Articles | Norton Rose Fulbright

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Senate Republicans released the budget resolution on April 2 that they hope to put through the Senate this week and then try to muscle it through the House next week.

Ep291: Not Science-Fiction: How Reflect Orbital is Creating Sunlight at Night

Ally DeGunther, vice president of strategy for Reflect Orbital, joins us to discuss the company’s development of technology that uses satellites to reflect sunlight after dark.

Reciprocal Tariffs

President Trump said this afternoon the US will begin collecting a 10% universal tariff on all imports starting April 5.

Mexico Enacts New Laws for the Power Sector

The Mexican government has implemented sweeping legislation for the energy sector Mexico, including a new electric sector law -- called the LESE ...

Ep290: New Solutions in Energy Storage

Rob Piconi, CEO of Energy Vault, joins host Todd Alexander to discuss the energy storage market and novel storage solutions that Energy Vault has been working on.

Ep289: Challenges of Greenfield Solar Development in 2025

Vitaly Lee, EVP and Chief Development Officer of Qcells, joins us to discuss the outlook of greenfield solar development in 2025, the M&A market outlook, and more.

Ep288: MicroGrids: A Piece of the Energy Supply Puzzle

Kirk Edelman, CEO of SolMicroGrid, joins us to discuss microgrids, their benefits, how they can be deployed, and more.

Ep287: ETCH’s Clean Hydrogen and Decarbonization Process

Katie Ellet, CEO of ETCH, joins us to discuss ETCH’s process for decarbonizing natural gas to produce clean hydrogen and solid carbon.

Presentation Slides: What’s Next for Energy Tax Credits and the Transferability Market in Trump 2.0

Here are the slides from a presentation that I gave to Jefferies LLC for its Washington Policy Series.

Ep286: Sustainability Roundtable’s Reverse Auction Procurement System

Jim Boyle, CEO of Sustainability Roundtable Inc., joins us to discuss the reverse auction procurement process system Sustainability Roundtable has developed.

Crystal Ball

Three veteran Washington insiders had a wide-ranging discussion at the 20th annual renewable energy law conference at the University of Texas.

Turbulence

A panel of CEOs and chief financial officers of large renewable energy developers talked at the Infocast Projects & Money conference in New Orleans.

Ep285: Community Solar in Urban Environments

Jared Haines, CEO of Catalyze, joins us to discuss the community solar development process and success Catalyze has had in the New York community solar market.

Ep284: How Water-Based Batteries Can Be A Solution For Energy Storage

Eugene Beh, CEO of Quino Energy, joins us to discuss how water-based batteries can meet the growing demand for long-term and middle-term energy storage.

Faster Depreciation for Mexican Projects

The Mexican government said in a decree last month that it will allow faster depreciation of new fixed assets acquired after January 27, 2025.

Ep283: What is Carbon Upcycling?

Apoorv Sinha, CEO of Carbon Upcycling, joins us to discuss how his company is taking carbon emissions from industrial processes and upcycling them into new materials.

Practical Steps to Take After Trump Tariffs

US President Donald Trump signed three executive orders late Saturday imposing 25% tariffs on Canada and Mexico and 10% on China based on declared national emergencies.

Ep282: CRC-IB on the US Renewables Market in 2025

Britta von Oesen, partner and managing director at CRC-IB, joins us to discuss the US renewables market, with a particular focus on the M&A market.

Cost Of Capital: 2025 Outlook

The market enters a period of uncertainty as a new administration takes office in Washington.

Trump Executive Orders

The executive orders that President Trump signed this week have a number of potential effects on the project finance market.

Ep281: Hydrogen Takeoff?

Four industry experts discuss the final rules released earlier this month by The US Treasury to make it easier to claim tax credits for making hydrogen.

Tax Equity News: Updated Domestic Content Tables: Notice 2025-08

The US Treasury updated the tables last week to calculate the domestic content percentage for solar, onshore wind, and storage projects.

Updated Domestic Content Calculations

The US Treasury updated a table last week that is used to calculate the domestic content of solar, onshore wind and storage projects.

Ep280: Forecasting Electricity Prices

Gary Cate, director of energy market analytics at Fluence, joins the podcast to discuss electricity price forecasting and its role in the energy services sector.

Ep279: Cost of Capital: 2025 Outlook

Four project finance industry veterans talk about what to expect in the year ahead for tax equity, tax credit sales and debt. The moderator is Keith Martin in Washington.

Ep278: Venture Capital in the Renewable Energy Sector

Amy Duffuor, co-founder and general partner of Azolla Ventures, joins us to discuss venture capital investments in the renewable energy sector.

Paradigm Shift

Chris Seiple, vice chairman of Wood Mackenzie, a research and data company, joined Keith Martin in early December to talk about the consequences of rising US demand for electricity.

Ep277: Using Analytics to Help Investors

Michelle Demers, CEO of Boundless Impact Research and Analytics, joins us to discuss the use of data to help investors understand climate-related risks.

Presentation Slides: Election Implications Market Update

Please read the analysis slides on what a Republican Trifecta means for renewable energy in 2025.

Ep276: The Department of Commerce’s New Anti-Dumping Duties

Stefan Reisinger, Norton Rose Fulbright partner, joins us to discuss the new anti-dumping duties on imported solar panels using cells made in Thailand, Cambodia, Malaysia and Vietnam.

Ep275: Paradigm Shift

A new report by Wood Mackenzie predicts a number of consequences from rising US demand for electricity.

Market Forecasts Post-Election

Five prominent stock analysts and market watchers talked on a live podcast November 20 about how the market is reacting to the prospects for the clean energy sector after the Trump win and Republican . . .

Ep274: Market Forecasts Post-Election

Five prominent stock analysts discuss how they expect policy changes in the wake of the Trump victory to affect renewable energy, storage, transmission, RNG and other parts of the energy transition sector.

Post-Election Outlook for the US Energy Transition

A group of five Washington insiders talked on November 14, the day after it became clear that Republicans will control both houses of Congress, about what the election results mean for renewable energy ...

Ep273: Post-Election Outlook for Renewables and Other Parts of the Energy Transition

Five Washington insiders discuss the election results to assess what they mean for renewable energy, carbon capture, clean hydrogen, RNG and other parts of the energy transition.

Mexico Restructures the Electricity Sector

The new Mexican government is moving rapidly to put its imprint on the renewable energy sector.

Two Years In: Semiconductor Funding Sources Proliferate

Semiconductor companies are being given large sums of money and tax credits by the federal government and state and local governments to expand semiconductor production on the United States.

Ep272: The DOE on Lending Agreements

Leslie Biddle and Art Scavone join us to discuss the DOE-lender relationship and the soon to be released Government-Creditor Agreement.

State Restrictions on Foreign Investment in Renewable Energy Projects

At least 22 states have enacted laws since the start of last year restricting and, in some cases, barring foreign investment in US farm land and in projects considered critical infrastructure.

Ep271: What Does the Data Say About Tax Credit Transferability

David Burton, partner at Norton Rose Fulbright, joins us to give an update on the tax credit transferability market.

Geothermal Heat Pump Slides on Technical Tax Issues & on the Transferability Market

I presented at the 2024 NY-GEO NYC Conference on October 23.

Ep270: Making Deals in the Thermal and Renewable Markets

Akshat Kasliwal, managing consultant at PA Consulting, joins us to give his thoughts on the thermal and renewables markets.

Ep269: AlphaStruxure’s CEO on Microgrids

Juan Macias, CEO of AlphaStruxure, joins us to discuss what microgrids are and how they are at the core of his company’s energy service providing business.

How the Presidential Election Could Impact Renewable Energy Tax Credits

President Biden signed the Inflation Reduction Act (IRA) into law in 2022.

Presentation Slides: Structuring Construction and Tax Equity Bridge Financings

David Burton and Rebecca Abou-Chedid presented at the Strafford live video webinar on Thursday, October 10.

Ep268: The Offshore Wind Market in California

Adam Stern, executive director of Offshore Wind California, joins us to discuss developments in the California offshore wind market.

Ep267: A Venture Capitalist’s Take on Climate Tech

Andy Moon and Billy Lee, co-founders of Reunion, join us to give an overview of the tax credit market and what Reunion is doing to lower the transaction costs for market participants.

Ep266: Reunion Co-Founders on the Tax Credit Market

Andy Moon and Billy Lee, co-founders of Reunion, join us to give an overview of the tax credit market and what Reunion is doing to lower the transaction costs for market participants.

Ep265: Greenbacker Principal on Infrastructure and Renewables Investment

Quinn Pasloske, principal at Greenbacker, joins us to discuss Greenbacker’s approach to infrastructure and renewable energy investment and current market economics.

Webinar: Structuring Construction and Tax Equity Bridge Financings for Wind, Solar, and Battery Storage Projects

David Burton and Rebecca Abou-Chedid will be giving a Strafford live video webinar on Thursday, October 10, 1:00 pm - 2:30 pm EDT.

Ep264: The Federal Reserve Reviews Basel III

David Burton and Tim Byrne join us to discuss the likely outcome of the Federal Reserve's review of the application of Basel III to the risk weighting imposed on commercial banks.

Ep263: Extreme Weather and the Grid

Michael Levy, head of global asset resilience at Baringa, a management consultancy, discusses how utilities and other energy companies are planning for extreme weather events.

Ep262: PEI Global Partners on the Development Loan Sector

John Bills, partner of PEI Global Partners, joins us to discuss the development loan sector and how PEI has been instrumental in structuring and arranging many energy and infrastructure deals.

A Look at IRA Successes and Failures

It has been two years since the passage of the Inflation Reduction Act of 2022 (IRA), and like any complicated and multi-faceted policy, the IRA is a mixed bag of successes and failures.

Ep261: Cresta’s Managing Partner on Clean Energy Investment

Chris Rozzell, managing partner at Cresta Fund Management, joins us to discuss Cresta’s background, the sectors in which it has been investing and more.

Prevailing Wage and Apprentice Rules Training Video

I had the privilege to participate with Haydn Palliser in Pivotal 180's training video on the prevailing wage and apprentice rules that many projects must comply with to qualify for full tax credits.

Ep260: EV Realty CEO on EV Fleet Infrastructure

Patrick Sullivan, CEO of EV Realty, joins us to discuss medium-to-heavy commercial fleet EV infrastructure.

Ep259: Sonnen Senior Vice President on Energy Storage Systems

Geoff Ferrell, senior vice president at sonnen, joins us to explain how energy storage systems can help utilities manage their grids.

Ep258: Riverside Advisors on Financial Hedging

Chris Frost and Steve Plake, partners at Riverside Risk Advisors, join us to discuss financial hedging, an important tool in project financings.

Ep257: EPSA CEO on Recent Policies and Their Effect on the Grid

Todd Snitchler, president and CEO of the Electric Power Supply Association, joins us to discuss how recent policies are impacting the electricity markets and how they may shape the future electric grid.

PTC Inflation Adjustment

Production tax credits for producing renewable electricity are higher this year than in 2023.

Ep256: Schneider Electric Vice President on Offtake Agreements and Tax Credits

John Powers, vice president of global renewables and clean tech at Schneider Electric, updates us on developments in the offtake agreement and tax credit transfer markets.

New York’s Clean Energy Financing & Investment Landscape: Where do Capital Providers see Opportunities

This panel discussion of project finance heavyweights was held on April 9 in Albany, NY at Infocast’s New York Energy Summit.

Texas Broker License Needed to Negotiate Wind Lease

The Texas attorney general said in a formal opinion earlier this month that non-lawyers negotiating to lease sites for Texas wind farms on behalf of project developers must be licensed.

FERC Order 1920 on Transmission: How Big a Deal?

A Federal Energy Regulatory Commission order in May to deal with US grid congestion has been called a "watershed moment" by FERC Chairman Willie Phillips.

Tax Equity News: Final Wage and Apprentice Requirements

The IRS made significant revisions last week to the wage and apprentice requirements.

Final Wage and Apprentice Requirements

The Internal Revenue Service filled in many missing details this week in new wage and apprentice requirements.

Ep255: kWh CEO Discusses the Solar Risk Assessment Report

Jason Kaminsky, CEO of kWh Analytics, joins us to discuss this year’s solar risk assessment report published by kWh.

Ep255 Supplement: kWh Analytics' 2024 Solar Risk Assesment Report

The 2024 Solar Risk Assessment, now in its 6th edition, is a comprehensive report of the most pressing risks and opportunities facing the solar and storage industries.

Ep254: Peak Energy CEO on Sodium-ion Batteries

Landon Mossburg, CEO of Peak Energy, joins us to discuss sodium-ion batteries and how they can complement lithium-ion batteries.

Ep253: FERC Transmission Actions: How Big A Deal?

FERC Commissioner Allison Clements, Grid Strategies President Rob Gramlich and partner Kat Gamache talk about how much of a difference recent government actions to ease grid congestion.

Ep252: Fourth Power CEO on Thermal Storage

Arvin Ganesan, CEO of Fourth Power, joins us to discuss thermal storage technologies and what role they can have in the energy storage market.

Accelerated Transmission Line Approvals For Priority Projects

Companies developing new transmission line projects can now call on the US Department of Energy (DOE) to help accelerate government approvals for such projects by tapping into a three-step process.

California Decarbonization Dilemma

An analysis of California Energy Commission data for the most recent year available, 2022, shows that while the state had 85,000 megawatts of generating capacity, only 51,000 megawatts of ...

Ep251: US Treasury’s New Bonus Tax Credit Guidance

Hilary Lefko, Norton Rose Fulbright partner, joins us to discuss the US Treasury’s new guidance on calculating whether projects have enough domestic content to qualify for a bonus tax credit.

Advanced Manufacturing Credit Guidance: What Goes Around Comes Around Again

The U.S. Department of the Treasury expanded the Qualifying Advanced Energy Project Tax Credit Program (section 48C ) on April 29, 2024.

Tax Equity News: Simpler Domestic Content Calculations

The US Treasury greatly simplified the calculations to determine whether solar, onshore wind and battery projects have enough domestic content to qualify for a 10% bonus credit.

Simpler Domestic Content Calculations

The US Treasury greatly simplified the calculations yesterday to determine whether solar, onshore wind and battery projects have enough domestic content to qualify for a 10% bonus tax credit.

Ep250: Section 301 Tariffs

Stefan Reisinger, Norton Rose Fulbright partner, joins us to discuss the Biden administration's changes to section 301 tariffs on certain Chinese products and how they can affect the renewables community.

Ep249: Ariel Green on Technology Performance Insurance

Jan Napiorkowski and Jamie Daggett, global director and energy storage lead at Ariel Green, join us to discuss how technology performance insurance can facilitate the use of new technologies.

Ep248: The IRS’s New Tax Credit Rules

Hilary Lefko, partner in Norton Rose Fulbright’s Washington, DC office, joins us to discuss the IRS’s new guidance on tax credit transfers.

Transferable Tax Credit Due Diligence Checklist

We have published a new sample diligence checklist for transferable tax credits.

Ep247: Solar Module Petition Update

Stefan Reisinger joins us to discuss the anti-dumping and countervailing duty petition on solar modules that was filed by the American Alliance for Solar Manufacturing Trade Committee.

Tax Equity News: Final Tax Credit Sale Guidance

The IRS released the final regulations on selling tax credits today.

Final Tax Credit Sale Guidance

New tax credit sale regulations released today by the Internal Revenue Service are largely the same as proposed tax credit sale regulations issued in June last year.

Forever Chemicals Starting To Affect Project Finance Market

A US Environmental Protection Agency decision in late April to expand federal regulation of per- and polyfluoroalkyl substances, known as “PFAS,” could allow more renewable energy projects to qualify ...

Maxeon Claims Solar Panel Patent Infringement

Maxeon has accused Canadian Solar, REC Solar and Hanwha of infringing three Maxeon patents by making, importing and selling n-type solar panels with TOPCon cells.

Ep246: Developing Solar on Variable Terrain

Yezin Taha, CEO of Nevados, joins us to discuss the increasing demand for developing non-flat land for utility-scale solar projects, the challenges and costs involved.

Harvard Kennedy School Lecture: Tackling Climate Change with Tax Credits

I had the privilege to give a lecture at the Harvard Kennedy School “Tackling Climate Change with Tax Credits: How the Inflation Reduction Act Works in Practice”.

Ep245: Renewable Properties President on the CPUC’s Community Solar Proposal

Aaron Halimi, founder and president of Renewable Properties, joins us to discuss how a proposed decision by the California Public Utilities Commission could affect community solar projects.

Equipment Leasing and the Passive Activity Loss Rules

In his recent Monitor Daily feature, David Burton discusses equipment leasing and the passive activity loss rules.

Ep244: BrightNight CEO on Investing in Renewable Energy

Martin Hermann, CEO of BrightNight, joins us to discuss investing in renewable energy projects and technologies.

Tax Equity News: More Areas Qualify as Energy Communities

The IRS added 446 more US counties to the list of counties where renewable energy projects qualify potentially for a 10% energy community bonus tax credit.

More Areas Qualify as Energy Communities

The Internal Revenue Service added 446 more US counties today to the list of counties where renewable energy projects qualify potentially for a 10% energy community bonus tax credit.

Ep243: John Cockerill on hydrogen electrolyzers

Nicolas De Coignac, President Americas of John Cockerill, joins us to talk about John Cockerill's electrolyzer technology.

Infocast Solar + Wind Finance Investment Summit 2024 Soundbites

This post covers soundbites on transferability, energy communities, prevailing wage, domestic content, the 2024 election, storage, supply chain, increasing electricity demand and interconnection challenges.

Ep242: MUFG Managing Director on the Project Finance Renewables Loan Market

Beth Waters, Managing Director on the Project Finance Renewables Loan Market, joins us to discuss the commercial bank loan market for renewables projects.

Trump and the Renewables Policy Outlook

Leaders of the three main renewable energy trade associations and the head of energy and climate policy work for a conservative think tank in Washington talked about what to expect if Donald Trump wins ...

Ep241: Trump and the IRA

Two veteran Washington observers talk about the outlook for the Inflation Reduction Act if Trump is elected.

Current Market Conditions

The past year in the US renewable energy industry has been the story of a strong tailwind offset to some degree by various headwinds. Conditions are improving. However, Donald Trump ...

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