Proximo: Indepth

Proximo talks to Jeff MacKay and Oscar Manuel Batres at AES about AES's international energy portfolio, including a discussion of key sectors and markets, as well as the energy transition and capital allocation strategies.

Proximo talks to Ted Schremp, founder and CEO of IQ Fiber, about the US fibre market, discussing topics such as the level of fibre penetration in the US, the competitive landscape for fibre infrastructure, and the suitability of non-recourse debt for fibre financings.

Proximo talks to Jean-Francois Joachim, CFO of VGMobility, about the EV fleet development in Latin America. The discussion covers topics such as key markets for EV fleet development, typical obstacles to EV fleet roll-outs, the management of EV battery life over time, and typical financing methodologies for the sector.

Proximo talks to Carl Weatherley-White, managing director and head of capital markets at Greenbacker Capital, about where US renewables developers face capital constraints, whether the IRA still needs to prove itself, and what are the best structures for investments in emerging technologies.

Proximo talks to Mark Henderson, chief investment officer at GRIDSERVE, about the development of the EV charging sector. Topics discussed include GRIDSERVE's recent EV charging project financing, risks to lenders participating in EV charging deals, and long-term growth prospects for EV charging infrastructure.

Proximo talks to a panel of industry experts about the top project finance trends from 2023 and what those trends might mean for the market in 2024. Speakers include Ian Cogswell, a senior adviser at Portland Advisers; Jonathan Yellen, an investment director at Climate Investments; and Michael Whalen, a managing director at Berkeley Research Group.

Proximo and TXF speak to Daan van Alem, senior project finance manager at Northland Power, about the intricate financings for Northland's Baltic Power and Hai Long offshore wind farms, as well as the company's burgeoning project pipeline.

Proximo interviews Michael Crabb, a senior vice president at Last Energy, about the company's development of small nuclear plants and the role these projects can play supplying both the grid and corporate and industrial offtakers. The discussion also focuses on the permitting process and the availability of debt for small nuclear projects.