On this episode, Treaty Oak Clean Energy’s CEO Chris Elrod joins Andrew Burnes to discuss the firm's near-term pipeline in the Southeast, efforts to raise USD 1bn of debt capital during the calendar year, issues with interconnection timelines in MISO, and the impacts of the end of tax credits and start of FEOC requirements for solar and storage projects.

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.

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On this episode, NPM Europe editor Peter Kneller catches up with NTR CIO Anthony Doherty to discuss likely outcomes from Ireland’s current RESS 5 competition, ongoing corporate PPA appetite in the country, how asset valuations have held up and the energy transition fundraising environment.

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.

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Eversheds Sutherland’s Thomas Warren, Partner and Co-Head of Global Energy and Frank Comparetto, Counsel in the US Tax Practice Group, join Jon Berke on the podcast this week.

The duo discuss some of the impacts from the IRS guidance released on August 15th regarding safe harboring, how storage developers are going to map out their game plan despite getting favorable treatment under the One Big Beautiful Bill Act (OBBBA) and later how clean energy developers will tap the capital markets in the back half of the year.

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.

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John Stroud, managing director of Limes Renewable Energy, joins the NPM podcast this week to discuss the future of distributed energy growth under the Trump administration and what aid is being provided at the state level for both incentives and legislation.

The Italian domiciled Limes established a US presence this year to develop community solar projects in Illinois and Maryland.

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.

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This week’s episode is the full recording of an NPM webinar discussion titled “Putting the Scale in Hyperscale,” held on August 12, 2025.

Speakers include:

• Craig McKesson - Chief Commercial Officer, Takanock
• Bill Thomas - Chief Energy Officer, CleanArc Data Centers
• Syed Ahmed - Head of Digital Infrastructure, Apterra Infrastructure Capital
• Kyle Younker - Senior Editor, NPM (m)

The panel tackles utility constraints and policy shifts, the rise of behind-the-meter strategies, changing siting logic for training vs. inference and latency needs, and how new entrants—from renewable developers to crypto miners—are reshaping capital stacks.

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.

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On this week’s episode, Roy Xu, Senior Director of Power Resources at Peninsula Clean Energy (PCE) joins Jillian Ward to discuss the shifting landscape that new energy projects are facing in the wake of the US budget reconciliation bill passage. Xu also shares his view on how the energy market for California could evolve over the next few years as a result.

Roy oversees long-term resource planning, strategic supply-side procurement, and portfolio management and operation at PCE. Prior to joining PCE, Roy led wholesale power contracting at a Publicly Owned Utility in California for over a decade.

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.

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On this week's episode, Andrew Burnes is joined by Jon Rodriguez, Energy Business Director for Engine Power Plants at Wartsila to discuss the huge lead times the natural gas industry is facing in the wake of a massive spike in demand driven by data center load growth.

Jon discusses Wartsila's reliance on RICE technology and how they are able to get 300 MW projects in the ground in a 2-year timeframe, as well as some of the bottlenecks the data center industry is facing and how that may impact development over the remainder of the decade.

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.

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NPM's Kyle Younker is joined on this week's podcast by Hannan Happi, co-founder and CEO of Exowatt, a startup delivering modular, dispatchable solar power solutions tailored to meet the exploding energy demand from AI and data centers.

Hannan explains how Exowatt’s flagship product, the P3, uses custom optics and long-duration heat batteries to convert solar energy into on-demand electricity—without relying on government subsidies or rare minerals.

Hannan also explains the company's ambitious goal to deliver power at 1 cent per kWh and lays out the path to get there through factory-scale manufacturing. He also notes the company's early traction with hyperscale data center operators who are expected to finance deployment of the P3 with their own balance sheets.

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.

Download our mobile app.