Nicolas De Coignac, President Americas of John Cockerill, joins us to talk about John Cockerill's  electrolyzer technology, what the company is doing in the US hydrogen market, the outlook for green hydrogen, and more.

Beth Waters, managing director at MUFG bank, joins us to discuss the commercial bank loan market for renewables projects. She also explains what a private placement is and discusses the areas in which she is seeing the most growth, the types of deals in which MUFG is most interested, and more.

Two veteran Washington observers talk about the outlook for the Inflation Reduction Act if Trump is elected. The two are Joe Mikrut, Partner, Capitol Tax Partners and John Gimigliano, Principal-in Charge, Federal Tax Legislative and Regulatory Services, KPMG. The moderator is Keith Martin in Washington.

Mike Hall, CEO of Anza Renewables, joins us to discuss Anza’s solar procurement platform, the algorithms behind its platform, a general overview on solar modules and more.

Vinod Mukani of Nomura Securities is our guest for this episode. He begins with a background on his activities at Nomura and growing Nomura's infrastructure and project finance areas before switching to a discussion on the state of the commercial bank market and Nomura’s success with development loan facilities.

Stefan Reisinger, partner in Norton Rose Fulbright’s Washington office, joins us to give an update on the tariff moratorium applied to solar modules imported from Vietnam, Malaysia, Thailand and Cambodia first implemented in June 2022. He also speaks about the recent lawsuit challenging the moratorium by Auxin Solar and Concept Clean Energy, the possible implications of the lawsuit, and the outlook for importers.

Please listen to the end to hear our Super Bowl picks!

Andrew Hsu, portfolio manager at DoubleLine Capital, joins us to discuss DoubleLine’s investment in the infrastructure space, the kind of deals on which it is focused, what differentiates DoubleLine from other means of financing, and more.

Four project finance industry veterans talk about what to expect in the year ahead 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.

William Brent, chief marketing officer of Husk Power Systems, joins us to discuss Husk’s work in bringing electricity to developing areas in Africa and Asia with mini-grids. He discusses how Husk navigates regulations and works with local partnerships, what challenges it has faced, and more.

John Zahurancik, president of Fluence, joins us to discuss energy storage projects, how the Inflation Reduction Act has affected them, how easy it will be for storage projects to qualify for domestic content bonus credits, what new technological advances are around the corner, and more.