Currents Podcast

Ep334: Renewables Development in a Demand‑Driven Market

Written by Todd Alexander | February 12, 2026

Jim Spencer, CEO of Exus Renewables North America, discusses the company’s recent $400 million corporate debt raise and how rising demand is reshaping renewable development. He also outlines current grid, supply‑chain, and interconnection challenges and how developers are adapting with storage, gas and repowering strategies.