And I'm curious if you could talk a little bit more about your new role at Crux and what you're excited about to be part of the team.

Yeah, absolutely.

So firstly, my role is head of industry coverage and advisory.

So within my group, we have a dedicated team of very experienced coverage people who sit across a number of sectors.

So developers, IPPs, utilities, manufacturers and financial sponsor relationships.

Our group is responsible for delivering all of Crux to our clients.

That's our data and intelligence-led content and the financing solutions that we bring from that.

I'm curious, after spending over two decades in project finance and the renewable banking sector, where do you see the renewable energy space headed towards over the next six months or so, especially accounting for tax credits, tax equity, as well as the influx of private credit, especially within the AI and data center space?

Um, and the big question hanging over everyone is, will the US meet demand to get where it's going? What's your view on that? And w- maybe you can, for the listeners, from your much more, uh, uh, sort of knowledgeable perspective than mine, explain what the challenge really is.

Yeah.

No, no, it's a great question, and a lot, a lot to unpack there, and I, I think we should spend a bit of time on this one.

So, um, firstly, I mean, yes, as you said, just at the, at the top, we're in a period of historically high levels of power demand, right? We haven't seen this for, for a generation, and there's a lot of factors there, as you said.

It's, it's mass electrification across our economy, um, the return of onshore manufacturing, of course data center build-out, which is very topical at the moment.

We're seeing huge investor appetite in the build-out of domestic energy, um, and the infrastructure surrounding that to build to meet this demand.

Our data actually shows that CapEx in America and clean energy and manufacturing is on track to hit about 180 billion this year, which is m- way up on last year.

... is the solution gonna be?

After a brief stroll through the neighborhood, we sat down in my Hudson Yards penthouse to discuss the psychological profiles of the men that have shaped our world.

I'm James Foley.

I'm a psychotherapist.

I, uh, treat men for, uh, sexual misbehavior such as affairs, uh, hiring sugar babies, and things like that.

Yeah

... like, it's different.

And, and, uh, a, a lot of our programming is behind our, um, irrational behavior.

So you, you and I are guys.