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© 2023 New Project Media (NPM) Interconnections
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The NPM Interconnections Podcast features in-depth interviews with top renewable industry insiders across the development, finance, investment and advisory community.
62 Episodes
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Daniel Revers, founder and managing partner of Boston-based energy investor ArcLight joins the podcast to discuss his views on energy storage. He also details how ArcLight’s new venture Elevate will develop storage at its existing thermal portfolio and how another affiliate, Sequitur Renewables, is buying and re-purposing older renewable projects.New Project Media (NPM) is a leading data, intelligence, and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.
Allan Marks of Millbank LLP joins the podcast this week to discuss the potential ramifications that Silicon Valley Bank’s failure on March 10th will have on the project finance market.Later in the program, Marks discusses how project finance in general will be impacted by rising interest rates and also talks about the impact of foreign investors in the M&A market.Marks will be moderating the Capital Raising & Deployment panel at NPM’s US Development & Financing Forum on March 21st at the Four Seasons Hotel in Houston. Blackstone, Lightsource bp, D.E. Shaw Renewable Investments (DESRI), Cantor Fitzgerald and Fundamental Renewables representatives will also be speaking on the panel. For more information or to register for the conference CLICK HERENew Project Media (NPM) is a leading data, intelligence, and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.
Jonathan Vasdekas, the executive vice president of development for startup independent power producer Linea Energy joins the NPM podcast this week, to discuss Linea’s strategy to target ERCOT, PJM and MISO out of the gate.In addition, Vasdekas discusses where Linea plans to focus to gain an edge in a development market already well stocked with strongly capitalized IPPs and what attributes of the Inflation Reduction Act of 2022 will help accelerate their growth plans.EnCap’s Energy Transition platform recently made an investment in Linea and hired Cassidy DeLine as its new CEO in late 2022. Vasdekas formally joined the firm in January.New Project Media (NPM) is a leading data, intelligence, and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.
This week, NPM's Andrew Burnes is joined by Jack Godshall, Co-Founder and Chief Commercial Officer at Jupiter Power.Godshall walks us through some of the highlights from Jupiter Power's 2022 including their acquisition by BlackRock, new manufacturing partnership with Energy Vault, and the expansion of their pipeline into new markets following the passage of the IRA. Godshall also looks ahead to the impacts those developments are expected to bring to its pipeline and the storage market as a whole throughout 2023.As a reminder, Jupiter Power’s CFO Bruce Thompson will also be speaking on the energy storage panel at NPM’s US Development & Finance Forum 2023 in Houston on March 20-21.New Project Media (NPM) is a leading data, intelligence, and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.
The IRS released guidance on February 13 related to the Inflation Reduction Act of 2022, including the much-anticipated low-income adder to the ITC under section 48(e) for qualified solar and wind facilities. The adder, which can increase the 30% ITC by an additional 10%-20%, authorizes 1.8 GW of dc capacity limitations to be awarded to projects under the program in 2023 and 2024.Joining the program today is RJ Arsenault of FTI Consulting to discuss this guidance and the different clean energy strategies that developers are deploying to capture the adder and benefit low-income communities.Arsenault is the managing director in the Power, Renewables and Energy Transition practice and has worked with developers, sponsors, lenders and clients across the entire power supply chain.FTI Consulting’s Power, Renewables & Energy Transition Practice helps clients across the value chain navigate the energy transition by providing a wide array of advisory services addressing the strategic, financial, operational, reputational, regulatory and capital needs of our clients.
Last spring, NPM reported on a number of study delays accumulating in NYISO’s interconnection queue.In early December, NPM reported that NYISO was considering improvements to its interconnection process, including moving to a “window-based” approach. And in late December, NYSERDA released its “Road Map” to achieving 6 GW of battery storage by 2030, the latest policy goal promising to bring loads of new renewables to the state, and a ton of new strain to the interconnection process.Patrick Verdonck, founder and CEO of Verdonck Partners, has some 20 years of energy experience and currently advises power companies, renewable developers, and investors on M&A and capital raising.He joins NPM’s Colt Shaw to discuss the trends that led us to this moment, how developers are adjusting, and how these trends are likely to play out moving forward.New Project Media (NPM) is a leading data, intelligence, and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.
In this week's edition of the NPM podcast, Eli Katz, partner and global vice chair of Latham & Watkins' Energy & Infrastructure Group forecasts when the Internal Revenue Service (IRS) will provide full guidance on the Inflation Reduction Act of 2022.In addition, Katz provides an update on how some of the mechanics of the tax transferability clause are being worked out within the confines of the legislation and discusses the current state of some other aspects of the bill.Later in the program, Katz outlines M&A trends in the renewable and energy transition space to focus on for 2023.New Project Media (NPM) is a leading data, intelligence, and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.
In this episode, Scott Steimer, a principal at ECP, sits down with NPM’s Jillian Farmer to discuss the firm’s renewable energy platform, the push for new community solar projects out West, and ECP’s growth in existing and new markets.Steimer’s work is focused primarily on originating and executing investments within the power generation and renewable sector in North America. He currently serves on the board of New Leaf Energy, Pivot Energy, and Heartland Generation.New Project Media (NPM) is a leading data, intelligence, and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.
This week on the Interconnections podcast, NPM’s East Coast Reporter Colt Shaw is joined by Matt Beasley, Chief Commercial Officer with Silicon Ranch.In late October, the Georgetown County Council in South Carolina deferred the second “reading” or vote for Silicon Ranch’s Lambert I and II solar projects after sustained vocal opposition from some residents. That reading was deferred to this week.Matt Beasley sat down to chat with New Project Media ahead of the hearing about residential opposition to solar projects, how it has changed in recent years, and why the solar industry needs to meet the pushback with transparency and information. Beasley previously served as President of the Tennessee chapter of Solar Energy Industries Association, or TenneSEIA, and has witnessed firsthand the growth of solar across the Southeast.New Project Media (NPM) is a leading data, intelligence and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.
Joining the podcast this week is Beth Waters, senior managing director in the power vertical for MUFG Americas’ project finance team. Ms. Waters forecasts major trends for project finance in 2023, including how the Inflation Reduction Act of 2022 (IRA22) will impact the economics of project development from the view of a lender with a strong set of developer clients.New Project Media (NPM) is a leading data, intelligence and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.
This week, NPM’s Andrew Burnes is joined by Manish Nayar, Founder and CEO at OYA Ventures. Manish walks us through the firm's new joint venture with Oil Well Shares and how the new venture anticipates capturing additional tax credits via "energy communities" under the IRA. Beyond that, Manish discusses OYA's growing interest in utility-scale solar and storage, as well as how the firm is combating interconnection and supply bottlenecks as it moves through a significant period of personnel and pipeline expansion.New Project Media (NPM) is a leading data, intelligence and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.
In this episode, Tom Fallgren, the Principal Generation Advisor for the Public Service Company of New Mexico (PNM) sits down with NPM’s Jillian Farmer to discuss the San Juan replacement project delays, reasons behind these industry delays, and PNM’s plans to maneuver around it for future capacity via its new market RFP.Fallgren was previously the Vice President of Generation for PNM and has over 38 years of experience in the generation industry. New Project Media (NPM) is a leading data, intelligence and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.
In this week’s podcast, sponsored by FTI Consulting, FTI senior managing director Justin Pugh sits down with NPM managing editor, Jon Berke to highlight some of the major incentives introduced in the Inflation Reduction Act of 2022 and in particular how he envisions a domestic supply chain growing under the IRA. Pugh also discusses how the ongoing interconnection logjam could be impacted by the accelerated build out of solar and wind under the legislation.Pugh goes on to review the ITC tax credit included for standalone storage and how it presents a buffer of sorts as a non-wire alternative generation source given the lack of transmission incentives.FTI Consulting’s Power, Renewables & Energy Transition Practice helps clients across the value chain navigate the energy transition by providing a wide array of advisory services addressing the strategic, financial, operational, reputational, regulatory and capital needs of our clients.New Project Media (NPM) is a leading data, intelligence and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.
Randolph Mann, president and founder of esVolta, joins NPM managing editor, Jonathan Berke to walk through the growth of the company as a developer of front-of-the-meter energy storage systems, some of the economics of the CAISO market for energy storage and how the standalone ITC tax credit, introduced in the Inflation Reduction Act of 2022, will impact its business model.Mann will also be speaking at NPM’s US Energy Storage Development Forum 2022 in San Diego where he will be on the Platform Building & Project Finance panel to close out day 2 of the conference on October 26th.New Project Media (NPM) is a leading data, intelligence and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.
In this episode, Matthew Kozey, Director for Community-Scale Markets at Cypress Creek Renewables, sits down with NPM’s Jillian Farmer to discuss California’s new Assembly Bill 2316. AB 2316 will establish a new community solar program for the state, along with the requirement to include storage, something that has not been seen in other community solar legislation across the U.S.Kozey is an attorney by training, with over a decade of experience at the intersections of the energy business and public policy, including over six years at a utility, as well as direct lobbying for solar energy policy priorities in state houses and at state commissions.New Project Media (NPM) is a leading data, intelligence and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.
Quinn Pasloske, a principal with Greenbacker Development Opportunities Fund, joins the NPM podcast this week to discuss the ongoing M&A and investment trends impacting renewable developers.He also provides some early thoughts on how the Inflation Reduction Act will help spur project development in both the short and medium-term, inclusive of community solar.New Project Media (NPM) is a leading data, intelligence and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.
In this episode, NPM's Andrew Burnes is joined by Standard Solar CEO Scott WiaterStandard Solar is one of the leading community solar developers in the US and active in many of the largest community solar states in the country including New York, Massachusetts, Maryland and Maine. Following the IRA, the sector is poised to benefit from a number of different tax credit adders and benefits, including those for projects of less than 5 MW, using American manufacturing, and benefiting low- and moderate-income subscribers. Scott walks us through his interpretation of these issues and how they will impact Standard Solar. He also provides updates on legacy issues like interconnection costs, congestion, and the Auxin solar tariff investigation while giving us a snapshot of what to expect from Standard Solar over the next 18 months.New Project Media (NPM) is a leading data, intelligence and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.
In this episode, Scott Farris, senior manager of government affairs for EDP Renewables North America, sits down with NPM’s Jillian Farmer to discuss California’s new alternative permitting process through the state’s Energy Commission and other efforts to accelerate the development of renewable energy projects.Farris has been an advocate within the clean energy industry for 20 years and has worked for the governors of Wyoming and California, a United States senator and former mayor of Portland, Oregon. A former United Press International bureau chief, Farris is also the author of four books of political history and his work has appeared in the New York Times, the Washington Post, and the Wall Street Journal.New Project Media (NPM) is a leading data, intelligence and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.
In this episode, NPM’s Colt Shaw is joined by Brendon Shank, Executive Vice President at Solar Landscape.The New Jersey-based developer was far and away the biggest winner in the state’s first two pilot years for community solar. The company has some 70 projects built or under construction and is responsible for 8 of the 14 active projects in New Jersey at the moment.With the runaway success of the program during its first two years, the state cancelled the planned third pilot year and issued a Request for Comments in the spring. The New Jersey Board of Public Utilities (BPU) is now in the process of readying its Straw Proposal to establish its permanent program, expected in the third quarter. Solar Landscape is pushing for the state to go big and aim for 300 MW a year.New Project Media (NPM) is a leading data, intelligence and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.
With the Inflation Reduction Act of 2022 likely to be voted upon by the House of Representatives on Friday, August 12th, Allan T. Marks, partner and member of Milbank’s global project energy and infrastructure finance group joins the podcast this week to discuss the major impacts that the Act will have on the clean energy sector. The discussion includes which sectors will benefit the most and how leaving the ITC tax credit for transmission out of the Act will impact clean energy development. Later in the program, Marks also discusses how both deal flow and project finance will be impacted by the Act.New Project Media (NPM) is a leading data, intelligence and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.
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