Podcasts about ppas

Energy is required at every step of the food and beverage industry supply chain, from growing grapes to bottling and delivery, making it a significant source of emissions and a prime target for climate innovation. On this episode of Earth911's Sustainability in Your Ear, we explore how wineries and other producers are turning to clean, renewable energy to cut costs, reduce emissions, and future-proof their operations. We're joined by James Presta, Business Development Manager at REC Solar, and Mario Trinchero of Trinchero Family Estates, a storied family-run winery in California's Sonoma County. REC Solar and Trinchero teamed up to bring solar energy to one of the country's largest winery operations, showing how collaboration between energy experts and agricultural producers can drive meaningful progress toward a carbon-neutral future.  James explains that a decentralized electric grid is emerging—powered by modular solar installations and guided by power purchase agreements (PPAs) that lock in long-term energy prices. When networked together, these individual installations can form a resilient web of renewable power. Solar, wind, and geothermal systems will provide flexibility and stability in a world of climate extremes—if we act quickly enough to scale them. Mario reflects on the motivations behind his family's move to solar: sustainability is not just good business, it's essential to preserving the land and legacy that define the brand. By using solar energy in its winemaking process, Trinchero has cut emissions and operating costs while strengthening its commitment to environmental stewardship.We also delve into the mechanics of PPAs—a modern-day version of the 1930s rural electrification initiative that brought power to American farms. But now, companies like REC Solar—not government agencies—extend the grid through private partnerships. These agreements offer fixed pricing, shared risk, and maintenance contracts, but it's critical to understand the provider's long-term plans. A strong PPA can unlock the potential to electrify entire supply chains, eliminate dependence on diesel generators, and drive innovations where wires have never reached. And the potential for abundant, clean power is growing. What could we build if we end up with more energy than we need? As James and Mario suggest, the answer may be anything we can imagine with the right infrastructure—without the pollution that defined the last century. Learn more about REC Solar at recsolar.com and about Trinchero Family Estates at tfewines.com.

Jigar Shah served as Director of the Loan Programs Office (LPO) at the U.S. Department of Energy (DOE) from March 2021 to January 2025, where he oversaw a $400B budget. Prior, Shah was co-founder and President at Generate Capital, where he focused on helping entrepreneurs accelerate decarbonization solutions through the use of low-cost infrastructure-as-a service financing. Generate has raised over $10 billion, investing in 50+ technology and development partnerships with more than 2,000 assets globally.Prior to Generate Capital, Shah founded SunEdison, a company that pioneered “pay as you save” solar financing (i.e., PPAs).After SunEdison, Shah served as the founding CEO of the Carbon War Room, a global non-profit founded by Sir Richard Branson to help entrepreneurs address climate change.--Here are six topics we covered in the podcast:1. Post-LPO ResetAfter managing $107B in deals at DOE's Loan Programs Office, Jigar Shah hit pause and rebranded as a “podcaster.” He's taking time to reflect before diving into the next chapter.2. Climate VC Is BrokenShah says the 100x-return VC model doesn't fit climate tech's reality. He pushes for an “East Coast” model: aim for 18% IRR, win 7 of 10 bets, and skip the moonshots.3. Evergreen Capital > 2-and-20At Generate Capital, Shah turned down big checks to build an evergreen structure that aligns with long-term climate infrastructure. It's less lucrative for managers, but way better for founders.4. FOAK Risk, ExplainedHe breaks project finance into five risks: tech, feedstock, offtake, construction, and ops. LPO, unlike most investors, can stomach execution risk, like 12 methane pyrolysis reactors, not just one.5. Think Like a DeveloperClean tech needs dev capital like real estate: risky early bets, then stable returns once built. It's not “risk-free”—just “risk-you-can-understand.”6. Deep Tech's Fatal FlawToo many founders chase giant, low-margin markets. Shah says to start with high-margin niches (like InventWood selling to data centers) and then scale.--

Send us a textEVERYTHING YOU NEED TO KNOW MLP ORLANDO  | Breakdown of the first MLP event of the 2025 Season with the episode leaving Jimmy Miller speechless after MLP issues a statement… In this episode, Tyler and Jimmy talk all about the very first Major League Pickleball event held in Orlando this past weekend. They dive into the good, the bad and the ugly. We hear their thoughts on MLP Team Dynamics, Scoring and Match-Ups from the event. They end the episode by answering your questions. Let us know what topics we should cover in future episodes, thanks for following along!—————————Website: https://www.tylerloong.com/ Use Code "KOTC0425” for Huge Savings at Pickleball Central: https://pickleballcentral.com/Use Code "KOTC" for $100 Savings on C&D Pickleball Nets: https://bestpickleballnets.com/ Use Code "KOTC" to save 10% on Modballs:https://modballs.4com/products/modballs Use Code "KOTC" for Big Savings on Vulcan Gear: https://vulcansportinggoods.com/pagesNEW KOTC DISCORD https://discord.com/invite/kNR65mBemfInstagram: Tyler's IG - @tyler.loong  Jimmy's IG - @jimmymiller_pbKOTC IG - @morekingofthecourt  Facebook: / tyler.loong   —————————0:00 Intro2:15 The Picklr 4:06 Stack Athletics 5:18 Pickleball Central5:28 PPA/MLP Spectating 6:47 NBA Playoffs08:09 MLP DoorDash08:58 Lifetime Venues for PPAs using their balls(?)10:11 PPA Atlanta10:35 MLP Orlando Review: Areas for Improvement 15:27 Dress/Color Etiquette 17:10 MLP Orlando Review: Areas for Improvement continued  18:35 MLP Orlando Review: The Highlights 19:30 Celebrity Exhibition Events in Sports22:52 MLP Orlando Review: The Highlights continued 23:30 MLP Team Dynamics, Scoring, Match-Ups and more 27:58 MLP Scoring, Teams, Match-Ups and more 33:24 C&D Pickleball Nets 34:03 More MLP Orlando, Match-Ups, Substitutes and more 01:12:52 Vulcan  01:14:10 Final MLP Thoughts 01:18:36 US Open01:20:57 Closing thoughts  01:22:28 Holey Performance Giveaway 01:24:54 Q&A01:35:35 MLP Statement on the Orlando Altercation 01:36:54 Q&A continued

This is Nelson John, and I'll bring you the top business and tech stories, let's get started. 

Steigende Energiepreise und Marktvolatilität setzen kleine und mittelständische Unternehmen (KMUs) zunehmend unter Druck. Doch was wäre, wenn sie Zugang zu denselben stabilen und kosteneffizienten Energieverträgen hätten wie große Konzerne? KMUs kämpfen seit Langem mit hohen Stromkosten und eingeschränktem Zugang zu Power Purchase Agreements (PPAs) – Verträgen, die den direkten Bezug erneuerbarer Energie aus Wind- und Solarparks ermöglichen. Bisher waren PPAs meist großen Unternehmen vorbehalten, da sie komplexe Vertragsbedingungen, hohe Mindestabnahmemengen und Bonitätsanforderungen mit sich bringen. Viele KMUs sind dadurch unvorhersehbaren Energiepreisen ausgesetzt, was langfristige Planung erschwert. In dieser Episode von DeepDive Cleantech spricht David Wortmann mit Paul Appel, Co-Founder & CEO von ECO2GROW, darüber, wie ein fintech-basierter Ansatz PPAs erstmals für KMUs zugänglich macht. Die Lösung von ECO2GROW? Eine B2B-Plattform, die den PPA-Prozess vereinfacht, KMUs in Einkaufsgemeinschaften bündelt und rechtliche sowie finanzielle Hürden abbaut – für eine kosteneffiziente und vollständig rückverfolgbare Beschaffung von Grünstrom. Mehr unter: https://www.eco2grow.com/

There are billions of square feet of commercial rooftops in the U.S. that should have solar—but don't. Why? Because financing these projects has been nearly impossible… until now. For years, the thousands of unrated businesses, nonprofits, and local institutions that want to go solar are stymied by one primary roadblock - financing. One developer is finally unlocking commercial solar for the long tail of the market, and we're here to share exactly how.Claire Broido Johnson (Sunrock DG) and Josh Goldberg (Sunstone Credit) have “cracked the code on commercial solar”, giving small businesses and nonprofits access to solar PPAs and loans through an empowered network of hundreds of local solar businesses.Today we explore:

Financing large-scale renewable energy projects is no small feat. Developers face complex challenges, from securing capital and managing market risk in volatile electricity markets and navigating shifting regulations. Corporate power buyers play a huge role in shaping the market, and with the surge in large load users and developments in colocation, the industry is facing a huge change. In this episode of Transmission, Quentin sits down with John Larkey, Senior Vice President of Power Marketing at National Grid Renewables. They explore how large-scale renewable energy projects secure financing, navigate power markets, and manage risk. Over the conversation, you'll hear about:The evolution from physical to financial trading in power marketsImpact of corporate buyers on the power purchase market.Virtual Power Purchase Agreements and their role in the market.Co-location of generation with large loads and the challenges and opportunities in the US power grid.Current state and future potential of flexibility in power marketsAbout our guestNational Grid Renewables, develop, construct, own, and operate competitive, high-performance renewable energy projects nationwide to maximize value for our customers, partners and community members. for more informayion on what they do - head to their website. John Larkey is the Senior Vice President of Power Marketing at National Grid Renewables, where he leads the company's commercial strategy for large-scale renewable energy projects. With over 15 years of experience in the energy sector, he specializes in structuring power purchase agreements (PPAs), managing market risk, and securing financing for renewable projects, helping to drive the transition to a low-carbon energy future.About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

Financing large-scale renewable energy projects is no small feat. Developers face complex challenges, from securing capital and managing market risk in volatile electricity markets and navigating shifting regulations. Corporate power buyers play a huge role in shaping the market, and with the surge in large load users and developments in colocation, the industry is facing a huge change. In this episode of Transmission, Quentin sits down with John Larkey, Senior Vice President of Power Marketing at National Grid Renewables. They explore how large-scale renewable energy projects secure financing, navigate power markets, and manage risk. Over the conversation, you'll hear about:The evolution from physical to financial trading in power marketsImpact of corporate buyers on the power purchase market.Virtual Power Purchase Agreements and their role in the market.Co-location of generation with large loads and the challenges and opportunities in the US power grid.Current state and future potential of flexibility in power marketsAbout our guestNational Grid Renewables, develop, construct, own, and operate competitive, high-performance renewable energy projects nationwide to maximize value for our customers, partners and community members. for more informayion on what they do - head to their website. John Larkey is the Senior Vice President of Power Marketing at National Grid Renewables, where he leads the company's commercial strategy for large-scale renewable energy projects. With over 15 years of experience in the energy sector, he specializes in structuring power purchase agreements (PPAs), managing market risk, and securing financing for renewable projects, helping to drive the transition to a low-carbon energy future.About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.

It has become a tradition to welcome Luca Pedretti, Co-Founder of Pexapark, to the show to discuss the evolving PPA market, especially now that Pexapark has released its annual State of the Market report.Laurent and Gerard are joined by Luca to highlight the key insights from this year's findings:Corporate PPA demand remains stable, but with new entrantsMore deals, but smaller sizes: The number of transactions increased by 16% (+37 deals), even as total volumes declined.Innovative deal structures on the rise: Hybrid models, such as solar-wind PPAs, multi-buyer/portfolio arrangements, and cross-border agreements, are gaining traction, offering enhanced flexibility and risk-sharing.The continuous rise of 24/7 energy with the need to track and trade GoOsWe also delve into the topic of negative prices, capture prices, and their implications. The conversation extends to Pexapark's predictions for 2025.Additionally, we explore the growing role of batteries, new tolling agreements, and their impact, along with how batteries are increasingly incorporated into PPAs.Finally, we turn our attention to the US market, discussing Pexapark's first acquisition of a US company, Renewafi, marking a significant step in Pexapark's american expansion.    Link to Report: https://pexapark.com/pexapark-renewables-market-outlook-2025/Link to Renewafi: https://www.renewafi.com/

Energiezone #73 – Enerparc Reloaded: Netzanschlüsse, Modulpreise & die Zukunft der Solarenergie „Solar wächst ohne Ende, aber die Netze sind am Limit – was heißt das für die Branche?“ Fast genau ein Jahr nach seinem letzten Besuch ist Stefan Müller, Gründer & Vorstand von Enerparc AG, wieder in der Energiezone! In dieser Folge gibt er ein Update zum Status der Solarbranche, den Herausforderungen beim Netzausbau und warum die Modulpreise gerade völlig verrückt spielen. Was euch erwartet: ⚡ Netzausbau als Flaschenhals: Warum sich viele Solarprojekte verzögern – und wie Enerparc damit umgeht. ⚡ Modulpreise & Marktentwicklung: Ist der Preisverfall vorbei oder geht's noch weiter bergab? ⚡ Speicherlösungen & Innovationen: Wie Enerparc Solarstrom flexibler machen will. ⚡ Finanzierung & Zinsen: Was sich 2025 für Solar-Investments ändert. ⚡ Chancen in Nordamerika & Europa: Wo Enerparc den nächsten Boom sieht. ⚡ Großanlagen vs. Klein-PV: Warum sich das Verhältnis gerade verschiebt. ⚡ Die nächsten 12 Monate: Welche Trends Stefan für den Markt erwartet. Webseite: [https://www.energiezone.org](http://www.energiezone.org) Community: [https://forum.energiezone.org](https://forum.energiezone.org/) Feedback: team@energiezone.org Alexander Graf: [https://www.linkedin.com/in/alexandergraf/](http://www.linkedin.com/in/alexandergraf/) Ilan Momber: [https://www.linkedin.com/in/imomber/](http:///www.linkedin.com/in/imomber/)

Maryellen and Ross delve into the subjectivity and controversy surrounding discount rates, the importance of understanding the asset and forecast inputs, and the application of market participant assumptions.  Including these key takeaways: Subjectivity in Discount Rates: Understanding the significant subjectivity and controversy in determining discount rates. Qualitative Assessments: The role of qualitative assessments in aligning discount rates with associated risks. Resources and Guides: Utilizing available resources to enhance valuation analyses. Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests Maryellen Galuchie, CPA/ABV, Managing Director, Advisory Services, Grant Thornton Ross McSwain, ABV, Sr. Manager, Advisory Services, Grant Thornton Host  Nene Glenn Gianfala, CPA/ABV, Vice President – Valuation Advisory Group, Chafe & Associates Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Available for purchase   Accounting and Valuation guides  - Business Combinations 2024 AICPA & CIMA Forensic & Valuation Services Conference - Full conference package Session only:  Determining the Appropriate Discount Rate for Valuing Intangible Assets in a PPA Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Valuations for Financial Reporting Toolkit - A resource for professionals who prepare valuations for financial reporting purposes From the FVS Valuation Podcast archives Supporting Company Specific Risk and Reconciliation under ASC 805 with Charles Gallman and Ross McSwain Fair Value with Mark Zyla Byteful Insights: Valuing Tech and Data- a conversation with the IVSC  LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

Maryellen and Ross delve into the subjectivity and controversy surrounding discount rates, the importance of understanding the asset and forecast inputs, and the application of market participant assumptions.  Including these key takeaways: Subjectivity in Discount Rates: Understanding the significant subjectivity and controversy in determining discount rates. Qualitative Assessments: The role of qualitative assessments in aligning discount rates with associated risks. Resources and Guides: Utilizing available resources to enhance valuation analyses. Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests Maryellen Galuchie, CPA/ABV, Managing Director, Advisory Services, Grant Thornton Ross McSwain, ABV, Sr. Manager, Advisory Services, Grant Thornton Host  Nene Glenn Gianfala, CPA/ABV, Vice President – Valuation Advisory Group, Chafe & Associates Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Available for purchase   Accounting and Valuation guides  - Business Combinations 2024 AICPA & CIMA Forensic & Valuation Services Conference - Full conference package Session only:  Determining the Appropriate Discount Rate for Valuing Intangible Assets in a PPA Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Valuations for Financial Reporting Toolkit - A resource for professionals who prepare valuations for financial reporting purposes From the FVS Valuation Podcast archives Supporting Company Specific Risk and Reconciliation under ASC 805 with Charles Gallman and Ross McSwain Fair Value with Mark Zyla Byteful Insights: Valuing Tech and Data- a conversation with the IVSC  LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

NESTA EDIÇÃO. Inflação da energia na agenda do governo. Associações pedem mais testes para mistura de 25% de biodiesel ao diesel. Térmica a hidrogênio verde quer participar de leilão de capacidade. Brasil deve ter 2 GW em novos PPAs de eólica e solar em 2025. Indústria fluminense pede fim à barreira de migração para o mercado livre de gás.

Nyheter och fördjupning från Sverige och världen. Lyssna på alla avsnitt i Sveriges Radio Play.

How a major US utility plans for sustainable growth.The US is on track to see over 25% growth in annual clean energy installations this year, despite uncertainty around permitting and grid connections. The new Trump administration threatens much clean energy legislation, so how can the industry plan ahead? Annual clean energy installations are set to average 102 GW over the next 11 years, quadruple the 26 GW averaged over the past decade. The narrative around energy demand must acknowledge long-term trends, not just recent spikes.Utilities recognise the need for increased transmission investment. Sylvia Leyva Martinez is joined by Sandhya Ganapathy, CEO at one such utility - EDP Renewables North America. Together they try and find the certainty in the uncertainty that lies ahead. The IRA is, as Sandhya says, a beautiful canvas. Is it about to torn down? They discuss the growing demand for renewable energy, and the challenges faced by the grid. Are the economics of PPAs aligning to perhaps provide a path forward? Power purchase agreements are becoming more critical as companies lock in prices. Energy security is still top of mind, as is the need for a balanced energy mix to meet demand. Plus, Sylvia and Sandhya debate the significance of domestic manufacturing, the role of off-takers and the need to get communities onside when planning large energy projects.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Linnea pratar om en fransk kvinna som av fått skulden för sinn skilsmässa för att hon inte hade sex med sin man, men som nu fått rätt i Europadomstolen. Hon pratar också om en asfaltssåg på Järntorget som stör grannar och om en berguv i Botaniska som får folk vallfärdar dit. Kalle berättar om Alingsåsarnas reaktioner efter GP:s avslöjande om hur toppolitiker i kommunen gjort upp om makten i hemliga chattar. Och så kommer Carl Moberg och pratar om filmfestivalen som har premiär idag. Dessutom: Trump vill släppa JFK-dokumenten, en livesänd vidrigt doftande jätteblomma och miljardsmäll för opioid-famil. Hosted on Acast. See acast.com/privacy for more information.

Donald Trump ska offentliggöra hemliga JFK-dokument och Kalle berättar om sina egna teorier. Linnea pratar om Berguven, världens största uggla, som siktats vid Backaplan och fångats på bild. Vi pratar också om att en helt unik blomma, med helt unikt vidrig lukt, lockar besökare i Australien. Hosted on Acast. See acast.com/privacy for more information.

What was it like to partner with Microsoft & EDP Renewables on the first ever Environmental Justice PPAs? Catherine spoke with Jean Nelson-Houpert from Volt Energy Utility at the WRISE Leadership Forum about this & how the industry can better enable new developers to enter the space. Jean also shared about the Sharing the Power Foundation & some of the successes it has had with its growing HBCU Clean Energy & Environmental Justice Fellowship Classes. If you're a clean energy employer & need help scaling your workforce efficiently with top tier staff, contact Catherine McLean, CEO & Founder of Dylan Green, directly on LinkedIn: https://bit.ly/3odzxQr. If you're looking for your next role in clean energy, take a look at our industry-leading clients' latest job openings: bit.ly/dg_jobs. 

Did you know the 30% solar tax credit that fueled the industry's explosive growth was partly funded by a sneaky deal allowing fossil fuel exports—raising gas prices in the process? Or that the long-term stability of these credits helped solar leasing and PPAs thrive? But there's a storm brewing. With a potential Trump administration set to revisit the 2017 tax cuts, IRA incentives might be the first casualties. Imagine an immediate 30% hike in solar costs or the loss of your $8,000 heat pump rebate. For perspective on these potential changes I've turned to the smartest person I know about solar tax credit policy: Rhone Resch. As the CEO of SEIA from 2004 to 2016, Rhone led the charge on the first three rounds of tax credits in 2005, 2008 and 2014. Please listen to this week's Energy Show at www.energyshow.biz for Rhone's insights into the future of the IRA incentives, differences between the Section 25 residential credits and Section 48 commercial credits, and advice if you're on the fence about installing solar and storage (hint: to be safe, get your system installed before 12/31/2025).

Seyed Madaeni is the co-founder and CEO of Verse. Verse develops software that helps organizations understand, plan, and manage clean energy. Their platform simplifies the complex clean energy procurement process, enabling companies to meet their emissions goals in the most economical way possible. MCJ is proud to be a repeat investor in Verse through our venture capital funds, including participation in their recent Series A round alongside GV and Coatue. To us, Verse embodies the inevitable shift where large companies must integrate clean energy management as a core business capability.Hyperscalers have led this trend, driven by their insatiable need for electricity to power data centers—a demand that's only growing with AI. We believe this focus on clean energy will expand across major corporations, much like the widespread adoption of IT and cloud technologies over the past two decades. But enough from us—let's hear directly from Seyed about what he's building with Verse.In this episode, we cover: [1:43] Overview of Verse's mission and focus[2:05] How Seyed founded Verse[4:54] Lessons from Seyed's time at Fluence[6:02] Insights into the buyer side of the market[10:03] Rising demand on the U.S. energy grid[13:02] Breakdown of Verse's customer base[17:44] Challenges corporate buyers face with energy and emissions[19:14] Overview of virtual PPAs and additionality[25:14] How Verse helps buyers make energy decisions[27:28] Importance of data in pricing and forecasting[30:40] 24/7 carbon-free energy vs. carbon matching[35:00] The role of batteries in increasing emissions[38:56] How Verse is expanding its offerings[41:15] Understanding Verse's approach[44:00] Verse's funding history and goalsEpisode recorded on Oct 17, 2024 (Published on Jan 2, 2025) Stay Connected with MCJ:Cody Simms on LinkedIn | XVisit mcj.vcSubscribe to the MCJ NewsletterEnjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.

Connecticut and Massachusetts have backed out of their portions of the Vineyard Wind 2 offshore project, Avaada Group is investing $12B in renewables for Rajasthan by 2030, and Enersense is selling its onshore wind and solar project development business to Fortum. Fill out our Uptime listener survey and enter to win an Uptime mug! Register for Wind Energy O&M Australia! https://www.windaustralia.com Sign up now for Uptime Tech News, our weekly email update 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 Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Pardalote Consulting - https://www.pardaloteconsulting.comWeather Guard Lightning Tech - www.weatherguardwind.comIntelstor - https://www.intelstor.com Welcome to Uptime News Flash. Industry news, lightning fast. Your hosts, Allen Hall, Joel Saxum, and Phil Totaro discuss the latest deals, mergers, and alliances that will shape the future of wind power. News Flash is brought to you by IntelStor. For market intelligence that generates revenue, visit www.intelstor.com. Allen Hall: There's been a significant setback for offshore wind development from Vineyard Offshore as they announced the withdrawal of its 800 megawatt portion of the Vineyard Wind 2 project from Massachusetts contract negotiations and that decision came after Connecticut opted not to purchase its planned 400 megawatt share of the project. This development impacts Massachusetts ambitious offshore wind goals, where despite earlier procurement of 3200 megawatts of capacity, only Vineyard Wind 1 remains active in the state's pipeline. And Phil, this is due to the combination of Massachusetts, Connecticut, and Rhode Island working together to draw from some of these offshore projects. But now, Connecticut is full stop, not going to be involved in offshore wind, they said, for at least a couple of years. Phil Totaro: Yeah, not that Connecticut has always been Wind Energy's biggest well, biggest fan, pardon the pun. Connecticut has, is basically saying that they're pulling out of this procurement because offshore wind is just too expensive, and that's entirely true. . Given what the industry has to price the PPA at to be able to pay for the project, given the the cost of money and the cost of equipment these days. So I can see why they did it, but it does kind of screw Rhode Island and Massachusetts a little bit because, they were counting on that offtake. So the question then becomes, does Massachusetts unilaterally go and sign an agreement 2 at some point? Is that even something that's going to be able to move forward, before January 20th, where presumably we're not going to get, four years worth of BOEM approvals on offshore wind farms? So there's a lot of uncertainty and unfortunately chaos caused by, Connecticut's decision here and, and certainly unfortunate for, for vineyard offshore wind. Joel Saxum: I think one thing to think about here is that like you said, Phil, that there's a looming deadline that might close the door on some of these wind things or not, not slam the door, but close it a little bit more this offshore wind program that we have going on the East Coast for no matter what state you're in. And, and the way I'm looking at some of this is, yes, the PPAs are expensive. I see that. Tech, the technology is expensive. I see that the financing is, has been a bit difficult. It should be hopefully getting easier to see that. However, If your goal is to have renewable energies and you're in the northeast part of the United States, you don't have a whole lot of options. Your options basically are offshore wind and something else that someone dreams up for something because that's it.

Interview with Adam Kiley, CEO of Frontier Energy Ltd.Our previous interview: https://www.cruxinvestor.com/posts/frontier-energy-asxfhe-powering-up-western-australia-with-strategic-solar-battery-project-5619Recording date: 17th December 2024Frontier Energy (ASX:FHE) is progressing its Waroona renewable energy project in Western Australia, positioned to capitalize on the state's ambitious renewable energy transition. Western Australia aims to increase its renewable energy capacity from the current 37% to 82% by 2030, creating significant opportunities for renewable energy developers.The company recently updated its definitive feasibility study (DFS), revealing improved project economics. Capital costs have decreased from $304 million to $282 million, benefiting from falling equipment prices amid a global oversupply of solar panels and batteries. This cost reduction, combined with a 10-15% increase in forecast energy prices over the past six months, strengthens the project's return potential.Despite facing setbacks in its original debt financing strategy due to changes in Western Australia's capacity market dynamics, CEO Adam Kiley maintains a positive outlook. The company is now pursuing a diversified financing approach, including equipment supplier financing, European credit markets, and potential power purchase agreements (PPAs).Market conditions strongly support the project's development. Peak energy prices in Western Australia have surged 110% over the past two years, while average prices have risen by 70%. The project's strategic location, with existing grid connections and expansion potential, positions it well to benefit from increasing energy demand and the broader electrification of the economy."We're demanding more energy every day. In my opinion, it doesn't make a difference if you're coal or gas or renewable, you want energy going onto that grid because it's becoming so valuable," stated Kiley, emphasizing the project's strong market fundamentals.The investment thesis for Frontier Energy centers on several key factors: exposure to Western Australia's rapidly growing renewable energy market, reduced project costs, strategic location with existing infrastructure, multiple financing options, and significant market tailwinds from rising energy prices and economy-wide electrification.The company sees potential to attract strategic investment, particularly from larger players interested in the project's expansion capabilities. "What a lot of bigger players are looking for is how big can this project get - and that's really what we believe the attraction will be for a lot of people," Kiley explained.As the renewable energy sector continues its transformation, Frontier Energy's Waroona project represents a strategic opportunity in Western Australia's evolving energy landscape, backed by strong market fundamentals and improving project economics.View Frontier Energy's company profile: https://www.cruxinvestor.com/companies/frontier-energySign up for Crux Investor: https://cruxinvestor.com

NPM Europe's Jon McNair speaks with JP Cerda, the CEO and co-founder of Renewabl, which is a start-up that aims to help companies better procure and manage their clean energy supplies, while aiming to avoid greenwashing.Across a wide-ranging discussion, JP gives us his perspectives on the renewable electricity purchasing market, the role of PPAs and other similar products, the expected demand growth from AI, the move towards 24/7 renewable supply for offtakers, what governments are and could be doing to boost clean energy procurement, and much more.NPM is a leading data, intelligence & events company providing business development led market research across the European and US renewable energy markets.Download our mobile app.

NESTA EDIÇÃO. A queda de Assad no conflito na Síria, que envolve grandes potências do mercado de petróleo. Leilão A-3 termina sem interessados; A-1 e A-2 negociam R$ 6 bi. As tendências para os PPAs no mercado livre. ES propõe redução de imposto para GNV e biometano. Yara inicia produção de amônia a partir de biometano em SP. Os setores que podem ser impactados pelo acordo UE-Mercosul.

In this episode, Viola is joined by Alice Cajani, Global Director of Energy Management at Enfinity Global, for a comprehensive discussion on the evolving landscape of renewable energy and Power Purchase Agreements (PPAs). Cajani shares insights into Enfinity Global's journey from its foundation in 2019 to becoming a global leader with a portfolio exceeding 26GW of renewable projects across key markets.The conversation delves into trends shaping energy commercialisation in 2024, including the rise of 24/7 carbon-free energy solutions, the role of energy storage, and the evolution of PPAs into tailored client-centric agreements. We explore a blueprint for driving the energy transition forward.Hosted by:Viola Caon - Head of Content, inspiratiaGuest:Alice Cajani - Global Director of Energy Management, Enfinity GlobalReach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2024 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.

Peter and Jackie start the podcast by discussing President-elect Donald Trump's threat to impose a 25% tariff on all imports from Canada and Mexico and the potential impact on Canadian oil and gas markets and prices.Next, Peter and Jackie welcome their guest, Vittoria Bellissimo, President and CEO of the Canadian Renewable Energy Association (CanREA). CanREA is a national industry association and the voice for Canada's wind, solar, and energy storage solutions.Here are some of the questions Jackie and Peter asked Vittoria: How would you describe the mood of renewable developers in Canada today? Tariffs on solar equipment could be added at the Canadian border; how will this impact the cost of developing solar and wind projects? Why has Canada recently imported more electricity from the United States? Does this mean Canada is already facing tighter electricity markets? Alberta is redesigning its electricity market, called the REM or Restructured Energy Market. Why is this change needed? What concerns do renewable generators have regarding the proposed changes for the Alberta market? Are you concerned about the potential electricity demand growth from AI data centres in Alberta and elsewhere?Content referenced in this podcast:CanREA's Clean Energy Procurement CalendarDunsky report commissioned by CanREA, that defines the potential for onsite or behind-the-meter solar in CanadaEIA note on how US exports of electricity to Canada have increasedCanREA's Go Solar Guide 2024, the go-to source for Canadians looking to install solar on their rooftops and homes Please review our disclaimer at:https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinst LinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas Podcast Apple Podcasts Amazon Music Spotify 

Where does electricity come from? In developing countries, the power sector uses long-term, rigid contracts called power purchase agreements (PPAs) between a private generator and government-owned utilities. These PPAs are not usually competitive, their terms – including payment guarantees by which suppliers get paid even when there is no demand – are often secret, they can last for up to 30 years, and they guarantee the use of fossil fuels far into the future. Sugandha Srivastav tells Tim Phillips about how the privatisation of electricity generation has created a way to move money “from the public coffers to vested interests”. Read the full show notes on VoxDev: https://voxdev.org/topic/energy-environment/why-pakistan-locked-overpriced-and-environmentally-damaging-power-sector

In this episode, Allen, Joel, Phil and Rosemary analyze why 38% of Australian wind farms are struggling with profitability despite stable PPAs. They explore how solar saturation, coal plant inflexibility, and maintenance contract structures impact returns. Plus, the team examines BlueFloat Energy's withdrawal from New Zealand and what recent auction results in Maine reveal about the broader challenges facing floating offshore wind development. Sign up now for Uptime Tech News, our weekly email update 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 Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Pardalote Consulting - https://www.pardaloteconsulting.comWeather Guard Lightning Tech - www.weatherguardwind.comIntelstor - https://www.intelstor.comWind Energy O&M Australia Conference - https://www.windaustralia.com Allen Hall: It is almost fall. I guess it is fall. Joel Saxum: It's almost November. Allen Hall: I was just outside today. It was like 70 degrees outside. It felt like the end of summer, not the beginning of fall. But we're almost in winter. We got another month or two before we hit the official start of winter, which means all the bears up in my area are starting to thinking about hibernating. But in the meantime, they're usually pretty hungry, trying to fatten up before the winter really hits. And This causes a lot of problems if you're around bears, and a lady in Montana had a problem where she went out to work in her pickup truck early in the morning and realized that it had been all torn apart by a black bear, of all things, which is the thing that I worry about the most around here. At this time of year, when you're bringing in things from the house, and a bear shows up and says, Oh, there's groceries in the car, hops in, and then panics, which is what happened to this lady. The bear panics and just destroys the vehicle. And this has happened very close to us, actually. And not that long ago, it was this summer, where bears were walking in our driveway, walked right by my wife, she didn't even know it was there. So it's serious that don't leave your car doors open. That's the one thing I remember in the fall. Don't leave your car doors open for any length of time. Otherwise, when you go back, you may have befriended a bear. Philip Totaro: Allen, I've seen videos where they're opening car doors. So don't even think about, you can close the door and they're still gonna get in. So I don't know, man. They're getting sophisticated out there. Joel Saxum: I've got another tip for you from my childhood. You always put your trash out in the morning. Before your kids go to school, before you go to work, put your trash out in the morning on the street. Because if you put your trash out outside of your garage the night before, you're gonna end up with trash all over the ground and the garbage man won't pick it up and you, i. e. me, as a young child, would have to go pick up all of our trash multiple times. So that's the hot tip. Allen Hall: It's either the bears, the raccoons, or the wildcats. Those are the ones you really have to watch out for. Get a cat down in your neighborhood because it can do a lot of damage. Joel Saxum: You would think that Allen lived in like Northwest territories or something and not in Massachusetts. Allen Hall: I can walk out my back door and pet deer right now. That's how close they're sitting next to the house. Cause it's hunting season also where I am and all the deer join into town. They're hanging up. Yeah, there's, they're not stupid. Joel, he's in the Berkshires. This is the wilderness. This is about as wilderness as you can get in Massachusetts.

The world's first large-scale, commercial direct-air capture (DAC) plants are coming online – or are about to. How soon will we see a boom in high-quality, durable DAC supply?  In this episode, Shayle talks to Andreas Aepli, chief financial officer of Climeworks, the world's largest provider of DAC. They talk about Climeworks' challenges with its two commercial plants – challenges Andreas argues the industry needs to be transparent about in order to earn the trust of skeptical buyers. Shayle and Andreas also cover topics like: The real-world challenges of building a DAC plant, like extreme weather, supply-chain quality issues, CO2 purity, and more Why Andreas advocates a step-by-step scale-up of progressively larger deployments How to set pricing and and structure a carbon removal contract How to build a capital stack for a carbon removal plant Why Andreas believes the market will become even more supply-constrained in the next few years Recommended resources Latitude Media: Google says it's the first to purchase direct air capture for $100 per ton Latitude Media: Can a new generation of DAC companies overcome the tech's big challenges? Latitude Media: Climeworks begins to offer “PPAs” for carbon removal Catalyst: Fixing the messy voluntary carbon market Catalyst is brought to you by EnergyHub. EnergyHub is working with more than 70 utilities across North America to help scale VPP programs to manage load growth, maximize the value of renewables, and deliver flexibility at every level of the grid. To learn more about their Edge DERMS platform and services, go to energyhub.com. Catalyst is brought to you by Kraken, the advanced operating system for energy. Kraken is helping utilities offer excellent customer service and develop innovative products and tariffs through the connection and optimization of smart home energy assets. Already licensed by major players across the globe, including Origin Energy, E.ON, and EDF, learn how Kraken can help you create a smarter, greener grid at kraken.tech. On December 3 in Washington, DC, Latitude Media is bringing together a range of experts for Transition-AI 2024, a one-day, in-person event addressing both sides of the AI-energy nexus: the challenges AI poses to the grid, and the opportunities. Our podcast listeners get a 10% discount on this year's conference using the code LMPODS10. Register today here!

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit Flatrate und Zinsen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Intel sagt Amazon zu und Deutschland ab. Microsoft kauft sich selbst für 60 Milliarden. Flutter kauft Konkurrenz in Italien und Brasilien. Hensoldt und Rheinmetall hat gestern niemand gekauft. PTT (WKN: A2JKFZ) ist ein staatlich geprägter Ölkonzern. PTT ist aber auch Starbucks-Konkurrent, Pharma-Gigant und Gas-Pipeline-Betreiber. Iberdrola (WKN: A0M46B) wächst und wächst. Das Geile: KI, Stromnetze und PPAs. Das weniger Geile: Viel Kapital und hoher Preis. Diesen Podcast vom 18.09.2024, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

In this episode of Smart Energy Voices, listen to insights from a session at the 2024 Renewable Energy Forum (REF) featuring Seyed Madaeni, co-founder and CEO of Verse. Madaeni discusses the complexities of planning an optimal clean energy roadmap at the lowest cost. He outlines the various factors that organizations need to consider when planning their sustainability programs and the importance of understanding the financial implications of these decisions. Live polling at REF revealed insights into attendees' experiences with PPAs and their organization's clean energy goals. Among those results, many organizations responded that they have clean energy goals, but there is still a need for more robust strategies to achieve them, including technology-driven solutions. You will want to hear this episode if you are interested in... ● The complexities of a clean energy goal (05:23) ● Important questions in setting up a clean energy program (09:21) ● A case study on evaluating approaches to sustainability (13:10) ● The importance of data-driven insights (18:34) Click here for detailed show notes Connect with Seyed Madaeni On LinkedIn Seyed has been building software products to optimize the electricity sector for 10+ years. Before founding Verse, he served as the Chief Digital Officer at Fluence, where he played a central role in the company's successful $5B+ IPO, overseeing its digital business unit. Seyed was instrumental in growing Fluence's renewable portfolio to over 10GW. Earlier in his career, Seyed was the CEO of AMS, where he pioneered a flagship market bidding product that eventually led to the company's acquisition by Fluence. Seyed also contributed significantly to Tesla, SolarCity, and PG&E, providing technical oversight for several groundbreaking wholesale market-facing software applications. Seyed holds a BS and MS in electrical engineering from the University of Tehran and a PhD in Systems Engineering (Operations Research) from Ohio State University. Connect With Smart Energy Decisions Smart Energy Decisions Follow us on LinkedIn Subscribe to Smart Energy Voices on Apple Podcasts, Google Podcasts, Android, Spotify, Stitcher, TuneIn Radio, aCast, PlayerFM, iHeart Radio If you're interested in participating in the next Smart Energy Decision Event, visit smartenergydecisions.com or email our Community Development team at attend@smartenergydecisions.com

In this episode by guest is Dr Tayo, founder of ‘Back to Sassy Inc' and creator of the Synergistic Hormone Balancing System.During the conversation we discussed:* Dr Tayo's background as a physician* The Synergistic Hormone Balancing System* Sleep and other Menopause Mistakes* What being a woman living well means to herDownload your copy of The Dynamic Woman's Sleep and Fat Burning Menopause Power Pack: https://getyoursassyback.com/sleep-fatb-ppAs the founder of “Back to Sassy Inc.,” Dr. Tayo turned her own perimenopausal struggles into a transformative initiative for women in midlife and beyond.She created The Synergistic Hormone Balancing System ™, a natural, total woman and science-backed framework. This supports women struggling on their menopause journey, and is based on a concept she calls Menopause 3.0, which is the powerful cutting-edge way that ensures management is centred around each woman's requirements as an individual.Her charismatic demeanor in discussing this complex subject has garnered attention from networks like ABC, CBS, NBC and Google News.Dr Tayo's innovative approach equips high-achieving women to quickly and safely reignite their vitality, boost their productivity & confidence so that they continue to excel in their professional lives and enjoy rich personal lives.Connect with Dr TayoGet Your Sassy Back Home This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit womenlivingwellafter50.substack.com

Marc Spieler had been at the oil and gas giant Halliburton for 13 years when he first saw inklings of the energy transition – like Shell's investment in geothermal and Exxon Mobil's wind and solar PPAs. Once EVs started to go mainstream in 2019, he knew the energy transition was for real. And he wanted in. So he got a job at NVIDIA the same year the tech giant launched a new line of semiconductor chips specifically designed for processing artificial intelligence. Now, Marc works with other software companies and utilities to use technology to drive down the cost of the energy transition and speed up decarbonization. This week on With Great Power, Marc tells Brad about how advanced processing and artificial intelligence are changing utility operations, and why not all technology solutions need to be built from scratch. This podcast is produced by GridX in partnership with Latitude Studios. GridX is the Enterprise Rate Platform that modern utilities rely on to usher in our clean energy future.

In this episode of Smart Energy Voices, host Debra Chanil welcomes Luke Penne, Senior Business Development Manager at Constellation Energy, in an interview from the 2024 Renewable Energy Forum, “The Continued Evolution of Offsite Renewable Purchasing.” This insightful episode covers recent developments in offsite renewable purchasing, including factors affecting the rising prices of power purchase agreements (PPAs), the importance of more impactful renewable purchases, and increasing demand for PPAs and integrated solutions as companies face challenges in meeting their 2025 and 2030 sustainability goals.   You will want to hear this episode if you are interested in… Impactful PPA transactions (05:51) The increased demand for PPAs and integrated solutions (07:42) Meeting the challenges of increasing demand (09:41) Navigating the changing market (11:59) Hourly carbon-free electricity (12:59) Click here for detailed show notes Connect with Luke Penne On LinkedIn With 10 years of energy and finance experience, Luke is currently a Senior Business Development Manager for Constellation, helping businesses decarbonize their operations hour-by-hour. Prior to his current role, Luke held several positions, both with Constellation and a sell-side investment bank, in energy and fixed-income trading operations. Luke achieved a master's in finance through the University of Baltimore and also holds a Bachelor of Science from Towson University. Connect With Smart Energy Decisions Smart Energy Decisions Follow us on LinkedIn Subscribe to Smart Energy Voices on Apple Podcasts, Google Podcasts, Android, Spotify, Stitcher, TuneIn Radio, aCast, PlayerFM, iHeart Radio If you're interested in participating in Net Zero Forum Fall this September, visit sednetzeroforum.com/fall or email our team at attend@smartenergydecisions.com to get started.

Vestas in Turkey has suspended their generator factory project and blade production in the country after loosened locality requirements for wind. Avangrid has sold its Kitty Hawk North offshore lease to Dominion Energy for $160 million. LS Greenlink invests $681 million in a Virginia factory, creating 330 full time jobs. Sign up now for Uptime Tech News, our weekly email update 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 Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Pardalote Consulting - https://www.pardaloteconsulting.comWeather Guard Lightning Tech - www.weatherguardwind.comIntelstor - https://www.intelstor.com Allen Hall: I'm Allen Hall, president of Weather Guard Lightning Tech. And I'm here with the founder and CEO of IntelStor, Phil Totaro, and the chief commercial officer of Weather Guard, Joel Saxum, and this is your NewsFlash. News Flash is brought to you by our friends at IntelStor. If you want market intelligence that generates revenue, then book a demonstration of IntelStor at intelstor.Com. Avangrid, a subsidiary of Iberdrola, has announced the sale of its Kitty Hawk North offshore wind lease area to Dominion Energy for approximately 160 million. The deal includes a nearly 40, 000 acre lease and associated assets with Dominion Energy paying 117 million for the lease acquisition and reimbursing Avangrid for development costs. Avangrid is retaining ownership of Kitty Hawk South Lease, which it plans to continue developing. All right, Phil. There seems to be a lot of swapping of of repurchased ocean land. Off the coast of the United States here, what is going on? Why is Avangrid selling one site and keeping another? What's happening? Philip Totaro: Well, I simply put, this sounds like they, have a bigger slice of cake than they can maybe eat by themselves so to speak. So they just want to be able to, this is one way that they can kind of divide up the site. a chunk of it without having to bring in an equity partner on the full project site, which is actually pretty clever, right? So I have to give them credit for that. Keep in mind as well that, of the projects in the US that have now been officially consented, Avangrid's got something like 20 something percent of them. So, this is, uh, it's getting expensive. And Iberdrola wants to be able to, control their costs. This is also one way of doing that, too. Joel Saxum: Another thing to think about here with Dominion Energy, if you've been following the offshore wind plays along the east coast here for the last year, two, three, four years, as we have here on the podcast, Dominion Energy is one of the groups that has actually been able to go through with their leases. Development costs, getting vessels ready, getting some turbines getting ready for development, getting ready for offshore without really too many hiccups. So the money's there, the PPAs are right, everything is moving forward for Dominion. So they're doing things without too many issues and that may point to this as well. Allen Hall: South Korea based LS Greenlink is investing 681 million to build a state of the art facility in Chesapeake, Virginia. This facility will manufacture high voltage subsea cables for offshore wind farms and is set to create more than 330 full time jobs. It's a significant step for the U. S. offshore wind industry as it'll be the first offshore wind cable manufacturer in the country. Now, Phil, this obviously has tax implications. What is driving LS Greenlink to really build a facility in Virginia? Philip Totaro: Well, besides market demand of which, this factory and fabrication facilities has a total price tag of something like 681 million which is an awful lot of money....

We are delighted to share the first episode of the fourth instalment of the Energy Transition Series. Engage with leading experts in the energy sector as they explore pivotal global energy trends, offering the latest insights and analyses to support your journey towards a more sustainable, low-carbon future. The first episode tackles the intricacies of Power Purchase Agreements (PPAs) amidst the evolving energy landscape. We are currently witnessing the golden age of PPAs, a pivotal period where these agreements serve as a dynamic force propelling the growth of renewable energy, spurring innovation, and contributing to meaningful progress in our energy transition. Listen to this thought-provoking webinar that sheds light on the present state of PPAs and the broader energy market. Our esteemed panel of international industry figures dissect critical trends and obstacles, such as the volatility of power prices, the regulatory framework, the significance of environmental attributes, the impact of project delays, and the emerging emphasis on Virtual PPAs.

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley criticize Biden's diversion of funds to floating wind turbines. They highlight a McKinsey study showing nearly half of EV owners want to return to gas cars due to high costs and inadequate charging infrastructure. They also address the high cost of battery storage for renewables, rising carbon emissions in Asia, Fervo Energy's new geothermal energy deal with Southern California Edison, and U.S. sanctions on an Iranian shadow banking network laundering oil money for weapons fundingHighlights of the Podcast00:00 - Intro01:03 - Biden Illegally Diverts Billions to Build Floating Wind Turbines!03:44 - Almost Half Of EV Owners Want To Go Back To Gas Cars, Study Finds06:59 - The $2.5 trillion reason we can't rely on batteries to clean up the grid09:25 - Why Asia's Carbon Emissions Are Erasing Western Progress12:32 - Fervo Energy Announces 320 MW Power Purchase Agreements with Southern California Edison14:53 - US Treasury imposes sanctions on Iranian shadow banking network laundering oil money16:20 - OutroPlease see the links below or articles that we discuss in the podcast.Biden Illegally Diverts Billions to Build Floating Wind Turbines!June 22, 2024 Stu TurleyGuest Post from David Wojick at CFact. The Biden Administration is illegally redirecting hundreds of millions of dollars in highway grant money to fund construction of floating wind manufacturing facilities. The funding mechanism is the INFRA […]Almost Half Of EV Owners Want To Go Back To Gas Cars, Study FindsJune 21, 2024 Mariel AlumitNearly half of American electric vehicle (EV) owners want to buy an internal combustion engine model the next time they buy a car, according to a new study from McKinsey and Company, a leading consulting […]The $2.5 trillion reason we can't rely on batteries to clean up the gridJune 24, 2024 Mariel AlumitA pair of 500-foot smokestacks rise from a natural-gas power plant on the harbor of Moss Landing, California, casting an industrial pall over the pretty seaside town. If state regulators sign off, however, it could be […]Why Asia's Carbon Emissions Are Erasing Western ProgressJune 24, 2024 Mariel AlumitGlobal CO₂ equivalent emissions grew by 2.1% in 2023, crossing 40 billion metric tons for the first time. This category of emissions is the sum of carbon dioxide emissions from energy, carbon dioxide emissions from […]Fervo Energy Announces 320 MW Power Purchase Agreements with Southern California EdisonJune 25, 2024 Mariel AlumitWorld's largest geothermal PPAs highlight increasing utility demand for clean, reliable next-generation geothermal energy HOUSTON, TX (June 25, 2024) – Fervo Energy (“Fervo”), the leader in next-generation geothermal energy, announced today the execution of two power […]US Treasury imposes sanctions on Iranian shadow banking network laundering oil moneyJune 26, 2024 Mariel AlumitThe US Treasury Department on June 25 imposed sanctions on parts of a shadow banking network that Iran uses to launder billions in oil proceeds used to provide weapons to Russia and regional proxy groups […]Follow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading Desk– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss various energy-related headlines: the EU's sanctions on 17 ships carrying Russian oil, Turbo Energy's 320 MW power purchase agreement with Southern California Edison, Lufthansa's hike in ticket prices due to environmental costs, the resurgence of Canada's oil sands, and a hedge fund's 20% annual returns from targeting uranium M&A. They also cover current oil and gas market trends, including a negative turn in Texas natural gas prices amid a heat wave, and touch on geopolitical factors influencing energy prices and investments.Highlights of the Podcast00:00 - Intro01:30 - EU Sanctions 17 Ships that Carried Oil for Russia02:35 - Fervo Energy Announces 320 MW Power Purchase Agreements with Southern California Edison05:01 - German airline Lufthansa hikes ticket prices by up to $77 due to environmental costs07:19 - Forget Shale: Canada's Oil Sands Are Having Their Moment09:27 - Hedge Fund Making 20% a Year For Last Decade Targets Uranium M&A12:20 - Markets Update14:40 - Texas Natural Gas Prices Turn Negative Even Amid Heat Wave17:16 - OutroPlease see the links below or articles that we discuss in the podcast.EU Sanctions 17 Ships that Carried Oil for RussiaJune 25, 2024 Mariel AlumitThe European Union placed sanctions on more than two dozen vessels, including 17 that hauled oil for Moscow. The sanctions follow similar steps taken by the UK, which included so-called dark fleet ships on a list of […]Fervo Energy Announces 320 MW Power Purchase Agreements with Southern California EdisonJune 25, 2024 Mariel AlumitWorld's largest geothermal PPAs highlight increasing utility demand for clean, reliable next-generation geothermal energy HOUSTON, TX (June 25, 2024) – Fervo Energy (“Fervo”), the leader in next-generation geothermal energy, announced today the execution of two power […]German airline Lufthansa hikes ticket prices by up to $77 due to environmental costsJune 25, 2024 Mariel AlumitGerman airline company Lufthansa Group said Tuesday it would add an “environmental cost surcharge” to ticket prices as soon as this week, which could be as high as 72 euros ($77) for some flights. “The surcharge is […]Forget Shale: Canada's Oil Sands Are Having Their MomentJune 25, 2024 Mariel AlumitCanada's oil sands were once the high-cost, dirty and unloved sibling to America's fast-growing shale. Not any more. Oil-sands producers have been among the top-performing companies in the energy sector over the past year. Shares […]Hedge Fund Making 20% a Year For Last Decade Targets Uranium M&AJune 25, 2024 Mariel Alumit(Bloomberg) — A top performing hedge fund is betting the pullback in uranium producer NexGen Energy Ltd. will be short lived, as the industry's growing appeal leaves the startup well placed for a potential takeover. […]Texas Natural Gas Prices Turn Negative Even Amid Heat WaveJune 25, 2024 Mariel AlumitIn an unexpected turn of events, U.S. spot natural gas prices in Texas dropped below zero on Tuesday despite soaring demand driven by a severe heat wave. This phenomenon, typically seen in the low-demand seasons […]Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB TopEnergy DashboardENB PodcastENB Substack– Get in Contact With The Show –

With Europe's power market looking to steady itself after a period of volatile prices, NPM Europe Editor Peter Kneller welcomes Lightsource bp's Zosia Riesner to the podcast to discuss key PPA dynamics and some abiding principles to bear in mind when striking deals.Riesner also discusses the interplay between PPA prices and government-backed support measures, touching on Italy's recently announced intention to introduce new generous looking auction tariffs and concern from some quarters over the impact this could have on the country's offtake market.Also on the agenda, navigating PPA negotiations with corporate buyer consortia, the market's need to prepare for the complexities of PPAs with co-located solar with storage assets, and an assessment of developer-led, “reverse-auction” PPA tenders as a procurement tool.NPM is a leading data, intelligence & events company providing business development led market research across the European and US renewable energy markets.

Insight and analysis from the second day of the Solar & Energy Storage Summit 2024. Day 2 of the 2024 Solar and Energy Storage Summit and the conversation was still in full swing. David Banmiller was there once again to capture all the debate and discussion on the future of the solar energy sector. Electrification is at the heart of the energy transition. There's been a sharp rise in grid connection capabilities in the last couple of years, and it's causing a headache for the industry. Permitting queues are long, and connection charges are high. What needs to change to ease these? Kelly Snyder is Senior Director, Origination, at EDP Renewables. She joins David to discuss it, as well as the latest trends in solar PPAs.What's the future of US electricity demand? Data centres, EV infrastructure and widespread electrification are causing a surge in demand, so how much is going to be met by green energy? Leuwam Tesfai is Deputy Executive Director for Energy and Climate Policy at the California Public Utilities Commission. She spoke to David about California's plans to secure solar and storage supply chains to ensure there's enough clean energy to meet demand. Plus, conversations with Oscar Araujo, General Manager for North America at Canadian Solar, and Shaun Laughlin of Solaris Energy, on mitigating climate risk and clean energy finance. Connection bottlenecks and possible solutions to the problem, PPAs, solar and storage technology and trends in funding and finance: it's all here on our recap of day 2 of the summit.Subscribe to the show so you don't miss any of the analysis from the Solar and Energy Storage Summit. Find us on X – we're @interchangeshow.For more information from our sponsor Convergent Energy and Power on their industry-leading battery storage and solar solutions, please go to convergentep.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Christina Yagjian leads global renewable energy strategy and origination at Cargill. According to Forbes, Cargill is the largest private company in the USA by revenue with $177 billion in the fiscal year ending in May, 2023. Before Cargill, Christina managed the renewable energy footprint at Meta, the parent company to Facebook and Instagram and one of the world's largest corporate clean power purchasers. Our topic today is all about clean power purchasing, why large companies have started buying power directly, how they prioritize their needs across factors like cost and emissions, and how they structure their agreements. This is one of the more complex topics in the climate space, combining carbon accounting with power grid economics and a whole lot of wonk. Cody and Christina keep the conversation accessible to folks who are just trying to understand the role of power consumption, emissions and large companies in the first place. Special thanks to Christina for balancing the need to help explain the overall landscape along with articulating some of Cargill's specific initiatives and focus areas.In this episode, we cover: [2:41] Christina's background and journey in renewables[9:53] Reasons behind corporate power purchases[11:19] The difference between renewable energy certificates (RECs) and power purchase agreements[16:08] The role of additionality in power purchase agreements[22:32] Balancing emissions footprints with the cost of power[26:07] Role of storage in balancing intermittent renewable resources[30:12] Challenges and barriers to clean power procurement, such as cost, timing, and market uncertainties[33:24] Considerations in choosing power generators and negotiating PPAs[36:51] An overview of virtual power purchase agreements[43:29] Managing clean power procurement and the need for robust data systems[45:52] Definition of success in clean power procurement for CargillRecorded May 15, 2024 (Published June 3, 2024)  Get connected with MCJ: Jason Jacobs X / LinkedInCody Simms X / LinkedInMCJ Podcast / Collective / YouTube*If you liked this episode, please consider giving us a review! You can also reach us via email at content@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

Microsoft is partnering with Brookfield Asset Management to develop 10.5 GW of new wind and solar, Siemens Gamesa reports a €365 million loss in the 2nd quarter of 2024, WEG will begin manufacturing their 7 GW turbine platform in Minnesota, and Canadian Pension Plan Investment Board and Global Infrastructure Partners acquire Allete. Sign up now for Uptime Tech News, our weekly email update 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 Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Pardalote Consulting - https://www.pardaloteconsulting.comWeather Guard Lightning Tech - www.weatherguardwind.comIntelstor - https://www.intelstor.com Allen Hall: I'm Allen Hall, president of Weather Guard Lightning Tech, and I'm here with the founder and CEO of IntelStor, Phil Totaro, and the chief commercial officer of Weather Guard, Joel Saxum. And this is your News Flash. News Flash is brought to you by our friends at IntelStor. If you want market intelligence that generates revenue, then book a demonstration of IntelStor at intelstor. com. Microsoft has partnered with Canada's Brookfield Asset Management to develop new wind and solar farms aiming to bring 10. 5 gigawatts of generating capacity online. The partnership is expected to help finance renewable electricity projects to be built between 2026 and 2030. 30 starting in the U.S. and eventually Europe. The deal is estimated to cost over 10 billion U. S. dollars, and it highlights the race to meet clean energy commitments while satisfying the growing energy demands of cloud computing and A. I. Now, Phil, we all know that A. I. is going to be expensive in the electricity world. Everybody is worried about it. Microsoft is trying to hedge their bets at the minute. Do you expect others like an Amazon to do something similar? Philip Totaro: Amazon's been up until this deal, once it officially closes and they actually build and start procuring all this. This is going to be the biggest corporate renewables procurement in history. Amazon's been doing their fair share and was leading up until this point. But this is this is massive. So it let's put it this way. It looks like, deals like this are going to finally get the tech sector in the mood to say, all right, we like, fixed price contracts with, some degree of certainty and, proven technology now between wind and solar particularly for cloud applications or AI applications where, it's going to be, power intensive, I think, the tech sector in general needs needed to, and is getting more on board with this. Even, my own company builds on AWS. We've, contributed to them procuring some renewables capacity as well. And we're taking the benefit of that too. Joel Saxum: It's nice to see Microsoft getting involved in an early stage here, right? At the pipe, not even during the pipeline exercise, but during the pipeline build out of guys, we were going to want this, we're going to partner with a major developer being Brookfield Renewables, who has a large capital base behind them, of course. But at the start of it saying we want to do this because you do see the virtual PPAs and those on the corporate PPAs being, But it's usually like when they're about built, of course, along the time, the sales people from that energy company are shopping them. But you don't see the agreements happen at an earlier stage like this very often. So with Microsoft, of course, being a large consumer of power for, of course, computing, but also the cooling of these centers is going to be a large cost as well. Being a looking in, into their crystal ball and seeing that energy usage going up and up and up, they're getting to getting engaged with a major developer at an early pipelin...

In this episode of the Clean Power Hour, Tim Montague hosts a special live webinar with Austin Carr, founder and president of Greenlink Energy Solutions, and Jim Keeling, a business attorney and partner at Hinshaw law, both based in Rockford, Illinois.They discuss the opportunities and challenges of behind-the-meter solar PV installations for churches and universities in Northern Illinois. Austin and Jim share insights from their recent successful solar projects at Our Savior Lutheran Church and Rockford University.They provide an in-depth look at the process of developing commercial solar projects for organizations like churches and universities. This includes evaluating potential sites, designing the solar array, navigating available incentive programs like Illinois Shines and Solar for All, and working through financing options from cash purchases to third-party ownership models like PPAs.A key focus is the generous federal tax credits and state incentives that make solar highly economical for tax-exempt entities like nonprofits and educational institutions in Illinois. The guests walk through the financials of the church and university installations to illustrate the remarkable return on investment achievable.They also cover stakeholder engagement best practices, as securing buy-in across decision-makers is critical for such installations. The potential benefits of adding energy storage to further reduce costs and improve resilience are discussed as well.Overall, it provides a comprehensive roadmap for similar organizations looking to go solar and take advantage of supportive policies aimed at accelerating clean energy adoption in markets like Illinois. Selecting qualified installers who understand the intricacies of available incentives is highlighted as a key success factor.Social Media HandlesAustin CarrGreenlink Energy SolutionsJim KeelingHinshaw lawSustain Rockford Event Support the Show.Connect 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.com Corporate 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 episode, we delve into the evolving landscape of Power Purchase Agreements (PPAs) in Europe, focusing on the comprehensive European PPA Report 2023, highlighting a record-breaking 14.13GW capacity procured through 198 deals. We dig into the report's findings, including the rise in popularity of virtual and cross-border PPAs, the crucial role of legal advisers in navigating these agreements, and the top markets and sectors in the PPA landscape, with particular attention to the growth in solar, onshore wind, and novel technologies like green hydrogen.In the news, we delve into the latest developments in the energy transition sector, with an inspiratia exclusive on Zenobe's efforts to secure additional funding for its electric vehicle projects in the UK. Additionally, we spotlight Gresham House's BSIF II fund and discuss their energy storage strategy. We also turn our attention to the busy world of energy auctions and tenders. Providing insights into the latest UK T-1 and T-4 capacity auctions, as well as the groundbreaking offshore floating wind tender in the UK's Celtic Sea. We also cover Spain's steps towards a new "competitive bidding" offshore wind energy tender under the National Integrated Energy and Climate Plan for 2030.Hosted by:Viola Caon - Head of ContentAshkenaz Al - Reporter Ashley Marzimin - Data AnalystReach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2024 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.

Solar PPAs are a popular way to finance commercial solar projects, but the process remains nebulous to many installers and developers. In this illuminating webinar, host Tim Montague gets candid insights from two solar financing experts - Marc Palmer of Conductor Solar and Nick Perugini of Solaris Energy. With decades of combined experience structuring, financing, and closing commercial solar PPAs between investors, developers, and host customers, they shed light on real-world best practices.The discussion covers critical considerations at each stage of the PPA process.Finding and aligning with the right customer: What makes a customer a good fit for solar PPAs? How to position the value proposition.Project size considerations: Minimum thresholds for economic viability. How different financiers have preferences on project size.Finding the right financing partner: Factors like geography, customer type, experience level that determine fit. Due diligence to ensure partner can execute.Closing the deal: LOIs, timing, agreement on roles and responsibilities.Incorporating battery storage: Emerging best practices on solar + storage PPAs.Whether you're new to C&I PPAs or have battle scars from past deals gone awry, this webinar will equip you with actionable insights to improve your next C&I solar project. You'll leave ready to replicate the success of leading C&I solar developers and make your next PPA not just workable, but profitable.Social Media HandlesMarc PalmerConductor SolarNick PeruginiSolaris 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.com Corporate 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

To discuss everything that's going on in the PPA market (and a lot of things are happening), Gerard and Laurent bring back the excellent Luca Pedretti, CEO and co-founder Pexapark. Pexapark is the leading swiss-based intelligence platform on PPA in Europe.With Luca, we have an extensive conversation about the recent evolutions in the PPA market. Trends, duration, size, shapes, types of contracts, risk-sharing arrangements... We try to lay out how the market prices the following risks: capture risks, cannibalization risks, curtailment risks, settlement risks, credit risks…Then the discussion moves to the Tech titans and their unquenchable thirst for green power are reshaping the market for green electrons. How new innovations like hourly Green Certificates (GoOs, REGOS) are appearing and adding some transparency in the price discovery process?We finally debate about those soviet-era industrial policies in term of fuel choices (nuclear, hydrogen) that seem to ignore the permanent technological innovations (batteries), the need for flex, and the power of the market signals. A lot of those themes are also detailed in Pexapark annual PPA report available belowWe thank our friends and partners of Aquila Capital for supporting the show. Link to Pexapark

Wind & solar have had a tough year. Rising costs, disrupted supply chains, market economics and weather events have all contributed to the woes that have seen projects parked and stock prices fall. Yet, renewables are crucial to the energy transition and can be cost competitive and profitable in many cases. Just what does it take to build projects and companies that can weather this volatility? How can the sector build resiliency and robustness? Julie McLaughlin and Elizaveta Malashenko of Alvarez & Marsal join us to diagnose the challenges and identify the pathways forward for the renewables sector as outlined in their latest white paper released today: https://www.alvarezandmarsal.com/insights/renewables-imperative-discipline Julie is Managing Director of the US Energy Practice (previously our guest in episode 94 on the still upcoming SEC regulation on climate disclosures: https://podcasts.apple.com/us/podcast/the-hc-insider-podcast-conversations-in-energy/id1512721188?i=1000559567015) and Elizaveta is a Senior Director focused on the energy transition. 

Peter Light is the CEO and Co-founder of Lumen Energy. Lumen Energy's software enables commercial real estate portfolio managers to identify the optimal clean energy mix for their buildings, then deploy via their marketplace. Lumen's Auto PPA product automatically generates power purchase agreements via software, eliminating the drudgery of bespoke underwriting. In this conversation, Peter notes that many companies want to improve portfolio emissions for competitiveness but don't know where to start or invest in building-by-building analysis.  He explains how energy responsibilities vary by lease and tenant type, and touches upon the motivation behind pursuing clean energy projects, all while drawing from his extensive experience in the clean energy sector.In this episode, we cover: [02:38]: Peter's perspective on addressing climate problems[05:37]: His background in clean energy[14:44]: How he met his Lumen co-founder Dave through the MCJ community[18:22]: Overview of difference in energy billing structures by building type[20:43]: Increasing demands from investors and tenants to decarbonize buildings[28:45]: Key actors in commercial real estate decarbonization[30:00]: Lumen's customer base[37:32]: Details of Lumen's financial modeling software for buildings[40:05]: Lumen's use of public data to provide initial analysis for customers[41:45]: The company's AutoPPA product for streamlined PPAs across portfolios[47:39]: Lumen's Series A and current prioritiesGet connected: Peter Light LinkedInCody Simms X / LinkedInMCJ Podcast / Collective / Instagram*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on Oct 6, 2023 (Published on Oct 26, 2023)

Alight is a company riding the solar-coaster and enjoying the heights.In November 2021, David Banmiller sat down with Harald Overholm, co-founder and CEO of Alight. The focus of that discussion was on the emergence in popularity of Power-Purchase Agreements, in the solar sector. Alight, as one of the biggest providers in the Nordics, was looking to continue expansion throughout Europe. Since then, there's been exponential growth and evolution in solar, and the way businesses and homes source that energy.In November 2022, Alight raised about €150 million to expand their operations. This was a major milestone for the relatively small company at the time. Managing to secure equity in the market, they worked with various partners, ultimately partnering with an infrastructure fund, DIF. DIF, being one of the leading mid-market infra funds specializing in renewables, was instrumental in driving the company to expand its team and strategically take control of certain projects.Alight's key play was transitioning their role from being developers to becoming an independent power producer. As a PPA, Alight gained the ability to select which projects to develop, devise strategies to monetize them, and ultimately derive profit. This significant shift has been a cornerstone of their recent progress.The solar industry, as it expands quickly, provides opportunities, but it also presents potential obstacles. A primary concern, as Harald explores with David, is the heavy reliance on China for polysilicon production, a foundational component of solar cells. This poses potential supply chain risk, fuelling the argument for diversifying polysilicon production.While challenges might lie ahead, the surge of interest from investors, the potential of new enhancing technologies, and the increasingly favourable view of solar power are a key part of the energy transition that keeps the industry optimistic.The key to sustained success lies in the ability of companies like Alight to ride the high times and the low times. With the right balance of financial backing, strategy, and a focused vision, solar energy companies are poised to illuminate the path towards a greener future. For more on this topic, check out the recent episode of the Energy Gang, our sister podcast which you can find here: https://www.woodmac.com/podcasts/the-energy-gang/riding-the-solar-coaster/Subscribe to the Interchange Recharged so you don't miss an episode, out every second Friday at 7am ET. Find us on X – we're @interchangeshowSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.