John Stroud, managing director of Limes Renewable Energy, joins the NPM podcast this week to discuss the future of distributed energy growth under the Trump administration and what aid is being provided at the state level for both incentives and legislation.

The Italian domiciled Limes established a US presence this year to develop community solar projects in Illinois and Maryland.

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.

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This week’s episode is the full recording of an NPM webinar discussion titled “Putting the Scale in Hyperscale,” held on August 12, 2025.

Speakers include:

• Craig McKesson - Chief Commercial Officer, Takanock
• Bill Thomas - Chief Energy Officer, CleanArc Data Centers
• Syed Ahmed - Head of Digital Infrastructure, Apterra Infrastructure Capital
• Kyle Younker - Senior Editor, NPM (m)

The panel tackles utility constraints and policy shifts, the rise of behind-the-meter strategies, changing siting logic for training vs. inference and latency needs, and how new entrants—from renewable developers to crypto miners—are reshaping capital stacks.

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.

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On this week’s episode, Roy Xu, Senior Director of Power Resources at Peninsula Clean Energy (PCE) joins Jillian Ward to discuss the shifting landscape that new energy projects are facing in the wake of the US budget reconciliation bill passage. Xu also shares his view on how the energy market for California could evolve over the next few years as a result.

Roy oversees long-term resource planning, strategic supply-side procurement, and portfolio management and operation at PCE. Prior to joining PCE, Roy led wholesale power contracting at a Publicly Owned Utility in California for over a decade.

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.

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On this week's episode, Andrew Burnes is joined by Jon Rodriguez, Energy Business Director for Engine Power Plants at Wartsila to discuss the huge lead times the natural gas industry is facing in the wake of a massive spike in demand driven by data center load growth.

Jon discusses Wartsila's reliance on RICE technology and how they are able to get 300 MW projects in the ground in a 2-year timeframe, as well as some of the bottlenecks the data center industry is facing and how that may impact development over the remainder of the decade.

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.

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NPM's Kyle Younker is joined on this week's podcast by Hannan Happi, co-founder and CEO of Exowatt, a startup delivering modular, dispatchable solar power solutions tailored to meet the exploding energy demand from AI and data centers.

Hannan explains how Exowatt’s flagship product, the P3, uses custom optics and long-duration heat batteries to convert solar energy into on-demand electricity—without relying on government subsidies or rare minerals.

Hannan also explains the company's ambitious goal to deliver power at 1 cent per kWh and lays out the path to get there through factory-scale manufacturing. He also notes the company's early traction with hyperscale data center operators who are expected to finance deployment of the P3 with their own balance sheets.

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.

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On this episode, NPM Europe editor Peter Kneller is joined by Tion Renewables CEO Ingmar Helmke to discuss the flexibility that being an IPP provides and strategies for incorporating BESS into the renewables generation mix.

Helmke also shares his views on how power demand will eventually chart higher, and why the German government probably shouldn't be supporting the roll-out of a new wave of gas peakers.

Headquartered in Munich, Tion Renewables focuses on building and operating onshore wind and onshore solar farms as well as battery energy storage systems across Europe. The company was originally listed in 2019 and was delisted by the investment organization EQT Group in 2024. It holds a major share in the independent power producer clearvise AG.

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.

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Abby Hopper, President and CEO of the Solar Energy Industries Association (SEIA), and Eric Goodwin, Vice President of Business Development for OMCO Solar, join the NPM podcast this week.

The duo discuss the latest proposed changes to energy tax credits under the tax-and-spending bill currently being debated in the US Senate and how it impacts solar-and-storage developers and domestic supply chains.

Founded in 1974, SEIA is the national trade association for the solar and solar + storage industries. OMCO Solar is one of the nation’s leading US factory-direct manufacturers of solar trackers and fixed-tilt solutions for distributed generation and utility-scale projects.

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European renewable energy & data center markets for the development, finance, M&A and corporate community.

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Chris McKissack, president and CEO of Fullmark Energy, joins the podcast this week to discuss the state of play for standalone storage developers, strategies to manage through tariffs and near-term threats to sunset tax credits and later, discuss how Fullmark is being flexible this environment.

Founded in 2018, Fullmark Energy develops, builds, owns, and operates energy storage projects across the U.S. Fullmark, formerly known as Hecate Grid, is a portfolio company of InfraRed Capital Partners, while Hecate Energy remains a minority partner.

This podcast was recorded prior to the Senate Finance Committee releasing its draft version of the tax bill on June 16th, which preserved the investment tax credit (ITC) for standalone storage.

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European renewable energy & data center markets for the development, finance, M&A and corporate community.

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Ingrid Capacity’s global head of markets, Amanda Niklaus, is this week’s guest on the podcast, joining NPM’s Jon McNair to discuss her company’s battery storage plans across various markets in Europe.

In this episode, Niklaus appraises the relative merits of developing projects in the Nordic countries – with Ingrid starting life in Sweden and expanding out from there – as well as the battle for grid connections, merchant vs. tolling contract strategies, and where the next wave of European battery development will occur. 

Ingrid Capacity manages over 400 MW/400 MWh of flexible assets, with 200MW/200MWh operational and another 200 MW/200MWh under construction. To date, Ingrid Capacity has raised approximately SEK 2 billion, with further funding planned to manage 8GW of flexible assets by 2030.

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European renewable energy & data center markets for the development, finance, M&A and corporate community.

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Timothy Radcliff, managing director at Denham Capital Management, joins the NPM podcast to discuss broader investing trends in energy and digital infrastructure.

Radcliff also talks about the growth trajectory of US C&I solar developer Solops, a platform which Denham initially invested in February 2023, in spite of volatile policy headwinds ongoing in the US clean energy sector.

Founded in 2004, Denham Capital is a global energy transition investment firm, having raised more than $12 billion (which includes funds now managed by Trace Capital) of capital across multiple sectors. Specializing in private equity, infrastructure and credit, the firm invests in sectors that are central to the economic and resource transitions happening globally. 

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European renewable energy & data center markets for the development, finance, M&A and corporate community.

Download our mobile app.