Gabe Phillips, CEO and Founder of Catalyst Power joins NPM reporters Michelle France and Skyler Frazer, to discuss the commercial and industrial (C&I) solar landscape, touching on policy, revenue generating strategies, and overcoming barriers to advancement. New Project Media (NPM) is a leading data, intelligence, and events company providing origi…

Hilary Preston, vice-chair of the law firm Vinson & Elkins joins the podcast to discuss the intersection of patents with clean energy development, inclusive of a decision made by the US Patent and Trademark Office in June 2023 to expand its Climate Change Mitigation Pilot program. Later in the program, Ms. Preston reviews areas of innovation she ha…

This week, NPM Europe welcomes Eurowind Energy chief executive Jens Rasmussen on the pod to discuss German repowering, opportunities in the Romanian renewables market and how to mitigate against grid constraints, amongst many other topics. NPM is a leading data, intelligence & events company providing business development led market research across…

On this week's episode, LineVision's VP of Client Success Karthik Rao speaks about the company's dynamic line rating technology and how it is being used by utilities to decrease congestion through software rather than through new transmission builds. Karthik also discusses the federal push for further implementation of this technology as well as hi…

John DiMarco, managing director of global infrastructure fund manager Igneo Infrastructure Partners joins the podcast to discuss the status of emerging technologies such as nuclear in the wake of the ADVANCE Act signed in July by the Biden Administration, the state of the electric vehicle market and supporting EV infrastructure and clean fuels. New…

Leo Moreno, CEO of Zelestra joins the podcast this week to discuss the company's recent rebranding from Solarpack and the aggressive expansion of its pipeline. Moreno discusses Zelestra's growth trajectory in the US and compares that with what it's doing abroad in other markets including Europe and India. He also discusses the diversification of th…

Join Varun Sablok, Director, Igneo North America and Dan Watts, CEO, US Signal as they discuss Igneo’s first North American Infrastructure Technology related investment US Signal. Follow the discussion as they discuss the cloud, networks, fibre connectivity and the key focus of latency and security as well as the implications from the growth of Art…

Jonathon Kaufman, Head of Infrastructure and Energy Transition at Evercore, joins the podcast to discuss ongoing and looming market trends in M&A in both the conventional renewable and thermal space. Later in the program, he discusses the impact of data centers on capital formation, whether we might see a return to the public markets for renewable …

NPM Europe Co-editor Jon McNair sits down with Schroders Greencoat duo Richard Nourse and David Boyce to reflect on some of the parallels and differences between investing in European and US renewable energy assets. Founded in the UK in 2009 as Greencoat Capital, the fund manager in 2021 entered the US market and now invests across a variety of tec…

Vinod Mukani, the Global Head of Infrastructure and Power Finance for Nomura joins the podcast this week to discuss the outlook for capital markets in the 2H24, how the forthcoming US Presidential election might influence clean energy finance and also update the current financing environment for Europe. NPM is a leading data, intelligence & events …

Harmony Energy CEO Peter Kavanagh joins NPM host Jon McNair on the podcast this week to take a look at some of the most exciting battery storage markets now emerging across Europe. After cutting its teeth in the UK, Harmony is now actively developing new projects in France, Germany, Poland and Italy, and Peter offers his views on some of the relati…

Nicole Steele, Workforce and Equitable Access Program Manager at the U.S. Department of Energy Solar Energy Technologies Office, joins NPM Reporter Michelle France on this week's podcast. Steele discusses the Least-Cost Optimal Distribution Grid Expansion model (LODGE) currently under development, which aims to identify cost-effective ways communit…

The Inflation Reduction Act, permitting delays, uncertain tax credits, a macro-interconnected grid, battery storage, transmission limitations and increased grid load-the big story in the US is the growth of Renewables however what are the practical implications for efficient power distribution? Join the conversation with John DiMarco, Igneo Infrast…

Owning the very businesses that make the world run smoothly presents many risks that we seek to mitigate on a daily basis. Perhaps the most challenging to track, assess and manage of these risks is cyber-security in an environment where data-ransoming and cyber-attacks are on the rise. In this episode of Keeping it Real Assets listen to Alex Nassup…

Coming off SolaREIT surpassing 2,000 acres of community solar land financed through its flexible capital, the company’s founder and CEO Laura Pagliarulo, joins the NPM podcast this week to explore all the options a solar developer has in monetizing real estate at NTP. Pagliarulo also discusses the business’ foray into storage and how inflation has …

With Europe’s power market looking to steady itself after a period of volatile prices, NPM Europe Editor Peter Kneller welcomes Lightsource bp’s Zosia Riesner to the podcast to discuss key PPA dynamics and some abiding principles to bear in mind when striking deals. Riesner also discusses the interplay between PPA prices and government-backed suppo…

Host Andrew Burnes welcomes Jupiter Power's Caitlin Smith to the podcast this week to discuss some of the specifics of ERCOT's upcoming market redesigns including the Texas Energy Fund, Real-Time Co-Optimization and Performance Credit Mechanism. Smith also discusses her strategies heading into the next legislative session, which is already gearing …

NPM's Andrew Burnes is joined this week by energy social scientist Robi Nilson of Berkeley Labs who recently led a study researching utility-scale renewable project delays and cancellations. Nilson does a deep dive into the results of that study with a particular focus on local opposition, the impacts it has on solar vs. wind projects, and the step…

We are delighted to present the key findings, developing themes and standout trends from Igneo’s Global Responsible Investment Report in the latest episode of our podcast series-Keeping it Real Assets. Listen to Sophie Durham and Rowan Element, our respective regional Heads of Responsible Investment as they provide an overview of the progress made …

Kevin Smith, the CEO of Arevon Energy, joins the podcast this week to discuss its solar and storage activities in CAISO and MISO, some background behind recent financing packages for four of its projects and new geographic markets it is exploring. Arevon is backed by an investor group including CalSTRS, APG and ADIA following an August 2021 transac…

Scott Jacobs, CEO and co-founder of sustainable infrastructure platform Generate Capital, joins the podcast today to discuss a variety of topics, including his views on the obstacles that the US faces to reach infrastructure transition goals, the impacts of inflation on the process and how the Inflation Reduction Act has impacted Generate’s clean e…

This week, host Andrew Burnes is joined by OPAL Fuels Co-CEO Adam Comora who discusses the advent of RNG in both the transportation and electricity sector, and OPAL Fuels' vertically integrated approach to managing its pipeline between both subsets of offtakers. Comora also discusses the USD 500m credit facility the firm closed in September of last…

In this wide-ranging discussion Igneo’s Head of Responsible Investment for Europe, Sophie Durham, speaks with Karina Litvack, Non-Executive Director on the energy transition, the role of exclusion, setting climate change targets, greenwashing and green hushing and demonstrating progress on the energy transition. ********************** Important inf…

Hans Royal, Senior Director of Renewable Energy and Carbon Advisory for Schneider Electric joins the NPM podcast to discuss the different ways data centers are procuring clean energy today. Royal also provides a follow-up on Schneider Electric’s recent tax credit transferability agreement with Engie and the emerging dynamics he sees impacting futur…

Aaron Halimi, founder and President of Renewable Properties, a community solar developer, owner and operator based in San Francisco, joins NPM Reporter Michelle France, to discuss the status of a community solar program in California and why he and dozens of other developers are urging Governor Gavin Newsom to get involved following the most recent…

On NPM’s 100th podcast episode, host Jillian Ward is joined by Scout Clean Energy’s founder and CEO Michael Rucker to discuss the ISO migration in the West and what it could mean for developers. Scout is a renewable energy owner-operator with projects in 26 U.S. states. Scout was also acquired by the Brookfield Global Transition Fund in 2022, and t…

Recent years have seen an increasing shift to size in North America-bigger funds, bigger investors and bigger transactions. As a result the mid-market for Infrastructure is looking a little unloved. Join Igneo’s co-heads of North America John Ma and Michael Ryder as they discuss this segment of the market and why they believe it offers opportunity …

Allan Marks, a member of Milbank’s Global Project Energy and Infrastructure Finance Group, joins NPM Managing Editor Jon Berke on the podcast this week to discuss capital market conditions for clean energy projects. The two review the current impacts of inflation, recent platform M&A deal trends, and the increased number of utilities looking at lar…

On this week's episode of the NPM podcast, host Andrew Burnes is joined by Stem's VP of Front-of-the-Meter Solutions Jake Berlin. The two have an in-depth discussion of the ERCOT storage market, the trend toward larger vs. smaller projects, storage activity in Texas' ancillary services, and the introduction of alternative revenue streams like tolli…

Steve Lieberman, Vice President of Transmission and Regulatory Affairs at American Municipal Power (or AMP), joins Colt Shaw on the NPM Podcast this week to discuss PJM’s ongoing efforts to reform its forward-looking capacity market in the face of looming reliability concerns. Lieberman discusses the good and the bad of recent FERC-approved reforms…

Keith Derman, Partner and Co-Head of Ares Infrastructure Opportunities, joins the podcast this week to discuss investing opportunities in renewable energy today, what emerging clean energy areas are attractive and some thoughts around corporate offtake. New Project Media (NPM) is a leading data, intelligence, and events company providing originatio…

Tony Dutzik, Associate Director and Senior Policy Analyst at Frontier Group joins NPM Reporter Reagin von Lehe on the podcast to discuss the future of the small-scale rooftop solar market, especially in states with new net metering legislation such as California, Massachusetts and South Carolina. Frontier Group said in its most recent report that s…

Since 2019 Igneo has successfully exited 9 of its European portfolio companies. In this episode of our podcast series ‘Keeping it Real Assets’ Marcus Ayre Head of Europe, Igneo Infrastructure Partners, discusses the philosophy of long-term buy and hold infrastructure investing and why we may nonetheless decide to exit a business. ******************…

Elias Hinckley, a partner at Baker Botts joins Jon Berke on the NPM podcast to discuss the latest developments in clean hydrogen, including guidance released before the holidays by the IRS on the section 45V tax credit which called for hourly matching. The two then discuss other major pillars of the IRS guidance including regionality and additional…

According to the IEA, in 2023 Global annual renewable capacity additions increased by almost 50% to nearly 510 gigawatts (GW), the fastest growth rate in the past two decades and the 22nd year in a row that renewable capacity additions set a new record. The increases in renewable capacity in both Europe and the United States hit all-time highs, wit…

Garrett Peterson, co-founder of start-up developer Sigma Renewables, joins the podcast to talk about permitting at the local and state levels, particularly as it pertains to distributed generation. Later, Peterson discusses how smaller developers are getting impacted by queue backlog and interconnection reform. New Project Media (NPM) is a leading …

Manny Citron, Chief of Staff for Philadelphia’s Department of Labor, joins NPM’s Colt Shaw this week to discuss the forthcoming Mid-Atlantic Clean Hydrogen Hub, dubbed MACH2. The city’s point man for the project, Citron discusses next steps for the ambitious hub and the early partners already lining up to participate, as well as the hope that hydro…

Jason Segal and Patrick Norton, managing directors of specialist merchant banking firm Javelin Capital join the NPM podcast this week to discuss M&A trends in 2024, including addressing the growing role of structured equity transactions, platform valuations and how storage might factor into these trends. New Project Media (NPM) is a leading data, i…

In the first NPM podcast of 2024, William Demas, Head of Americas at the Green Investment Group of Macquarie Asset Management discusses renewable energy and energy transition investment trends with NPM Managing Editor Jon Berke. Demas forecasts consolidation coming amongst solar developers as the industry continues to scale. Later in the program, D…

In this newsflash episode of Keeping it Real Assets, Moritz Lindhorst, Director, Igneo, provides an overview of DAH Group Igneo’s latest European acquisition and describes how the development of biogas and biomethane development is supporting Germany’s transition to greener, domestic supplies of energy ********************** Important information T…

Utilitas is Estonia’s leading renewables and district heating operator. The path to net zero no later than 2030 is driving all that the company does and in its objectives a country and a company are a rare thing-closely aligned. To hear more about this fascinating and transformative company listen to the latest episode of Keeping it Real Assets as …

On this week's episode, NPM's Andrew Burnes is joined by Louisiana PSC commissioner Davante Lewis who is wrapping up his first year in office and is grappling with major policy discussions in the state regarding whether renewable project development should be allowed outside the purview of the vertically integrated utilities. Mr. Lewis walks us thr…

On this week's podcast, Juan Macias, CEO of AlphaStruxure joins NPM’s Jon Berke and Reagin von Lehe to discuss his company’s business model as a developer and owner of tailored energy infrastructure solutions, including microgrids. Over the course of the interview, Macias discusses microgrid projects at the under-construction JFK Terminal One and a…

Gabe Murtaugh, Director of Markets and Technology for the Long Duration Energy Storage Council, joins the NPM Interconnections Podcast this week to discuss the current state of play for long duration storage in the US. A former storage sector manager for CAISO, Murtaugh discusses the impact of recent policy drivers at the federal level, including t…

Vitaly Lee, EVP & Chief Development Officer for Q Cells USA joins Jon Berke on the NPM podcast this week. Over the course of the program, Lee addresses current obstacles and solutions in siting and permitting for solar and storage projects, procurement updates in some of its major markets including New York and Pacificorp service territories, new m…

High inflation. High interest rates. Economic uncertainty. An energy crisis. Political instability. Supply chain disruption. How do you invest in European Infrastructure with this macro-backdrop? Join Hamish Lea-Wilson, Partner at Igneo discussing the infrastructure deal market with Ali Kazmi, Partner, Global Co-Head of Infrastructure Rothschild & …

On this week's episode, NPM’s Andrew Burnes is joined by Jenny Netherton, Senior Program Manager at Southeastern Wind Coalition and Helen Rose Patterson, Senior Campaign Manager for Offshore Wind at the National Wildlife Federation to discuss the advent of offshore wind in Louisiana state waters. Together, Jenny and Helen Rose answer poignant quest…

Mark Gabriel, president and CEO of United Power, joins the podcast this week to discuss the ongoing transmission challenges out West. Gabriel dives into the transmission issues being faced in states like Colorado, where he has put United Power on the path of hyper-localization as a way to bypass the need for transmission. Gabriel sees hyper-localiz…

Allan Marks, partner with Milbank LLP’s Global Project, Energy and Infrastructure Finance Group, joins the podcast this week to discuss the recently awarded USD 7bn hydrogen hub program winners. Marks discusses how the selected applicants will apply for the funds, why the Department of Energy picked winners in both green hydrogen and other forms of…

While Igneo Infrastructure Partners is an equity investor, the role of debt in any business is key, especially in infrastructure when we assume ownership for the long-term. What happens to equity returns when the cost of debt of rises? Join Alessandro Valenti, Head of Financing at Igneo as he discusses recent changes in the debt markets and the imp…