Avsnitt
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On this episode, Norton Rose Fulbright’s Ammad Waheed joins Kyle Younker to discuss why “powered land” now defines data center strategy. He explores its spectrum, valuation by megawatt, and rising importance of speed to power.
The discussion also covers development risks, financing and leasing dynamics, and growing community scrutiny shaping the industry’s next phase.
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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terralayr CEO Philipp Man joins NPM to discuss the evolution of the company’s virtualised battery storage model and the rapidly changing dynamics of the German BESS market.
Philipp reflects on the original idea behind founding terralayr in 2023, key milestones in building its proprietary trading platform, and where the business now stands following a landmark equity raise concluded earlier in 2026.
The conversation also explores financing conditions for battery storage in Germany, evolving revenue stacks, regulatory change including grid fee reforms, and how geopolitical events are intersecting with BESS deployment in Europe.
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.
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Saknas det avsnitt?
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In this episode, host Kyle Younker sits down with Liam Weld, Head of Data Centers at Meter, to explore how AI is reshaping the modern data center from the inside out. While data centers are often discussed in terms of land and power, Weld explains why networking has become one of the most critical—yet underappreciated—drivers of performance and cost in AI facilities.
The conversation unpacks the shift from traditional north–south traffic to east–west traffic between GPUs, why AI clusters now function more like a single massive computer, and how latency, reliability, and cabling can directly impact model performance. Weld also details Meter’s vertically integrated approach to networking, spanning hardware, software, installation, and operations, and how this enables automation and long-term efficiency.
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.
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On this week’s episode, we sat down with Emmanuel Becker, CEO of Mediterra Datacenters, a Southern European data centre business backed by PEIF III, a fund managed by DWS Infrastructure.
Becker discusses investor appetite, the reasons behind focusing on Tier II markets, and the huge potential for growth across the Southern European data centre market. He also reveals what he believes to be the biggest challenge in the market – which may come as a surprise to some.
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.
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On this week’s episode, we sat down with Jennifer Smith, CFO of Pan-European fibre infrastructure operator and telco service provider Zayo Europe to discuss the critical role connectivity plays in the rapidly expanding data centre market.
Smith examined the growing partnerships between fibre providers and data centre operators – including its recently announced venture with QTS for its EUR 10bn Cambois project – and unpacked some of the key challenges shaping the sector today.
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.
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On this week’s episode, Land & Liberty Coalition National Director Bradley Pischea joins utility-scale reporter Kaitlin Fallowfield to discuss his observations on early permitting trends in rural communities.
Pischea discusses a recent in-depth analysis that the Land & Liberty Coalition published, which breaks down perceptions on renewable projects and how the organization’s involvement in some counties changed those feelings.
In addition to using conservative messaging to promote renewable energy development, Pischea discusses how trends have changed across presidential administrations since he joined L&LC in 2019, and how federal messaging on renewables has impacted concerns at the local level.
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.
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In this episode, Chaberton Energy CEO Stefano Ratti explains how the company is expanding into front-of-the-meter, distribution-level battery storage by leveraging its community solar expertise to develop standalone storage, solar-plus-storage projects, and retrofits of existing solar sites.
Active primarily in states like Maryland, Illinois, and Massachusetts, Chaberton targets markets with strong policy support and urgent grid capacity needs where distributed storage can be deployed faster than large utility-scale projects and financed through multiple revenue streams, including incentives and capacity payments.
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.
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On this week’s episode, AtlasEdge CEO Tesh Durvasula joins Madeline Sherratt to unpack the company’s European growth strategy and shifting data centre landscape.
Tesh highlights Lisbon as a key hub in AtlasEdge’s Iberian expansion, citing strong connectivity, renewable energy, and rising demand. He also explains the rationale behind the sale of nine edge data centres, as the company refocuses on larger, scalable campuses targeting hyperscalers and major enterprises.
The discussion explores growth beyond traditional FLAP-D markets, with Germany and Austria emerging as core regions, and why less saturated cities offer faster access to power and permits.
Tesh also dives into the impact of AI on infrastructure demand, the push toward localised data processing, and the key challenges facing developers - from supply chain delays to power constraints and capital discipline.
NPM is a leading data, intelligence & events company providing business development-led coverage of the US & European power, storage & data centre markets for the development, finance, M&A and corporate community.
Download our mobile app.
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On this week's episode, Alsym Energy COO Graeme Grant joins Andrew Burnes to discuss the growing opportunity for sodium-ion batteries to take hold in the battery storage landscape of the US.
Graeme discusses the state of the sodium-ion market today as compared to lithium-ion and some of the benefits of the burgeoning technology but also challenges that sodium-ion will need to overcome to reach commercial market adoption. The discussion also dives into the recent release from the US Treasury detailing PFE rules and how sodium-ion may be positioned to benefit while lithium-ion is bottlenecked.
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.
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Harmony Energy Development Director Frances Nicholson joins NPM to share experiences on project development in the UK over what has proved to be a highly active and pivotal recent period for the renewables sector in the country.
Developers are routinely dealing with organised opposition to proposals, patchy political support, consent refusals and appeals, all while navigating through an at-times unpredictable and delayed connections reform process being undertaken to rationalise the grid queue across the country. Frances gives her take on all of these points and more.
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.
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Jeff Monday, Fluence's Chief Growth Officer, joins the NPM podcast this week to discuss lessons learned from his prior career in technology, with stints at Apple and Qualcomm, and how this influences Fluence's growth trajectory as it builds batteries serving both the grid and the rising tide of data centers.
Later in the program, Jeff discusses how behind-the-meter technology has become a more reliable segment it pertains to power supporting data centers.
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.
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On this week's episode Power Factors VP of Innovation Abilash Krishnan joins Andrew Burnes to discuss some of the challenges developers are facing when it comes to managing their growing portfolios of varying technologies, the continued growth of battery storage, and how that is fitting into the data center demand that we're seeing today.
Krishnan also provides some information about Power Factors software and how they aid developers as they grapple with these issues.
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.
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On this episode, Palladium Energy’s Chief Commercial Officer Nobel Chang discusses the developer’s strategy at sustaining renewable project growth amid AI-driven power demand.
He reviews the company’s disciplined approach to development while navigating the shifting environment of rising power prices, fading tax credits, and evolving financing requirements.
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.
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On this week’s episode, we speak with Peter Pohlschroeder, head of the data centre division at German private bank HAL and vice chairman of the German Datacentre Association.
Pohlschroeder explores Germany’s zoning and planning landscape, heat-reuse incentives under the Energy Efficiency Act, and the role of German data centres in the wider European market. He also discusses rising construction costs, longer delivery timelines, and why hyperscaler growth has fallen short of expectations.
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.
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Izzet Bensusan, CEO and founder, of Captona, a late-stage investor in utility-scale renewable energy and clean fuels projects, joins the podcast this week to discuss market conditions for its business model, his take on the continued growth of merchant storage in ERCOT and how renewable natural gas, as an industry, is evolving.
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.
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This week, Taaleri Energia managing director Kai Rintala joins NPM Europe editor Peter Kneller on the podcast to discuss the benefits of geographical diversification, the legwork that goes into securing PPAs, and the positive long-term outlook for European power demand.
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.
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Marc Pangburn, Chief Revenue and Strategy Officer for clean energy financier HASI, joins the podcast this week to discuss the impact of data center growth on the utility-scale solar and storage market, forecasts for how the distributed generation industry will play out in 2026 and also any immediate impacts felt by FEOC in the sector.
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.
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On this week’s episode, Charlie Faulkner, CEO of EdgeMode, a global energy and AI data centre infrastructure company joins Ulan Harrison-Davies to discuss the recently announced 2 GW+ partnership with Blackberry AIF to develop sites in Spain and Panama.
Faulkner also reviews the agreement with SUB1 to develop energy-efficient data centres in Europe, with initial projects planned in Sweden and Spain.
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.
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In this episode, Perkins Coie Partner Jane Rueger and Associate Attorney Jacob Neeley join Kaitlin Fallowfield to discuss a 14-page preview recently released by PJM Interconnection detailing its plans for the new rules for data centers seeking to bring their own generation to the grid.
The grid operator has been trying to come up with a framework to manage data center load and create more accurate forecasting measures. In December 2025, FERC ordered PJM to write its rules for co-location to include three key services, which include both firm and non-firm capacity contracts, and interim network service contracts.
The 14-page plan marked a preview of what PJM’s future FERC filing will include, teasing the idea of a separate, albeit limited, expedited queue for large load additions.
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.
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On this week’s podcast, we sat down with Giles Hanglin, CEO of the UK-based energy and data centre developer Apatura to discuss its impressive development pipeline and the case for building data centres in Scotland.
Hanglin discusses the role of government policy — including Scotland’s designation as an AI growth zone — as well as the ongoing challenges around grid access and regulatory reform.
Despite broader market constraints, Hanglin remains confident in Scotland’s competitiveness relative to other UK and Irish markets. He points to ‘serious interest’ from a US-based data centre operator, backed by a major private equity firm, in Apatura’s six-site portfolio, for which Alantra worked as investment banking advisor.
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.
- Visa fler
