Proximo Transmission

Proximo talks to ACED's James Cumming about the company's portfolio of renewable energy projects in southern Africa, as well as the shifting dynamics of South Africa's electricity generation market.

Proximo talks to Denise Tait, chief investment officer at Arevon Energy, about Arevon's Energy's approach to developing and financing solar and battery storage assets in the US, as well as about the wider US power and renewables market.

Proximo talks to Jeff Barr, a senior vice president at Plenary Americas, about the I-10 Calcasieu River Bridge project financing and the broader US P3 landscape.

Proximo talks to a panel of industry experts about the top project finance trends from 2024 and what those trends might mean for the market in 2025. Speakers include Ian Cogswell, a senior adviser at Portland Advisers; Jonathan Yellen, an investment director at Climate Investment; and Michael Whalen, a managing director and energy and infrastructure finance adviser at Berkeley Research Group.

Proximo talks about the promise and challenges of developing and financing a 4,000km international sub-sea transmission cable with Xlinks' James Humfrey.

Proximo talks to Neha Jatar, a managing director at EQT Group, about the energy transition in industries that are complex to decarbonise, including sectors such as transport and data centres.

Proximo and TXF talk to Island Green Power's Bob Psaradellis about topics such as the Cottam Solar project in Lincolnshire, key markets in which the company is expanding, and the advantages of co-locating solar and BESS projects.

Proximo talks to Jenn Aument, CEO of The New Terminal One, about the mega bond refinancing of a New York airport mega-project.

Proximo talks to Benn Mikula, CEO of Cordiant Capital, about investment in digital infrastructure, the intersection between data centre development and renewable energy, and strategies the new UK government could implement to encourage infrastructure investment.

Proximo talks to Jeff MacKay and Oscar Manuel Batres at AES about AES's international energy portfolio, including a discussion of key sectors and markets, as well as the energy transition and capital allocation strategies.

Proximo talks to Ted Schremp, founder and CEO of IQ Fiber, about the US fibre market, discussing topics such as the level of fibre penetration in the US, the competitive landscape for fibre infrastructure, and the suitability of non-recourse debt for fibre financings.

Proximo talks to Jean-Francois Joachim, CFO of VGMobility, about the EV fleet development in Latin America. The discussion covers topics such as key markets for EV fleet development, typical obstacles to EV fleet roll-outs, the management of EV battery life over time, and typical financing methodologies for the sector.

Proximo talks to Carl Weatherley-White, managing director and head of capital markets at Greenbacker Capital, about where US renewables developers face capital constraints, whether the IRA still needs to prove itself, and what are the best structures for investments in emerging technologies.

Proximo talks to Mark Henderson, chief investment officer at GRIDSERVE, about the development of the EV charging sector. Topics discussed include GRIDSERVE's recent EV charging project financing, risks to lenders participating in EV charging deals, and long-term growth prospects for EV charging infrastructure.

Proximo talks to a panel of industry experts about the top project finance trends from 2023 and what those trends might mean for the market in 2024. Speakers include Ian Cogswell, a senior adviser at Portland Advisers; Jonathan Yellen, an investment director at Climate Investments; and Michael Whalen, a managing director at Berkeley Research Group.

Proximo and TXF speak to Daan van Alem, senior project finance manager at Northland Power, about the intricate financings for Northland's Baltic Power and Hai Long offshore wind farms, as well as the company's burgeoning project pipeline.

Proximo interviews Michael Crabb, a senior vice president at Last Energy, about the company's development of small nuclear plants and the role these projects can play supplying both the grid and corporate and industrial offtakers. The discussion also focuses on the permitting process and the availability of debt for small nuclear projects.

What are the challenges and opportunities in developing and financing new renewables capacity in Central America and the Caribbean? We talk to one experienced developer, MPC's Fernando Zúñiga, to find out

Proximo interviews Melisa Simic, a senior director in ESG integration infrastructure at Nuveen, about the integration of ESG frameworks into infrastructure investment. Topics discussed include the benefits of greater standardisation of ESG regulation, the SFDR, and the most challenging asset classes to evaluate in relation to ESG criteria.  

The European Union's €372 billion InvestEU initiative has launched into a fast-evolving market for private capital in infrastructure. Proximo talks to the programme's policy officer, Michael Feith, as the keynote to its Proximo Europe 2023 event.

Proximo interviews Marty Pasqualini, a managing director at CCA Group, about some of the new and evolving avenues for tax equity investment opened up by the Inflation Reduction Act. Topics discussed include PTCs for solar projects, transferability, and the direct pay route.

Proximo talks to Inal Henry and Khetha Rantao, co-founders of ReagaInfra Capital, about the future of the South African PPP market. Key topics discussed include past successes in the South African PPP space, the recent review of South Africa's PPP regulation, and opportunities for private-sector participation in sectors such as ports and rail.

Proximo talks warehouses and the novel master indenture structure with James Marshall, CFO, and Brian Cassutt, treasurer, at AES' Clean Energy business unit, which was formed from acquisitions including sPower and Community Energy, as well as AES' own renewables portfolio.

Proximo interviews Steve Cook, a Director and the Head of Portfolio Management at Sequoia Investment Management Company, about infrastructure debt funds, diversification among different infrastructure classes and how infrastructure lenders can best assess the risks and opportunities associated with decarbonisation and the energy transition.  

Proximo interviews David Johnston, a partner at Norton Rose Fulbright, about the Saudi Arabian project finance market. Topics discussed include key sectors that are driving deal flow, the growth of the Saudi renewables space, project development outside the power and water sectors, and the impact of the PSP Law.

Proximo interviews Lyudmil Banev, a director at NatWest, about the growing popularity of portfolio financings in the European renewables space. Topics discussed include accommodating a variety of revenue streams across portfolios, handling different regulatory regimes, key risks for lenders, and merchant or partially merchant portfolios.

Proximo interviews Kyle Hayes, special counsel in Baker Botts‘ Global Projects department, on the emergence of RNG in the US. Topics discussed include the drivers behind the extremely active M&A market, new benefits arising out of the Inflation Reduction Act and the outlook for project development.

Proximo interviews Antonio Cravo, a vice president in power and infrastructure finance at Investec, about the UK FTTH sector. Topics explored include typical project financing structures, the differences between urban and rural deployment, key risks for lenders, and the differences between UK FTTH and fibre markets in countries such as France and Germany.

Proximo interviews Udo Schneider, head of Green Giraffe's Hamburg office, about the effects of supplier and interest rate hikes on the cost of energy. Topics discussed include the effect of these hikes on developer and manufacturers relationships, developer and operation & maintenance contractors and the anticipated length of this trend. 

Proximo interviews Will Sheard, director of analysis and due diligence at K2 Management, about the current challenges facing offshore wind manufacturers. Topics discussed include the impact of commodity price increases on manufacturing costs, the reasons behind the focus on developing larger and larger turbines, and the deployment of manufacturers' R&D budgets.

Proximo interviews Allan Marks, a partner in Milbank's Global Projects, Energy & Infrastructure Finance group, about the impact of the Inflation Reduction Act. Topics discussed include the impact of the increase in ITCs and PTCs available on renewables developers, what buyers of the now more easily available tax credits will need to be aware of when purchasing and concerns arising from the bill. 

This week I'm talking to Andrew Doyle, Executive director for Power & Renewables at MUFG, about the state of Hydrogen project financings in Europe. Topics discussed include MUFG's involvement in this space, hurdles to bankability, project financing structures that work and if there is a business case for retrofitting natural gas infrastructure. 

Proximo interviews Hamish Mackenzie, a managing partner and head of infrastructure at DWS, about the future of the e-bus sector. Topics discussed include the attractiveness of the sector to private equity investors, the most viable financing structures for e-bus projects, and potential competition from hydrogen buses.

Proximo interviews Patryk Figiel, Partner and Head of the Energy & Infrastructure practice of the Warsaw office of Linklaters, about financing the Polish offshore wind market and the wider offshore potential in the Baltic.    

Proximo talks to Rainer Bucher, an executive director at BCI, about Chile's Small Means of Distributed Generation (PMGD) programme. Topics include the history of the PMGD programme, the benefits of distributed solar for Chile, recent regulatory changes to the PMGD scheme, and any alterations to PMGD project financings as a result of the new regulation.

Proximo interviews Joe Robinson, an ESG manager at Equitix, about the growing trend of consumer-led investing and how it is shaping the infrastructure and project finance markets.

Proximo interviews Claire Barclay, a partner at Pinsent Masons, about South African infrastructure development, including sectors such as rail, ports, water, and student housing.

Proximo talks to Rodrigo Delaveau, a legal counsellor and head of Public Law at Chilean Legal Firm, Morales & Besa about how the drafting of Chile's new constitution will affect the the country's approach to the energy transition. 

Proximo talks to Abhishek Gupta, associate director at the EDHEC Infrastructure Institute and the head of infraMetrics product development, about 'Infrastructure Strategy 2022. A Pivot to the Digital Frontier' - a new report from Boston Consulting Group and EDHECinfra. 

Proximo talks to Paul Colatrella, Managing Director at Fiera Infrastructure Private Debt (US) and Head of Fiera's US-based Infrastructure Debt Team in New York, about debt funds and their role in the North American project and infrastructure finance market. 

Sustainability-linked loans have become increasingly common corporate finance and refinancing products. But can they really work in greenfield project finance? Tom Nelthorpe discusses market drivers and deal mechanics with Jennifer Charles, a senior associate at Watson Farley & Williams.

Proximo talks to Ferhat Afkar, a senior associate at Ginting & Reksodiputro in association with Allen & Overy, about the growth of the floating solar sector as a project finance asset class.

Proximo talks to Daniel Riordan, global head of political risk & credit at Vantage, about what the current unsettled political environment might mean for political risk insurance demand and product evolution.

Proximo talks to Allan Marks, partner at Milbank, about President Biden's Build Back Better Bill and it's potential impact. 

Proximo talks to Jason Segal, a managing partner at Javelin Capital, about the future of the renewables market in the Dominican Republic.

Proximo talks to John Casola, chief investment officer at the Canada Infrastructure Bank, about the evolution of public-private infrastructure in Canada.

Proximo talks to Anne Lapierre about the implications of the COP26 climate conference for project finance and infrastructure development.   Music: Limit 70 by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/5710-limit-70 License: http://creativecommons.org/licenses/by/4.0/  

Proximo discusses the battery storage and e-bus sectors with Nicholas Beatty, founder director at Zenobe Energy.   Music: Limit 70 by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/5710-limit-70 License: http://creativecommons.org/licenses/by/4.0/

Proximo talks to Denham Capital's Scott Mackin about Denham's Sustainable Infrastructure debt platform.   Music: Limit 70 by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/5710-limit-70 License: http://creativecommons.org/licenses/by/4.0/  

In this special episode we talk all things digital infrastructure with Tom Yanagi, managing director, head of capital markets at Digital Bridge, and Quynh Tran, co-head of infrastructure at SMBC. Focusing specifically on the different types of financing options available to active players in the digital infrastructure space, Proximo, Tom, and Quynh explore how project finance works in the sector, how non-bank lending plays a role, and what the greatest risks and challenges are for the industry over the next few years.  

Proximo talks to Brad Fierstein, a principal at Apollo Global Management, about the future of the US offshore wind sector following the closing of the Vineyard Wind project financing.   Music: Limit 70 by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/5710-limit-70 License: http://creativecommons.org/licenses/by/4.0/