Home Podcasts Build, Repeat. (A Paces Podcast)
Build, Repeat. (A Paces Podcast)

Build, Repeat. (A Paces Podcast)

Paces 158 Episodes May 20, 2026

Deep discussions with those who are helping us build our way out of climate change.

Episodes

Quantify what you can, intuit the rest: Engie's distributed development playbook for 2026 May 20, 2026 1926 In this episode, James talks with Navya Gundeti, Director of Project Development at Engie North America, where she leads the distributed solar and storage development pipeline.Navya is operating in a market where five-year plans don't survive the year they were written. OBBBA, tariff whiplash, data center land competition, and reshuffled interconnection queues forced her team to rebuild its s
Scaling Distributed Generation Beyond Community Solar with Bill Francis from New Energy Equity Apr 14, 2026 1950 In this episode, James talks with Bill Francis, Vice President of Emerging Markets at New Energy Equity — a distributed solar developer that has spent over a decade building community solar programs across the country.Bill joined NEE at the end of 2025 after seven years at Engie, arriving right as the traditional community solar model is showing real strain. Programs are saturating. Development ca
A mile deep, not wide: NineDot's case for going all-in on one market with Sam McGarvey Mar 31, 2026 1909 In this episode, James talks with Sam McGarvey, Director of Origination at NineDot Energy — a developer, owner, and operator of front-of-meter battery storage systems across New York City's five boroughs.NineDot made a deliberate bet: ignore every other market and go all-in on the single hardest place to build energy storage in the country. That focus has taken them from 3 employees to 84, an
How virtual power plants became a daily grid resource with Matt Plante Mar 18, 2026 1932 In this episode, James talks with Matt Plante, President of Voltus, about what it actually takes to build a virtual power plant that grid operators call on every single day.Voltus aggregates distributed energy resources, including industrial loads, batteries, commercial buildings, and now residential assets, into virtual power plants that participate in wholesale electricity markets. Since April 2
Learning from the last grid build-out (and why VPPs are the answer) with Mark Dyson Mar 3, 2026 2060 The grid has been here before. Between 1960 and 2000, US utilities grew demand 4–5x while cutting real electricity prices by 20%, and the lessons from that era are more relevant than ever.Mark Dyson is Managing Director of Electricity at RMI, where he's spent nearly two decades working on grid modernization, distributed energy resources, and the policy and market design that holds it all toge
Why grid planning is the hardest problem in energy right now with Derek Stenclik Feb 17, 2026 1977 In this episode, James talks with Derek Stenclik, Founding Partner at Telos Energy. Derek shares his path into the power sector, starting at GE where he spent nearly a decade working on grid planning, resource adequacy, and early studies on integrating wind and solar at scale, before co-founding Telos to tackle some of the grid’s most complex planning challenges.The conversation focuses on how uti
Bridging the power gap: The fuel-flexible future for data centers with Craig Gordon Jan 21, 2026 1964 In this episode, James talks with Craig Gordon, Head of Global Policy, Regulatory Affairs, and Business Development at Mainspring Energy. Craig brings deep experience in clean energy—from scaling Invenergy’s wind and solar projects to shaping U.S. energy policy with the American Clean Power Association. Today, he’s helping Mainspring redefine dispatchable generation for a rapidly electrifying worl
Fixing the Grid-Data Center Disconnect with Tony Wagler and Alex Oort Alonso Dec 3, 2025 1960 In this episode, James talks with Tony and Alex from the Paces team about their recent white paper exploring the mismatch between data center growth projections and actual grid planning. Tony, a seasoned power developer, and Alex, a researcher focused on data center flexibility, dive into how speculative load growth is driving transmission investments that may never serve real projects.They discus
From Wall Street to Clean Energy: Investing in the AI-Powered Power Grid with Shanu Mathew Nov 20, 2025 2614 In this episode, James talks with Shanu Mathew, Senior Vice President at Lazard, where he co-leads a U.S. sustainable equity strategy. With a background in traditional finance and a passion for climate and sustainability, Shanu blends data-driven investing with macro-level insight into energy and technology transitions.They explore how Shanu’s career evolved from M&A banking to managing portfo
Building Clean Data Center Infrastructure with Gabe Messercola Nov 4, 2025 2053 In this episode, James talks with Gabe Messercola, Director of Data Center Solutions at EDF. Gabe shares his journey from studying environmental policy and working as a rock climbing instructor to building renewable energy projects at Nexamp and leading innovative data center strategies at EDF. With deep experience in asset management and power markets, Gabe now focuses on aligning renewable gener
Master Planning the Energy Future with Nat Sahlstrom Oct 9, 2025 2257 In this episode, James talks with Nat Sahlstrom, Chief Energy Officer at Tract, a data center developer enabling the next generation of digital infrastructure. Nat shares his unconventional journey from Seattle’s punk rock scene to leading energy strategy at Amazon and now Tract. With over two decades in energy, he brings deep insight into the intersection of data center growth, power planning, an
Building Community Trust in Clean Energy with Hilary Clark Jul 22, 2025 1961 In this episode, James talks with Hilary Clark, Senior Director of Social Licensing at the American Clean Power Association (ACP). With over two decades in permitting and regulatory affairs, Hilary brings deep expertise on how clean energy developers can effectively engage communities and navigate the complex siting landscape in the U.S.They discuss the evolving challenges in local and state-level

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