Currents
Currents is a podcast published by Norton Rose Fulbright that features in-depth discussions on the latest developments in project finance. The podcast is hosted by partner Todd Alexander, who interviews key business leaders and policy makers to investigate important trends affecting the energy and infrastructure space.
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Ep334: Renewables Development in a Demand‑Driven Market
Jim Spencer, CEO of Exus Renewables North America, discusses the company’s recent $400 million corporate debt raise and how rising demand is reshaping renewable development. He also outlines current grid, supply‑chain, and interconnection challenges and how developers are adapting with storage, gas and repowering strategies.
Ep333: Rethinking Forecasts in an Uncertain Climate
Rob Cirincione of Sunairio explains why traditional weather models miss the extreme events that drive grid risk and how high‑resolution, ensemble‑based forecasting can better predict impacts on power markets.
Ep332: Forecasting Energy Trends for 2026
Robbie Orvis of Energy Innovation discusses how shifting federal policies, tax credit changes and rising electricity demand shaped renewable energy deployment in 2025 and what those trends may mean for 2026. He also explores expected growth in solar and storage, potential headwinds for wind and the broader implications for power prices and grid planning.
Ep331: Cost of capital: 2026 outlook
Four project finance industry veterans talk about what to expect this year for tax equity, tax credit sales and debt. The four are Jack Cargas, managing director and head of tax equity origination, Bank of America, Ralph Cho, co-CEO, Apterra Infrastructure Capital, Rubiao Song, managing director and head of energy investments, JPMorgan, and Elizabeth Waters, managing director - project finance Americas, MUFG. The moderator is Keith Martin in Washington.
Ep330: Using Curtailed Power for Data Centers
John Belizaire, CEO of Soluna Holdings, discusses how the company develops data centers co‑located with renewable power plants to use curtailed energy, the role of “renewable computing” and how flexible data center operations can help manage growing AI‑driven electricity demand.
Ep329: Building and Scaling Renewable Projects in a Shifting Policy Environment
David Lillefloren and Tyler Hall of SunRaycer discuss launching and scaling a renewable energy development platform, from team-building and capital strategy to executing projects amid changing federal policy, supply‑chain constraints and rising power demand.<br /><br />
Ep328: Optimizing Distributed Generation Assets
Barrett Bilotta, CEO of Agilitas Energy, discusses the company's integrated approach to renewable energy development and recent trends in distributed generation and energy storage.<br />
Ep327: Market Dynamics in Tax Credit Insurance
Dan Berger, managing director at Lockton Companies, discusses recent trends, challenges and developments in the tax credit insurance market.
Ep326: How Linear Generators Empower Businesses
Shannon Miller, CEO of Mainspring Energy, describes the company’s modular linear generator technology and discusses its potential uses and cost considerations for various energy customers.<br /><br />
Ep325: New Rules for Private Power in Mexico
Raquel Bierzwinsky, Norton Rose Fulbright partner, discusses the latest reforms to Mexico’s power sector, highlighting how new regulations are creating opportunities for private investment and project development after years of stagnation.
