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Today we had the pleasure of hosting Erin Price-Wright, General Partner in American Dynamism at Andreessen Horowitz (a16z). Erin joined a16z from Index Ventures in 2024, where she was a Partner focused on software infrastructure and applied AI. She previously served as Head of Product for Palantir's data analytics and machine learning program. The American Dynamism practice invests in founders and companies that support the national interest spanning aerospace, defense, public safety, education, housing, supply chain, industrials, and manufacturing. We were thrilled to hear Erin's perspective on the rapidly evolving intersection of AI, energy, and industrial technology. In our conversation, Erin shares the story behind a16z's American Dynamism practice and its early investments in companies including SpaceX, Anduril, Applied Intuition, Shield AI, and Skydio. She discusses how the firm's conviction in the space developed well before the recent surge of interest in industrial technology. We explore the convergence of AI, supply chain vulnerabilities, geopolitical pressures, reindustrialization, and skilled labor shortages, which Erin believes are creating the conditions for the “next great American industrial build-out.” We discuss physical AI and robotics, the potential to automate dangerous, expensive, and labor-intensive activities across energy and industrial operations, the challenges of deploying physical AI, and the importance of taking a practical approach to automation by starting with specific activities where the economics make sense and expanding from there. We touch on why venture capital is returning to energy and industrial technology, China's advantage in deployment versus the U.S.'s strength in experimentation and entrepreneurship, and the importance of permitting and regulatory certainty. We also examine data centers and the broader question of whether America wants to build, Erin's thoughts for energy and industrial leaders looking to accelerate innovation within their organizations, and much more. Special thanks to Erin for joining! We look forward to partnering with a16z on our upcoming Energy & Industrial Technology Showcase in Houston on September 10. Mike Bradley kicked off the discussion by noting that the 10-year U.S. Treasury yield was trading at ~4.65%, down ~10bps on the week but still near its highest level of the year. Bond investors are focused on the ongoing Canada tariff dispute, Wednesday's Core PCE inflation report, and Chairman Warsh's Jackson Hole speech on Friday. Major equity indices finished lower last week but are modestly higher this week, with attention now centered on NVIDIA's second-quarter earnings report Wednesday and its 6- to 12-month capital spending outlook. Turning to energy markets, Mike highlighted that WTI crude oil had declined ~$5/bbl this week to ~$82/bbl following the Treasury Secretary's announcement of “Operation Economic Outcast,” aimed at increasing economic pressure on Iran. EU natural gas prices rose another ~$1/MMBtu to ~$23/MMBtu, with storage levels remaining a concern ahead of winter. The energy sector was modestly lower this week but remains up ~5% month-to-date, led by refiners (+~12%). In power, electric utilities are down ~5% month-to-date, while IPPs, large-scale generators, and distributed generation providers are down ~10%–15% on average, largely reflecting higher interest rates and growing state-level opposition to data center development.
En Latinoamérica, la oportunidad no siempre está donde se anuncia más capacidad, sino donde existe una combinación real de demanda, capital comprometido y capacidad de ejecución.Nico Johnson conversa con Juan Manuel Carbajosa, Director de Ventas para Latinoamérica de Shoals Technologies, y Mario Gomez, Presidente de TCI GECOMP. Juntos aportan dos perspectivas complementarias para entender el mercado: la de un responsable global de desarrollo de negocio que habla con decenas de operadores y la de un operador regional con décadas de experiencia construyendo proyectos en varios países.A partir de esa experiencia combinada, la conversación aborda algunas de las decisiones que hoy más importan para desarrolladores, IPPs, EPCs e inversionistas:
Rural Health News is a weekly segment of Rural Health Today, a podcast by Hillsdale Hospital. News sources for this episode: U.S. Federal Bureau of Investigation Et al., “#StopRansomware: Gunra Ransomware,” August 10, 2026, https://www.cisa.gov/sites/default/files/2026-08/aa26-222a-stopransomware-gunra-ransomware_508c.pdf. Giles Bruce, “Gunra ransomware targets hospitals: CISA, FBI issue new warning,” August 12, 2026, https://www.beckershospitalreview.com/healthcare-information-technology/cybersecurity/gunra-ransomware-targets-hospitals-cisa-fbi-issue-new-warning/, Becker's Health IT. Department of Health and Human Services, “Medicare Program; Hospital Inpatient Prospective Payment Systems for Acute Care Hospitals (IPPS) and the Long-Term Care Hospital Prospective Payment System and Policy Changes and Fiscal Year (FY) 2027 Rates; Requirements for Quality Programs; Other Policy Changes; and Adoption of Updated Versions of Certain Health Information Technology Standards,” https://www.govinfo.gov/content/pkg/FR-2026-08-04/pdf/2026-15833.pdf. Miranda A. Franco & Jennifer F. Hananoki, “CMS Releases Fiscal Year 2027 IPPS and LTCH Final Rule,” August 10, 2026, https://www.hklaw.com/en/insights/publications/2026/08/cms-releases-fiscal-year-2027-ipps-and-ltch-final-rule, Holland & Knight. Meghan Basler, “CMS Proposes 2.4% IPPS Update for FY 2027 with Targeted Payment Adjustments, DSH Reductions, and Expanded Oversight Across Hospital Policies,” https://www.appliedpolicy.com/cms-proposes-2-4-ipps-update-for-fy-2027-with-targeted-payment-adjustments-dsh-reductions-and-expanded-oversight-across-hospital-policies/, Applied Policy. Mitch Carr, “Target 7: Southwest Virginia medical school tackles rural healthcare crisis,” August 10, 2026, https://www.wdbj7.com/2026/08/10/target-7bridging-gap-southwest-virginia-medical-school-tackles-rural-healthcare-crisis/, WDBJ7. Rural Health Today is a production of Hillsdale Hospital in Hillsdale, Michigan and a member of the Health Podcast Network. Our host is JJ Hodshire, our producer is Kyrsten Newlon, and our audio engineer is Kenji Ulmer. Special thanks to our special guests for sharing their expertise on the show, and also to the Hillsdale Hospital marketing team. If you want to submit a question for us to answer on the podcast or learn more about Rural Health Today, visit ruralhealthtoday.com.
Mexican composer Gabriela Ortiz won three Grammys for her 2024 album Revolución diamantina, and this week sees the work's UK premiere at the BBC Proms, when conductor Gustavo Dudamel leads the second of two LA Philharmonic Proms on Wednesday. Gabriela joins Nuala in the studio to discuss her career and how this work was inspired by Mexico's 2019 Glitter Revolution, the nationwide feminist protests sparked after the rape of a teenage girl by four police officers, during which activists famously covered Mexico City's security chief in pink glitter. A hospital in a rural area of England has suspended its maternity services from today because of unsafe levels of staffing. Instead of going to the North Devon District hospital in Barnstaple, women in labour will have to travel more than 50 miles to Exeter. More than 15,000 people have signed a petition against the plans that was initiated by the Liberal Democrat MP for North Devon, Ian Roome. He joins presenter Nuala McGovern along with Jemima Knight who is currently pregnant with her third baby and lives in the area.Imprisonment for Public Protection sentences – or IPPs - were brought in by the Labour government in 2005, resulting in many prisoners not being given a fixed release date. One woman given a two year sentence spent sixteen years behind bars, with no idea of when she would eventually be released. They were abolished in 2012, but figures show more than 2,000 people are still impacted. As Prime Minister Andy Burnham looks into how they will play a part in his plan to reduce the prison population, we hear from Dr Muin Boase, the barrister who led the recent complaint to the UN on the continued use of this sentencing and how it's impacted women. How can we get children to read more over the summer? It's officially the National Year of Reading and evidence suggests that reading more over the holidays can help children hit the ground running in September when schools go back. But for many busy parents, getting children engaged in books and actively choosing reading over the lure of a tablet, TV or anything else can be a challenge. Liberty Venn, founder of the Children's Book Project, and award-winning author and former primary school teacher Luan Goldie join us to discuss the benefits and share their tips for getting children reading more. Presenter: Nuala McGovern Producer: Sarah Jane Griffiths
Industrial Talk is onsite at PowerGen and talking to Luis J Garcia de Rozas, CEO of Guascor Energy about "Flexible, scalable generation solutions". Luis J. Garcia de Rozas, CEO of Guascor Energy, discussed the company's operations and market position. Guascor specializes in gas and diesel engines, capable of running on various fuels including natural gas, biogas, and synthetic gas. The company, with 210-220 employees, manufactures engines in Spain and provides after-sales services globally. Garcia highlighted the company's financial success, achieving an EBDA of 8 million in 2025, and its strategic focus on power generation, particularly for data centers. The company is adapting to meet the increasing demand for reliable power solutions, emphasizing flexibility and customization in their offerings. Barcelona Cybersecurity Congress Announcement Scott introduces the Barcelona Cybersecurity Congress, emphasizing its importance for cybersecurity professionals.The event is scheduled for November 3-5 in Barcelona, with networking opportunities and expert discussions.Scott mentions their own participation and broadcasting at the event.Contact information and details about the event are available on Industrial Talk. Introduction to Industrial Talk Podcast The podcast focuses on industry professionals and their contributions to various sectors.Scott reiterates the podcast's purpose of celebrating industry heroes and their innovations.The podcast is broadcasting live from PowerGen in San Antonio, Texas. Meeting Luis J. Garcia de Rozas Scott introduces Luis J. Garcia de Rozas, highlighting his role and background in the energy sector.Luis shares his recent arrival in Spain and his journey from Madrid to San Antonio.Scott expresses admiration for Spain and its people, mentioning a personal connection to the Basque region.Luis talks about the company's factory in the Basque region and its unique features. Luis's Background and Company Overview Luis provides a brief history of his career in the energy sector, mentioning his recent role as CEO.The company was previously part of the Siemens Group but was acquired by Mutales, a German private equity firm.The company achieved significant financial success in 2025, with an EBDA of 8 million and a closed debt.Luis discusses the current market demand for power generation solutions and the company's position to meet this demand. Company's Product Offerings and Market Position The company specializes in gas and diesel engines, capable of running on various gases including natural gas, biogas, and synthetic gas.They have three facilities in the Basque region: one for engine manufacturing, one for assembly, and one for R&D.The R&D center tests different gases to adapt engines to various fuel conditions.Luis shares insights on the challenges and solutions for using biogas and synthetic gas in engines. Challenges and Solutions in Biogas and Syngas Scott recalls past challenges with biogas and its impact on power generation assets.Luis explains the company's approach to using biogas and syngas, including adapting combustion systems.The company uses scrubbers and filters to clean gases and protect engines from harmful residues.Luis highlights the importance of maintaining the methane number in gases for efficient combustion. Company's Market Focus and Vertical Integration The company focuses on power generation, with a significant portion of its market being IPPs, EPC companies, and utility companies.They also serve niche markets for special gases like biogas and syngas.The company is vertically integrated, handling engineering, design, and product development in-house.They provide after-sales services, including parts and maintenance, through a network of partners and distributors. Impact of Data Centers on the Market Luis discusses the significant impact of data centers on the power generation market.Data centers are demanding large amounts of power and setting long-term contracts, changing the traditional customer base.The market is shifting from traditional IPPs to data center developers, creating new challenges and opportunities.The company is adapting to these changes by negotiating long-term production slots and modifying factory capabilities. Future Prospects and Contact Information Luis shares the company's plans to increase production capacity to meet growing demand.The company is focusing on delivering reliable and efficient solutions to meet the needs of data centers and other customers.Scott asks for Luis's contact information for listeners interested in connecting with the company.Luis provides his contact details and LinkedIn profile, encouraging listeners to reach out for further discussions. Closing Remarks and Call to Action Scott thanks Luis for the insightful conversation and highlights the importance of connecting with industry professionals.The podcast aims to help industry professionals succeed by sharing their stories and solutions.Scott encourages listeners to attend events like PowerGen and connect with experts like Luis.The podcast concludes with a call to action for listeners to reach out and tell their own stories. If interested in being on the Industrial Talk show, simply contact us and let's have a quick conversation. Finally, get your exclusive free access to the Industrial Academy and a series on “Why You Need To Podcast” for Greater Success in 2026. All links designed for keeping you current in this rapidly changing Industrial Market. Learn! Grow! Enjoy! LUIS JAVIER GARCIA de ROZAS' CONTACT INFORMATION: Personal LinkedIn: https://www.linkedin.com/in/luis-javier-garc%C3%ADa-de-rozas-a83b9615/ Company LinkedIn: https://www.linkedin.com/company/guascorenergy/ Company Website: https://guascor-energy.com/ PODCAST VIDEO: https://youtu.be/-FooIzaWQm8 THE STRATEGIC REASON "WHY YOU NEED TO PODCAST": OTHER GREAT INDUSTRIAL RESOURCES: NEOM: https://www.neom.com/en-us Hexagon: https://hexagon.com/ Arduino: https://www.arduino.cc/ Fictiv: https://www.fictiv.com/ Hitachi Vantara: https://www.hitachivantara.com/en-us/home.html Industrial Marketing Solutions: https://industrialtalk.com/industrial-marketing/ Industrial Academy: https://industrialtalk.com/industrial-academy/ Industrial Dojo: https://industrialtalk.com/industrial_dojo/ We the 15: https://www.wethe15.org/ YOUR INDUSTRIAL DIGITAL TOOLBOX: LifterLMS: Get One Month Free for $1 – https://lifterlms.com/ Active Campaign: Active Campaign Link Social Jukebox: https://www.socialjukebox.com/ Business Beatitude the Book Do you desire a more joy-filled, deeply-enduring sense of accomplishment and success? 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The government has revised its early prisoner release scheme – now 1000 fewer prisoners with convictions related to rape or child sexual abuse will be let out early. Controversially, PC Harper's killers will be released this year under the new plan, despite calls for manslaughter cases to remain in custody. Natasha Feroze speaks to James Heale and the journalist Danny Shaw about the details of the scheme and take a look at the options Burnham is reviewing: IPPs, women's prisons & foreign nationals. Become a Spectator subscriber today to access this podcast without adverts. Go to spectator.co.uk/adfree to find out more.For more Spectator podcasts, go to spectator.co.uk/podcasts.Contact us: podcast@spectator.co.uk Hosted on Acast. See acast.com/privacy for more information.
Today we were delighted to welcome James West, Managing Director and Head of Energy and Power Research at Melius Research. James is a longtime energy analyst with more than 25 years of experience leading research teams covering oilfield services, equipment, clean energy, and power at Lehman Brothers, Barclays, Evercore ISI, and now Melius. Since joining Melius, James has expanded his coverage to include independent power producers (IPPs) and the broader power ecosystem. We were pleased to visit with James to hear his latest perspectives on the rapidly evolving energy landscape and the investment themes shaping the next decade. In our conversation, James reflects on his transition from Evercore ISI to Melius and explains why he believes the traditional Wall Street research model is evolving toward a more integrated approach that combines energy, power, technology, and industrials. We discuss how AI-driven electricity demand is accelerating the convergence of these sectors, why access to reliable power has become the biggest bottleneck to AI deployment, and why understanding the entire energy value chain has become increasingly important for investors. We examine the latest earnings season, the recent wave of energy, power, and nuclear IPOs, and how investor sentiment has shifted from enthusiasm around AI infrastructure to a greater focus on execution and capital discipline. James explains why he remains constructive on the long-term outlook for oilfield services, offshore development, international upstream activity, independent power producers, and natural gas, while highlighting the growing importance of behind-the-meter power solutions, regulatory reform, and grid infrastructure. We explore the outlook for advanced nuclear, geothermal, and critical minerals, Canada's strategic role in North American energy markets, how investors are balancing long-duration growth opportunities with near-term market volatility, and why AI is changing the way companies communicate with investors. As James notes, “your press releases have to be written for Claude or ChatGPT, whoever's going to read it before the analyst.” We wrap up the discussion with James' reflections on New York City's enduring role as a global financial and innovation hub. We greatly enjoyed the conversation and appreciate James taking the time to join us. To start the show, Mike Bradley noted that fixed income markets were focused on the upcoming FOMC meeting, scheduled for Wednesday. The consensus expectation is for the Federal Reserve to leave interest rates unchanged. However, there remains a small possibility of a 25-basis-point rate increase, a move that could place Chairman Warsh in President Trump's crosshairs. From a broader equity market standpoint, the S&P 500 was up ~0.5% and the DJIA had gained 600 to 700 points. He attributed much of Tuesday's advance to the sharp decline in oil prices. He also highlighted ongoing sector rotation, with investors shifting capital out of semiconductor stocks and into industrial names. Apple joined the exclusive $5 trillion market-cap club. Another key area of focus this week will be AI-related capex, with three of the Magnificent Seven technology companies scheduled to report earnings. On the oil market front, he highlighted the sharp decline in crude prices, noting that Brent crude had fallen by ~$13/bbl during the week to ~$83/bbl, while WTI crude had declined by ~$11/bbl to ~$78/bbl. He attributed the selloff to rapidly shifting sentiment surrounding the on-again, off-again conflict with Iran. He concluded by noting that the Energy sector had been one of the market's strongest performers over the past several weeks but was down ~4% this week as declining oil prices weighed on sentiment. He emphasized that investors will be closely focused this week on second-quarter earnings reports from the U.S. integrated oil majors and refiners. Investors are hopeful that refiner commentary will provide greater insight into global refined product market fundamentals. Jeff Tillery noted that enthusiasm around AI-driven power infrastructure has cooled alongside AI capex sentiment, pressuring many merchant power and generation stocks, including several recent IPOs. Looking ahead, he believes the sector is entering an execution phase where investors will begin distinguishing between winners and losers rather than rewarding the entire theme uniformly.
WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a moderately edited transcript and the slide deck using the blue Download buttons below.We continue our July series focused on Strait of Hormuz Crisis takeaways with a focus on energy and power sub-sector stock performance. We take a look back at growth and profitability since 2021, which has yielded some surprising results and areas for improvement. Our key messages from the four charts we go through this week are as follows: * Energy versus Tech has been inversely correlated since 2021, with Energy surprisingly having kept pace with the Mag-7 over this time frame. * Despite improving growth expectations Utilities have lagged on higher interest rates. The question is when does improving growth expectations for utilities overcome what might be an ongoing interest rate headwind. * Traditional energy equities are again discounting below normal oil prices…perhaps not quite trough conditions, but something only a little bit better. * There has been considerable sub-sector divergence on profitability and growth over the last 5 years, with some surprising winners, losers, and areas for improvement. LNG, IPPs, midstream, and downstream sectors are all winners. There is scope for improvement from IOCs, both oily and gassy E&Ps, and oil services. Timestamps: 0:00 Introduction 2:39 Energy and Tech Inversely Correlated Since 2021 5:16 Utilities Lag On Higher Treasury Yields 6:34 Forward Oil Outperforming Oil Equities 10:30 Sector Growth and CROCI Comparison 14;44 On A Personal Note
The radio drama Life and Time finished its third series recently. The six inter-linked plays explore the experiences of prisoners and prison staff. The main theme running through all the plays is the system of imprisonment for public protection sentences - IPPs. These were open-ended sentences with no fixed release date, which was instead decided by parole boards. Listeners have been getting in touch with their thoughts and critiques and Andrea Catherwood puts your views on the series to its award-winning writer James Fritz.It was recently announced that 6Music would be getting an extension - Indie Forever, a 24 hour stream set to launch on BBC Sounds on 22nd July. It follows the extensions to BBC Radio 1 and Radio 3, made public last year. But do listeners want more indie? We hear from you. Also, there's another nomination for our Interview of the Year. This week listener Barbara puts forward an interview she heard on The World Tonight. Presenter James Coomarasamy was talking to Natalie Needham, whose baby died after being discharged from a NHS maternity ward in Nottingham. The interview followed the findings of an inquiry into the largest maternity scandal in NHS history. If you'd like to get in touch with the Feedback team, you can send a WhatsApp voice note to Oh Three, Triple Three, Triple Four, Five Double Four [03 333 444 544]. You can also ring that number and leave a voice message. On X and instagram it's @BBC R4Feedback. The email is feedback@bbc.co.ukPresenter: Andrea Catherwood Producer: Pauline Moore Assistant Producer: Rebecca Guthrie Executive Producer; David PrestA Whistledown Scotland production for BBC Radio 4
As AI systems scale, the infrastructure challenge is no longer just about chips, models, and software performance. It is increasingly about the physical systems that allow computation to happen at all: power delivery, cooling, water access, and the speed at which new capacity can be brought online. Power conversion is becoming a much more important design question. As racks move from conventional power densities toward megawatt-scale configurations, every inefficiency in the electrical pathway becomes more consequential. For stakeholders across the energy sector, that makes AI infrastructure more than just a datacenter story. It is also a story about grid constraints, industrial load growth, thermal management, and how developers can design facilities that are efficient enough, flexible enough, and resilient enough to operate at the scale AI now demands.Host Sylvia Leyva Martinez is joined by Nick Wright, Vertical Solutions Manager at Siemens. Their conversation explores why the growth of the AI factory is pushing operators to rethink traditional electrical architecture, especially the number of conversion steps required to move power from the grid to the chip. Nick explains why conventional AC-heavy setups are under pressure as compute loads become denser, more dynamic, and more power-intensive, and why more direct AC-to-DC pathways are drawing increased attention. The episode also examines what that shift means in practice: less energy lost in conversion, less excess heat to manage, different implications for cooling design, and a growing role for higher-voltage DC systems, digital twins, monitoring technologies, and new protection equipment. Along the way, the discussion widens beyond the building itself to consider how AI facilities may evolve into more grid-aware assets, capable of interacting more intelligently with the broader energy system rather than functioning simply as passive loads.For developers, IPPs, utilities, financiers, and infrastructure planners, the episode offers a clear signal that power architecture is becoming a strategic decision much earlier in the project lifecycle. One of the key takeaways is that this is not a simple story of DC replacing AC. The more relevant point is that as racks scale, reducing unnecessary conversion steps can improve efficiency and system performance in ways that matter economically at very large scale. But the conversation also makes clear that conversion efficiency is only one part of a much broader infrastructure equation. Access to reliable power, water availability, cooling strategy, workforce readiness, supply chain bottlenecks, equipment lead times, and safety considerations all shape whether a new AI facility can be delivered on time and scaled over the long term. The players most likely to succeed will be the ones that stop treating power as a late-stage procurement issue and instead plan holistically across energy, compute, operations, and grid interaction from the beginning.This episode is brought to you by twentytwo & brand -- a marketing and PR agency built specifically for energy leaders.Lots of agencies say they work with energy companies, twentytwo & brand was built for them. They've partnered with more than 120 companies driving the energy transition — from growth-stage startups to globally recognized industry leaders. Media relations, brand design, video, paid advertising, and community engagement — they cover it all under one roof. No onboarding lag, no industry crash course -- they speak your language on day one.If you're ready to sharpen your story and supercharge your marketing, find them at twentytwoandbrand.com/woodmac.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Nosipho Radebe in conversation with Chris Yelland, Energy Analyst.See omnystudio.com/listener for privacy information.
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre IPPs and PPPs actually the right next step for your corporate wealth strategy—or just more complexity than you need?As your incorporated business grows, your planning priorities start to shift from simply reinvesting and reducing tax today to building a more structured long-term retirement and legacy strategy. Individual Pension Plans and Personal Pension Plans can offer powerful tax-deferred planning opportunities, but they only work well when your income, age, corporate structure, and future goals line up. This episode helps you understand when these plans make sense—and when simpler strategies may still be the better fit.You'll walk away with:A clear understanding of how IPPs and PPPs differ from RRSPs, including how contributions are calculated and why these plans are more than just “bigger RRSPs.”A practical sense of timing, including why these strategies often become more attractive in your late 40s, 50s, and beyond rather than during the earlier growth years of your business.Insight into the trade-offs between predictability and flexibility, including how IPPs and PPPs compare on cost, complexity, contribution options, tax deferral, and family business succession planning.Press play now to learn whether an IPP or PPP could fit your next stage of corporate wealth planning.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.A strong Canadian wealth plan for incorporated business owners should connect corporate wealth planning, personal vs corporate tax planning, RRSP optimization, salary vs dividends Canada, and corporation investment strategies into one clear system for building long-term wealth Canada. For Canadian entrepreneurs, the path to financial freedom Canada and financial independence Canada often involves choosing the right retirement planning tools, such as an Individual Pension Plan, Personal Pension Plan, or other RRSP alternatives Canada, while also considering tax-efficient investing, corporate tax deferral, business owner tax savings, passive income planning, and corporate structure optimization. Whether your strategy includes real estate investing Canada, real estate vs renting, a capital gains strategy, financial buckets, an investment bucket strategy, or financial diversification Canada, the key is aligning your financial vision setting with practical Canadian tax strategies, estate planning Canada, legacy planning Canada, and business owner succession planning. By optimizing RRSP room, managing retained earnings, and creating financial systems for entrepreneurs, incorporated professionals can build a flexible early retirement strategy, support a modest lifestyle wealth goal, and create a stronger foundation for retirement planning for entrepreneurs, long-term tax deferral, and lasting family wealth.Ready to connect? Text us your comment including your phone number for a response! If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O'Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we're confident you'll enjoy Canadian Wealth Secrets too.Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.
Episode Summary: In this episode of the Solar Maverick Podcast, Benoy speaks with Inigo, co-founder and CEO of Concentro and founder of Folio, about how AI is helping streamline clean energy project finance. Inigo shares the story behind Concentro and how tax credit transferability created new opportunities in the market. The conversation focuses on Folio, an AI-powered platform created by Concentro that helps project finance teams organize data rooms, manage diligence, extract key information from documents, and prepare projects for financing. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $50 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Guest Information Iñigo Rengifo Melia Iñigo Rengifo Melia is the co-founder and CEO of Concentro and Folio, two companies transforming how clean energy projects are financed and managed. An electromechanical engineer by training with a strong background in energy, Inigo began his career as the first employee at a startup studio, where he was part of the founding team of two early-stage companies. He then joined McKinsey as a management consultant, specializing in energy including a nearly 10-month engagement helping one of Spain's largest utilities build and launch a distributed generation platform. Inigo went on to earn his MBA from Harvard Business School, where he met his co-founder Tao. Concentro is a hands-on tax credit transferability platform focused primarily on distributed generation, managing the entire process from diligence to transaction management to legal documentation. The firm works with both sellers (IPPs, developers, sponsors) and buyers (corporations seeking vetted tax credits). Folio, spun out from Concentro's internal tooling, is an AI-powered diligence and project finance platform that helps clean energy teams process documentation faster, maintain precision, and manage the full lifecycle from financing preparation through asset management. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/ Iñigo Rengifo Melia Folio Website: getfolio.io Concentro Website: concentro.io Email (Folio): inigo@getfolio.io Email (Concentro): inigo@concentro.io LinkedIn: Iñigo Rengifo Melia — Concentro Solar Maverick listeners can request a free two-month trial of Folio — mention Solar Maverick when reaching out. Prior Episode of the Solar Maverick with Inigo and Tao from Concentro https://www.youtube.com/watch?v=CgIbZo4upM8 Summer Solstice Fundraiser A special thank you to everyone who attended and supported the Summer Solstice Fundraiser benefiting Let's Share the Sun. It was an incredible evening bringing together the clean energy community to support solar and battery storage for communities in Puerto Rico. 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Alejandro Cabrera Muñoz, co-founder and CEO of Green Eagle Solutions, returns to discuss automating 70 GW of renewable assets and why operators are self-operating their fleets. Reach out to sales@greeneaglesolutions.com to learn more! Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining light on wind energy’s brightest innovators. This is the progress powering tomorrow Allen Hall: Alejandro, welcome back to the program. Alejandro Cabrera Muños: Thank you so much, Allen. It’s a pleasure to be here. Allen Hall: Well, so last time we talked, you had so much happening at Green Eagle, and it is, uh, amazing to watch the progress there. You’ve been around for quite a while now. You started, what, in 2011 working on SCADA systems. Uh, uh, there’s been a lot of evolution since then. Walk me through, like, the process where you thought, “Hey, there’s a business here.” Alejandro Cabrera Muños: Of course. Uh, we actually started officially back in 2012. It’s been a, quite a, of a long journey to, to get here. Uh, yeah, we started, uh, back, back then. We say it’s a whole new world, right? If we look backwards, like, almost 15 years. Makes me, makes me feel, like, extremely [00:01:00] old. Uh, but ne- nevertheless, um, yeah, back then we were trying to, to cover, like, a lot of issues that were based on OEM SCADAs, which by the way, we still are dealing with. But, but that, that was starting point. It was, um- It was, uh, based on understanding that the, the renewable energy industry is so complex. Every wind farm, every solar plant has different issues, different systems. Even, even the same models from the same manufacturer sometimes have complete different systems, which complicates everything. So it was very exciting to, to start our careers in a, in an industry where nothing is standard and where everyone is looking for something that is standard. So that’s, that’s where we fit in. Um, yeah, and in these years, we, we started basically creating the f- the foundations, uh, uh, on top of, uh, SCADA systems. [00:02:00] But as soon as we had that, those foundations, we realized that this sector is not gonna evolve, uh, it’s gonna cope up with the complexity, uh, of the technical complexity, market volatility, regulatory compliance. That’s not gonna be solved by just having more SCADAs. So we created a layer of automation in place, which is basically what we’ve been, um, evolving in the last 10 years now, um, with the, with the mindset and with the goal that every wind turbine should be running autonomously without having to have people behind it, uh, supervising and taking control of it. Allen Hall: Yeah, and that’s a great founding idea, but that has grown from an idea to you’re automating, what, 40 gigawatts of renewable assets right now? Alejandro Cabrera Muños: Oh, we’re actually now connected to over 70 gigawatts. Allen Hall: That’s amazing. Alejandro, that’s incredible. Alejandro Cabrera Muños: And all of them are different. Allen Hall: Sure. So that, that’s a combination– 70 gigawatts is a combination of wind and solar and anything else? Alejandro Cabrera Muños: Yes. [00:03:00] Well, actually, one of the, one of the main, um, needs that we try to cover from day one is to be able to connect to all, um, asset classes. So we understand that, um, the challenge of operating a large portfolio for our customers, um, can only be solved if we have the ability to connect to all type of asset classes. So we can have to connect to wind turbines, inverters, trackers, substations, um, energy meters, you name it. You– we have to connect to every single asset class, um, because what’s important is how you manage that data on top of that and how you react on the anomalies. Allen Hall: Right. Because I think a lot of operators are now considering taking your model, the Green Eagle model of s-self-operating, but they need that help, they need that insight into the operation of a solar farm or a wind farm or, or any of those assets, renewable assets, ensure those inverter-driven assets. You’re, you’re seeing– I, I think we’re seeing the same thing, which is a lot of operators decide to [00:04:00] leave full service agreements globally, and what do you think is driving that now? Uh, is it a financial decision? Is it a performance decision, or is it both? Alejandro Cabrera Muños: I think there are many factors, but I think the main driver is the financial aspects of it. I think when you, when you delegate the operations to a third-party, uh, entity They are gonna optimize their services to whatever service level agreement or availability they are committed to. And for that reason, you’re never gonna get– effectively, you’re never gonna get the extra mile. You’re never gonna get any extra from there. Um, and that’s okay when the market is– has great conditions and everything w- is going well. But we are seeing how in the last years we have, uh, a lot of market volatility, negative pricing. Everything is becoming more and more complex, so many projects are actually under stake financially. And I think that’s, um, that’s pressuring everyone to look for opportunities to squeeze their assets a little bit more or a little bit better, I would say.[00:05:00] Um, and part of that is to take operations in-house so you at least you have the opportunity to, to do, um, a better job, uh, let’s say. Allen Hall: Yeah, and part of what we’re seeing is, at least in the United States and, and globally now, I think it’s, there’s more action globally than there has been on mergers and acquisitions. So an operator that has historically had a particular OEM in wind, you know, say it’s Vestas or Siemens or GE, whoever, Nordex, it could be any of them. Uh, when they acquire another competitor or another farm, they’re bringing in a f- a wind turbine they probably don’t know much about. And, and that’s a huge problem. And, and there’s not a lot of resources for them to grab hold of. Uh, that’s one of the marketplaces you’re trying to fill right now, right? Alejandro Cabrera Muños: Of course. Uh, as I mentioned before, if something describes our sector is that nothing is standard, despite everyone is seeking standardization of everything, right? Uh, but nothing is standard for, [00:06:00] for– and that, that’s the reality. So the first thing when, when you have a portfolio and you are incorporating new assets into it, you need, um, a solution that is able to connect to all type of assets, right? Um, w-we call our solution a three-in-one solution because first of all, it acts as a second level SCADA, so you can connect everything there, uh, everything there, and you have access to all the data across all your assets. Then we have the SCADA automation layer, and then we have the data analysis layer on top of that. Okay. But let’s focus on the operations, which was, uh, your question, right? So you have a new bunch of assets. Sometimes you don’t have any documentation whatsoever, but these are Gamesas, Nordex, a bunch of them from different years. Um, the first thing that we provide is a second level SCADA, so you can connect to all of those. But We have, uh, something that we believe is very unique. So what we provide to our [00:07:00] customers is ability to automate all these assets autonomously. And what that gives you, it’s, um, set of data that can be analyzed, and we can learn from what’s working, what’s not working, beyond what the manufacturer’s gonna tell you to do, right? So we have thousands of General Electric turbines connected to our software, for instance. Um, we know what works, what doesn’t works, uh, what are the faults that can be resetted remotely, what are the ones that are not, what is the success ratio of those resets, ’cause that’s a metric that nobody else has unless you have automation in place. Uh, but we can actually understand, is it working? Is it not working? Is it creating fatigue for no reason to these turbines? So what– we have all this, this, uh, un- this knowledge and this, um, knowhow, uh, for all these models. Um- I believe one of the main, um, value that we provide to our customers is, is not only the, the solution itself, but it’s also the [00:08:00] ability to be somehow prescriptive. It’s, it’s not that we’re gonna know more about how to operate the assets than our customers, but, uh, we have a sense of what’s the benchmark, right? So I, I– And that benchmark is very, very useful for them as well. Allen Hall: So th- that’s part of getting to scale, and 70 gigawatts is a, a lot of scale, where you have seen a number of turbines in different places operating in different environments and performing at different levels. That’s unique, right? That gives you insight into really what’s happening to a turbine or a solar asset globally and also locally. For a lot of operators that just happen to acquire or, or, or take on a- an older wind farm, uh, they tend to get stuck, right? They, they, they, they don’t tend to be able to, to find their way through those little nuances. That’s a huge financial impact to them eventually, right? Alejandro Cabrera Muños: It is. And I, and I believe that for many years this was something that in a way got, um– [00:09:00] didn’t get a lot of visibility. I think people were not fully aware of how much revenue, how much production they were losing just because they were not operating their assets at the best capacity. Um, now we have the data to prove what, what better can look like. W- uh, we have data to prove that if you follow the OEM’s, uh, protocols, you may be creating fatigue for no reason. Um, and there are improv- there are ways to improve that thing. So I think it’s, um– We are, we are opening the door for a new, complete new way to operate your, your portfolio and get more benefit from it. Allen Hall: I think that’s a very interesting aspect of the sort of the structural aspects of how a, a wind turbine performs, and a lot of that is driven by software. And you, you realize if you’re paying close attention to the OEMs that some of the software updates are not necessarily performance enhancements. They’re more of protecting the turbine because they realize they may have a problem. So it may be a slight derate, it may be a, a different sort of power curve that happens. [00:10:00] But a lot of operators don’t really sense that that is happening up close because they’re not into the details of that. That’s where Green Eagle separates itself. You are into all those details. And do you have a lot of operators just reach out for help immediately saying, “Hey, I have this Siemens Gamesa or Gamesa wind farm,” think about an older wind farm, a Gamesa wind farm Help. Just please help. Uh, whatever you can do, just show us you can do it. Do you, do you start to run a little test campaign on that site, or do you, or do you go pull back from the 70 gigawatts and 15 years of history to, to show this is what you can do with that particular asset to, to get them involved in a thinking about the problem a little bit differently? Alejandro Cabrera Muños: Well, I wish, I wish it was that way. Um, but what, what– It, it was that transparent, but what happens is that we’re working with the largest, uh, some of the largest utilities and IPPs in the world. So what happens is that they, they will never come to us saying, [00:11:00] “We don’t know how to operate this turbine,” or, “We don’t have enough information.” Um, the way they ask for it is like, “Are you compatible with this?” And, “Do you know… Do you have some protocols? Do you know the standard protocols to run these turbines?” Um, and that’s the way we, we start the conversation, and then they, uh, they, they get confident that we can actually help them with that. We only know about how, how much or how little they know about a specific model once we start working with them. And it’s not all or nothing. I- Ev-Even the largest manufacturer, e-even the largest utilities, their portfolio is constantly evolving. They’re incorporating new sites almost every month. So there’s always one site that they don’t, they don’t have expertise in the, in the house, so it’s, it’s normal. Like, basically not many people have expertise in some of the models from old Nordex or Gamesas or you name it. It, it’s impossible basically to have to understand all models in the world. So I think we [00:12:00] have the, the data, the benchmarks, and experience, and on top of that, the of course, the, the tools, so you can actually operate better those, those assets. Allen Hall: So the name of your system is called ARSOS, A-R-S-O-S, and for anybody listening to this podcast, you can just Google it, and it’s gonna take you to Green Eagle. What is that product? How would, how would you define or describe that product? Alejandro Cabrera Muños: Well, ARSOS is a suite. Um, what– The way I like to think about it is a, is a three-in-one solution, right? So it’s first of all, it acts, it, it, it fits in between the SCADA world and the REMs, uh, the REMs, uh, solutions. Okay? And they’re complete different worlds even though you see dashboards and they look the same thing. But SCADAs must be, um, must be able to be installed on premises. They require OT enterprise cybersecurity level. They can be, they should be installed on air-gapped infrastructure, so no access to internet whatsoever. [00:13:00]Um, and that they tend to be extremely complex to configure and, and, uh, adapt to every, uh, every different site. So that’s one world. Um, on the other hand, we have the, the REM solutions that are like more like a SaaS platform, like a Power- it could be Power BI, it could be like the, the normal use cases that you need it. You need something, some tools to create the reports at the end of the month to understand the performance of your assets, right? So you have these two, two worlds. So what we are proposing here is a solution that has been built for the past 15 years, but it fits right in the middle. So it covers Almost everything that you need from a SCADA and second level SCADA solution. It puts automation in place, and then it also gives you all the data so you can consume it in the best way, uh, possible, which by the way, now with, uh, artificial intelligence, it’s incredible what you can do with it. So this is basically what we have built, um, right [00:14:00] now. And the main differentiation here is that since we are in the middle, we are trying to solve all this complexity from a SCADA world with a product that is already pre-configured. So you can basically connect to your sites in a completely easy way, um, doing clicks and not a lot of complexity because it’s already pre-made for your needs. Um, because of that, the time to market is extremely much, uh, faster compared to a SCADA solution, so you can have a solution in thing, in hours and not in months. It’s, it’s not a project anymore, right? Which is, which it sounds like normal when you, when you talk about applications, it sounds like a normal thing to do, that you have a, a system running in hours or minutes. But when you’re talking about SCADAs, that’s like sci- uh, sci-fiction, right? Um, that’s what we’re bringing to, into, onto the table. It’s, it’s, uh, something that you can connect to all your assets in a seamless way, painless, and, uh, and, uh, off the [00:15:00] shelf. Allen Hall: Well, that’s a very interesting way of framing, uh, the product because, uh, you do see both ends of the spectrum here, where y- there’s a number of companies that are offering a c- completely SaaS product, which is a very pretty dashboard, and it still relies on a human to watch this dashboard and, and to make sense of it, and it provides some insight. And then you get to the other side, which is almost a completely mechanical system, where it’s just SCADA data and, and you’re just picking up data for datas, uh, to have, basically. So you, you f- you sort of find that middle ground. The, the, the amount of software and technology that it’s in that space, though, must be huge, and what is the effect of AI bring to you? Does that help you more with just on the, on the, on the model side or just the, the statistical analysis of all the data that you have access to now? Alejandro Cabrera Muños: Let me make a, um, clarification. Because since, uh, we are, we are providing automation [00:16:00] in a world that is mission critical, right? So there’s no, a lot of, there’s no room for creativity or probabilistic approach. It all has to be the deterministic, right? Uh, so when we talk about automation, we’ve always been focused on deterministic automation, so rule-based, uh, automation, and that’s what we have implemented on top of the level of the SCADAs, right? So that’s, that’s the part where you know how to deal with an asset. You have the protocols. You want to understand how they work, but you want to have certainty of what happens if the turbine is on fault and the fault is related to the gearbox temperature and so on. So you wanna make sure that there’s a reset automatically executed only if the temperature of the gearbox is under X threshold. So this very deterministic approach. Uh, but we have, uh, something, um, very unique when we go on the, on the other side, when we go on the side of the REMs. Because we not only have the data of, of the assets, we [00:17:00] not only have statuses, performance, availability, uh, production. We also have the data of how these assets, assets have been operated, right? So we know how much fatigue they have received, how they’ve been operated, um, have they received curtailments or not? How many curtailments? What were the reasons? So we can actually have a 360, uh, degree of all the data, including all the control, not only how they’re performing, but also how we are operating those assets. And we believe that this is very unique because only if you have all these 360 data, then you can actually enhance what you have on top of that. And that is where AI come, comes in, right? So AI, AI is great in, um, helping our customers in doing root cause analysis, um, dealing with anomalies are not well, um, uh, procedure. Uh, there’s no course of action that is clear, that you don’t know. It’s, they’re not like too [00:18:00] frequent to, to have one. Uh, mixing different type of data. Like I mentioned before, you have, uh, market data, you have curtailments, you have, uh, commands to stop or start a turbine. You have a lot of information there, and you can put all together. Uh, also along with the CMMS information. Um- Lastly, they get– they can pull that together to do whatever they need, right? Uh, they can build with AI. You, you can now do your own dashboards. You can create your own APMs if you wanted to. Um, and I like to think about it, like, with these new tools that you can create disposable dashboards. And, uh, the concept is that it doesn’t matter how many different dashboards you have in an APM, but tomorrow you have a, a specific case. And I think it’s amazing that now with AI and the right, uh, data structure, you can now create a dashboard, and maybe it’s just for one use case, you know? And you just build it today, look at the data. You have [00:19:00] a, um, a case study, and that’s it. May– you never use it that again. The trick for being able to, to, to create this ecosystem where you analyze the data in a completely different way is that we have been working on how to structure the data so the AI is gonna be able to understand the data itself. So once that, that layer is structured in the right way, then you can actually create your own APMs or your own dashboards as you need to. Allen Hall: That’s fascinating. So instead of just thinking of a turbine or a, a solar field as a asset where you’re trying to maximize performance necessarily, you’re looking at it from the marketplace, the, the, uh, the shutdowns, all the, the things that are contr- overriding the performance and trying to optimize performance in this market environment, which may be very turbulent, and I think for a lot of wind operators is very turbulent, uh, at, at the minute just [00:20:00] because of the nature of the electricity grid. So you’re, you’re then thinking about Having an AI tool to help you do investigative work on the particulars, not just the global data set of how this turbine globally operates, but the specifics, that’s fascinating because that allows you then to treat each turbine as its own separate power plant, in a sense, but also to, to think about lifetime issues and how to maintain that piece of equipment in a much more efficient way. That’s remarkable. Alejandro Cabrera Muños: And you have the– With AI, you also have the capabilities to automate all these type of analysis. So once you have a specific, uh, case to be analyzed, then you can automate that case to be analyzed in a daily basis, in a weekly basis. But that’s, uh, that, that’s, uh, that’s, uh, the world that we are moving to. Allen Hall: So a lot of what’s happening at Green Eagle at the moment is being automated and, and making it easy for, for customers to get [00:21:00]onboarded to the RSO system. What does that look like today? Uh, how do, how do I get onboarded? I have an asset of I got 1,000 turbines and a couple of solar fields. What does it look like to get me started in the RSO system with Green Eagle? Alejandro Cabrera Muños: Well, if you’re using our cloud, it’s, it’s gonna be a process of If you have a, a portfolio of 500 gigawatts, you can connect to our, to our cloud in a matter of like one month to two months So that’s something that you can do by yourself. So, um, you can create the assets, you can create the connectivity. The connectivity is done through IP filtering or VPN tunnels. All that is from the, from the dashboards, from, from the cloud. Um, then you can, based on the model directory, you can choose which is the, the assets that you want to connect to and through what channels, whether you have Modbus, OPC, and so on. Um, but that’s a- as complex as, as it gets. Really? It’s n- it’s not easy either, because [00:22:00] you need to understand what is a Modbus, what is a OPC, but that’s what it is. It, it’s not a matter of, like, installing something on site and doing tons of, uh, complex, uh, um, configurations. You don’t need, uh, SCADA engineers to be, like, building these dashboards tailor-made for your sites and, and all that is, is something from the past in o- in our opinion. Allen Hall: So you’re not on the telephone, or you’re not on a, a online chat with the Green Eagle team, because it’s, it’s, it’s– you’ve, you’ve done enough capacity now that you’ve automated this. Alejandro Cabrera Muños: You don’t have to. Allen Hall: That’s amazing, because I think that’s the first worry for any operator that is gonna make that leap saying, “Hey, I need a little bit of help with this wind farm or this solar site,” is that, “Oh, I gotta be on the phone. I gotta– There’s a lot of im- of onboarding that has to happen,” and you’ve eliminated that. Alejandro Cabrera Muños: Well, first, w- I, I totally understand this hesitation. Um, many of our customers are living in, in the, in the SCADA world, right? Uh, and which w- it was probably once a pain [00:23:00] to be configured to begin with, and I think half the sector is traumatized by these processes. So I, I tot- I totally understand that that pain is, is still there, right? I understand that. But what we’re trying to do is to, to move forward and say like, “Yeah, that, that’s gone. That was the past. Now we have a different way to do it.” And if you have, uh, either new assets that you need to connect or you even consider, like, moving to something more modern, something with more capabilities, something that comes with automation in place, uh, well, we have a solution that is painless. Allen Hall: Can I discuss, or can we go back and forth about the, the use of inverter-based resources, the solar and the wind sites, in terms of the, the move from grid following to grid forming and stabilizing the grid? I think there’s gonna be a lot of changes in the way that we operate these assets over the next year. Mostly, uh, I see action in the United States from the Iberian blackout about a year ago. They’re changing the thought process of how they want to run the grid so that the wind [00:24:00] and solar can keep the grid operating. Is– Are you involved in, are you involved in that aspect of how you operate those assets and how those inverters perform and, and configuring them to, to do more of the, of the grid forming and keeping the grid stable? Alejandro Cabrera Muños: I believe, to be honest, this is more related to power plant controllers and hybrid plants. So we have, we have made several projects with, um- With a mix, uh, of, uh, wind, solar, um, and storage. And wh- but what we’re doing here, uh, to be completely honest, we are not involved in the power plant controllers. Uh, we believe that that’s an electrical device and has, uh, uh, particularities that are out of us- our scope. But what we do is to, again, we connect to all asset classes, right? So we also w- connect to the PPCs, and we can monitor the PPC, the performance of the PPC, and we integrate that into everything else, right? So [00:25:00] that’s, for us, that’s another asset that we are connecting to, and that it make– it completes the view of, um, of sites that are now, like, almost like mini portfolios at, at the same place, right? ‘Cause you have, uh, different technologies, service stations. You have so many things that you need to orchestrate as well. So we’re, we’re w- moving into, into that area as well, uh, f- with the same concepts. Allen Hall: B- so in a, in a sense, you’re able to monitor the health or status of the grid. Because you’re connected to so many of these assets, you have a pretty good understanding of how the grid is doing at any particular moment then. Alejandro Cabrera Muños: That’s right, yeah, especially in, in Spain, of course, ’cause we’re connected to, um, over 25 gigawatts at the, uh, at, in Spain, so. Allen Hall: Alejandro, that’s amazing. Alejandro Cabrera Muños: Over 25 gigawatts at the, uh, at, in Spain. So, so that’s s- it’s almost a third of the, of the installed capacity in Spain. Allen Hall: Is there a movement in Spain to, to use technology like yours [00:26:00] to better monitor, regulate, control the, uh, wind and solar assets so- such that they stay engaged when, when the, the grid starts to, to vary a little bit? Has anybody asked you to, to be involved with that? Because it seems like you’re the right– you’re in the right place at the right time. Alejandro Cabrera Muños: The challenge of all these grid codes, uh, in, in most of cases is just that There are tons of curtailments that are coming from many different reasons, technical restrictions, market, uh, dispatch, um, other type of compliance. Um, the, the first challenge is to just execute on them, right? So they’re coming, you need to apply on the, on the sites. Um, that was the first, the first phase. But now that we have so many gigawatts connected, and that we’re also participating in balance mechanis- balance mechanisms and ancillary services, what we are seeing is that depending on how your assets perform and how quickly they are in regulating, um, you are gonna [00:27:00] have penalties or more, uh, profitability in the participation of the markets. So that’s, that’s extremely important as well ’cause it’s, it’s quite difficult to, to measure. But we have all the– Since everything is automated, you can always track, and you can statistically understand which of the sites are performing better or worse, in what cases, and therefore you have opportunities to improve the regulation and get more revenue from it. Allen Hall: Okay. So Green Eagle then is, because of the scale that it has at the minute, can look at the grid and is involved in, in the, the grid requirements, so to speak, of, of, uh, curtailments and what assets are operating when, and also the voltage control aspects and frequency control, which is the other part of it. You, because you’re, because you have so many assets in Spain and globally, you, it’s amazing the number of assets you have. You, you then can actually, one, see health of the grid, two, [00:28:00] provide insights to operators on what that looks like. I mean, real time you could, you can do that. And then are, are, are the regulators then coming to, to you asking advice on how these assets should perform? Because it does seem like you would be a tremendous resource on how the grid is actually doing on a larger scale from a renewables standpoint. Alejandro Cabrera Muños: Yeah. Well, fortunately, the, the regulator has its own also, uh, system, so it’s, uh, redundant, right? So as far as we, we are working to, to have, uh, the best system in the world, but, but it will be a lot of, uh, responsibility for us to just have the whole grid depending on us. That would be a lot of weight. Uh, but in a, in a way, in, in a, in a way, it already depends on us, uh, effectively. So, so the pressure is, is there. We have, we have talked to them, um, since we have so many customers, um, in the, in the– at this level, uh, we have to be very quick in implementing new grid codes and new [00:29:00] regulatory, uh, compliance issues and, and so on. So that’s, that’s, um… It’s a challenge, but at the same time, it’s, it’s very exciting that we are always ahead in, in this regard. Allen Hall: Right. If, if I was an operator and I had Green Eagle as one of my, uh, helpers in a sense, uh, assistants in a sense, that helps with the, the grid code i-in terms of, one, understanding it, and two, being able to implement the changes that are coming down all the time. You have a resource there that understands it from a larger perspective because you see it from multiple operators in multiple places trying to do the same thing. That’s a huge advantage instead of you trying to na-navigate or try to understand all those grid code changes and why they’re happening and what it means to you and how do you operate your assets. So you can provide a little bit of guidance there for the operators. Alejandro Cabrera Muños: Of, of course. Um, uh, the main, the main value proposition that we can have here for anyone that wants to participate or be part of the Spanish market is that we already have all this figured out. So if you wanna start from the scratch [00:30:00] with, uh, with a SCADA, industrial SCADA, well, let’s, let’s go with, let’s go with that. You’re gonna be probably traumatized in the future, right? Uh, but with us you have an off-the-shelf product that is already compliance. It, uh, h- we have already set, uh, the system certified by the TSO in Spain. So we have already gone through this process so many times, and it’s off the shelf, so you don’t have to worry about any of this. And on top of that, you have the Peace of mind that if tomorrow there’s gonna be a, a, a new change in the, in the, in a new grid code, well, which most likely is gonna happen, um, soon, uh, we have to, we have to do it. Because we have already, uh, a lot of customers that, that, that need it. So for us, it’s actually also, uh, strategic to, to be ahead and be fast in implementing these grid codes. Allen Hall: That’s amazing. That’s such a huge resource for Spain and the rest of the world. Yeah, that’s amazing. Well, I, I know people who are listening to this podcast right now are thinking, “Okay, I haven’t heard of Green [00:31:00]Eagle, but now I’m interested, and I need to f- find out more.” How do they contact you? Where do they go first? What’s the best first step? Alejandro Cabrera Muños: Well, they can connect, uh, directly to me through LinkedIn, or they can just write to sales@greeneaglesolutions.com. Allen Hall: Great, yeah, and Alejandro’s available on LinkedIn, so you can f- find him there. And we’ll put his contact information in the show notes to, so you have quick access. Alejandro, you gotta come back more often because the, the things that you’re doing with Green Eagle are amazing, and, uh, the, the scale is incredible. Congratulations on that. Uh, and, and I, I, I need you to come back and tell us what the next generation looks like because I know when you guys get ahold of AI and start thinking through some of these real challenging problems, Green Eagle will have solutions. So you’re welcome back anytime. Alejandro Cabrera Muños: Super exciting to come back, uh, when you invite me. Thank you so [00:32:00] much.
American solar manufacturing is getting a reboot. Dean Solon, founder of Create Energy and formerly of Shoals Technologies, sold 1 GW of product in Q1 of this year alone. In this episode, he walks Tim Montague through his vertically integrated factory in Portland, Tennessee, and names exactly why utility-scale solar equipment is quietly failing at scale. American solar manufacturing has a reliability problem, and the utilities and independent power producers who own these fields for 30 to 50 years are the ones absorbing the cost. Dean Solon, founder of Create Energy and the man who built and took Shoals Technologies public on the NASDAQ in 2021, has spent three years building a vertically integrated solar manufacturing operation in Portland, Tennessee, to address this directly. Create sold 1 gigawatt of product in Q1 of this year, with Q2 expected to double that output. Host Tim Montague tours the Create Energy factory floor and draws out exactly what full-stack, American-made solar hardware looks like in practice. Here is what you will learn from this conversation:You'll hear Dean Solon explain why module warranties are misleading and why EPC economics push toward equipment designed to last only past the two-year mark, leaving utilities and IPPs exposed for the decades of ownership ahead.Find out how Create Energy's OnTrack system uses one common control board across trackers, E-boss units, weather stations, and inverters, giving asset owners a single view of every row in a solar field with no separate pony panel required.Learn why Create offers a 10-year bumper-to-bumper warranty on its full product stack, and what Solon means when he says he eliminated failure modes rather than reduced them.Understand how automated, electric vegetation control cuts solar O&M costs in half, and why long-term asset owners should treat this as a budget line item, not a feature.For any asset owner weighing supply chain decisions in 2025, this conversation is a direct look at what the American manufacturing alternative looks like on the ground. Connect with Dean Solon and Create LinkedIn: https://www.linkedin.com/in/dean-solon-b8876649/Website: https://www.create.energy/ Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.comCorporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
In this special live episode of the Solar Maverick Podcast, host Benoy Thanjan moderates a panel discussion from the MSSIA(“Mid-Atlantic Solar and Storage Industries Association”) Solar and Storage Conference focused on one of the most important topics in renewable energy today: how AI is accelerating solar development, asset management, and O&M. The panel explores how AI is both creating new energy challenges through data center-driven load growth and helping solve some of the industry's biggest bottlenecks, including permitting, local opposition, distributed energy resource coordination, asset management, O&M, and post-COD performance. Benoy is joined by Anuj Saigal from Spark AI, Anna Gusel from enSights.ai, and Joel Santisteban from EcoSuite. Together, they discuss where AI is actually delivering value today, where the hype still exists, and how renewable energy companies can use AI-enabled tools to move faster, reduce risk, and make better decisions. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Guest Information Anuj Saigal, Spark AI Anuj Saigal is the co-founder of Spark AI, a permitting intelligence platform for energy infrastructure and data centers. Spark AI uses AI agents to read millions of documents across jurisdictions, including zoning ordinances, meeting minutes, agendas, and local news, to help developers understand permitting friction and local opposition risk. Anuj was on episode 274 of the Solar Maverick Podcast. The episode was called “From Weeks to Seconds: How AI is Transforming Solar Diligence with Spark AI and Standard Solar” https://podcasts.apple.com/us/podcast/solar-maverick-podcast/id1441876259?i=1000760451713 Anna Gusel, enSights.ai Anna Gusel is with enSights.ai, an AI-powered energy business management platform. In the discussion, Anna explains how enSights.ai helps asset owners and operators bring together telemetry, financial data, operational data, technician logs, contracts, warranties, and site information to improve visibility and decision-making across renewable energy portfolios. Joel Santisteban, EcoSuite Joel Santisteban is with EcoSuite, an asset management and edge compute platform designed for distributed energy. EcoSuite works with developers, IPPs, and grid operators to deploy software and hardware solutions, including DER gateways and edge compute nodes, that help accelerate deployment and integration into the distribution grid. Joel was on episode 260 of the Solar Maverick Podcast. The episode was called “Ecosuite: AI-Powered Management for Distributed Energy” https://podcasts.apple.com/us/podcast/solar-maverick-podcast/id1441876259?i=1000747120162 Stay Connected: Benoy Thanjan Email: info@reneuenergy.com LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/ Anuj Saigal LinkedIn: https://www.linkedin.com/in/anujsaigal/ Website: https://www.spark.ai Anna Gusel LinkedIn: https://www.linkedin.com/in/annagusel/ Website: https://ensights.ai Joel Santisteban LinkedIn: https://www.linkedin.com/in/joel-santisteban/ Website: https://ecosuite.io Solar Maverick Podcast Updates In this episode, Benoy Thanjan shares key updates with the Solar Maverick community, including upcoming events, speaking engagements, and ways to stay connected. Benoy is hosting the Summer Solstice Fundraiser on June 4th in Jersey City at Hudson Hall, bringing together the clean energy community for an evening of networking and impact. The event supports Let's Share the Sun, a nonprofit delivering solar and energy storage solutions to underserved communities in Puerto Rico, including families with critical 24 hour energy needs. The event will run from 6 PM to 10 PM and includes food, networking, and a special program at 8 PM featuring insights from the Let's Share the Sun team, delegation participants, and event sponsors. This will be Benoy's third delegation in the past year, and he highlights the importance of meeting beneficiaries firsthand and seeing how solar is transforming lives. Those interested in attending or sponsoring are encouraged to reach out directly or register here: https://luma.com/jl734ggi On May 14, Benoy will be speaking at the ACORE Finance Forum 2026 in New York City on a panel focused on scaling behind the meter solar and storage for commercial and industrial and digital infrastructure. The discussion will explore the growing demand for energy driven by AI and data centers. https://acore.org/events/finance-forum/ Listeners can also visit www.solarmaverickpodcast.com to explore recent episodes and insights from leaders across the solar, storage, and energy industries. Please provide 5 star reviews If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition. Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.
The Association of Clinical Documentation Integrity Specialists (ACDIS) will conclude the formal agenda of its Annual Conference at the close of business next Tuesday in Chicago, but not before the preeminent Dr. James S. Kennedy reports on the highlights of the 2027 Inpatient Prospective Payment System (IPPS) Proposed Rule.Kennedy, no stranger to the Talk Ten Tuesday audience, will be the special guest during the next live edition of the popular Internet radio broadcast produced by ICD10monitor.According to Chuck Buck, the program's executive producer and program host, Dr. Kennedy brings a unique perspective to the subject because he has “an innate sense of coders and the challenges they face to assign correct codes.”The weekly broadcast will also feature these additional instantly recognizable panelists, who will report more news during their segments:· SDOH Report: Tiffany Ferguson will report on news that's occurring at the intersection of medical record coding and healthcare compliance.· CDI Report: Cheryl Ericson will provide an update on all things clinical documentation integrity (CDI).· The Coding Report: Christine Geiger will report on the latest coding news.· News Desk: Timothy Powell, ICD10monitor national correspondent, will anchor the Talk Ten Tuesdays News Desk.· Point of View: Talk Ten Tuesdays cohost Penny Jefferson will report on a healthcare issue that has caught her attention.
Stephen Grootes speaks to Tommy Garner, management committee member of the South African Independent Power Producers Association about escalating tensions between independent power producers and Eskom over control of grid connections. At the centre of the dispute is a tightening bottleneck in transmission capacity, particularly in renewable-rich provinces, and growing concern that Eskom’s dual role as both market participant and gatekeeper is distorting fair access for private developers. In other interviews, John Loos, Independent Economist talks about what an extended two-month fuel levy relief really means for South Africa’s economy, as the government tries to cushion consumers from surging global oil prices without blowing out an already stretched fiscus. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Devin Stone, Marla Kugel, and Deb Godes join Julia Grabo to discuss policies in the fiscal year (FY) 2027 Medicare hospital inpatient prospective payment system (IPPS) proposed rule, including the proposed payment update, the nationalization of the Comprehensive Care for Joint Replacement model, and changes to the New Technology Add-on Payment program.
Battery storage is scaling fast.But scaling portfolios exposes weaknesses most owners never see coming.As projects move from single sites to gigawatt-hour fleets, many IPPs discover something uncomfortable: they have dashboards - but not decision-grade visibility.In this Episode, Lennart Hinrichs, EVP and General Manager of the Americas at TWAICE, explains what actually changes once batteries begin operating at scale.We discuss:Why state of charge (SOC) is foundational — but insufficientHow LFP chemistry complicates measurement more than most assumeWhat derating really does to revenue and dispatch confidenceWhy overbuild can mask deeper performance issuesWhat actually causes most battery fires (and what doesn't)How data transparency reshapes warranty disputes and financial riskThis isn't a founder story.It's a practical conversation for asset owners, operators, and performance engineers who want fewer surprises over the life of their storage assets.If you operate or finance battery projects, this episode will sharpen how you think about KPIs, safety, and operational confidence.Listen in.Are there other technologies you've scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?Hit us up - team@suncast.me with your feedback & recommendations.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf you want to connect with today's guest, you'll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/.Our Platinum Presenting Sponsor for SunCast is CPS America!SunCast is also sponsored by Nextpower!You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors.Remember, you can always find resources, learn more about today's guest and explore recommendations, book links, and more than 875 other founder stories and startup advice at www.suncast.media.Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/You can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn -...
Today's podcast is the fourth in our four part series in partnership with Enfinity Global.Enfinity is one of Europe's leading IPPs and the winner of inspiratia's 2025 Developer of the Year and Financial Structure of the Year awards. In our series together, we explore the challenges, opportunities, and key decisions that European developers are faced with today and take a deep dive into understanding Enfinity's approach to navigating - and shaping - the continent's energy future. In this episode, Maya is joined by Enfinity's European leadership team, including Julio Fournier, CEO Europe, and Alessandro Ceschiat, General Manager for Italy, to unpack how the company has rapidly evolved from a “quiet” renewables player into a global IPP and partner of choice. They discuss what it means to build a 35 GW+ pipeline across multiple markets, how lessons from Latin America and APAC are being applied in Europe, and why Enfinity Global believes trust, repeat partnerships, and local community engagement are central to long‑term value creation.This episode is hosted by Maya Chavvakula, Head of News at inspiratia. This episode edited by Leonard Müller, Reporter at inspiratia. This episode is sponsored by Enfinity Global.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratia For tickets to our events email conferences@inspiratia.com or buy them directly on our website. Listen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.
Clean Energy equities have comfortably outperformed the major indices in 2025. Laurent and Gerard are joined by friend of the show Shanu Mathew, an equity portfolio manager everyone in the sector knows to unpack what's really driving this performance. We begin by putting recent returns into a longer-term context — and by flagging an important caveat: some of the strongest results are coming from highly concentrated portfolios. Shanu makes a critical distinction that often gets blurred in market commentary: equipment providers versus sellers of electrons. On one side sit companies like GE Vernova, Siemens Energy, Schneider Electric, Caterpillar — and the surprise guest, Bloom Energy. On the other are utilities and IPPs. The divergence is striking. Equipment manufacturers have gone ballistic; utilities have performed, but at a far more pedestrian pace. The difference, unsurprisingly, is pricing power. Equipment suppliers — particularly those insulated from Chinese competition — have been able to push through aggressive price increases, turbocharged by surging demand from Hyperscalers. Utilities, by contrast, remain constrained by regulation, public scrutiny, and political pressure. The result? Hyperscalers are increasingly looking to self-generation: reciprocating engines, fuel cells, and a growing enthusiasm for frontier technologies such as Enhanced Geothermal and Small Modular Reactors. We walk through these alternatives, examine how public markets are valuing them today, and end where every cycle eventually leads us: Are we in a bubble? Or, as Chuck Prince, then CEO of Citigroup, famously put it on the eve of the 2008 financial crisis:“As long as the music is playing, you've got to get up and dance.”
Luca Pedretti, Co-Founder, Pexapark, returns to discuss how volatility, market design, and new contract structures are transforming power markets and renewable economics. What begins with PPA pricing quickly evolves into a broader conversation about where value is now created in the clean energy system.We start with the growing importance of IFRS 13 fair value accounting. In increasingly volatile markets, long-term forecasts are no longer sufficient. Market-implied PPA prices are moving faster than fundamentals and are becoming a key signal for future capture rates and risk, forcing investors to reassess how renewable assets are valued.The discussion then turns to Flexibility Purchase Agreements (FPAs), including tolls and floors for batteries. FPAs reflect a fundamental shift from generation toward flexibility and optimisation, as renewable-heavy systems face cannibalisation, negative prices, and widening price spreads.With clean sources now accounting for nearly half of EU power generation, these side effects are becoming structural. Solar capture rates have dropped sharply in markets such as Germany, negative prices now occur in thousands of hours across Europe, and curtailment and balancing costs are rising. Batteries have become the system's primary response.We also explore how the buyer landscape is shifting. Hyperscalers and data centres are increasingly driving private PPAs, utilities are regaining relevance through trading and optimisation, and stand-alone renewable PPAs are showing signs of saturation. Despite this, capital deployment across clean energy continues to grow, signalling a reallocation of value rather than a slowdown.The conversation concludes with a look ahead. Many renewable assets financed under merchant assumptions are now misaligned with today's pricing reality. Battery tolls and floors are scaling quickly, consolidation among IPPs is accelerating, and capture rates remain unstable. The open question remains whether any buyers are willing to pay a green premium for co-located and hybrid projects in a market where flexibility has become central to value creation.Link to Pexapark reportsIPPs:https://go.pexapark.com/next-gen-ipp-playbookRenewables Market Outlook 2026 - The Big Repricing: How volatility and BESS reshape clean energy markets (PPAs and FPAs): https://go.pexapark.com/market-outlook-2026
Today's podcast is the third in our four part series in partnership with Enfinity Global.Enfinity is one of Europe's leading IPPs and the winner of inspiratia's 2025 Developer of the Year and Financial Structure of the Year awards. In our series together, we explore the challenges, opportunities, and key decisions that European developers are faced with today and take a deep dive into understanding Enfinity's approach to navigating - and shaping - the continent's energy future. In this episode, our reporter Mathilde is joined by Amadeu Anguela, Head of Capital Formation and Investments for Europe at Enfinity Global, and David Cerqueira, Director at Arkereos Capital, to unpack how the renewable energy financing landscape has evolved in recent years and what that means for developers and investors today.Together, they discussed shifting macro fundamentals, the rise of new financing structures, and how institutional capital is adapting to increased volatility and complexity. Amadeu and David also explore how battery storage is reshaping investment strategies, why energy management is becoming central to value creation and how developers are rethinking market focus, scale and capital stack optimisation across Europe.This episode is hosted and edited by Mathilde Dorbessan, Reporter at inspiratia.This episode is sponsored by Enfinity Global.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratia For tickets to our events email conferences@inspiratia.com or buy them directly on our website. Listen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.
Comments/ideas: asiaclimatefinpod@outlook.comUnlock the secrets of solar bankability in this episode with Harsh Goenka from Solargis, a leading solar data and software provider. We explore how high-quality satellite data and AI-driven forecasting reduce investment risk and manage weather variability. Discover how precise resource assessment helps grid operators transition from coal to reliable, base-load renewable energy by optimising battery storage. Learn why accurate solar data is the essential "fuel" for scaling climate finance and navigating extreme weather risks like hailstorms in emerging markets.ABOUT HARSH: Harsh Goenka is the Regional Sales Director for Europe and APAC at Solargis. An engineer by training, Harsh brings over a decade of expertise in the renewable energy sector, specialising in bridging the gap between technical solar engineering and financial risk assessment. Prior to his current leadership role, he was instrumental in mentoring commercial teams and forging strategic partnerships with major institutional investors and IPPs globally. He remains committed to advancing data-driven decision-making to accelerate the global transition to clean energy.HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep76 onward excerpts from Vivaldi's La Follia, played by Luca Jacobelli.
In this episode of the Solar Maverick Podcast, host Benoy Thanjan sits down with Joel Santisteban, Co-Founder & CEO of Ecosuite, to explore how AI, edge computing, and interoperable infrastructure are transforming the way solar and storage assets are managed. Joel shares his journey from solar development to building one of the most advanced distributed energy resource (“DER”) platforms in the industry, and explains how Ecosuite is helping developers, IPPs, utilities, and corporates unlock better performance, reliability, and efficiency across the full asset lifecycle. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Joel Santisteban Joel Santisteban is the CEO and Co-Founder of Ecosuite, an AI-powered asset management platform for distributed energy resources. Joel is a seasoned entrepreneur and clean energy leader with deep experience in solar, storage, and energy software. At Ecosuite, he is focused on helping asset owners, operators, and developers optimize performance, reduce operational risk, and unlock more value from their energy assets through data and automation. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/ Joel Santisteban Website: https://ecosuite.io/ Linkedin: https://www.linkedin.com/in/joel-santisteban/ Please provide 5 star reviews If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition. Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more. Solar Maverick Happy Hour During Intersolar San Diego on Feb 18th https://luma.com/7v50llsn
In this episode of The Cash Rich Exit Podcast, host Colleen O'Connell-Campbell sits down with Muneer Feeroze and Clark Steffy of Canadian Benefits Associates to unpack two powerful retirement tools for incorporated entrepreneurs: individual pension plans (IPPs) and retirement compensation arrangements (RCAs). Together, they walk through where these plans can outperform an RRSP, what "tax smart" really means in practice, and the operational realities founders need to understand before setting anything up. In this conversation, they cover: Who an IPP is for, and when it starts to beat an RRSP Muneer explains that IPP contribution room increases with age, and outlines a crossover point where the IPP can become more compelling than the standard RRSP approach. The income detail founders often miss If you want to build contribution room, the plan is tied to T4 income rather than dividend income. This becomes part of the "prep phase" for incorporated owners who have flexibility in how they pay themselves. The alphabet soup explained: why RCAs show up in the same conversation They position an RCA as a way to fund retirement benefits beyond the IPP's cap, and discuss how these tools can work as a broader strategy for lowering tax burdens and boosting retirement outcomes. Flexibility versus access: what you can (and cannot) do with IPP assets They discuss the reality that IPPs can be funded with flexibility, but accessing the assets is more rigid unless you wind the plan up, which takes time and has costs. Creditor protection as a strategic feature They explain how an IPP is funded into a beneficiary trust structure, and why that can provide meaningful creditor protection relative to keeping assets inside the corporation. What it costs to run an IPP Unlike an RRSP, IPPs require actuarial and regulatory filings, including valuation reports filed periodically. Muneer shares a concrete annual fee example for 2025 and what it covers. What happens to the IPP if you sell your business They explain that an IPP needs a sponsoring corporation, and outline common paths business owners can take (including sponsorship through a Holdco, or winding up the plan). They also flag that wind-ups can trigger maximum transfer rules, which may force a portion to be paid out as taxable cash in the year of wind-up. Family and succession planning use cases They discuss how an IPP can be used in a family succession context, including why some people refer to it as a "family pension plan" and how intergenerational wealth transfer can become part of the strategy when a business remains the sponsor over time. Key takeaways for incorporated founders An IPP can be a tax smart retirement engine for the right incorporated owner, but it comes with rules, admin, and costs that need to be understood up front. You can fund with more flexibility as you age, but access is not as instant as an RRSP unless you plan for wind-up timing and implications. The structure can support creditor protection and estate or succession planning in ways many founders do not consider early enough. Book a one on one Wealth Gap Analysis with Colleen O'Connell-Campbell to pressure test whether your personal plan is aligned with your exit and retirement strategy. Please leave a five star rating and a short review to help more founders discover The Cash Rich Exit Podcast. *** The Cash Rich Exit Podcast is brought to you by O'Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O'Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O'Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.
Today's podcast is the second in our four part series in proud partnership with Enfinity Global.Enfinity is one of Europe's leading IPPs and the winner of inspiratia's 2025 Developer of the Year and Financial Structure of the Year awards. In our series together, we explore the challenges, opportunities, and key decisions that European developers are faced with today and take a deep dive into understanding Enfinity's approach to navigating - and shaping - the continent's energy future. In this episode, our reporter Leonard Müller is joined by Sam Harden, Global Director of Energy Storage at Enfinity Global, and Ed Porter, VP of Insights at Modo Energy, to unpack how battery storage is scaling across global power markets and what separates the countries that are moving fast from those still struggling to unlock flexibility.The discussion ranges from the role of policy and grid design to evolving revenue models, connection bottlenecks, and the growing importance of long duration storage.This episode is hosted and edited by Leonard Müller, Reporter at inspiratia.This episode is sponsored by Enfinity Global.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratia For tickets to our events email conferences@inspiratia.com or buy them directly on our website. Listen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.
Host Colleen O'Connell-Campbell breaks down the basics of individual pension plans (IPPs) for Ontario incorporated business owners and professionals. She explains what an IPP is, who it fits best, and why it can be a powerful tool for turning corporate success into predictable personal retirement income as part of a cash rich exit strategy. Episode overview If you are incorporated in Ontario, this is a practical primer on how an IPP works as a defined benefit pension plan set up by your corporation. Colleen covers why IPP contribution room can outpace RRSP room after age 40, how contributions are generally tax deductible to the corporation, and how IPP planning supports personal income clarity after a sale or as part of succession planning. What you will learn What an IPP is, in plain english, and how an actuary sets the funding math under Canadian rules Why IPPs can allow bigger deductible contributions as you get older, especially after age 40 How IPP contributions move value from corporation to personal income, in a structured way The common fit profile (Ontario corporation, T4 income, age 40–71, profitable business that can fund contributions) How IPP funding can include current service, past service, make-up contributions, and terminal funding near retirement What your options can be at retirement or if you sell (start pension income, commute value, or annuitize) The tradeoffs: IPPs are not "cash jars," and they come with cost, complexity, and an ongoing contribution commitment Key highlights Why IPPs show up in exit planning Colleen frames IPP planning as part of the "personal income clarity" that founders want after an exit, while still interacting with tax strategy and transferable business value decisions (including how you pay yourself). Governance and guardrails An IPP sits inside a trust structure with investment rules and periodic actuarial valuations, adding oversight designed to keep the pension on track. Family and legacy considerations Colleen notes you can design a multi-member IPP that includes a spouse and adult children who actually work in the business and receive t4 income, with survivorship dynamics that can support intergenerational planning. Connect with Colleen O'Connell-Campbell on LinkedIn. Book a one-on-one wealth gap analysis with Colleen to discuss whether an IPP fits your exit timeline and plan. Subscribe on YouTube here: https://www.youtube.com/@oconnellcampbellwealth and follow on your favourite podcast platform, and leave a five star rating and review to help more founders find the show. *** The Cash Rich Exit Podcast is brought to you by O'Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O'Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O'Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.
Today's podcast is the first in our four-part series in proud partnership with Enfinity Global. Enfinity is one of Europe's leading IPPs and the winner of inspiratia's 2025 Developer of the Year and Financial Structure of the Year awards. In our series together, we explore the challenges, opportunities, and key decisions that European developers are faced with today and take a deep dive into understanding Enfinity's approach to navigating - and shaping - the continent's energy future. In this episode, our analyst, Daniel Burge, is joined by Alice Cajani, Enfinity's head of Energy Commercialisation, and Roberto Pozzi, Head of Origination at A2A, to discuss the finer points of commercialising the capacity springing up across Europe. Our guests reflect on lessons learned from the forefront of the transition, explore the complexities of developer-utility collaboration, and muse on what needs to happen next to foster more robust European energy markets in 2026. This episode is hosted by Daniel Burge, Lead Commercial Analyst at inspiratia. This episode was edited by Leonard Müller, Reporter at inspiratia. This episode is sponsored by Enfinity Global. Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratia Interested in tickets for one of our events? Email conferences@inspiratia.com or buy them directly on our website.Listen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.
In this episode of the Solar Maverick Podcast, host Benoy Thanjan talks with Jon Semingson, President of Peak Demand, a leading recruitment firm focused on renewable energy and clean technology. Jon shares an inside look at how the intense growth of solar, storage and broader renewables is reshaping the talent market, what companies are doing right and wrong when hiring, and what candidates should focus on to stand out. Benoy and Jon also dive into how recent policy changes and the “Big Beautiful Bill” landscape are influencing demand for specific skill sets, plus key takeaways from this year's RE+ Las Vegas and what they signal about the future of the clean energy workforce. What You'll Learn In This Episode How Peak Demand became a go-to recruiting partner for solar, storage and clean energy companies The most in-demand roles in today's renewable energy market How policy shifts and incentives are changing hiring needs across development, EPC, asset management and finance Compensation and hiring trends for 2025 and beyond How remote work, hybrid models and geographic flexibility are affecting recruiting strategies Common mistakes solar and storage companies make when trying to hire top talent Practical tips for candidates who want to break into or move up in the renewable energy industry Key themes Jon and Benoy saw at RE+ and what they reveal about where the industry is headed How founders and executives can build teams that scale with rapid growth and market volatility Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Jon Semingson Jon Semingson is the President of Peak Demand, a recruitment firm specializing in renewable energy, clean technology and the broader energy transition. Peak Demand partners with developers, IPPs, EPCs, manufacturers and investors to help them hire top talent across leadership, commercial, technical and operational roles. Peak Demand focuses on long-term partnerships, understanding both company culture and candidate motivations to build teams that can scale in a fast-moving, highly competitive market like solar and storage. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com Jon Semingson Linkedin: https://www.linkedin.com/in/solarrecruiter/ Website: https://peakdemandinc.com/ Email: jon@inpeakdemand.com If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition. Join Us for the Winter Solstice Fundraiser! I'm excited to invite you to our Winter Solstice Fundraiser, hosted by Reneu Energy and the Solar Maverick Podcast on Thursday, December 4th from 6–10 PM at Hudson Hall in Jersey City, NJ! https://www.tickettailor.com/events/reneuenergy/1919391 This event brings together clean energy leaders, entrepreneurs, and friends to celebrate the season while raising funds for the Let's Share the Sun Foundation, which installs solar and storage systems for families and communities in need in Puerto Rico. We'll have: -Great food and drinks -Amazing networking with solar and sustainability professionals -Sports memorabilia auctions (with proceeds benefiting Let's Share the Sun) -An inspiring community focused on making an impact through solar energy If you or your company would like to get involved as a sponsor, please message us at info@reneuenergy.com.
Today we were thrilled to host Julien Dumoulin-Smith, Managing Director of U.S. Power, Utilities, and Clean Energy Research at Jefferies. Julien joined the firm in July 2024 after serving as a Senior Research Analyst at Bank of America Merrill Lynch and as an Executive Director at UBS. He holds an MBA and a B.S. in Applied Mathematics from Columbia University. Institutional Investor magazine has ranked Julien as a #1 double-ranked analyst in both Utilities and Alternative/Clean Energy, and he was inducted into the II Hall of Fame for his cumulative accomplishments. It was our pleasure to welcome Julien to our office and hear his thoughtful perspectives on the ever-evolving energy and power landscape. In our discussion, we explore Julien's coverage universe, which he describes as “the full electron and derivatives landscape” spanning utilities, IPPs, renewables, gas plants, industrial adjacencies, and service providers. We discuss the influx of new investors entering power and utilities, Julien's observation that the biggest surprise isn't data center proliferation, but rather how tech companies are paying premiums for power to secure supply, and how utilities once seen as “defensive” are now showing growth characteristics. We touch on the tension between tech companies' need for rapid, large-scale power and their reluctance to become capital-intensive or FERC-regulated, why we're not seeing more long-term offtakes with existing power plants and how state level politics play into it, and how legacy players, new entrants, and regulators are all adapting to a power market being reshaped by AI demand, infrastructure bottlenecks, and novel deal structures. Julien shares that rising inflation across the economy is showing up in utility bills and expresses concern that LNG developers or data centers could be scapegoated for higher gas and power prices. He highlights the parabolic rise in the value of capacity and reliability, the drivers of power inflation including turbine shortages and rising capital costs, whether utilities are properly incentivized to control costs, the role of demand-response mechanisms, and how regulatory and state-level actions are shaping markets. We cover power market scenarios for high and low demand cases, the role of innovation in batteries, fuel cells, and other technologies, and the tension between patching existing systems versus building large-scale infrastructure. We also discuss constraints on ramping renewables, the growing influence of behind-the-meter power, implications for Q3 earnings, and much more. We covered a lot of territory and greatly enjoyed the conversation. To be added to Julien's research distribution list, click here. To start the show, Mike Bradley noted that markets continue to be mostly focused on the U.S. Government shutdown. The 10-year bond yield continues to trade sideways at ~4.1% with economic reports on pause until the government reopens. Internationally, Japan's Liberal Democratic Party elected Sanae Takaichi (who is viewed as fiscally expansionary), which some believe increases the risk of an unwind of the long-standing Yen carry trade. The S&P 500 is up roughly 80bps since the government shutdown, with Healthcare and Technology outperforming. He highlighted AMD's chip deal with OpenAI, which added roughly $70B in market cap, and Oracle's pullback on AI cloud margin concerns. On the crude oil market front, WTI price has increased modestly this week due to OPEC+ announcing a smaller than expected ~135kbpd oil production increase for November. While this could widen the 2026 surplus, traders are weighing when and how prices might react amid limited OPEC spare capacity. On the energy equity front, he pointed out FERMI America's strong IPO debut and continued investor enthusiasm for electricity generation. He ended by flagging the upcoming Rockpoint Gas Storage IPO (280bcf in Canada &
The revenue cycle helps keep hospital revenue flowing. But sometimes, it seems to sputter out, as if not all the cylinders are firing. And that is why the producers of Talk Ten Tuesdays have invited longtime ICD10monitor editorial consultant Dennis Jones, senior director of revenue cycle at the famed Jefferson Health, to be the special guest during the next live edition of the weekly Internet radio broadcast.The popular broadcast will also feature these instantly recognizable panelists, who will report more news during their segments:• CDI Report: Cheryl Ericson, Senior Director of Clinical Policy and Education for the vaunted Brundage Group, will have the latest clinical documentation integrity (CDI) updates.• Social Determinants of Health: Tiffany Ferguson, CEO for Phoenix Medical Management, Inc., will report on the news that is happening at the intersection of medical record auditing and the SDoH.• The Coding Report: Christine Geiger, Assistant Vice President of Acute and Post-Acute Coding Services for First Class Solutions, will report on the latest coding news.• News Desk: Timothy Powell, ICD10monitor national correspondent, will anchor the Talk Ten Tuesdays News Desk.
When the final rule take effect Oct. 1, 2025, coders, providers, and administration leaders will need to adjust to several key changes, including the new MS-DRGs and broad policy changes. And that is why the producers of Talk Ten Tuesday have invited Leigh Poland, vice president of the AGS Health coding service product line to return to the popular Internet broadcast, Talk Ten Tuesday, to report on these significant changes.The popular Internet broadcast will also feature these additional instantly recognizable panelists, who will report more news during their segments:• CDI Report: Cheryl Ericson, Senior Director of Clinical Policy and Education for the vaunted Brundage Group, will have the latest clinical documentation integrity (CDI) updates.• Social Determinants of Health: Tiffany Ferguson, CEO for Phoenix Medical Management, Inc., will report on the news that is happening at the intersection of medical record auditing and the SDoH.• The Coding Report: Jodi Worthington, with First Class Solutions, will substitute for Christine Geiger to report on the latest coding news.• News Desk: Timothy Powell, ICD10monitor national correspondent, will anchor the Talk Ten Tuesdays News Desk.• MyTalk: Angela Comfort, veteran healthcare subject-matter expert, will co-host the long-running and popular weekly Internet broadcast. Comfort is the Assistant Vice President of Revenue Integrity for Montefiore Health.
In this episode, BESLER Leader Kristen Eglintine, gives a glimpse into BESLER's next webinar, Coding Updates for IPPS 2026, live on Wednesday, Sept. 24, at 1 PM ET.
Could sepsis be healthcare's new frontier?During the next live edition of the popular Internet broadcast, Talk Ten Tuesday, James S. Kennedy, MD, will report on his recent attendance at The Unite for Sepsis symposium, sponsored by the San Diego-based Sepsis Alliance (https://www.sepsis.org). The event was held in Chicago and attracted clinicians, researchers, technologists, and government officials who collaborated to address and solve sepsis' prevalent and high morbidity and mortality. Dr. Kennedy is expected to report on new technologies and clinical approaches to sepsis and how health information management (HIM) professionals can address sepsis-related diagnosis and data integrity.As an added feature, the legendary Rose T. Dunn, past president and interim CEO for the American Health Information Management Association (AHIMA) and current COO for First Class Solutions, will report on RADV audits.The popular Internet broadcast will also feature these additional instantly recognizable panelists, who will report more news during their segments:• CDI Report: Cheryl Ericson, Senior Director of Clinical Policy and Education for the vaunted Brundage Group, will have the latest clinical documentation integrity (CDI) updates.• Social Determinants of Health: Tiffany Ferguson, CEO for Phoenix Medical Management, Inc., will report on the news that is happening at the intersection of medical record auditing and the SDoH.• The Coding Report: Christine Geiger, Assistant Vice President of Acute and Post-Acute Coding Services for First Class Solutions, will report on the latest coding news.• News Desk: Timothy Powell, ICD10monitor national correspondent, will anchor the Talk Ten Tuesdays News Desk.
You waited and waited.Finally, the big day came, and just as quickly, day turned into evening – and there you were with cloudy vision, halos, and difficulty reading. Not to mention the occasional glare.You and about 25 percent of patients experience a common complication following cataract surgery (or, more precisely, “posterior capsule opacity,” or PCO). The good news: the standard treatment is YAG laser capsulotomy (CPT® 66821).The legendary Rose T. Dunn, past president and interim CEO for the American Health Information Management Association (AHIMA) and current COO for First Class Solutions, will return to the Talk Ten Tuesdays broadcast to report on this treatment and topic.The popular Internet broadcast will also feature these additional instantly recognizable panelists, who will report more news during their segments:• MyTalk: Angela Comfort, veteran healthcare subject-matter expert, will co-host the broadcast. Comfort is the Assistant Vice President of Revenue Integrity for Montefiore Health.• CDI Report: Cheryl Ericson, Senior Director of Clinical Policy and Education for the vaunted Brundage Group, will have the latest clinical documentation integrity (CDI) updates.• Social Determinants of Health: Tiffany Ferguson, CEO for Phoenix Medical Management, Inc., will report on the news that is happening at the intersection of medical record auditing and the SDoH.• The Coding Report: Christine Geiger, Assistant Vice President of Acute and Post-Acute Coding Services for First Class Solutions, will report on the latest coding news.• News Desk: Timothy Powell, ICD10monitor national correspondent, will anchor the Talk Ten Tuesdays News Desk.
Artificial intelligence (AI) has quickly transitioned from something to expect in the future to the here and now today. The potential for AI in health information is both exciting and daunting. Reporting the lead story during the next live edition of Talk Ten Tuesday will be longtime RACmonitor and ICD10monitor contributing author Sharon Easterling.Sharon Easterling will continue her editorial series on artificial intelligence and medical record coding.The popular Internet broadcast will also feature these additional instantly recognizable panelists, who will report more news during their segments:• MyTalk: Angela Comfort, veteran healthcare subject-matter expert, will co-host the long-running and popular weekly Internet broadcast. Comfort is the Assistant Vice President of Revenue Integrity for Montefiore Health.• CDI Report: Cheryl Ericson, Senior Director of Clinical Policy and Education for the vaunted Brundage Group, will have the latest clinical documentation integrity (CDI) updates.• Social Determinants of Health: Tiffany Ferguson, CEO for Phoenix Medical Management, Inc., will report on the news that is happening at the intersection of medical record auditing and the SDoH.• The Coding Report: Christine Geiger, Assistant Vice President of Acute and Post-Acute Coding Services for First Class Solutions, will report on the latest coding news.• News Desk: Timothy Powell, ICD10monitor national correspondent, will anchor the Talk Ten Tuesdays News Desk.
Most people have never heard of an IPP.But for incorporated business owners, it can be one of the most effective ways to build retirement wealth.In this episode of the Free Lunch Podcast, Canvas Wealth welcomes Tatenda Maywoyo of GBL Inc., to explain what IPPs are, who they're for, and why they're a hidden gem in Canadian retirement planning.
At one time, a physician advisor in a hospital was a rarity. That was then, but this is now, with many healthcare systems having not just one physician advisor, but often many on staff. Does this emerging need signal the deployment of a new position within the physician advisory service team?To learn more, ICD10monitor producers have invited Dr. Juliet B. Ugarte Hopkins to explain when and how this might be accomplished.Dr. Ugarte Hopkins, the chief medical officer for Phoenix Medical Management, Inc., will be the special guest during the next live edition of Talk Ten Tuesday.The popular weekly Internet broadcast will also feature these additional instantly recognizable panelists, who will report more news during their segments:• CDI Report: Cheryl Ericson, Senior Director of Clinical Policy and Education for the vaunted Brundage Group, will have the latest clinical documentation integrity (CDI) updates.• The Coding Report: Christine Geiger, Assistant Vice President of Acute and Post-Acute Coding Services for First Class Solutions, will report on the latest coding news.• News Desk: Timothy Powell, ICD10monitor national correspondent, will anchor the Talk Ten Tuesdays News Desk.• MyTalk: Angela Comfort, veteran healthcare subject-matter expert, will co-host the long-running and popular weekly Internet broadcast. Comfort is the Assistant Vice President of Revenue Integrity for Montefiore Health.
Rural Health News is a weekly segment of Rural Health Today, a podcast by Hillsdale Hospital. News sources for this episode: Tonya Garcia, Bloomberg, “Cardinal Health to acquire Solaris Health in $1.9B deal,” August 12, 2025, https://www.modernhealthcare.com/mergers-acquisitions/mh-cardinal-health-solaris-health-deal/, Modern Healthcare. Erich Timmerman, “Cardinal Health announces two strategic additions to its portfolio,” November 11, 2024, https://newsroom.cardinalhealth.com/2024-11-11-Cardinal-Health-announces-two-strategic-additions-to-its-portfolio, CardinalHealth. National Rural Health Association, “Fiscal Year 2026 Inpatient Prospective Payment System Proposed Rule,” April 14, 2025, https://www.ruralhealth.us/getmedia/cca11c3e-49da-4cf8-8a63-ec270bc96fb0/FY-2026-IPPS-proposed-rule-summary-4-14-2025.pdf. CMS.gov, “FY 2026 Hospital Inpatient Prospective Payment System (IPPS) and Long-Term Care Hospital Prospective Payment System (LTCH PPS) Final Rule — CMS-1833-F,” July 31, 2025, https://www.cms.gov/newsroom/fact-sheets/fy-2026-hospital-inpatient-prospective-payment-system-ipps-and-long-term-care-hospital-prospective-0. CMS.gov, “Inpatient Rehabilitation Facility Patient Assessment Instrument (IRF-PAI) and IRF-PAI Manual,” August 4, 2025, https://www.cms.gov/medicare/quality/inpatient-rehabilitation-facility/irf-pai-and-irf-qrp-manual. Alan Condon, “CMS drops 3 final payment rules for 2026: 15 things to know,” August 4, 2025, https://www.beckershospitalreview.com/finance/cms-drops-3-final-payment-rules-for-2026-15-things-to-know/, Becker's Hospital Review. CMS.gov, “Transforming Episode Accountability Model (TEAM),” https://www.cms.gov/priorities/innovation/innovation-models/team-model. Emmarie Huetteman et. al, “Kennedy Cancels Vaccine Funding,” August 7, 2025, https://kffhealthnews.org/news/podcast/what-the-health-409-rfk-jr-mrna-vaccine-funding-august-7-2025, KFF Health News. Nona Tepper, “BCBSA antitrust lawsuit reaches $2.8B tentative settlement,” October 14, 2024, https://www.modernhealthcare.com/insurance/bcbsa-antitrust-lawsuit-settlement-alabama/, Modern Healthcare. Nona Tepper, “Nearly 6,500 providers reject Blue Cross antitrust deal,” August 11, 2025, https://www.modernhealthcare.com/insurance/mh-bcbs-settlement-lawsuit-mayo-clinic-henry-ford/, Modern Healthcare. Andrew Cass, “Nearly 6,500 providers opt out of $2.8B BCBS settlement,” August 11, 2025, https://www.beckerspayer.com/payer/nearly-6500-providers-opt-out-of-2-8b-bcbs-settlement/, Becker's Payer Issues. Rural Health Today is a production of Hillsdale Hospital in Hillsdale, Michigan and a member of the Health Podcast Network. Our host is JJ Hodshire, our producer is Kyrsten Newlon, and our audio engineer is Kenji Ulmer. Special thanks to our special guests for sharing their expertise on the show, and also to the Hillsdale Hospital marketing team. If you want to submit a question for us to answer on the podcast or learn more about Rural Health Today, visit ruralhealthtoday.com. Follow Rural Health Today on social media! https://x.com/RuralHealthPod https://www.youtube.com/@ruralhealthtoday7665 Follow Hillsdale Hospital on social media! https://www.facebook.com/hillsdalehospital/ https://www.twitter.com/hillsdalehosp/ https://www.linkedin.com/company/hillsdale-community-health-center/ https://www.instagram.com/hillsdalehospital/
Although the proposed rule for the 2026 Inpatient Prospective Payment System (IPPS) has been released by the Centers for Medicare & Medicaid Services (CMS), mastering the complexities will continue to challenge most coders and coding team members. That is why ICD10monitor producers have asked Dr. James S. Kennedy to join the upcoming edition of Talk Ten Tuesdays: to highlight potentially significant roadblocks that are likely to confront coders as they prepare to implement the new rule that becomes effective Oct. 1, 2025.As a sidebar, Dr. Kennedy, along with nationally recognized coding authority Christine Geiger, will team up for the 2026 IPPS Masterclass series, taking place live Aug. 13, 14, and 15.The popular weekly Internet broadcast will also feature these additional instantly recognizable panelists, who will report more news during their segments:• CDI Report: Cheryl Ericson, Director of clinical documentation integrity (CDI) for the vaunted Brundage Group, will have the latest CDI updates.• The Coding Report: Christine Geiger, Assistant Vice President of Acute and Post-Acute Coding Services for First Class Solutions, will report on the latest coding news.• News Desk: Timothy Powell, ICD10monitor national correspondent, will anchor the Talk Ten Tuesdays News Desk.• MyTalk: Angela Comfort, veteran healthcare subject-matter expert, will co-host the long-running and popular weekly Internet broadcast. Comfort is the Assistant Vice President of Revenue Integrity for Montefiore Health.
During the next live edition of the popular Talk Ten Tuesday Internet broadcast, you'll learn how artificial intelligence (AI) and autonomous coding are quickly reshaping the day-to-day work of coders.From inpatient DRG suggestions to outpatient evaluation and management (E&M) automation, these tools speed up workflows, reduce errors, and help prevent costly denials, according to Penny Jefferson, the special guest for the Internet program, produced by ICD10monitor.You'll also learn the human side of automation—how coders remain essential for complex decision making, quality assurance, and accurate clinical representation.The popular weekly Internet broadcast will also feature these additional instantly recognizable panelists, who will report more news during their segments:• CDI Report: Cheryl Ericson, Director of CDI for the vaunted Brundage Group, will have the latest CDI updates.• The Coding Report: Amy Jo Combs, with First Class Solutions, will substitute for Christine Geiger to report on the latest coding news.• News Desk: Timothy Powell, ICD10monitor national correspondent, will anchor the Talk Ten Tuesdays News Desk.• MyTalk: Angela Comfort, veteran healthcare subject-matter expert, will co-host the long-running and popular weekly Internet broadcast. Comfort is the Assistant Vice President of Revenue Integrity for Montefiore Health.
According to the Centers for Disease Control and Prevention (CDC), accidental falls are the leading cause of injury for adults 65 and older, with more than 1 in 4 older adults reporting falls every year.During the next live edition of Talk Ten Tuesday, Dr. James S. Kennedy will discuss the clinical concept of the “fragility fracture,” and how the under-documentation of fragility fractures results in inaccurate ICD-10-CM coding, adversely affecting Centers for Medicare & Medicaid Services (CMS) MS-DRGs, hospital-acquired conditions (HACs), and other quality measures. Be sure that your coding supervisor, clinical documentation integrity (CDI) director, and quality teams listen in to partner collectively with the medical staff with identifying this prevalent condition.The popular weekly Internet broadcast will also feature these additional instantly recognizable panelists, who will report more news during their segments:• Social Determinants of Health: Tiffany Ferguson, CEO for Phoenix Medical Management, Inc., will report on the news that is happening at the intersection of medical record auditing and the SDoH;• CDI Report: Cheryl Ericson, Director of CDI for the vaunted Brundage Group, will have the latest CDI updates;• The Coding Report: Jodi Worthington, with First Class Solutions, will substitute for Christine Geiger to report on the latest coding news;• News Desk: Timothy Powell, ICD10monitor national correspondent, will anchor the Talk Ten Tuesdays News Desk; and• MyTalk: Angela Comfort, veteran healthcare subject-matter expert, will co-host the long-running and popular weekly Internet broadcast. Comfort is the Assistant Vice President of Revenue Integrity for Montefiore Health.
Today we had the pleasure of hosting Isabelle Boemeke, author of the forthcoming book, “Rad Future: The Untold Story of Nuclear Electricity and How It Will Save the World.” The book will be published on August 12 and is available for preorder here. Isabelle is a passionate advocate for nuclear energy and is also the creator of Isodope, a social media persona she uses to engage and educate the public about the benefits of nuclear power. Isabelle was involved in pushing to save the Diablo Canyon nuclear facility and has visited nuclear sites around the world. We were thrilled to hear her fresh and insightful perspectives. In our conversation, we explore nuclear energy's rapid shift in public perception and the surge in investment and media attention from just three years ago to today. We discuss the role of advocacy in changing narratives, generational differences in attitudes toward nuclear, and the decline of the organized anti-nuclear movement. Isabelle shares her perspective on international attitudes toward nuclear, the origin of Isodope and her use of social media as an educational tool, the gender gap in nuclear support, and her personal background and journey to becoming curious about nuclear energy. We touch on the nuclear industry's reception to Isabelle, including the strong support she's received from women in the field. She shares her strategy for communicating complex nuclear topics to a broader audience, the key risks facing the nuclear renaissance, and the next major hurdles the industry must overcome, particularly challenges around financing and project management. We cover public awareness of SMRs compared to large-scale nuclear, community attitudes toward nuclear, and the strong local support Isabelle has seen near existing plants. Isabelle discusses her continued focus on nuclear for the next few years, where her interests may take her in the future, her 10-year outlook for energy and climate, and more. Mike Bradley kicked off the show by noting that broader U.S. equity markets continue to hit new all-time highs. A major driver of broader markets so far this year has been euphoria surrounding AI/Tech equities and the significant capital spending to support data centers. “Meme stock mania” seems to be rearing its head again and could be an early signal of a frothy equity market. On the energy equity front, he highlighted that both HAL and SLB have reported Q2 results and, for the most part, are guiding towards a weaker 2H25 market (especially NAM oil service pricing). Most oil service investors were hopeful Q2 would be the last quarter for downward 2025 revisions, which could be a reason why oil service stocks aren't reacting to negative downward 2025 EPS revisions. Electric Utilities are up ~13% this year and continue to be viewed as “growth” stocks. The PJM Capacity Auction posted results after the close, with pricing coming in at ~$330/mw versus last year's print of ~$270/mw. A handful of PJM exposed IPPs were up modestly after the close on the news. Mike wrapped by noting that SMR equities are up on average ~175% YTD and continue to be electricity darlings. He also flagged today's news out of Japan that Kansai Electric is reportedly exploring a plan to build the country's first nuclear plant since the Fukushima disaster in 2011. Brett Rampal peppered in his nuclear perspective and questions to the discussion. We are excited to continue following Isabelle's activities as a positive “influencer” for nuclear and hope you enjoy the conversation as much as we did. Our best to you all!
Substance abuse is a pervasive issue with profound implications for hospitals.It has been estimated that up to 25 percent of hospitalized patients have a substance abuse disorder. And up to 44 percent of these patients abuse some substance during hospitalization. The annual estimated hospital cost for treating substance abuse disorders is as high as $13 billion.But it's not limited to patients, according to physician and attorney Dr. John K. Hall, who will be the special guest during the next live edition of Talk Ten Tuesdays.According to Dr. Hall, estimates show that up to 15 percent of physicians and 20 percent of nurses also have a substance abuse disorder. It affects patient outcomes, hospital operations, financial health, and the broader healthcare system. The complexity of substance use disorders requires a nuanced understanding of diagnostic categories, accurate coding, and awareness of the legal and employment ramifications.The popular weekly Internet broadcast will also feature these additional instantly recognizable panelists, who will report more news during their segments:• Social Determinants of Health: Tiffany Ferguson, CEO for Phoenix Medical Management, Inc., will report on the news that is happening at the intersection of medical record auditing and the SDoH;• CDI Report: Cheryl Ericson, Director of clinical documentation integrity (CDI) for the vaunted Brundage Group, will have the latest CDI updates;• The Coding Report: Christine Geiger, Assistant Vice President of Acute and Post-Acute Coding Services for First Class Solutions, will report on the latest coding news;• News Desk: Timothy Powell, ICD10monitor national correspondent, will anchor the Talk Ten Tuesdays News Desk; and• Point of View: Dr. James S. Kennedy, who will be sitting in for Angela Comfort, will report on a topic that has captured his attention.
Attention, calling all coders!Is your hospital compliantly following all the the steps in the Condition Code W2 process?It's imperative to understand all the details that must be followed, no matter how complex and daunting.Implementation is mandated by the Centers for Medicare & Medicaid Services (CMS). Participation is not optional. So take a moment and ask yourself: are your attending physicians re-billing for Medicare Part B patients?During the next live edition of the popular live Internet broadcast Talk Ten Tuesdays, the Medical Director of Phoenix Medical Management, Inc., Dr. Juliet Ugarte Hopkins, will walk you and your team through the requirements that need to be followed for Medicare Part B re-billing.The popular Internet broadcast will also feature these additional instantly recognizable panelists, who will report more news during their segments:• Social Determinants of Health: Tiffany Ferguson, CEO for Phoenix Medical Management, Inc., will report on the news that is happening at the intersection of medical record auditing and the SDoH;• The Coding Report: Christine Geiger, Assistant Vice President of Acute and Post-Acute Coding Services for First Class Solutions, will report on the latest coding news;• News Desk: Timothy Powell, ICD10monitor national correspondent, will anchor the Talk Ten Tuesdays News Desk; and• MyTalk: Angela Comfort, veteran healthcare subject-matter expert, will co-host the long-running and popular weekly Internet broadcast. Comfort is the Assistant Vice President of Revenue Integrity for Montefiore Health.
The solar industry faces its biggest challenge yet - will it survive the gutting of the Inflation Reduction Act?Tim Montague sits down with Marc Palmer, founder and CEO of Conductor Solar, to discuss the current state of solar financing and how the industry is changing in light of threats facing our industry.In this episode, you'll discover how the "Big Beautiful Bill" could shrink the solar market by 46% between now and 2030, and why industry leaders are shifting to survival mode. Marc shares exclusive insights from his conversations with top developers, IPPs, and financing providers at the Expo, revealing how they're adapting their strategies in these uncertain times.Key Topics Covered:The potential $2.4-5 trillion impact of budget reconciliation on national debtHow solar companies are focusing on quality over quantity to weather the stormMidwest Solar Expo takeaways and industry sentimentState incentives becoming critical as federal support wanesThe AI-driven energy demand boom creating a "Clash of Titans"Dean Solon's revolutionary Create solar technology with 3,000-volt modulesITC transfers and M&A opportunities in the middle marketWhy energy independence arguments may save solar despite political headwindsMarc provides a rare insider's perspective on how financing providers are adding conservatism to their pricing, why developers are rushing to safe harbor projects, and what the consolidation wave means for smaller players in the market.Whether you're a solar developer, installer, investor, or policy maker, this episode delivers the real-world intelligence you need to navigate these turbulent times. Don't miss Marc Palmer's predictions on why solar can emerge stronger after a likely contraction that is starting now.
Artificial intelligence (AI) has quickly transitioned from something to expect in the future to the here and now today. The potential for AI in health information is both exciting and daunting. Reporting the lead story during the next live edition of Talk Ten Tuesday will be longtime RACmonitor and ICD10monitor contributing author Sharon Easterling.Sharon Easterling is slated to create an editorial series on artificial intelligence. Her report on this topic will be a preview of what readers and listeners will learn during her series.The popular Internet broadcast will also feature these additional instantly recognizable panelists, who will report more news during their segments:• Social Determinants of Health: Tiffany Ferguson, CEO for Phoenix Medical Management, Inc., will report on the news that is happening at the intersection of medical record auditing and the SDoH;• The Coding Report: Christine Geiger, Assistant Vice President of Acute and Post-Acute Coding Services for First Class Solutions, will report on the latest coding news;• Field Report: Dennis Jones, a veteran Monitor Mondays and Talk Ten Tuesdays contributing author, will report on the latest developments regarding the revenue cycle. Jones is the senior director of revenue cycle at Jefferson Health.• News Desk: Timothy Powell, ICD10monitor national correspondent, will anchor the Talk Ten Tuesdays News Desk; and• MyTalk: Angela Comfort, veteran healthcare subject-matter expert, will co-host the long-running and popular weekly Internet broadcast. Comfort is the Assistant Vice President of Revenue Integrity for Montefiore Health.
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