On this week's episode, esVolta CEO Randy Mann joins Andrew Burnes to discuss some of the issues facing a well-established storage IPP in the 2025 market landscape.

The conversation includes a look into the realities of FEOC and the status of domestic and alternative supply, including alternate chemistries, as well as a look at how storage values are holding in ERCOT as new storage capacity enters the market.

Randy also discusses the logistics and risk of entering newer markets and gets specific on which ones the firm will be targeting in the next couple of years.

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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Laura Pagliarulo, CEO and co-founder of SolaREIT, joins the podcast this week to discuss the rise of powered land banks to support data centers and other forms of load demand.

Later in the program, she also discusses the forecast for US battery energy storage and what growth might look like with FEOC restrictions being implemented in January 2026.

*This podcast is sponsored by Meter.

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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.

Alight chairman and co-founder Harald Överholm joins NPM Europe on this week’s episode to give us his take on building a Nordic solar developer into an increasingly pan-European operator of both behind-the-meter and utility-scale, grid-connected PV assets.

Harald also provides insight on how data centres could power the corporate PPA market across the Nordics for years to come, how Alight is targeting microgrids for future opportunities, as well as tips for solving the grid connection impasse present in several European markets right now.

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.