Currents

John Mauel, partner in our Houston office, joins us to discuss the current US LNG market. We take the discussion from an overview of the global LNG industry to where the US market fits into the global transformation. John shares his experiences in the rapidly evolving market and his predictions for the future.

John Eber, former CEO of JPM Capital Corporation, joins us for a conversation about lessons learned over a 30-year career working as a prominent tax equity investor.

Marion Hill, business line director, renewable energy for North America of DNV GL, joins us to discuss the company's "2018 Energy Transition Outlook." We talk about the model on which the outlook is based and how the DNV GL outlook differs from other energy outlooks, when DNV GL thinks the world will hit peak energy demand and why it thinks demand in North America has already peaked.

Alfred Griffin, president of the NY Green Bank, joins us to discuss its mission, what types of deals it is authorized to do and the benefits of borrowing from it. We get into where opportunity currently lies for entrepreneurs, what kind of pricing is offered and more.

Listen in as Lee Taylor, CEO of REsurety, joins Todd Alexander and Rob Eberhardt to give us a refresher course on covariance risk. Lee answers everything from what it is and why you should care about it to who wears the risk in a project and what commercial and industrial buyers can do about when facing it.

Rob Gramlich, CEO of Grid Strategies, joins us to discuss a recent report on reforms needed in the PJM and MISO electricity markets for renewable energy to become competitive. He explains how different technologies can improve the reliability of wind and solar output, the changes needed in the market for a high-penetration renewable energy scenario, how transmission fits in and more.

The new Mexican president already made headlines by halting construction work on the new Mexico City airport and requiring resignations of executives at state companies to reduce salaries. Raquel Bierzwinsky sits down to tell us what she expects to see in the power and infrastructure sectors in Mexico with Andrés Manuel López Obrador in charge.

It is the start of a new year. Interest rates are headed up in the broader market. Economists are split on where the US and global economies are headed. Share prices on world bourses took a beating at the end of 2018. On January 11, we had a conversation among a group of project finance industry veterans about what to expect in the year ahead for tax equity, bank and term loan B debt and project bonds.

In Episode 23, Richard Matsui of kWh Analytics sat down with us to explain the solar revenue put. One year later, he joins us again to discuss how the market has reacted, the number of deals that have used it, the response to this new innovation and more.

Bob Shapiro joins us to discuss potential wildfire impacts on PG&E, including potential impacts to PG&E's counterparties. We dive into the relationship between the California legislature and the California Public Utilities Commission, the impact a significant loss to PG&E could have on power generators and more.