Proximo interviews Steve Cook, a Director and the Head of Portfolio Management at Sequoia Investment Management Company, about infrastructure debt funds, diversification among different infrastructure classes and how infrastructure lenders can best assess the risks and opportunities associated with decarbonisation and the energy transition.

Proximo interviews David Johnston, a partner at Norton Rose Fulbright, about the Saudi Arabian project finance market. Topics discussed include key sectors that are driving deal flow, the growth of the Saudi renewables space, project development outside the power and water sectors, and the impact of the PSP Law.

Proximo interviews Lyudmil Banev, a director at NatWest, about the growing popularity of portfolio financings in the European renewables space. Topics discussed include accommodating a variety of revenue streams across portfolios, handling different regulatory regimes, key risks for lenders, and merchant or partially merchant portfolios.

Proximo interviews Kyle Hayes, special counsel in Baker Botts‘ Global Projects department, on the emergence of RNG in the US. Topics discussed include the drivers behind the extremely active M&A market, new benefits arising out of the Inflation Reduction Act and the outlook for project development.

Proximo interviews Antonio Cravo, a vice president in power and infrastructure finance at Investec, about the UK FTTH sector. Topics explored include typical project financing structures, the differences between urban and rural deployment, key risks for lenders, and the differences between UK FTTH and fibre markets in countries such as France and Germany.

Proximo interviews Udo Schneider, head of Green Giraffe's Hamburg office, about the effects of supplier and interest rate hikes on the cost of energy. Topics discussed include the effect of these hikes on developer and manufacturers relationships, developer and operation & maintenance contractors and the anticipated length of this trend. 

Proximo interviews Will Sheard, director of analysis and due diligence at K2 Management, about the current challenges facing offshore wind manufacturers. Topics discussed include the impact of commodity price increases on manufacturing costs, the reasons behind the focus on developing larger and larger turbines, and the deployment of manufacturers' R&D budgets.

Proximo interviews Allan Marks, a partner in Milbank's Global Projects, Energy & Infrastructure Finance group, about the impact of the Inflation Reduction Act. Topics discussed include the impact of the increase in ITCs and PTCs available on renewables developers, what buyers of the now more easily available tax credits will need to be aware of when purchasing and concerns arising from the bill. 

This week I'm talking to Andrew Doyle, Executive director for Power & Renewables at MUFG, about the state of Hydrogen project financings in Europe. Topics discussed include MUFG’s involvement in this space, hurdles to bankability, project financing structures that work and if there is a business case for retrofitting natural gas infrastructure. 

Proximo interviews Hamish Mackenzie, a managing partner and head of infrastructure at DWS, about the future of the e-bus sector. Topics discussed include the attractiveness of the sector to private equity investors, the most viable financing structures for e-bus projects, and potential competition from hydrogen buses.