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The NPM Interconnections Podcast features in-depth interviews with top power, storage and data center industry insiders across the development, finance, M&A, and corporate community.
165 Episodes
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On this episode, Treaty Oak Clean Energy’s CEO Chris Elrod joins Andrew Burnes to discuss the firm's near-term pipeline in the Southeast, efforts to raise USD 1bn of debt capital during the calendar year, issues with interconnection timelines in MISO, and the impacts of the end of tax credits and start of FEOC requirements for solar and storage projects. NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage...
On this episode, NPM Europe editor Peter Kneller catches up with NTR CIO Anthony Doherty to discuss likely outcomes from Ireland’s current RESS 5 competition, ongoing corporate PPA appetite in the country, how asset valuations have held up and the energy transition fundraising environment. 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 a...
Eversheds Sutherland’s Thomas Warren, Partner and Co-Head of Global Energy and Frank Comparetto, Counsel in the US Tax Practice Group, join Jon Berke on the podcast this week. The duo discuss some of the impacts from the IRS guidance released on August 15th regarding safe harboring, how storage developers are going to map out their game plan despite getting favorable treatment under the One Big Beautiful Bill Act (OBBBA) and later how clean energy developers will tap the capital markets in th...
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 &...
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, TakanockBill Thomas - Chief Energy Officer, CleanArc Data CentersSyed Ahmed - Head of Digital Infrastructure, Apterra Infrastructure CapitalKyle Younker - Senior Editor, NPM (m)The panel tackles utility constraints and policy shifts, the rise of behind-the-meter strategies, changing siting logic f...
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 join...
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...
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...
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 ...
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 indus...
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 Partner...
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 bat...
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 bill...
On this week's episode, Andrew Burnes is joined by PVH USA's VP of Business Development Rodolfo Bitar. Bitar discusses the whirlwind that the domestic manufacturing sector has weathered over the first half of the year starting with the impacts of tariffs from the Trump Administration and culminating presently with the proposed cutoff of the IRA. Bitar discusses the potential ramifications that a cutoff could have on PVH and its plans for expansion in the US, as well as his advice ...
On this week’s podcast, Heather Cooper, Partner at global law firm McDermott Will & Emery LLP, join's NPM's Michelle France to discuss 'One Big Beautiful Bill' as the bill heads to the US Senate for consideration. Cooper, whose practice almost exclusively focuses on federal income tax issues within the renewable industry, shares her thoughts on how the Senate will handle the bill, how hard the industry will be hit, and what developers should and can do to prepare for the changes. NPM is a...
This week’s podcast is the full recording of a panel discussion titled “Data Centres & Power Demand” at NPM’s recent European Development & Finance Forum (#EURDEVFIN25) held on May 20th at The Fontenay Hotel in Hamburg, Germany. Speakers included: Nadine Gelke – Head of Data Centre, CBREPeter Pohlschroeder – Vice Chairman, German Datacenter AssociationJochem Steman – Founder, DataLogixFabio Spucches – CEO, GreenfieldKashif Khan – Director, MetLifeUlan Harrison-Davies – Senior Data Cen...
Don Dimitrievich, portfolio manager for Infrastructure Credit & Senior Managing Director for Nuveen, joins the NPM podcast this week to discuss how tariff risk and uncertainty around the Inflation Reduction Act's longevity has created an opportunity in the private credit sector across different renewable energy technologies. Later in the program, Dimitrievich also discusses how Nuveen has continued to invest in the distributed generation and energy efficiency space. NPM is a leading data,...
Greg Lavigne, a partner in energy and infrastructure practice for Sidley Austin, joins the NPM podcast this week to discuss the ongoing tariff situation and its impact on developers, how the growth of private credit is supporting today’s clean energy pipeline and how the industry might get impacted by changes coming in the inflation reduction act. NPM is a leading data, intelligence & events company providing business development led coverage of the US & European renewable energy &...
This episode of the NPM Podcast is the full panel discussion titled “Data Centers: Powering the Next Generation of Renewable Demand” held at NPM’s recent US Development & Finance Forum 2025 in NYC. Not yet an NPM subscriber? For more comprehensive coverage of data centers & power year-round, go to www.newprojectmedia.com to learn more. The panel includes data center and renewable developers reviewing the challenges and opportunities being created by accelerating historic-load gr...
Perkins Coie’s Jane Rueger and Jacob Neeley join NPM's Kaitlin Fallowfield on the pod this week to discuss the eight options PJM recently presented to FERC for policies governing data centers with co-located power generation. Rueger and Neely review the advantages for developers across the different options, offer insight about how companies might navigate contracts with hyperscalers and make predictions on what the industry may see when PJM receives a response from stakeholders on its ...
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