Sheldon Kimber, CEO of Intersect Power, joins Todd Alexander for a discussion about the United States power grid system. He discusses what challenges the system poses to energy transition strategies, the dependency on natural gas, misconceptions that may exist around the power grid, and more.

Gary Blitz, global co-CEO of Aon's M&A and transaction solutions practice, joins us to talk about the insurance market for tax credit transfers. He explains what risks underwriters are willing to insure, how the Inflation Reduction Act and transferability are changing the use of tax credit insurance, whether the supply of insurance is keeping pace with growing demand, how pricing is being affected, and what claims have been paid on these policies.

Kyle Hermanson and Nate Hoeppner of Invenergy join us to discuss build-transfer transactions (BTAs), why they are attractive to utilities, how the Inflation Reduction Act has affected the BTA market, what risks they entail, and what the future holds for these transactions.

Norton Rose Fulbright will be providing an in-depth webinar on build-transfer transactions in the new year. Subscribe to our Project Finance mailing list on www.projectfinance.law to receive updates and webinar notifications.

Adam Hise, managing director of storage risk solution at Ascend Analytics, joins us to discuss the size and position of the energy storage market, the potential of that market, and Ascend’s new revenue risk product for energy storage.

In this bonus episode, friends of the pod give their predictions on who will win the 2024 World Series.

Contributors
Todd Alexander – Norton Rose Fulbright
Chris Miller – Guzman Energy
David Rosenblatt – Arava Power Company
Emma Raine – CIBC Capital Markets
Andrew Ehrlickman – Brookfield Asset Management
Jae Kwon – Credit Agricole
Raquel Bierzwinsky – Norton Rose Fulbright
Gary Blitz – Aon
Kristin Meikle – Bechtel Enterprises
Andrew Waranch – Spearmint Energy
Emily Rogers – Norton Rose Fulbright
Sheldon Kimber – Intersect Power

Benoit Allehaut, chief investment officer at XCarbon Technologies, joins Todd Alexander for a discussion about investment trends in the wind and solar sectors, other areas of potential interest to investors, how changes in interest rates, construction costs and availability of capital are affectin the market, what decarbonization technologies are coming to market, and more.

Bill Green, managing partner of Climate Adaptive Infrastructure, joins Todd Alexander in a wide-ranging discussion about how the renewable energy market may not be fully appreciating the impact of the Inflation Reduction Act, issues developers are having with financing and with how IRA funds are getting allocated, how the IRA has affected the global market, capacity of the tax equity market and areas that may be opportunities for investment.

Michael Beckerman, CEO of CREtech, joins Todd Alexander to discuss how commercial real estate developers are taking a closer look at renewable energy sustainability. They go over what climate technologies developers are incorporating into their projects, what role the government is playing in encouraging adoption of such technologies, hurdles for adoption, predictions about the future, and more.

Christine Brozynski, partner in Norton Rose Fulbright’s projects practice, joins Todd Alexander to talk about recent trends in offtake strategies for energy storage projects. They go over how tolling agreements work, what risks that entail, what other offtake strategies developers are using and more.

Dr. Harald Överholm, CEO and founder of Alight, joins Todd Alexander to talk about the opportunities and challenges in the European solar market. They cover solar PPA demand in Scandinavia and other European regions, which markets are promising for expansion, Alight’s different approach to the market and how that has been received, the process of deploying capital in Europe, the equipment supply chain, Alight’s involvement in energy storage, and more.