Currents

Richard Taylor, CEO of ONE Nuclear, discusses developing hybrid natural gas and small modular nuclear power projects to meet growing data center demand for reliable baseload electricity.

Rebecca McDonald, VP of Data Center Energy Solutions at Bloom Energy, builds modular on-site solid oxide fuel cell systems for data centers. She discusses using on-site generation to bridge grid constraints and interconnection delays. Topics include fuel cell efficiency and reliability, modular factory-prefab deployment, financing options like PPAs and tax credits, and rapid commercial scaling.

Rich Dovere, CEO of Dispatch Energy and longtime distributed generation developer and investor, reflects on scaling mid-market DG projects. He discusses interconnection delays, transmission constraints, tax-credit impacts, and where capital is flowing. The conversation touches on storage and fuel-cell opportunities, AI and automation in operations, and the real community benefits of local power.

Aaron Halimi, CEO of Renewable Properties, discusses how community solar and distributed generation are adapting during a period when traditional subscription models face constraints.

Kemp Gregory, CEO of Renewell Energy, leads a team turning idle oil and gas wells into gravity-based grid storage using a heavy weight and regenerative winch. He breaks down how well water, efficiency numbers, costs, and site criteria shape the tech. They also cover funding, early installs, scalability, and plans to scale to utility-scale capacity.

Alfred Johnson, co-founder and CEO of Crux and author of its Market Intelligence reports, shares findings from Crux’s 2025 market study. He covers resilience in tax credit transfers and pricing, the surge in hybrid tax equity and battery storage growth, shifting capital deployment and safe-harbor capacity, and how policy and reshoring shaped market behavior.

Stefan Reisinger, Norton Rose Fulbright partner and international trade lawyer. He breaks down the Supreme Court ruling that voids presidential tariff actions under the IEPA. He explains which tariffs are affected and who can seek refunds. He outlines alternate legal routes for tariffs and the likely administrative process and practical effects on contracts and lenders.

Keith Martin, partner at Norton Rose Fulbright and project finance and tax specialist, breaks down new IRS guidance on FIAC rules and proposed Section 45Z clean fuel tax credit regs. He explains how prohibited foreign content is calculated and why supplier certificates matter. He also outlines transferability changes and what may shape market participation.

Jim Spencer, President and CEO of Exus Renewables North America, is an experienced renewables executive. He discusses raising $400M in corporate debt and why corporate-level financing suits development. He covers how rising demand and data center loads strain grids and interconnection. He talks about adding storage, pairing gas with renewables, and repowering wind to boost output.

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.