Renewable Energy SmartPod

• Climate Risk Data Remains Critical with Larry Lawrence from Intercontinental Exchange

  Sponsored by: EDF power solutions -- [email protected] episode marks the turn of one of the most popular guests we’ve ever had on this show: Larry Lawrence, Vice President of Sustainable Finance Data at Intercontinental Exchange (ICE). When we had him on the show back in 2023, our conversation veered into the various ways data was evolving to drive innovation in sustainable finance. Well, it’s 2025 and it’s safe to say … things have changed. The very word sustainable is now taboo in some spaces, but Larry and the team at ICE don’t get caught up in all that. They don’t let semantics get in the way of the data. And when it comes to climate risk data, the financial services industry is listening to what the data says. Asset managers are listening. Investors in mortgage-backed securities are listening. And perhaps most importantly, insurers are listening. Natural disasters like wildfires, floods and hurricanes have reshaped insurance markets. So much so that, as the team at ICE shared in a recent report, climate risks are creating affordability risks that can ultimately lead to default risks. More resourcesICE Report: How are home insurance costs changing across the United States?Key highlightsImportance of clarity in climate risk data - (4:27)Natural disasters and 'on the ground' data - (6:27)Innovative ways investors are using climate risk data - (13:10)Impact of climate risk on home insurance costs - (18:38)Can the insurance affordability problem be solved? - (20:55)A shift in how we talk about 'sustainable' finance - (27:39)Real-time markets for climate risk data - (31:06)Larry's bold predictions for the future of climate risk data - (34:53)Sign up for the Renewable Energy SmartBrief

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• Are AI Data Centers the New Power Centers?

  Sponsored by: EDF power solutions -- [email protected] of the hottest topics these days -- not just in the energy sector, but across the entire economy -- is the anticipated energy demand from AI data centers. In an effort to separate the signal from the noise, Jeffrey Jakubiak, a partner at Vinson & Elkins, stops by the show to share his insights on the specific load demands AI data centers place on the grid. Perhaps most importantly, Jeffrey also discusses whether or not the US will be able to overcome a smorgasbord of challenges in order to build out enough generation capacity to meet that demand. One tactic many big tech firms are embracing is colocation. Amid the new 'Bring Your Own Power' (BYOP) environment, Jeffrey and I ponder one possible long-term impact on the grid: Will data centers become power centers?Sign up for the Renewable Energy SmartBrief

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• Navigating the New Energy Landscape with Michael Chanin from Cherry Street Energy

  Sponsored by: KPMGWhile recent months have been full of turmoil for renewables companies amid market uncertainty and dramatic policy shifts,  there are still energy companies that are closing new deals and driving innovation in the renewables market. Michael Chanin, founder and CEO of Cherry Street Energy, stops by the show to discuss the changing energy landscape and how businesses can adapt. Michael highlights the impacts of recent policy changes, supply chain challenges and solutions, and shares his predictions on what the future holds for renewables.Recorded on the date of Cherry Street Energy's 10th anniversary, Michael and his team aren't planning on slowing down any time soon. More resources from KPMG:Shaping the Future of Renewable and Emerging Energies Unlocking the power of data products in the energy sectorLead the curve: Make energy disruption a competitive advantageSign up for the Renewable Energy SmartBrief

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• Smart Buildings Are Getting Smarter with James Dice from Nexus Labs

  Sponsored by: EDF power solutions and PowerFlexWith rising energy prices in the news, there's never been a better time for building owners and operators to optimize their operations to save energy costs. With that in mind, James Dice, founder and CEO of Nexus Labs, stops by the show to discuss smart building technology. Ahead of NexusCon 2025, James shares his insights about technologies and trends that are advancing the industry and also cites examples of companies that leading the way.Episode highlightsWhat Nexus Labs does - (3:19)The latest trends in smart building solutions - (6:32)Key data sets for Energy Management Systems - (11:22)The buzz around power generation - (16:04)Real-world examples of owners/operators leveraging smart solutions - (18:57)What is the first step a building onwer/operators should take? - (21:23)What's in store for NexusCon 2025 - (22:48)"The BESS is Yet to Come" - (24:56)A role for utilities to play in the growth of smart buildings - (26:30)Smart solutions and remand response - (29:02)James' bold prediction for the smart building industry - (31:33)Sign up for the Renewable Energy SmartBrief

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• What's Next for Rising Energy Prices - with Sean Kelly from Amperon

  Sponsored by KPMGWith rising energy prices poised to remain a hot topic in the months ahead, Amperon CEO Sean Kelly stops by the show to dive into the underlying reasons for energy price increases. Sean and I discuss what utilities, policymakers and other market participants can do to address rising energy costs associated with increased power demand from AI data centers. We also outline what energy traders are doing -- and the tools they are leveraging -- to respond to the price volatility. This episode is not about pointing fingers or placing blame. We focus on what’s happening, why it's happening and perhaps most importantly ... what’s next?More Resources from KPMGKPMG report: Energy sector tax provisions in “One Big Beautiful Bill”Unlocking the power of data products in the energy sectorKPMG global tech report: energy insightsShaping the Future of Renewable and Emerging EnergiesEpisode HighlightsThe impact AI data centers are having on energy demand - (3:51)Are PJM's most recent auction results a sign of things to come? - (7:24)"All of the above for everything" - (9:30) The role for nuclear - (12:35)Energy forecasting in this environment - (16:13)How power traders a managing price volatility - (18:34)New trading tools and capabilities - (21:17)Bold predictions: What are we going to be talking about in 2-3 years? (24:48)Sign up for the Renewable Energy SmartBrief

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