By Sean McMahon
4.9
1515 ratings
The podcast currently has 72 episodes available.
Sponsored by KPMG
With Climate Week in full swing, tons of speeches, meetings and presentations are taking place in New York, with an eye toward how the energy transition will continue to evolve. One key technology that will continue to play a huge role in that evolution is batteries. Roger Miksad, the president and executive director of Battery Council International, stops by the show to explain how batteries of various chemistries are advancing to power things like data centers, EVs and microgrids. Roger also touches on a few policies that the battery sector is watching closely, like the USA Batteries Act. And with more and more batteries coming to the market, Roger outlines the hard work BCI and its members have put in over the years to advance recycling and develop a circular economy for raw materials and components.
More resources from KPMG
KPMG generative AI survey report: Energy, natural resources and chemicals
KPMG LLP AI & Digital Innovation Quarter Pulse Survey - Q2 2024
Key highlights
The importance of Climate Week - (2:57)
What Roger hopes to see from this year's Climate Week - (3:59)
The expanding role of batteries in the energy landscape - (4:30)
Specific areas batteries are powering the energy transition - (6:04)
The impact the Inflation Reduction Act is having on battery manufacturing - (7:53)
Other policies that are crucial for the battery industry - (10:31)
The role batteries play in powering data centers - (14:41)
Advancements in battery recycling and the circular economy - (16:42)
Roger's bold predictions - (19:58)
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Sponsored by KPMG and EDF Renewables
With the election fast-approaching, many people in the renewable energy industry are wondering how a potential shift in the current political power structure in the US might impact the push for clean energy. With that uncertainty in mind, Suzanne Leta, vice president of policy and advocacy for the Americas at Fluence, joins the show to discuss tax incentives related to the Inflation Reduction Act, with a particular focus on domestic manufacturing. Suzanne also explains how tariffs related to batteries are structured in a way that makes them surprisingly vulnerable to the whims of whoever occupies the White House. Suzanne also touches on cybersecurity and shares her insights on the impact data centers powering AI are placing on batteries and the rest of the grid … and how smart utilities and other organizations are planning to manage that increased energy demand.
More insights from Suzanne:
Powering America's Future: Grid-Scale Energy Storage Boosts Grid Reliability, Jobs and US Manufacturing
More resources from KPMG:
Survey results: High energy expectations for renewables
More resources from EDF Renewables:
What We Do
Key highlights from Suzanne:
The buzz around domestic manufacturing - (4:01)
Other IRA incentives like the PTC, ITC and other bonus tax credits - (10:45)
The whimsical nature of Section 301 tariffs on batteries - (13:20)
The politics of the election and the energy transition in the US - (17:15)
Cybersecurity and the grid - (22:12)
Manaing the boom in energy demand from AI data centers - (26:41)
'Hyperscale' data centers vs. typical data centers - (27:24)
Suzanne's bold predictions about the future of battery storage - (31:46)
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Follow the show on Twitter @RenewablesPod
Sponsored by KPMG
In this special episode from RE+, we connect with Ryan Pfaff, EVP of Grid- and Distribution-Scale Power at EDF Renewables. Ryan discusses the massive growth in energy demand from companies and utilities, the geographic distribution of clean energy jobs across the US and what the future of automation might look like for renewables. Ryan explains how the longer duration of incentives in the Inflation Reduction Act is boosting renewables and he also outlines what customers and developers can do to quicken the pace of projects and bring more clean energy to the grid.
More resources from KPMG
Survey results: High energy expectations for renewables
Sign up for the Renewable Energy SmartBrief
Follow the show on Twitter @RenewablesPod
Sponsored by EDF Renewables
This special episode focusing on RE+ features insights from Jessica Libby, a Principal in the KPMG US Trade and Customs service line. Jessica shares her expert analysis of all the hottest topics from the conference, including the outlook for tariffs, news related to forced labor and the future of the United States-Mexico-Canada Agreement (USMCA). We also discuss the long-term prospects for key components of the Inflation Reduction Act -- regardless of which party takes the White House.
And in a lighter moment, Jessica kicks off the conversation by revealing that one of the 'must-see' things at this year's RE+ is sheep ... real, live sheep in the convention hall.
More resources from EDF Renewables
What We Do
Sign up for the Renewable Energy SmartBrief
Follow the show on Twitter @RenewablesPod
Sponsored by KPMG and Vinson & Elkins
Chris Creed, the chief investment officer at the US Department of Energy's Loan Programs Office (LPO), joins the show to discuss how the LPO is deploying public funds and attracting private capital to energy, transportation and manufacturing projects that are advancing technologies and delivering jobs across America. Creed shares his insider perspective on how the LPO's various financial programs are helping established companies expand their operations and newer companies build what the LPO calls a 'bridge to bankability.'
Key highlights
Overall mission of the LPO - (3:42)
Projects the LPO has recently helped finance - (4:26)
Diversity of projects that apply for LPO financing - (6:50)
The differing maturity levels of companies within the LPO's portfolio - (10:13)
The philosphy behind the 'bridge to bankability' - (18:27)
The 'patient capital' of the LPO - (20:08)
How the LPO works with private investors - (22:25)
The process for LPO applicants - (24:44)
More resources from the LPO
Monthly Application Activity Report
More resources from KPMG
Turning the Tide in Scaling Renewables
Energy Institute 2024 Statistical Review of World Energy
More resources from Vinson & Elkins
Energy Transition & Clean Technology
In-Depth Insight on the Energy Transition
V&E+ - Conversations About Our Values, Views and Ventures
Vinson & Elkins' main office is located at:
845 Texas Avenue, Houston, Texas 77002
+1-713-758-2222
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Sponsored by KPMG
More resources from KPMG
Transferable Tax Credits
Energy & Chemicals
Energy Institute 2024 Statistical Review of World Energy
As the financial landscape for the renewables industry continues to evolve, Luis Silva, the chief financial officer at EDF Renewables, joins the show to offer his perspective on what lies ahead for the energy transition. Luis delves into areas of focus like the Inflation Reduction Act, the cost of capital and emerging trends around how projects are being financed. We also spend a great deal of time talking about transferable tax credits. In fact, when asked to share his bold predictions … the first one Luis mentions is very much related to transferable tax credits.
Key highlights
How the financial landscape for renewables has evolved - (3:21)
Operating in the current interest rate environment - (5:06)
What are the biggest financial risks to the renewables industry right now? - (6:40)
New players in the transferable tax credit market - (8:10)
Key questions being asked around tax deals - (10:19)
Luis' views on the Inflation Reduction Act - (13:47)
Policy moves that could help the renewables industry - (17:05)
Top concerns around deal finance - (17:51)
Luis' bold predictions - (19:26)
More resources from EDF Renewables
What we do - Solar
Sign up for the Renewable Energy SmartBrief
Follow the show on Twitter @RenewablesPod
Sponsored by: EDF Renewables
The Inflation Reduction Act has revolutionized how the energy transition is being financed. The IRA is chock full of tax credits and other incentives designed to spur investment in renewables and one key aspect of the IRA pertains to the transferability of those tax credits. Alfred Johnson, the co-founder and CEO of Crux, joins the show to discuss how the market for transferable tax credits is taking shape. The team at Crux recently released their Mid-Year Market Intelligence Report, which details how the market for transferable tax credits is faring so far this year.
Alfred also offers his insights on how the market for transferable tax credits is set to grow -- regardless of political uncertainty -- and what firms can do to make their tax credits 'highly transactable' in a rapidly evolving market.
And finally, Alfred tells the remarkable story of how part of his inspiration to co-found Crux came from a source that is VERY familiar to listeners of this podcast.
Key highlights
Background information at Alread and the founding of Crux - (3:34)
How Crux's 2024 Mid-Year Market Intelligence Report was compiled - (6:41)
The 6 key takeaways from the Mid-Year Market Intelligence Report - (9:31)
What's driving growth in the market for transferable tax credits - (11:18)
Participation in the market expands beyond big banks and Big Tech - (14:27)
How long it takes deals to close - (15:46)
Regions where deals are originating - (17:55)
How the market is coping with political uncertainty - (19:13)
Possible headwinds the market might encounter - (20:28)
How big will the market be by 2030? - (21:56)
How organizations can make their tax credits highly transactable - (23:43)
Where Alfred got some of his inspiration to co-found Crux - (28:05)
More resources from EDF Renewables
What we do - Solar
Sign up for the Renewable Energy SmartBrief
Follow the show on Twitter @RenewablesPod
Sponsored by: EDF Renewables
When it comes to the utility-scale and residential solar sectors in the US, Daniel Cruise, partner at Lium Research, says current trends tell a tale of two markets. While research from the team at Lium points to a booming utility-scale market that is enjoying record construction starts, the residential market is struggling in California and beyond. Other highlights from our conversation include:
More resources from EDF Renewables
What we do - Solar
Sign up for the Renewable Energy SmartBrief
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This episode is sponsored by EDF Renewables
Rob Gramlich, the founder and president of Grid Strategies, discusses the challenges faced by the US grid in accommodating increasing demand for renewable energy sources, including power demand growth, limited grid capacity, and constraints in the interconnection process. Rob highlights the importance of building transmission infrastructure and leveraging battery storage to ease grid stress during peak summer hours. Rob also shares his perspectives on the Inflation Reduction Act's impact on clean energy, including the significance of storage tax credits and the need for transmission cost allocation policies to develop the grid. Finally, Rob emphasizes the importance of maximizing clean energy sources and leveraging energy storage to provide value in the system.
More resources from EDF Renewables
Who we serve
Sign up for the Renewable Energy SmartBrief
Follow the show on Twitter @RenewablesPod
With the American Clean Power Association’s brand new RECHARGE conference taking place this week in Portland, Oregon, we decided to bring on a guest who is the leader of a battery energy storage company that just so happens to be headquartered in The Rose City. Chris Taylor, the CEO of GridStor, has been in the renewables industry for a long time, so he joins the show to discuss the origins of GridStor and how the battery sector has grown in recent years. Ahead of his appearance on the "A View From the Top - Energy Storage Leadership Fireside Chat" panel discussion at the RECHARGE conference, Chris also shares his insights about the state of the marketplace and how factors like the Inflation Reduction Act and growth in energy storage procurement among utilities and corporations are driving big interest in batteries.
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Follow the show on Twitter @RenewablesPod
The podcast currently has 72 episodes available.
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