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Ep274: Market Forecasts Post-Election
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Five prominent stock analysts discuss how they expect policy changes in the wake of the Trump victory to affect renewable energy, storage, transmission, RNG and other parts of the energy transition sector.

Post-Election Outlook for the US Energy Transition
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A group of five Washington insiders talked on November 14, the day after it became clear that Republicans will control both houses of Congress, about what the election results mean for renewable energy ...

Ep273: Post-Election Outlook for Renewables and Other Parts of the Energy Transition
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Five Washington insiders discuss the election results to assess what they mean for renewable energy, carbon capture, clean hydrogen, RNG and other parts of the energy transition.

Mexico Restructures the Electricity Sector
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The new Mexican government is moving rapidly to put its imprint on the renewable energy sector.

Two Years In: Semiconductor Funding Sources Proliferate
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Semiconductor companies are being given large sums of money and tax credits by the federal government and state and local governments to expand semiconductor production on the United States.

Ep272: The DOE on Lending Agreements
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Leslie Biddle and Art Scavone join us to discuss the DOE-lender relationship and the soon to be released Government-Creditor Agreement.

State Restrictions on Foreign Investment in Renewable Energy Projects
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At least 22 states have enacted laws since the start of last year restricting and, in some cases, barring foreign investment in US farm land and in projects considered critical infrastructure.

Ep271: What Does the Data Say About Tax Credit Transferability
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David Burton, partner at Norton Rose Fulbright, joins us to give an update on the tax credit transferability market.

Geothermal Heat Pump Slides on Technical Tax Issues & on the Transferability Market
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I presented at the 2024 NY-GEO NYC Conference on October 23.

Ep270: Making Deals in the Thermal and Renewable Markets
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Akshat Kasliwal, managing consultant at PA Consulting, joins us to give his thoughts on the thermal and renewables markets.

Ep269: AlphaStruxure’s CEO on Microgrids
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Juan Macias, CEO of AlphaStruxure, joins us to discuss what microgrids are and how they are at the core of his company’s energy service providing business.

How the Presidential Election Could Impact Renewable Energy Tax Credits
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President Biden signed the Inflation Reduction Act (IRA) into law in 2022.

Presentation Slides: Structuring Construction and Tax Equity Bridge Financings
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David Burton and Rebecca Abou-Chedid presented at the Strafford live video webinar on Thursday, October 10.

Ep268: The Offshore Wind Market in California
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Adam Stern, executive director of Offshore Wind California, joins us to discuss developments in the California offshore wind market.

Ep267: A Venture Capitalist’s Take on Climate Tech
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Andy Moon and Billy Lee, co-founders of Reunion, join us to give an overview of the tax credit market and what Reunion is doing to lower the transaction costs for market participants.

Ep266: Reunion Co-Founders on the Tax Credit Market
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Andy Moon and Billy Lee, co-founders of Reunion, join us to give an overview of the tax credit market and what Reunion is doing to lower the transaction costs for market participants.

Ep265: Greenbacker Principal on Infrastructure and Renewables Investment
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Quinn Pasloske, principal at Greenbacker, joins us to discuss Greenbacker’s approach to infrastructure and renewable energy investment and current market economics.

Webinar: Structuring Construction and Tax Equity Bridge Financings for Wind, Solar, and Battery Storage Projects
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David Burton and Rebecca Abou-Chedid will be giving a Strafford live video webinar on Thursday, October 10, 1:00 pm - 2:30 pm EDT.

Ep264: The Federal Reserve Reviews Basel III
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David Burton and Tim Byrne join us to discuss the likely outcome of the Federal Reserve's review of the application of Basel III to the risk weighting imposed on commercial banks.

Ep263: Extreme Weather and the Grid
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Michael Levy, head of global asset resilience at Baringa, a management consultancy, discusses how utilities and other energy companies are planning for extreme weather events.

Ep262: PEI Global Partners on the Development Loan Sector
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John Bills, partner of PEI Global Partners, joins us to discuss the development loan sector and how PEI has been instrumental in structuring and arranging many energy and infrastructure deals.

A Look at IRA Successes and Failures
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It has been two years since the passage of the Inflation Reduction Act of 2022 (IRA), and like any complicated and multi-faceted policy, the IRA is a mixed bag of successes and failures.

Ep261: Cresta’s Managing Partner on Clean Energy Investment
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Chris Rozzell, managing partner at Cresta Fund Management, joins us to discuss Cresta’s background, the sectors in which it has been investing and more.

Prevailing Wage and Apprentice Rules Training Video
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I had the privilege to participate with Haydn Palliser in Pivotal 180's training video on the prevailing wage and apprentice rules that many projects must comply with to qualify for full tax credits.

Ep260: EV Realty CEO on EV Fleet Infrastructure
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Patrick Sullivan, CEO of EV Realty, joins us to discuss medium-to-heavy commercial fleet EV infrastructure.

Ep259: Sonnen Senior Vice President on Energy Storage Systems
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Geoff Ferrell, senior vice president at sonnen, joins us to explain how energy storage systems can help utilities manage their grids.

Ep258: Riverside Advisors on Financial Hedging
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Chris Frost and Steve Plake, partners at Riverside Risk Advisors, join us to discuss financial hedging, an important tool in project financings.

Ep257: EPSA CEO on Recent Policies and Their Effect on the Grid
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Todd Snitchler, president and CEO of the Electric Power Supply Association, joins us to discuss how recent policies are impacting the electricity markets and how they may shape the future electric grid.

PTC Inflation Adjustment
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Production tax credits for producing renewable electricity are higher this year than in 2023.

Ep256: Schneider Electric Vice President on Offtake Agreements and Tax Credits
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John Powers, vice president of global renewables and clean tech at Schneider Electric, updates us on developments in the offtake agreement and tax credit transfer markets.

New York’s Clean Energy Financing & Investment Landscape: Where do Capital Providers see Opportunities
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This panel discussion of project finance heavyweights was held on April 9 in Albany, NY at Infocast’s New York Energy Summit.

Texas Broker License Needed to Negotiate Wind Lease
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The Texas attorney general said in a formal opinion earlier this month that non-lawyers negotiating to lease sites for Texas wind farms on behalf of project developers must be licensed.

FERC Order 1920 on Transmission: How Big a Deal?
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A Federal Energy Regulatory Commission order in May to deal with US grid congestion has been called a "watershed moment" by FERC Chairman Willie Phillips.

Tax Equity News: Final Wage and Apprentice Requirements
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The IRS made significant revisions last week to the wage and apprentice requirements.

Final Wage and Apprentice Requirements
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The Internal Revenue Service filled in many missing details this week in new wage and apprentice requirements.

Ep255: kWh CEO Discusses the Solar Risk Assessment Report
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Jason Kaminsky, CEO of kWh Analytics, joins us to discuss this year’s solar risk assessment report published by kWh.

Ep255 Supplement: kWh Analytics' 2024 Solar Risk Assesment Report
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The 2024 Solar Risk Assessment, now in its 6th edition, is a comprehensive report of the most pressing risks and opportunities facing the solar and storage industries.

Ep254: Peak Energy CEO on Sodium-ion Batteries
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Landon Mossburg, CEO of Peak Energy, joins us to discuss sodium-ion batteries and how they can complement lithium-ion batteries.

Ep253: FERC Transmission Actions: How Big A Deal?
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FERC Commissioner Allison Clements, Grid Strategies President Rob Gramlich and partner Kat Gamache talk about how much of a difference recent government actions to ease grid congestion.

Ep252: Fourth Power CEO on Thermal Storage
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Arvin Ganesan, CEO of Fourth Power, joins us to discuss thermal storage technologies and what role they can have in the energy storage market.

Accelerated Transmission Line Approvals For Priority Projects
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Companies developing new transmission line projects can now call on the US Department of Energy (DOE) to help accelerate government approvals for such projects by tapping into a three-step process.

California Decarbonization Dilemma
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An analysis of California Energy Commission data for the most recent year available, 2022, shows that while the state had 85,000 megawatts of generating capacity, only 51,000 megawatts of ...

Ep251: US Treasury’s New Bonus Tax Credit Guidance
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Hilary Lefko, Norton Rose Fulbright partner, joins us to discuss the US Treasury’s new guidance on calculating whether projects have enough domestic content to qualify for a bonus tax credit.

Advanced Manufacturing Credit Guidance: What Goes Around Comes Around Again
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The U.S. Department of the Treasury expanded the Qualifying Advanced Energy Project Tax Credit Program (section 48C ) on April 29, 2024.

Tax Equity News: Simpler Domestic Content Calculations
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The US Treasury greatly simplified the calculations to determine whether solar, onshore wind and battery projects have enough domestic content to qualify for a 10% bonus credit.

Simpler Domestic Content Calculations
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The US Treasury greatly simplified the calculations yesterday to determine whether solar, onshore wind and battery projects have enough domestic content to qualify for a 10% bonus tax credit.

Ep250: Section 301 Tariffs
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Stefan Reisinger, Norton Rose Fulbright partner, joins us to discuss the Biden administration's changes to section 301 tariffs on certain Chinese products and how they can affect the renewables community.

Ep249: Ariel Green on Technology Performance Insurance
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Jan Napiorkowski and Jamie Daggett, global director and energy storage lead at Ariel Green, join us to discuss how technology performance insurance can facilitate the use of new technologies.

Ep248: The IRS’s New Tax Credit Rules
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Hilary Lefko, partner in Norton Rose Fulbright’s Washington, DC office, joins us to discuss the IRS’s new guidance on tax credit transfers.

Transferable Tax Credit Due Diligence Checklist
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We have published a new sample diligence checklist for transferable tax credits.

Ep247: Solar Module Petition Update
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Stefan Reisinger joins us to discuss the anti-dumping and countervailing duty petition on solar modules that was filed by the American Alliance for Solar Manufacturing Trade Committee.

Tax Equity News: Final Tax Credit Sale Guidance
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The IRS released the final regulations on selling tax credits today.

Final Tax Credit Sale Guidance
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New tax credit sale regulations released today by the Internal Revenue Service are largely the same as proposed tax credit sale regulations issued in June last year.

Forever Chemicals Starting To Affect Project Finance Market
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A US Environmental Protection Agency decision in late April to expand federal regulation of per- and polyfluoroalkyl substances, known as “PFAS,” could allow more renewable energy projects to qualify ...

Maxeon Claims Solar Panel Patent Infringement
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Maxeon has accused Canadian Solar, REC Solar and Hanwha of infringing three Maxeon patents by making, importing and selling n-type solar panels with TOPCon cells.

Ep246: Developing Solar on Variable Terrain
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Yezin Taha, CEO of Nevados, joins us to discuss the increasing demand for developing non-flat land for utility-scale solar projects, the challenges and costs involved.

Harvard Kennedy School Lecture: Tackling Climate Change with Tax Credits
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I had the privilege to give a lecture at the Harvard Kennedy School “Tackling Climate Change with Tax Credits: How the Inflation Reduction Act Works in Practice”.

Ep245: Renewable Properties President on the CPUC’s Community Solar Proposal
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Aaron Halimi, founder and president of Renewable Properties, joins us to discuss how a proposed decision by the California Public Utilities Commission could affect community solar projects.

Equipment Leasing and the Passive Activity Loss Rules
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In his recent Monitor Daily feature, David Burton discusses equipment leasing and the passive activity loss rules.

Ep244: BrightNight CEO on Investing in Renewable Energy
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Martin Hermann, CEO of BrightNight, joins us to discuss investing in renewable energy projects and technologies.

Tax Equity News: More Areas Qualify as Energy Communities
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The IRS added 446 more US counties to the list of counties where renewable energy projects qualify potentially for a 10% energy community bonus tax credit.

More Areas Qualify as Energy Communities
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The Internal Revenue Service added 446 more US counties today to the list of counties where renewable energy projects qualify potentially for a 10% energy community bonus tax credit.

Ep243: John Cockerill on hydrogen electrolyzers
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Nicolas De Coignac, President Americas of John Cockerill, joins us to talk about John Cockerill's electrolyzer technology.

Infocast Solar + Wind Finance Investment Summit 2024 Soundbites
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This post covers soundbites on transferability, energy communities, prevailing wage, domestic content, the 2024 election, storage, supply chain, increasing electricity demand and interconnection challenges.

Ep242: MUFG Managing Director on the Project Finance Renewables Loan Market
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Beth Waters, Managing Director on the Project Finance Renewables Loan Market, joins us to discuss the commercial bank loan market for renewables projects.

Trump and the Renewables Policy Outlook
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Leaders of the three main renewable energy trade associations and the head of energy and climate policy work for a conservative think tank in Washington talked about what to expect if Donald Trump wins ...

Ep241: Trump and the IRA
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Two veteran Washington observers talk about the outlook for the Inflation Reduction Act if Trump is elected.

Current Market Conditions
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The past year in the US renewable energy industry has been the story of a strong tailwind offset to some degree by various headwinds. Conditions are improving. However, Donald Trump ...

Cost of Capital: 2024 Outlook
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Four veteran tax equity investors and project lenders talked during a live podcast in mid-January about what to expect in the tax equity, tax credit sale and bank lending markets this year.

Multiple Definitions of “Project” for Energy Tax Credit Purposes
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Whether a renewable energy project qualifies for tax credits depends on how “project” is defined.

Ep240: Anza CEO on Solar Procurement
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Mike Hall, CEO of Anza Renewables, joins us to discuss Anza’s solar procurement platform and more.

Reformas a Ley de la Industria Eléctrica en México son Declaradas Parcialmente Inconstitucionales
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La Suprema Corte de Justicia de la Nación declaró que parte de las reformas a la Ley de la Industria Eléctrica (LIE) que el presidente de México, Andrés Manuel López Obrador, presentó para posterior ...

Mexican Power Reforms Partly Unconstitutional
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The Mexican Supreme Court declared amendments to the electric industry law (LIE) that Mexican President Andrés Manuel Lόpez Obrador put through the Mexican Congress in March 2021 partly unconstitutional.

Ep239: Nomura’s Vinod Mukani on the state of the commercial bank market
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Vinod Mukani of Nomura Securities joins us for a discussion on the state of the commercial bank market and Nomura’s success with development loan facilities.

Ep238: Tariff Moratorium Update
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Stefan Reisinger joins us to give an update on the tariff moratorium applied to solar modules imported from Vietnam, Malaysia, Thailand and Cambodia.

Ep237: DoubleLine Capital making moves into infrastructure
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Andrew Hsu, portfolio manager at DoubleLine Capital, joins us to discuss DoubleLine’s investment in the infrastructure space.

Auxin Challenges Solar Tariff Moratorium
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Some US solar developers may have to add new contingent liabilities to their balance sheets on account of a lawsuit filed by two US manufacturers in ...

Ep236: Cost of Capital: 2024 Outlook
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Four project finance industry veterans talk about what to expect in the year ahead for tax equity, tax credit sales and debt.

Tax Equity News: Hydrogen Tax Credit Guidance
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The US Treasury has released proposed hydrogen tax credit regulations.

Hydrogen Tax Credit Guidance
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New hydrogen tax credit rules released by the US Treasury just before Christmas will make it hard to finance projects that use electrolyzers.

Ep235: Mini-grids and bringing power to developing areas
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William Brent, chief marketing officer of Husk Power Systems, joins us to discuss Husk’s work in bringing electricity to developing areas.

Tax Equity News: Manufacturer’s tax credits under section 45X proposed regulations
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The US Treasury has issued proposed regulations addressing manufacturer’s tax credits under section 45X.

Manufacturer tax credits under section 45X
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Guidance the US Treasury released on December 14 for claiming section 45X tax credits for manufacturing components for solar, wind and storage projects will require checking whether the manufacturer ...

Ep234: Fluence President on energy storage projects
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The president of Fluence joins us to discuss energy storage projects, how the Inflation Reduction Act has affected them and more.

Low to Middle Income (LMI) Investment Tax Credit (ITC) Adder Dashboard: Oversubscribed but Capacity for Indian Land & Certain Resi Categories
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Treasury has launched a LMI adder dashboard that tracks the application and approval process of the 10% investment tax credit adder for wind and solar projects have a capacity of 5 megawatts or less

Podcast | David Burton on the Inflation Reduction Act and Transferable Tax Credits
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David Burton joins Ted Sheen who heads Clean Tech Americas for Standard Chartered in a two-part podcast to discuss the purpose of the Inflation Reduction Act

FERC Moves to Break the Interconnection Logjam
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The Federal Energy Regulatory Commission has issued new interconnection rules that will apply to nearly every transmitting utility outside of ERCOT.

Ep233: Plus Power on stand-alone energy storage
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Brandon Keefe and Joshua Goldstein of Plus Power join us to discuss stand-alone battery storage.

New Investment Tax Credit Regulations
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New investment tax credit regulations issued by the Internal Revenue Service on Friday answered a number of questions that the market has had about investment credits on renewable energy projects ...

Tax Equity News: Proposed investment tax credit regulations
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The US Treasury has issued proposed investment tax credit (ITC) regulations.

Ep232: Insurance Affecting Projects | Part II
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A discussion on how climate change is affecting insurance with industry professionals from Munich Re, Liberty Specialty Markets and The Geneva Association.

Podcast | David Burton on Energy Tax Credits in the Inflation Reduction Act
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David Burton joins Uptime Wind Energy Podcast

Ep231: Insurance Affecting Projects | Part I
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Rising insurance costs and shrinking coverage are starting to limit where renewable and other energy projects can be built.

Ep230: Clean Energy Associates Vice President discusses market trends
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Dan Shreve of Clean Energy Associates joins us for a wide-ranging discussion about the current environment around existing and emerging technologies in the energy mix.

Ep229: Declan Flanagan, CEO of Bluestar, discusses renewable investing
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Declan Flanagan, founder and CEO of Bluestar Energy Capital, joins us for a wide-ranging discussion, including what he sees as the most promising markets and more.

Ep228: CEO of Spearmint Energy on battery energy storage
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Andrew Waranch, CEO of Spearmint Energy, joins us to discuss his company and why he chose to go into battery energy storage.

Ep227: Intersect Power CEO on the Power Grid
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Sheldon Kimber, CEO of Intersect Power, joins Todd Alexander for a discussion about the United States power grid system.

Ep226: Aon Co-CEO Gives an Overview of Tax Credit Insurance
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Gary Blitz, global co-CEO of Aon's M&A and transaction solutions practice, joins us to talk about the insurance market for tax credit transfers.

Ep225: Invenergy Vice Presidents Discuss Build-Transfer Transactions
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Kyle Hermanson and Nate Hoeppner of Invenergy join us to discuss build-transfer transactions.

Bonus episode: Renewables professionals predict the World Series
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In this bonus episode, friends of the podcast give their predictions on who will win the 2024 World Series.