https://simplecast.com A podcast series exploring the latest issues at the intersection of the energy transition and the world of finance. 2024 The Energy Shift en Fri, 10 Apr 2026 14:38:19 +0000 Fri, 10 Apr 2026 14:38:31 +0000 https://the-energy-shift.simplecast.com https://image.simplecastcdn.com/images/45e0c518-a723-4c2d-8373-08f14888c097/341863d8-86c5-4154-a923-e949bb7d3b86/3000x3000/podcast-graphic-the-20energy-20shift.jpg?aid=rss_feed https://the-energy-shift.simplecast.com episodic A podcast series exploring the latest issues at the intersection of the energy transition and the world of finance. CIBC false https://feeds.simplecast.com/vq7TeN9S CIBC mailbox.multimedia@cibc.ca c8cb4438-29d6-4ebf-9182-cbfea22c7f83 Fri, 10 Apr 2026 14:38:19 +0000 mailbox.multimedia@cibc.ca (James Wright, Ines Serrao, Hadley Peer Marshall) https://the-energy-shift.simplecast.com/episodes/brookfields-perspective-on-the-energy-infra-ecosystem-2VRKPcau Brookfield’s perspective on the Energy-Infra ecosystem James Wright, Ines Serrao, Hadley Peer Marshall 00:23:04 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. 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. false full 19 d3e961c3-74a2-46fa-9ddb-d656e6580eef Mon, 30 Mar 2026 15:09:04 +0000 mailbox.multimedia@cibc.ca (Jess Thompson, Ines Serrao, James Wright) https://the-energy-shift.simplecast.com/episodes/how-is-private-credit-participating-in-the-energy-shift-YudSx_W0 How is private credit participating in the Energy Shift? Jess Thompson, Ines Serrao, James Wright 00:24:15 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. 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. false full 17 3b83c9c3-ee30-4b9b-b527-64cb0fc106a2 Tue, 24 Mar 2026 15:02:01 +0000 mailbox.multimedia@cibc.ca (James Wright, Ines Serrao) https://the-energy-shift.simplecast.com/episodes/hot-takes-from-infocast-solar-and-wind-2026-Irf2Caqd Hot takes from Infocast Solar and Wind 2026 James Wright, Ines Serrao 00:14:16 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. 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. false full 18 8f34b6b2-c1f3-4400-bf41-802f5076f097 Fri, 16 Jan 2026 14:33:50 +0000 mailbox.multimedia@cibc.ca (James Brooks, James Wright, Ines Serrao) https://the-energy-shift.simplecast.com/episodes/shifting-into-2026-what-lies-ahead-KSv2_wL4 Shifting into 2026 - what lies ahead? James Brooks, James Wright, Ines Serrao 00:31:00 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. 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. false full 16 aaf03999-f741-4ea9-9907-92762edc1ebf Mon, 8 Dec 2025 20:08:04 +0000 mailbox.multimedia@cibc.ca (Paul Gaynor, James Wright, Ines Serrao, Pete Keel) https://the-energy-shift.simplecast.com/episodes/the-solar-coaster-continues-OoXxkeB3 The solar coaster continues Paul Gaynor, James Wright, Ines Serrao, Pete Keel 00:23:20 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. 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. false full 15 3d42903f-2846-4367-a87a-93594c5fc20c Mon, 24 Nov 2025 20:37:30 +0000 mailbox.multimedia@cibc.ca (Ines Serrao, James Wright, Stephen Comello) https://the-energy-shift.simplecast.com/episodes/nuclears-next-act-scaling-up-for-americas-clean-energy-future-1PpjlLWK Nuclear’s next act: Scaling up for America’s clean energy future Ines Serrao, James Wright, Stephen Comello 00:37:52 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. 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. false full 14 e4ee8658-d643-4804-9cc5-edb19275b1d5 Mon, 15 Sep 2025 18:40:07 +0000 mailbox.multimedia@cibc.ca (Bret Labadie, James Wright, Ines Serrao) https://the-energy-shift.simplecast.com/episodes/distributed-generation-building-momentum-and-scaling-success-XVyaWdPx Distributed generation: Building momentum and scaling success Bret Labadie, James Wright, Ines Serrao 00:27:23 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. 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. false full 13 b8f8acbd-4acc-4f77-b185-36f20d425629 Thu, 28 Aug 2025 13:49:16 +0000 mailbox.multimedia@cibc.ca (Ken Young, Todd Alexander, Ines Serrao, James Wright) https://the-energy-shift.simplecast.com/episodes/unpacking-the-bbb-miL7ZUWN Unpacking the BBB Ken Young, Todd Alexander, Ines Serrao, James Wright 00:26:49 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. 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. false full 12 243dd13e-d61e-461c-a852-6d32c52716ed Mon, 23 Jun 2025 20:28:23 +0000 mailbox.multimedia@cibc.ca (Tamara Markus, Dan McCarthy, James Wright) https://the-energy-shift.simplecast.com/episodes/a-transitioning-workforce-people-culture-and-change-39raUH6_ A Transitioning Workforce: People, Culture, and Change Tamara Markus, Dan McCarthy, James Wright 00:34:14 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. 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. false full 11 ac7f71e6-f9a9-4e2e-a948-8301e8fa58b6 Fri, 13 Jun 2025 17:22:10 +0000 mailbox.multimedia@cibc.ca (Michael Rucker, James Wright, Ines Serrao) https://the-energy-shift.simplecast.com/episodes/wind-solar-the-good-the-challenging-and-the-hopeful-EULI0wv9 Wind & Solar — the good, the challenging and the hopeful Michael Rucker, James Wright, Ines Serrao 00:34:48 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. 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. false full 10 56a8f397-17ba-4456-be12-a1165fc5ed28 Fri, 28 Mar 2025 14:27:28 +0000 mailbox.multimedia@cibc.ca (Darrel Koo, Luisa Fuentes, James Wright) https://the-energy-shift.simplecast.com/episodes/knock-knock-whos-there-its-ai-WadnK0rb Knock, knock. Who's there? It's AI Darrel Koo, Luisa Fuentes, James Wright 00:33:53 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. 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. false full 9 d35c14d0-e280-4de9-8605-80a25a028e4b Wed, 19 Mar 2025 19:28:43 +0000 mailbox.multimedia@cibc.ca (Meghan Schultz, Shashank Sane, James Wright, Luisa Fuentes) https://the-energy-shift.simplecast.com/episodes/connecting-the-dots-the-critical-role-of-transmission-in-us-power-markets-_g2Pqvqv Connecting the dots: The critical role of transmission in US power markets Meghan Schultz, Shashank Sane, James Wright, Luisa Fuentes 00:31:00 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. 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. false full 8 1d4f59e0-b61e-40d9-832d-76ace8dad45f Tue, 4 Mar 2025 21:48:24 +0000 mailbox.multimedia@cibc.ca (Melany Vargas, James Wright, Luisa Fuentes) https://the-energy-shift.simplecast.com/episodes/wrestling-with-the-future-of-hydrogen-development-in-the-us-FqA5JQJ1 Wrestling with the future of hydrogen development in the US Melany Vargas, James Wright, Luisa Fuentes 00:33:25 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. 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. false full 7 86f8f3d5-2651-40af-8d08-138cd3466d35 Mon, 27 Jan 2025 17:39:24 +0000 mailbox.multimedia@cibc.ca (Lesley Hunter, Luisa Fuentes, James Wright) https://the-energy-shift.simplecast.com/episodes/trump-20-and-the-year-ahead-ieEsjJbF Trump 2.0 and the year ahead Lesley Hunter, Luisa Fuentes, James Wright 00:32:09 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. 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. false full 6 e2225741-491f-447e-b88f-8f83cf05cbb9 Mon, 19 Aug 2024 19:24:38 +0000 mailbox.multimedia@cibc.ca (Denise Tait, Ines Serrao, James Wright, Luisa Fuentes) https://the-energy-shift.simplecast.com/episodes/battery-life-e8V5e0F8 Battery life Denise Tait, Ines Serrao, James Wright, Luisa Fuentes 00:24:50 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. 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. false full 5 6750caba-1faf-4654-afbf-8b2372febe4a Thu, 8 Aug 2024 15:45:32 +0000 mailbox.multimedia@cibc.ca (Matt Willis, Neil Davids, James Wright, Luisa Fuentes) https://the-energy-shift.simplecast.com/episodes/the-renaissance-of-gas-fired-ccgts-lD6xCu_F The renaissance of gas fired power Matt Willis, Neil Davids, James Wright, Luisa Fuentes 00:26:06 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. 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. false full 4 cc912d05-45d6-4517-bdd4-823a2bd6c3b2 Fri, 26 Jul 2024 19:23:22 +0000 mailbox.multimedia@cibc.ca (Richard Sanders, James Wright, Luisa Fuentes, Greg Remec) https://the-energy-shift.simplecast.com/episodes/rating-the-transition-vndIzDD3 Rating the Transition Richard Sanders, James Wright, Luisa Fuentes, Greg Remec 00:38:46 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. 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. false full 3 f1054005-00fd-4465-8b68-61edc776c03f Wed, 10 Jul 2024 18:22:31 +0000 mailbox.multimedia@cibc.ca (CIBC) https://the-energy-shift.simplecast.com/episodes/tax-credit-transferability-the-market-so-far-LvifRtTN Tax credit transferability – the market so far CIBC 00:33:39 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. 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. false full 2 7797230a-6b78-4ef9-9036-644835b070b3 Tue, 25 Jun 2024 14:03:34 +0000 mailbox.multimedia@cibc.ca (Ray Long, Luisa Fuentes, James Wright) https://the-energy-shift.simplecast.com/episodes/financing-the-transition-key-takeaways-from-acores-finance-forum-onFHch_Q Financing the transition: Key takeaways from ACORE's Finance Forum Ray Long, Luisa Fuentes, James Wright 00:31:28 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. 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. false full 1