Timothy Radcliff, managing director at Denham Capital Management, joins the NPM podcast to discuss broader investing trends in energy and digital infrastructure.

Radcliff also talks about the growth trajectory of US C&I solar developer Solops, a platform which Denham initially invested in February 2023, in spite of volatile policy headwinds ongoing in the US clean energy 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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On this week's episode, Andrew Burnes is joined by PVH USA's VP of Business Development Rodolfo Bitar.

Bitar discusses the whirlwind that the domestic manufacturing sector has weathered over the first half of the year starting with the impacts of tariffs from the Trump Administration and culminating presently with the proposed cutoff of the IRA.

Bitar discusses the potential ramifications that a cutoff could have on PVH and its plans for expansion in the US, as well as his advice for developers who are navigating an equally unpredictable period.

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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On this week’s podcast, Heather Cooper, Partner at global law firm McDermott Will & Emery LLP, join's NPM's Michelle France to discuss 'One Big Beautiful Bill' as the bill heads to the US Senate for consideration.

Cooper, whose practice almost exclusively focuses on federal income tax issues within the renewable industry, shares her thoughts on how the Senate will handle the bill, how hard the industry will be hit, and what developers should and can do to prepare for the changes.

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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This week’s podcast is the full recording of a panel discussion titled “Data Centres & Power Demand” at NPM’s recent European Development & Finance Forum (#EURDEVFIN25) held on May 20th at The Fontenay Hotel in Hamburg, Germany.

Speakers included:

• Nadine Gelke – Head of Data Centre, CBRE
• Peter Pohlschroeder – Vice Chairman, German Datacenter Association
• Jochem Steman – Founder, DataLogix
• Fabio Spucches – CEO, Greenfield
• Kashif Khan – Director, MetLife
• Ulan Harrison-Davies – Senior Data Centre Reporter, NPM (m)

And off the back of subscriber demand, and following in the footsteps of our US coverage, we are really excited to announce the launch of our European Data Centre coverage which will go live on Monday 2nd June.

Our Data Centre coverage enhances subscribers’ business development efforts in a rapidly evolving market, and as an adjacent offering to NPM’s market leading renewable energy coverage, links renewable energy supply with data centre demand information on the same platform.

Key coverage Includes:

• Planning & Permitting project development
• Financing, M&A and Fundraising
• Strategic Interviews with senior industry players
• Relevant policy developments around DC / AI
• Company earnings
• Company Profiles
• People Moves

Our now comprehensive Data Centres coverage has been redirected from our European Renewable Energy content sets to our new European Data Centres (DC) offering.

Contact your account manager or laurence.edwards@newprojectmedia.com to gain access.

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.

Don Dimitrievich, portfolio manager for Infrastructure Credit & Senior Managing Director for Nuveen, joins the NPM podcast this week to discuss how tariff risk and uncertainty around the Inflation Reduction Act's longevity has created an opportunity in the private credit sector across different renewable energy technologies.

Later in the program, Dimitrievich also discusses how Nuveen has continued to invest in the distributed generation and energy efficiency space.

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.

Greg Lavigne, a partner in energy and infrastructure practice for Sidley Austin, joins the NPM podcast this week to discuss the ongoing tariff situation and its impact on developers, how the growth of private credit is supporting today’s clean energy pipeline and how the industry might get impacted by changes coming in the inflation reduction act.

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.

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.

Not yet an NPM subscriber? For more comprehensive coverage of data centers & power year-round, go to www.newprojectmedia.com to learn more.

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.

Download our mobile app.

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.

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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