Advertise on podcast: Currents

Matt Lohstroh, CEO of Giga Energy, discusses how modular construction is speeding up data center development, what lenders look for when financing AI infrastructure projects and how developers can address community concerns about taxes, water and power use.

Chris Calavitta, head of project finance at Oklo, explains how the company plans to finance its small modular nuclear reactors, from funding its first plant with its own equity to using later projects to build a repeatable, lender‑ready asset class.

Recorded live at GDEV's annual general meeting and moderated by Jim Berger, this panel features Tom Rowlands Rees of BloombergNEF, Kevin Berkemeyer of Station A, Marissa Galizia of Voltus and Derek Lim Soo of Peak Power discussing how bring your own capacity (BYOC) programs let data centers and other large loads fund distributed batteries and demand response to connect to the grid faster.

John Bucknell, CEO of Virtus Solis Technologies, explains how his company plans to collect solar energy in orbit and send it to ground stations by microwave, providing continuous, low‑cost power for large loads such as data centers.

James McGinniss, CEO of David Energy, explains how plug‑in batteries and retail electricity supply can lower energy costs for commercial customers in dense urban markets like New York City.

Mishal Thadani, CEO of Rhizome, explains how utilities can combine asset data, outage history and climate models to identify their highest extreme weather risks and plan resilience investments.

Luke Edney, partner at Norton Rose Fulbright, discusses how new regulatory developments, tariffs and supply chain constraints are affecting procurement and construction for energy projects.

Mariko Meier, CEO of Unison Energy, discusses how on‑site microgrids help commercial, industrial and data center customers manage energy reliability, cost certainty and carbon goals.

Iñigo Rengifo, CEO of Concentro, discusses how tax credit transfers are being executed in the middle market and distributed generation sectors, including diligence, tax insurance and the outlook for tax credit sales for smaller projects.

Stefan Riesinger, partner at Norton Rose Fulbright, discusses the current state of tariffs affecting the renewable energy industry and how developers and financing parties can assess and manage the resulting risks.

Brent Nelson, senior managing director of market intelligence at Ascend Analytics, discusses how load growth, capacity market challenges and data center demand are reshaping power markets and long‑term planning.

Amy Brachio, CEO of Carbon Measures, discusses how product‑level carbon data and regulation can align market incentives to reduce emissions in hard‑to‑abate sectors.

Joseph Vellone, CEO of ChargeScape, discusses how connecting electric vehicles to the grid can turn EV batteries into a flexible energy resource that benefits utilities, automakers and drivers.

Mark Taylor and Kim Zou, co‑founders of Currence (formerly Sightline Climate), discuss how data center growth is reshaping power markets, including credibility challenges for announced projects, energy procurement strategies and the fastest paths to bringing new capacity online.

Jon Powers, president of CleanCapital, discusses energy security, affordability and how distributed solar and storage can strengthen a more resilient and diversified US energy system.