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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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After years of skyrocketing investment, the renewables industry seems to have lost some of its lustre. With tax credits that once supercharged new wind and solar development being rolled back, and general enthusiasm waning, are we witnessing the bubble burst on renewable energy?
Mark Noyes definitely doesn't think so. He's the CEO of TerraForm Power, a fully integrated renewables business with 3 gigawatts of existing capacity and 6 more currently in development. Despite shifting political and economic winds, Mark remains confident that renewables will play a pivotal role in meeting America's exploding energy demands.
So how have policy shifts impacted the viability of solar and wind development? Will battery storage fix the intermittency issues that have limited adoption? And how much of the supposed spike in demand from AI data centers will actually materialize?
Let’s find out.
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To learn more about TerraForm Power, you can check them out at: https://www.terraform.com/
If you have any feedback on today's episode, shoot us an email at [email protected]
For more information on BCG’s commitment to sustainable investing, and to stay updated, visit our website at: https://www.bcg.com/industries/principal-investors-private-equity/sustainability-in-private-equity
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