A podcast about project finance, renewable energy & more

Ep38: The Future of Energy Storage

Michael_Kleinberg_HeadshotMichael Kleinberg, head of distributed energy resources and energy storage at DNV GL, joins us to talk all things energy storage. He shares an update on current technology trends of lithium ion, the cost environment, how projects are priced, key players on the manufacturing side and how these technologies are being deployed in the US. The residential market is awakening and Todd asks how much confidence can the project finance industry take from the numbers that the market is currently reporting.

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Ep37: Legal Perspective: Representations and Warranties Insurance

Image result for david barrett norton rose fulbrightThe representations and warranties insurance (RWI) market is growing rapidly as the insurance expands in scope to cover more types of transactions.  David Barrett discusses RWI from a legal perspective: talking about the basics of sell-side and buy-side policies, typical pricing, premiums last year versus this year, the risks that aren’t covered, special considerations for energy projects, the claims history and more.

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Ep36: US to Review More Inbound Investments

RosenbergAmanda_HiResAmanda Rosenberg tells what the major changes are in a new law this month that gives CFIUS broader power to set aside inbound US investments and how they will affect the energy industry, including details on the new review authority, changes to process, mandatory declarations and when everything takes effect.

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Ep35: PACE Securitization Overview

Image result for patrick dolan norton roseListen in as Patrick Dolan offers a general overview of securitization and then dives specifically into the niche market of property assessed clean energy (PACE) bonds. We cover which states are doing the highest volume in PACE securitizations, a history of the ratings, residential versus commercial and where he sees the future of the program. Continue reading “Ep35: PACE Securitization Overview”

Ep34: Legal Perspective: Back-leveraged Loans

BergerJames_WEB2Jim Berger discusses back-leveraged loans from a legal perspective, going over the big picture of project structures as well as the most negotiated points in these transactions, the breakdown of benefits for sponsor members and tax equity investors, security packages, cash sweeps and more.

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Ep33: IPPs, PPAs and Chapter 11

SeifeHoward_WEB2Bankruptcy lawyer Howard Seife sits down to talk about what happens when a power purchaser files for bankruptcy, using the recent Chapter 11 filing by First Energy Solutions as a case study. As we see more power projects financed based on projected cash flows from corporate PPAs, IPPs need to understand the credit risk presented by a potential bankruptcy of their counterparty.

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Ep32: Capital Dynamics’ View on the Solar Market

Benoit AllehautWe sat down with Benoit Allehaut, director on the clean energy infrastructure team at Capital Dynamics, fresh off the heels of its acquisition and privatization of 8point3 Energy Partners LP. Benoit shares his views on how much appetite there is currently in the market for solar, the effects of the new solar tariffs, PPAs, the future of energy storage and more.

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Ep31: CFIUS: A Closer Look

RosenbergAmanda_HiResJoin us as we take a closer look at CFIUS, the Committee on Foreign Investment in the United States. The committee is charged with reviewing transactions in which a foreign person will gain control over a US trade or business. Amanda Rosenberg talks about the basics: national security, specific project finance concerns, lessons learned and what is happening today.

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Ep30: New York: Renewable Energy Incubator

Alicia Barton Todd Alexander meets with Alicia Barton, president of NYSERDA to discuss New York’s 50% renewable energy by 2030 plan, their aims for the offshore wind market and their stance on energy storage.

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