This episode of the NPM Podcast is the full panel discussion titled “Data Centers: Powering the Next Generation of Renewable Demand” held at NPM’s recent US Development & Finance Forum 2025 in NYC.

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The panel includes data center and renewable developers reviewing the challenges and opportunities being created by accelerating historic-load growth in the data center industry. The panelists also discuss the widening implications of data centers for faster growth in the power sector and investment in the grid.

Panelists include:

• Judith Judson – Vantage Data Centers
• Colton Brown – Aligned Data Centers
• Lauren Edelman – Longroad Energy
• Michael Diverio – Blackstone
• Nate Serota – Blue Owl Capital
• Todd Glass – Wilson Sonsini (m)

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

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Perkins Coie’s Jane Rueger and Jacob Neeley join NPM's Kaitlin Fallowfield on the pod this week to discuss the eight options PJM recently presented to FERC for policies governing data centers with co-located power generation.

Rueger and Neely review the advantages for developers across the different options, offer insight about how companies might navigate contracts with hyperscalers and make predictions on what the industry may see when PJM receives a response from stakeholders on its data center co-location strategy.

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

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Kyle Hayes, a partner at Foley & Lardner and vice chair of their energy transition practice, joins the podcast to update the status of the green hydrogen industry in the US.

Hayes reviews the bigger winners of the hydrogen hub opportunity being administered by the Department of Energy and also the impact of the final ruling by the Internal Revenue Service on hourly matching as a qualification for the section 45V production tax credit.

New Project Media (NPM) is a leading data, intelligence, and events company providing business development led coverage across the US & European power and data center markets. NPM serves 400+ global development, investment, finance, advisory and corporate customers.

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Andrew Redinger, managing director and head of KeyBanc Capital Markets’ utilities, power and renewable group, joins the podcast this week to discuss how clean energy project development will be impacted by broader macro concerns about a slowdown in M&A and other capital markets activities.

Later in the program, he addresses US supply chain costs and, if certain tax credits sunset, how this might impact US solar, wind and storage project development moving forward.

You can next see Mr. Redinger speak on the capital markets roundtable at NPM’s US Development and Financing Forum on April 29th alongside Evan Speece of Doral Renewables, Steven Munson of CohnReznick, Ty Daul of Primergy Solar and Bryan Didier of Monarch Private Capital and moderated by Ike Emehelu of Akin.

For further information on the conference, CLICK HERE.

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On this week's episode, host Andrew Burnes is joined by Robert Piconi, Co-Founder and CEO of battery storage company Energy Vault.

Robert dives into the different technologies the company is offering to buyers and offtakers, ranging from 1–4-hour lithium-ion applications to multi-day microgrids utilizing green hydrogen, as well as the company's move from hardware manufacturer to developer and owner/operator.

Robert also discusses the areas he expects to be the next frontiers for energy storage in the US and what it will take for the market to expand in those areas, as well as some of the recent actions taken by the Trump Administration and the potential impacts on the storage sector.

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

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Jonathan Maxwell, the founding partner and CEO of energy transition investor Sustainable Development Capital LLP (SDCL), joins NPM on this episode to give us his view on financing infrastructure in the energy efficiency space in various countries across the world.

Top of the agenda are ideas about how to supply increasingly large data centres with clean, non-intermittent power when demand for grid access has never been higher, as well as the ongoing reforms – and what else also needs improving – in the GB electricity market.

NPM is a leading data, intelligence & events company providing business development led market research across the European and US renewable energy and data center markets.

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Chris Ortega, Head of Americas at Morgan Stanley Infrastructure Partners joins the podcast this week to discuss his views on investing in the data center space, the convergence of power and data centers, and his views on renewable energy investing coming off the asset manager’s recent investment in Torch Clean Energy.

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

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Nicole Hughes, executive director of Renewable Northwest, talks with NPM’s Jillian Ward about the recent Bonneville Power Administration layoffs and what this means for the Pacific Northwest grid.

Hughes has over 20 years of experience in the renewable energy industry including work in project development, construction, finance, permitting, and policy for utility-scale wind and solar. Previously, she worked at AWS Truepower, HDR, RES Americas, and the Bonneville Power Administration.

She also currently serves on the board of the Center for Energy Efficiency and Renewable Technologies.

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

Download our mobile app.