Currents

Four project finance industry veterans talk about what to expect this year for tax equity, tax credit sales and debt. The four are Jack Cargas, managing director and head of tax equity origination, Bank of America, Ralph Cho, co-CEO, Apterra Infrastructure Capital, Rubiao Song, managing director and head of energy investments, JPMorgan, and Elizabeth Waters, managing director - project finance Americas, MUFG. The moderator is Keith Martin in Washington.

John Belizaire, CEO of Soluna Holdings, discusses how the company develops data centers co‑located with renewable power plants to use curtailed energy, the role of “renewable computing” and how flexible data center operations can help manage growing AI‑driven electricity demand.

David Lillefloren and Tyler Hall of SunRaycer discuss launching and scaling a renewable energy development platform, from team-building and capital strategy to executing projects amid changing federal policy, supply‑chain constraints and rising power demand.

Barrett Bilotta, CEO of Agilitas Energy, discusses the company's integrated approach to renewable energy development and recent trends in distributed generation and energy storage.

Dan Berger, managing director at Lockton Companies, discusses recent trends, challenges and developments in the tax credit insurance market.