Transmission

Lolita Carry, Director of Portfolio Strategy at Engie North America, steers a multi‑gigawatt pipeline of wind, solar and batteries across US ISOs. She explains how projects move from site to FID, what kills developments in interconnection queues, and the capital recycling model behind large asset sales. She also discusses battery operations, market revenue pressure, and why scale and in‑house trading matter for deployment.

Lolita Carry, Director of Portfolio Strategy at Engie North America, steers a multi-gigawatt renewables and battery pipeline and manages capital allocation across US ISOs. She discusses how Engie prioritizes ERCOT, PJM, MISO and CAISO, the develop-build-operate-recycle model, interconnection and network upgrade risks, capital recycling deals, and why scale and in-house trading shape battery strategies.

Florian Hock, Senior Director, Origination Energy Europe at NORD/LB, brings deep experience financing renewable and battery storage projects. He discusses what lenders need to see for German BESS deals to clear: clarity on permits, grid connection timing and fees, and robust offtake structures. The conversation covers regulatory risks, evolving offtake models, and practical bankability checks for debt.

Florian Hock, Senior Director, Origination Energy Europe at NORD/LB, brings deep experience financing renewables and battery storage. He discusses what lenders look for in German BESS projects. Short takes cover regulatory and permitting uncertainty, grid-connection and fee risks, offtake contract evolution, ancillary revenue limits, and lessons from the UK for improving bankability.

Alex Marshall, VP of Business Development at Clarke Energy and biogas/CDP veteran, discusses the rush to on-site generation for hyperscale data centers. He explains why gas engines are the rapid bridging choice, what a 450 MW peaking station looks like, and how engines, batteries, CHP and fuels like biogas or hydrogen can meet speed, resilience and net zero pressures.

Alex Marshall, VP of Business Development at Clarke Energy with decades in biogas and flexible grid solutions. He discusses why gas engines are the rapid-response choice for hyperscale data centers. He describes a 450 MW peaking plant, how gas complements batteries, and the tensions between fast deployment and net zero ambitions.

Jérémie Yvon, Head of Energy Management at Neoen Australia, who runs optimisation for a 4 GW wind, solar and battery portfolio. He discusses how Australia’s two market designs shape battery economics. They explore Hornsdale’s proof of concept, virtual battery products and firm renewable contracts. He also warns about rapid scale, market impacts and the real risk of battery oversupply.

Jérémie Yvon, Head of Energy Management at Neoen Australia, leads optimisation for multi-gigawatt wind, solar and battery portfolios. He contrasts volatile NEM and capacity-driven WEM dynamics. They discuss Hornsdale’s proof-of-concept, virtual battery products, firming PPAs and long-duration storage. Jérémie warns about possible battery oversupply and explains why in-house optimisation and flexible design matter.

Cindy Taff, CEO of Sage Geosystems and a 35‑year oil and gas veteran now turning subsurface know‑how to next‑gen geothermal and underground energy storage. She explains engineered hot‑rock reservoirs, how pressured fractures can act like underground pumped hydro, and why this approach enables fast, long‑duration, chemistry‑free storage that could scale widely.

Cindy Taff, CEO of Sage Geosystems and former Shell executive with 35 years in oil and gas, talks about applying drilling and subsurface know‑how to next‑gen geothermal. They discuss engineered hot‑rock reservoirs, an underground pressure‑based storage called EarthStore, fast, long‑duration dispatch, and why big tech and defense are already interested.