John Stroud, managing director of Limes Renewable Energy, joins the NPM podcast this week to discuss the future of distributed energy growth under the Trump administration and what aid is being provided at the state level for both incentives and legislation.

The Italian domiciled Limes established a US presence this year to develop community solar projects in Illinois and Maryland.

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

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This week’s episode is the full recording of an NPM webinar discussion titled “Putting the Scale in Hyperscale,” held on August 12, 2025.

Speakers include:

• Craig McKesson - Chief Commercial Officer, Takanock
• Bill Thomas - Chief Energy Officer, CleanArc Data Centers
• Syed Ahmed - Head of Digital Infrastructure, Apterra Infrastructure Capital
• Kyle Younker - Senior Editor, NPM (m)

The panel tackles utility constraints and policy shifts, the rise of behind-the-meter strategies, changing siting logic for training vs. inference and latency needs, and how new entrants—from renewable developers to crypto miners—are reshaping capital stacks.

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

Download our mobile app.

On this week’s episode, Roy Xu, Senior Director of Power Resources at Peninsula Clean Energy (PCE) joins Jillian Ward to discuss the shifting landscape that new energy projects are facing in the wake of the US budget reconciliation bill passage. Xu also shares his view on how the energy market for California could evolve over the next few years as a result.

Roy oversees long-term resource planning, strategic supply-side procurement, and portfolio management and operation at PCE. Prior to joining PCE, Roy led wholesale power contracting at a Publicly Owned Utility in California for over a decade.

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

Download our mobile app.