Renewable Energy SmartPod

Sean McMahon

The Renewable Energy SmartPod offers an inside look at the people, technologies and trends that are powering the energy transition. If you want to hear more about the role renewables are playing to decarbonize the global economy and combat climate change, this is the podcast for you. Follow us on Twitter @RenewablesPod or sign up for our newsletter: Renewable Energy SmartBrief.

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    Climate Risk Data Remains Critical with Larry Lawrence from Intercontinental Exchange

    Sponsored by: EDF power solutions -- Info@EDF-re.com This 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 resources ICE Report: How are home insurance costs changing across the United States? Key highlights Importance 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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    What's Next for Rising Energy Prices - with Sean Kelly from Amperon

    Sponsored by KPMG With 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 KPMG KPMG 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 Highlights The 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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    Tax Incentives and Trade Policy with KPMG's Jessica Libby

    Sponsored by: EDF power solutions As the Trump administration continues to announce policy changes at a rapid pace, Jessica Libby, principal with KPMG Trade and Customs, returns to the show to discuss the shifts that are having the biggest impact on the renewable energy industry. Jessica highlights rules related to content from Foreign Entities of Concern (FEOC), new tax guidance from the Treasury Department related to wind and solar and, of course, tariffs.  Jessica explains a new contractual term known as 'tariff majeure' or 'Trump majeure' and also reveals the one policy tweak that she thinks is currently under the radar, but might yet become a major challenge for the industry. More resources from EDF power solutions: Distribution-Scale Power  Key highlights:  "It's a new and different world." - (4:18) Foreign entities of concern - (6:37) Tariffs, tariiffs and more tariffs - (8:16) Challenges to onshoring manufacturing - (10:55) Treasury Department guidance for wind and solar - (13:44) How business owners are responding to all these changes - (19:15) 'Tariff majeure' or 'Trump majeure' - (21:36) Could all these changes make supply chains more sustainable? - (22:26) Logistically speaking, is the US capable of collecting all these tariffs? - (24:54) A big policy change that is currently under the radar - (29:47) Jessica's bold predictions - (32:54) Sign up for the Renewable Energy SmartBrief

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The Renewable Energy SmartPod offers an inside look at the people, technologies and trends that are powering the energy transition. If you want to hear more about the role renewables are playing to decarbonize the global economy and combat climate change, this is the podcast for you. Follow us on Twitter @RenewablesPod or sign up for our newsletter: Renewable Energy SmartBrief.

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