Aurora Energy Research Podcast

EP.155 Global Project Finance Series in partnership with SMBC Group PART IV – The US

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Synopsis

This episode of Energy Unplugged is fourth in a series on global project finance, organised in partnership with SMBC Group. Covering Europe, Australia, Asia, and the US, this series hosts guests from SMBC Group, various law firms, and Aurora energy experts.Focusing on project finance in the US, we’re delighted to welcome Carl Morales, Managing Director and Group Head for the North American Power Project Finance Group at SMBC Group, Ron Erlichman, Partner and Co-Head of Energy & Infrastructure in the Americas, New York at Linklaters, and our Head of North America, Oliver Kerr, in conversation with our Head of USA East, Julia Hoos.Main topics include the following:· An overall look at the project finance space across the US during the last year· The Inflation Reduction Act (IRA), tax equity system, and how they impact the individual attractiveness of the US markets· Risks, including financial, merchant, technological, and policy, that lenders may face· The future of hydrogen technologies in the USSupport th