
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, manag…
3 months, 2 weeks ago
Ep330: Using Curtailed Power for Data Centers
John Belizaire, CEO of Soluna Holdings, discusses how the company develops data centers co‑located with renewable power plants to use curtailed energ…
3 months, 3 weeks ago
Ep329: Building and Scaling Renewable Projects in a Shifting Policy Environment
David Lillefloren and Tyler Hall of SunRaycer discuss launching and scaling a renewable energy development platform, from team-building and capital s…
3 months, 4 weeks ago
Ep328: Optimizing Distributed Generation Assets
Barrett Bilotta, CEO of Agilitas Energy, discusses the company's integrated approach to renewable energy development and recent trends in distributed…
4 months, 2 weeks ago