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The NPM Interconnections Podcast features in-depth interviews with top power, storage and data center industry insiders across the development, finance, M&A, and corporate community.
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Black & Veatch’s Rafael Frias III, Managing Director, Europe, Middle East and Africa, joins the show this week to share his experiences of navigating grid bottlenecks, energy storage integration, data centre power demand and addressing ageing network infrastructure, all from an engineering standpoint. Rafa, who in 2025 moved to the UK after a long stint in the US, also discusses with NPM’s Jon McNair the key differences between the countries’ energy markets and what lessons might be learn...
Michael Albrecht, managing director of GCM Grosvenor, joins the podcast today to discuss ongoing trends in infrastructure fund investing today, with a focus on the obstacles and solutions in today’s environment. Later in the program, Albrecht discusses state of play in digital infrastructure investing. NPM is a leading data, intelligence & events company providing business development-led coverage of the global power, storage & data centre markets for the development, finance, M&A...
On this episode, we sit down with Edgar van Essen, managing director of Switch Datacenters, an Amsterdam-headquartered data centre business with more than 18 years of experience developing and operating wholesale colocation and build-to-suit hyperscale facilities. Van Essen discusses the importance of political acceptance for data centres and the need for adaptable designs during the construction period. Van Essen also explains why Switch is looking beyond the Netherlands for its next growth ...
On this week's episode, Soluna CEO John Belizaire joins Andrew Burnes to discuss the firm's unique approach to renewable-powered data centers. Belizaire goes into detail regarding the firm's approach to own its generation assets and pursue projects in congested areas rather than the "Tier 1" load pockets that many data center companies are targeting today. Belizaire describes how this innovative tactic may be a harbinger for where the industry is going as more scrutiny than ever before is pla...
In this episode, Don Dimitrievich, Portfolio Manager and Global Head of Infrastructure Credit at Nuveen sits down with Jon Berke and Heerea Rikhraj to discuss how private capital is helping finance the energy transition and AI-driven infrastructure boom. Don explains the growing role of preferred tax equity, Nuveen’s investment strategy through its Energy and Power Infrastructure Credit Fund, and the firm's involvement in major projects such as SunZia. The conversation explores opportunities ...
In this follow-up episode, Bracewell attorneys Jared Berg and Bryan Clark rejoin NPM's Heerea Rikhraj to discuss how Texas’ data center interconnection process has been thrown into uncertainty after Governor Abbott ordered an audit of projects seeking ERCOT grid connections, prompting a pause of the Batch Zero process. Berg and Clark also discuss the implications for developers, financing, deposit refundability, and the growing interest in on-site power generation. NPM is a leading data, inte...
In this episode, Bracewell partners Bryan Clark and Jared Berg join NPM’s Heerea Rikhraj to discuss ERCOT’s new Batch Zero large load interconnection process and its implications for Texas data center development. They explore interconnection challenges, financing trends, private credit’s growing role, regulatory uncertainty, and infrastructure bottlenecks. The conversation highlights the risks and opportunities shaping the next wave of AI and data center growth. NPM is a leading data, ...
In this episode, Michael Mohamed, Director of Energy Transition at Solomon Partners, speaks with Heerea Rikhraj about the resurgence of renewable energy and infrastructure M&A in 2026. Mohamed explains how greater policy certainty, pent-up capital demand, and the race for scale have driven a sharp increase in transactions, particularly for development-stage assets and renewable platforms. The conversation also explores the explosive growth of AI infrastructure, powered land, and data cent...
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