Construction Challenges
Developers are now having to pitch construction contractors to build their projects rather than putting out RFPs and expecting bids. Giant inflatable rats are appearing at some data center sites.
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Ep361: Aligning Markets to Reduce Carbon Emissions
Amy Brachio, CEO of Carbon Measures, discusses how product‑level carbon data and regulation can align market incentives to reduce emissions in hard‑to‑abate sectors.
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Ep360: Turning EVs Into a Grid Resource
Joseph Vellone, CEO of ChargeScape, discusses how connecting electric vehicles to the grid can turn EV batteries into a flexible energy resource that benefits utilities, automakers and drivers.
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Polysilicon Tariffs
A Trump presidential proclamation released late this afternoon set minimum import prices for imported polysilicon, polysilicon ingots, wafers, solar cells and solar modules and imposed a 15% tariff on such products.
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Ep359: The Race to Power AI Data Centers
Mark Taylor and Kim Zou, co‑founders of Currence (formerly Sightline Climate), discuss how data center growth is reshaping power markets, including credibility challenges for announced projects, energy procurement strategies and the fastest paths to bringing new capacity online.
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Foreign Inverter Ban
The Federal Communications Commission added "foreign-produced power inverters" on July 27 to a "covered list" of products that cannot be imported or sold in the United States unless they have been granted conditional approval by the Department of Homeland Security or the US Department of War.
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Data Center Blowback
Growing local opposition is prompting both red and blue states to consider halting new data center projects or imposing other restrictions. How is it affecting project bankability and independent generator business models?
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Ep358: Rethinking Energy Affordability and Resilience
Jon Powers, president of CleanCapital, discusses energy security, affordability and how distributed solar and storage can strengthen a more resilient and diversified US energy system.
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Ep357: Managing Technology Risk in Energy Storage Projects
Jan Napiorkowski, managing director, and Jamie Daggett, energy storage and fuel cell lead at Ariel Green, discuss how technology performance insurance is evolving to support energy storage, fuel cells and other emerging clean energy technologies by helping projects manage risk and access financing.
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Ep356: How Developers Can Turn Land Into Growth Capital
In host Jim Berger’s first episode, Laura Pagliarulo, CEO of SolaREIT, discusses how solar and battery storage developers can use real estate assets as a source of capital to fund project development, construction readiness and pipeline growth.
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Tax Basis Issues: Alta Wind Round Three
A long-awaited court decision released Wednesday that had the potential to affect how tax bases are determined for calculating investment tax credits is unlikely to have much effect in practice.
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Ep355: How Data Centers Are Reshaping Project Finance
Ralph Cho, co‑chief executive officer and founding member of Apterra Infrastructure Finance, joins host Todd Alexander.
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Ep354: How Developers Can Protect Their Tax Credits
Alan Cordova, head of strategy at Empact Technologies, discusses how developers can manage compliance risks related to prevailing wage, FEOC restrictions and beginning‑of‑construction requirements to protect tax credits.
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Ep353: Navigating FEOC and Tax Credit Uncertainty
Dorian Hunt, partner and head of renewable energy at Leo Berwick, discusses how evolving FEOC restrictions, tax credit market dynamics and regulatory uncertainty are affecting renewable energy development and financing.
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Ep352: Key Developments in the Energy Sector
Nick Bradley, director of renewables advisory at Arcadia, which finds subscribers for community solar projects, discusses trends and developments in the energy sector and how they are shaping current market opportunities.
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