The Energy Shift

Episodios

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  Brookfield’s perspective on the Energy-Infra ecosystem 10.04.2026 23m

  CIBC hosts James Wright and Ines Serrao welcome Hadley Peer Marshall, CFO of Brookfield Asset Management to discuss the rapid growth of renewables and nuclear, Brookfield’s approach to investing across the energy value chain, and trends in private credit and M&A. The episode also shares insights on navigating geopolitical risks and the importance of long-term thinking in infrastructure.
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  How is private credit participating in the Energy Shift? 30.03.2026 24m

  CIBC's James Wright and Ines Serrao are joined by Jess Thompson, Head of North America Infrastructure Debt at Allianz Global Investors, for a timely discussion on the rapid rise of private credit in US energy and infrastructure. They explore how private credit is complementing banks, bridging funding gaps, and supporting complex projects, with insights on market trends, investor priorities, and opportunities for partnership.
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  Hot takes from Infocast Solar and Wind 2026 24.03.2026 14m

  CIBC’s Ines Serrao and James Wright recap key takeaways and hot takes from the Infocast Solar + Wind Finance & Investment Summit 2026 – covering current trends in the renewable energy sector, priorities for the year and the outlook ahead.
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  Shifting into 2026 - what lies ahead? 16.01.2026 31m

  Join CIBC’s Energy Shift hosts, James Wright and Ines Serrao, as they welcome special guest, James Brooks, for an insightful recap of 2025’s most notable developments and compelling data highlights within a rapidly evolving energy sector. The conversation then turns forward, as the trio shares their perspectives and predictions for what’s on the horizon in 2026.
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  The solar coaster continues 08.12.2025 23m

  CIBC's Ines Serrao and James Wright discuss the future of solar energy industry with Paul Gaynor, CEO and Co-Founder, and Pete Keel, CFO and Co-Founder of Longroad Energy. They share practical insights on navigating policy changes, capital access, and the evolving demands shaping the clean energy sector.
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  Nuclear’s next act: Scaling up for America’s clean energy future 24.11.2025 37m

  With the announcement of CIBC’s pledge to support tripling global energy 2050, hosts Ines Serrao and James Wright are joined by Stephen Comello, Senior Vice-President of Strategic Initiatives at Energy Futures Initiative, to discuss nuclear energy’s pivotal role in America’s clean energy transition, ambitious growth targets, and the key challenges and opportunities ahead for the industry.
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  Distributed generation: Building momentum and scaling success 15.09.2025 27m

  Ines Serrao and James Wright discuss the world of distributed generation and community solar, featuring guest Bret Labadie, CFO of Pivot Energy. They explore growth, unique benefits, and evolving challenges of community solar, and explore how an industry leader is navigating new opportunities and market forces.
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  Unpacking the BBB 28.08.2025 26m

  CIBC hosts, James Wright and Ines Serrao, are joined by Ken Young, CEO of Apex Clean Energy, and Todd Alexander, Partner at Norton Rose Fulbright, to discuss the Big Beautiful Bill and initial views on its impact to the Renewable Energy Industry.
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  A Transitioning Workforce: People, Culture, and Change 23.06.2025 34m

  James Wright and Tamara Markus are joined by Dan McCarthy, CEO of One Search, to discuss evolving trends in the recruitment industry. Together, they delve into the workforce landscape, post-pandemic impacts, and the future of diversity and inclusion in the workplace.
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  Wind & Solar — the good, the challenging and the hopeful 13.06.2025 34m

  CIBC hosts, James Wright and Ines Serrao, sit down with Michael Rucker, CEO of Scout Clean Energy, to discuss the evolving renewable energy landscape, focusing on the wind, solar, and storage sectors. The conversation explores challenges such as tariff uncertainties, repowering projects, and the potential impacts of changes to clean energy tax credits, while emphasizing the importance of accelerating renewable energy deployment to meet growing electricity demand.
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  Knock, knock. Who's there? It's AI 28.03.2025 33m

  Darrel Koo, Director of Analytics at Orennia, joins Luisa Fuentes, Managing Director and Head of Natural Resources and Transition, US Corporate Banking, and James Wright, Managing Director and Head, US Corporate Banking, to explore the transformative impact of AI on energy demand and power infrastructure, highlighting the challenges and opportunities in the evolving landscape of data centers and renewable energy.
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  Connecting the dots: The critical role of transmission in US power markets 19.03.2025 31m

  Invenergy’s Meghan Schultz, EVP and CFO, and Shashank Sane, EVP Transmission, join Luisa Fuentes, Managing Director and Head of Natural Resources and Transition, US Corporate Banking, and James Wright, Managing Director and Head, US Corporate Banking to explore the urgent need for advanced transmission infrastructure and HVDC technology to meet US energy demand, while navigating financing and regulatory challenges.
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  Wrestling with the future of hydrogen development in the US 04.03.2025 33m

  Melany Vargas, VP Head of Hydrogen at Wood Mackenzie, joins Luisa Fuentes, Managing Director and Head of Natural Resources and Transition, US Corporate Banking, and James Wright, Managing Director and Co-Head, US Corporate Banking to discuss the future of hydrogen development in the United States.
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  Trump 2.0 and the year ahead 27.01.2025 32m

  Lesley Hunter, Senior VP of Policy & Engagement at ACORE, joins Luisa Fuentes, Managing Director, Head of Natural Resources and Transition, U.S. Corporate Banking and James Wright, Managing Director and Co-Head of US Corporate Banking to discuss the new administration under President Trump, the key people involved, and energy policy formation.
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  Battery life 19.08.2024 24m

  Denise Tait, CIO at Arevon and Ines Serrao, Managing Director and Head of Renewables for U.S. Corporate Banking at CIBC, join co-hosts Luisa Fuentes, Managing Director, Head of Energy Transition and Sustainability, Corporate Banking and James Wright, Managing Director and Co-Head of US Corporate Banking to discuss the growing battery storage market in the U.S., how Arevon is playing in that space and some of the regulatory/political challenges facing the market.
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  The renaissance of gas fired power 08.08.2024 26m

  Matt Willis, Partner at Hull Street Energy and Neil Davids, Managing Director in CIBC’s Energy Transition team, join co-hosts Luisa Fuentes, Managing Director, Head of Energy Transition and Sustainability, Corporate Banking and James Wright, Managing Director and Co-Head of US Corporate Banking to discuss how different trends are impacting power demand in the U.S., including data centers, AI technologies, and manufacturing resurgence, and the role of natural gas to ensure energy reliability and affordability.
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  Rating the Transition 26.07.2024 38m

  Greg Remec, Senior Director, Fitch Ratings, and Richard Sanders, Executive Director, Corporate Banking at CIBC join CIBC co-hosts Luisa Fuentes, Managing Director, Head of Energy Transition and Sustainability, Corporate Banking and James Wright, Managing Director and Co-Head of US Corporate Banking to discuss the rating agency approach to energy transition.
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  Tax credit transferability – the market so far 10.07.2024 33m

  Brian Callaway, CFO, Copia Power and Mike Duff, Partner, Milbank joins Luisa Fuentes and James Wright to discuss how the Tax Credit Transfer market has opened up since final Treasury Guidance was released earlier this year, plus the new dynamics its added to the broader financing markets for U.S. renewable projects.
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  Financing the transition: Key takeaways from ACORE's Finance Forum 25.06.2024 31m

  On the inaugural episode of The Energy Shift, James Wright and Luisa Fuentes speak with Ray Long, CEO of ACORE to digest the key takeaways from this year's ACORE Finance Forum and themes for the year ahead.