Proximocast: 20 minutes with...

Will Sheard, K2 Management

Proximo interviews Will Sheard, director of analysis and due diligence at K2 Management, about the current challenges facing offshore wind manufacturers. Topics discussed include the impact of commodity price increases on manufacturing costs, the reasons behind the focus on developing larger and larger turbines, and the deployment of manufacturers' R&D budgets.

Allan Marks, Milbank

Proximo interviews Allan Marks, a partner in Milbank's Global Projects, Energy & Infrastructure Finance group, about the impact of the Inflation Reduction Act. Topics discussed include the impact of the increase in ITCs and PTCs available on renewables developers, what buyers of the now more easily available tax credits will need to be aware of when purchasing and concerns arising from the bill. 

Andrew Doyle, MUFG

This week I'm talking to Andrew Doyle, Executive director for Power & Renewables at MUFG, about the state of Hydrogen project financings in Europe. Topics discussed include MUFG’s involvement in this space, hurdles to bankability, project financing structures that work and if there is a business case for retrofitting natural gas infrastructure. 

Hamish Mackenzie, DWS

Proximo interviews Hamish Mackenzie, a managing partner and head of infrastructure at DWS, about the future of the e-bus sector. Topics discussed include the attractiveness of the sector to private equity investors, the most viable financing structures for e-bus projects, and potential competition from hydrogen buses.

Patryk Figiel, Linklaters

Proximo interviews Patryk Figiel, Partner and Head of the Energy & Infrastructure practice of the Warsaw office of Linklaters, about financing the Polish offshore wind market and the wider offshore potential in the Baltic.  
 

Rainer Bucher, BCI

Proximo talks to Rainer Bucher, an executive director at BCI, about Chile's Small Means of Distributed Generation (PMGD) programme. Topics include the history of the PMGD programme, the benefits of distributed solar for Chile, recent regulatory changes to the PMGD scheme, and any alterations to PMGD project financings as a result of the new regulation.

Joe Robinson, Equitix

Proximo interviews Joe Robinson, an ESG manager at Equitix, about the growing trend of consumer-led investing and how it is shaping the infrastructure and project finance markets.

Claire Barclay, Pinsent Masons

Proximo interviews Claire Barclay, a partner at Pinsent Masons, about South African infrastructure development, including sectors such as rail, ports, water, and student housing.