On this podcast, veteran energy advisor Rob Sternthal, managing partner of Expedition Infrastructure Partners and Peter Kaufman, president and head of restructuring and distressed M&A for the Gordian Group, discuss their newly formed strategic partnership. The strategic partnership is aimed at helping renewable energy developers and owners deal with ongoing financial challenges in the sector and review what will be the likely outcomes for these developers. NPM is a leading data, intellige...
This week’s episode is the full recording of the panel discussion titled “Behind the Meter, Ahead of the Curve: Onsite Power for Data Centers,” held as part of NPM’s DG Development & Finance Forum on October 23, 2025 in New York City. Speakers include: Kevin Imboden – Global Director of Competitive Intelligence, EdgeConneXCharlie Daum – VP of Development and Origination, Generate CapitalDuncan Campbell – VP of Data Center Solutions, Scale MicrogridsHannan Happi – CEO and Co-Founder, Exowa...
Former FERC Commissioner Allison Clements joins the podcast to unpack Energy Secretary Chris Wright’s directive to bring large-load interconnections under FERC oversight. Now an advisor to the data center industry at ASG, Clements discusses the DOE initiative’s legal grounding and the wider energy policy landscape under the Trump administration. NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & da...
This week’s episode is the full recording of an NPM webinar discussion titled “Building Europe’s Digital Backbone: The Race for Data Centre Dominance,” held on September 30, 2025. Speakers include: Fabio Spucches – Chief Executive Officer, GreenfieldMargaux Harris – Investment Director, Rivage InvestmentMika Suomi – Head of Operations, PolarnodeJose Luis Arnau – Chief Commercial Officer, Nostrum Data CenterUlan Harrison-Davies – Senior Reporter, NPM Europe (m)The panel discusses how surging d...
Maria Mura from pan-European IPP Nadara is the guest on today's episode, joining NPM's Jon McNair to chat about a diverse mixture of subjects across the renewable energy landscape. We'll hear Maria's views on the relative merits of various Southern European energy markets, how generators are dealing with deflated electricity prices, whether to go for PPAs or government-backed incentives tariffs, regulatory roadblocks, and much more. NPM is a leading data, intelligence & events compa...
On this episode, Altus Power’s Chief Investment Officer Abhi Parmar speaks with Skyler Frazer about the distributed solar energy sector during a time of federal headwinds and regulatory uncertainty. You can hear Abhi speak more during the first panel “Powering Ahead: The Future of Community Solar & DG” at NPM's third annual DG Development and Finance Forum being held this year on October 23 at the Convene, Midtown East, New York City. NPM is a leading data, intelligence & events compa...
On this episode, Mariko Meier, Chief Revenue Officer at Convergent Energy and Power, joins Michelle France to discuss growth and opportunities in the DG market amid a federally volatile market and energy storage expansion. You can hear Mariko speak more during the second panel “Storage Under Pressure: Navigating Policy and Safety Risks” at NPM's third annual DG Development and Finance Forum being held this year on October 22 and 23 at the Convene, Midtown East, New York City. NPM is a leading...
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...