Logan Goldie-Scot is Head of Research at Generate Capital, responsible for building and communicating the firm’s information advantage. He is focused on developing proprietary insights relating to Generate’s six core sectors, while supporting market-wide coverage and origination efforts.
Prior to Generate, Logan joined BloombergNEF in 2010 and was Head of Clean Power research when he left in 2022. This was a 30-person group spanning solar, wind, energy storage and power grids. At BloombergNEF he previously worked as a solar analyst, built and led the Energy Storage team, and developed the firm’s first clean energy Index and ETF, in collaboration with Goldman Sachs. Logan is a regular writer, speaker and conference panellist on topics relating to the energy transition. He has an MA (Hons) in Arabic from Edinburgh University and in 2019 completed executive training in Supply Chain Management at Stanford GSB.
Scott Jacobs is the CEO and co-founder of Generate Capital, a leading sustainable infrastructure platform delivering affordable, reliable resource solutions to companies, communities, and cities.
Prior to Generate, in 2007, Scott joined McKinsey & Company and co-founded its global Clean Technologies Practice, advising companies, institutional investors, NGOs, and governments around the world on the economic imperatives of resource productivity and climate solutions. Prior to that, Scott spent over a decade in technology and venture capital, helping start and grow several companies. Scott has dedicated much of his professional life to the “resource revolution” and is a regular writer, keynote speaker, and conference panelist on the topics of thematic investing and risk management, climate- and resource-related innovation, and building values-based and people-centric businesses. Scott earned his MBA with high distinction from Harvard Business School, where he was named a George F. Baker Scholar, and his BA cum laude from Dartmouth College.
Mr. William Sonneborn is President of Generate Capital. Before joining Generate Capital, he was the Senior Director at International Finance Corporation, overseeing investments in Disruptive Technologies, Creative Industries and Funds and on IFC’s management committee.
Prior to joining IFC, he was the President of EIG, a leading energy and infrastructure investment firm, and a member of its Investment and Executive Committees. Prior to joining EIG, he was a partner of Kohlberg Kravis Roberts & Co. and a member of KKR’s Management Committee. William served as CEO of KKR Asset Management as well as CEO and Director of KKR Financial Corporation, a publicly traded specialty finance firm. He also sat on the board of Nephila Capital, a $10 billion hedge fund that is one of the largest private tech-enabled reinsurance vehicles in the world. Prior to joining KKR, he was with the global investment firm TCW Group, Inc., most recently as President and Chief Operating Officer. Previously, he worked at Goldman, Sachs & Co. in New York and Hong Kong, where he focused on mergers & acquisitions. Mr. Sonneborn is a frequent speaker on sustainable infrastructure and technology opportunities. He has given keynote presentations at conferences such as Vivatech, CES, the Global Private Capital Conference and SuperReturn and has appeared on television, radio and in print on venues such as Bloomberg, CNBC, France24, The Financial Times, the Wall Street Journal and PEI. William graduated with honors from Georgetown University. He is involved with a variety of non-profit organizations, serving as a director or trustee of Georgetown University, Georgetown University Entrepreneurship Initiative, Lucile Packard Foundation for Children’s Health at Stanford University, the Global Private Capital Association and Chairman of the board of St. Albans School in Washington, DC.
Ed Bossange is a Senior Managing Director and Head of Capital Markets at Generate Capital. Ed brings more than 10 years of experience in renewable energy and project finance.
Prior to Generate, he was a vice president of origination and structuring at Morgan Stanley, where he sat in the North America Power and Gas business on the commodities trading floor, investing the firm’s balance sheet into renewable energy assets. He spent more than six years at Morgan Stanley, primarily focused on originating, acquiring, developing, and financing solar PV projects across residential, commercial, industrial, and small utility scale, which included playing an integral role in more than $200 million of the first community solar portfolios institutionally financed in the United States. Ed began his career in renewable energy as a design engineer for both solar PV and solar hot-water-system integration in New York City. Ed holds an MS in Mechanical Engineering‐Energy Systems from Columbia University and a BS in Mathematics from Hamilton College.
Jeff Ross is Chief Investment Officer, Infrastructure at Generate Capital.
Prior to Generate, he served as a Managing Director at an investment platform investing in renewable energy assets, and as Senior Vice President at NRG, leading the distributed generation and retail energy businesses. Jeff served as a Partner at Arborview Capital, investing in mid-market companies in the energy and sustainability sectors; as Executive Vice President at GridPoint, a private-equity backed energy management company; and in senior management roles at several private equity-backed services and technology companies. Jeff is a frequent speaker on energy and sustainability issues, and has appeared on television, radio and in print in venues such as CNBC and the Wall Street Journal. He has testified before Congress, the Federal Communications Commission, and several state public utility commissions. Jeff graduated magna cum laude from Washington University in St. Louis and has a law degree from the University of Virginia.
Jonah is the Head of External Affairs and Impact at Generate where he oversees our communications, government engagement, and impact assessment and strategy.
Prior to Generate, Jonah led Breakthrough Energy a network founded by Bill Gates including investment funds, nonprofit and philanthropic programs, and policy efforts linked by a common commitment to scale the technologies we need to achieve a path to net zero emissions by 2050. During that time, he also served as Mr. Gates’s senior advisor for policy and government relations. Prior to Breakthrough Energy, Jonah spent nearly 15 years in Washington, D.C., leading integrated advocacy, communications, and grassroots campaigns. He led a series of policy efforts on a variety of issues – from civil rights to education reform to nuclear non-proliferation. Before that, he served as primary spokesperson and chief strategist for the largest national campaign to protect voting rights. Jonah holds a J.D. degree from Boston College Law School and a B.A. degree in History from Binghamton University. Jonah lives in Seattle with his wife Jackie and his two children, Desmond and Fiona.
Nam Nguyen is Chief Operating Officer at Generate Capital, responsible for the company’s assets and portfolio and operations. Prior to joining Generate, Nam was Executive Vice President at SunPower, one of the largest solar companies in the world.
Nam was responsible for SunPower’s Commercial Solar division, delivering approximately $500 million in revenues and number 1 market share in the U.S. Prior to that, Nam served as Senior Vice President and oversaw SunPower’s power plant business in Latin America, where she was responsible for the P&L, driving approximately 1GW of contracted pipeline and $1.5 billion in revenues. Prior to SunPower, Nam was Vice President of Global Business Development at First Solar. At First Solar, she led the sale and financing of the First Solar project pipeline, including raising $8 billion of financing, and various M&A activities. She also led the expansion of First Solar’s global platform and pipeline. Prior to First Solar, Nam was responsible for corporate development and strategy at a solar start-up OptiSolar, where she helped raise $300 million in venture funding and eventually led the sale of OptiSolar to First Solar. She has also held various roles in investment banking working in New York, Singapore and Los Angeles and is on Generac’s Board of Directors. Nam has a BA in Economics from Columbia University and an MBA from Harvard University and was a Fulbright Scholar.
Sarie Lovell is Head of Asset Management and Operations at Generate Capital. She has 10 years of experience in renewable energy asset management and, prior to that, nine years of experience in finance and data analytics.
Before joining Generate, Sarie led the asset management function at Longroad Energy, and in previous positions she held leadership roles in asset management at SunEdison and First Wind Energy, with portfolio sizes ranging from 1.3 to 2.6 GW and more than $2 billion in assets under management. Over the course of her career in renewables, Sarie has played a key role in many renewable energy firsts, including the first wind energy project in Hawaii, the first utility scale wind project to be coupled with utility scale battery storage, and the first wind project to be built on federal lands. Sarie holds a BA in Interdisciplinary Studies with an emphasis on economics and management information systems from UC Berkeley.
Christian Okoye is a Principal at Generate Capital responsible for investments in emerging sustainable infrastructure opportunities.
Prior to Generate, Christian was a Partner at Sidewalk Infrastructure Partners where he focused on transactions advancing virtual power plants. Leading up to his time at Sidewalk, Christian was a director of Venture Investments at Emerson Collective. Here, he focused on managing venture capital and growth equity investments across energy and environmental solutions including waste to energy, distributed energy resource management, and energy efficiency technologies. Christian has also worked for Denham Capital’s Energy Infrastructure platform investing in infrastructure development in emerging markets, and started his career in Goldman Sachs’ Natural Resources group. Christian holds an MBA and MS in Energy and Environmental Resources from Stanford University, and a BA in Economics from the University of Chicago.
Gopal Vemuri has extensive experience in the energy markets, from project acquisition to PPA negotiation and execution.
He has raised more than $500M on funding for power projects with over 2.5 GW capacity, and determined pricing and strategy for over 500 MW of contracted capacity. He most recently served as Managing Director of Alturus, and Director of Capital Markets for Edison Energy, where he led the establishment of the capital markets division, launched an investment partnership with a multi-billion dollar IPP, and raised $50M in funding for investment in on-site energy solutions including CHP and battery storage.
Katherine (Katie) Treuer is a Principal at Generate Capital. She is responsible for originating, structuring, and executing renewable energy and sustainable infrastructure transactions within the Generate Credit business unit.
Katie brings more than 10 years of experience in infrastructure & energy project finance. Prior to Generate, Katie was a Vice President in the Project, Infrastructure, and Principal Finance Group at Goldman Sachs within the Investment Banking Division. While at Goldman Sachs, Katie executed over $50 billion in debt financings across the renewable and conventional power generation, infrastructure, and broader natural resources sector for clients in the United States and Latin America. Katie has a B.S. in Materials Science and Engineering from the Massachusetts Institute of Technology.
Peggy Flannery is a Managing Director on the Investment Team at Generate Capital, where she helps build and lead the firm’s community solar investment strategy.
Peggy has led Generate’s community solar investment strategy over the last 5 years, building over 200 MW of project, and has 17 years of experience in renewable energy and finance. Prior to Generate Peggy was a director at SunEdision. She holds a BA from Columbia University in Environmental Science and Mathematics.
Pietro Lomazzi is a Managing Director on the Investment Team at Generate Capital responsible for originating, executing, and managing investments. Pietro has more than 14 years of sustainable investment experience across principal investment, venture capital, and project finance.
Prior to Generate, Pietro was a Director at Onyx Renewable Partners, a Blackstone investment vehicle focused on renewable energy infrastructure in North America. Across his career Pietro has been responsible for over $1 Billion investments across the sustainability space from early-stage corporate equity to large, distributed asset acquisitions and financing. Pietro holds a MS/BS in environmental engineering form the Politecnico di Milano, a MS in renewable energy and climate policies from the Politecnico di Milano and, an MBA from the Wharton School at the University of Pennsylvania.
Scott Gosselink was Generate Capital’s first employee and serves as a Managing Director, Head of Underwriting, and is a member of Generate’s Investment Committee.
With more than 15 years of experience in the energy industry, Scott focuses on the emerging clean mobility sector by accelerating the decarbonization of transportation. Prior to Generate Capital, Scott spent time at SunEdison, EDF-Renewable Energy, and the Lower Colorado River Authority where he developed, marketed, and structured several billion dollars for renewable energy and energy transition projects. Scott received his Bachelor of Science in Commerce from Washington and Lee University, and an MBA from the Yale School of Management.
Where are we in the energy transition?
The latest data behind the energy transition
A roundup of energy transition policy headlines
Our favorite articles and reports from the last month
Welcome to the Generate: Intelligence December Newsletter. This month we’re bringing you the top climate and energy transition headlines and analysis from across North America.
Not only is 2024 on track to be the hottest year on record, it will also be the first year in which the average temperature is more than 1.5 degrees Celsius above pre-industrial averages – the critical warming threshold identified by scientists and targeted by the Paris Agreement (Copernicus, Reuters).
Inflation Reduction Act (IRA) reached a new milestone in the final month of the Biden administration: $100 billion awarded in grants. The current administration is on track to award more than 80% of the available IRA funding by the end of Biden’s term, effectively safeguarding those funds from being retracted by the Trump administration (Reuters).
2024 saw $500 billion worth of hurricane damage in the US, representing nearly 2% of the US’s GDP (E&E News 🔒).
Sightline Climate’s latest report illustrates how an uptick in climate-focused infrastructure funds helped propel the climate investment landscape in 2024, despite shrinking dry powder from venture capital funds. Since April 2024, climate-focused infrastructure funds have raised $16.3 billion, compared to $4.5 billion for venture funds and $8.5 billion for growth equity funds (Sightline Climate). As we noted in our recent Expert View, these figures reflect only a portion of the full sustainable infrastructure market, as more and more generalist infrastructure investors incorporate energy transition assets in their portfolios.
The US Department of Energy (DOE) approved a $7.5 billion conditional loan to Stellantis and Samsung SDI to build two EV battery plants in Indiana, and $6.6 billion to Rivian to build a manufacturing plant in Georgia (E&E News 🔒). The DOE also finalized a $1.25 billion loan to EVgo to build more than 1,000 EV charging stations across the US over the next five years (DOE), a $303 million loan to Eos Energy Enterprises, a Pennsylvania manufacturer of zinc-based batteries (E&E News 🔒), and a $15 billion conditional commitment for a loan guarantee to PG&E. The latter will “support a portfolio of projects to expand hydropower generation and battery storage, upgrade transmission capacity through reconductoring and grid enhancing technologies, and enable virtual power plants throughout PG&E’s service area.” The LPO aims to close the loan before the change in administration (WSJ).
The US EPA announced $735 million in grants for zero-emissions heavy-duty vehicles, with 70% of the funding going toward electric school buses (EPA).
The US Treasury Department finalized rules for the Section 48E clean energy investment tax credit. Under the finalized rules, investors can claim a tax credit of approximately 30% of the cost of the clean energy project they are funding. The credits are a boost for offshore wind, geothermal, hydrogen, and energy storage but let’s see what the incoming administration does (E&E News 🔒, Treasury).
The California Air Resources Board (CARB) will delay enforcing the state’s new law that requires large companies to report greenhouse gas emissions. The law was supposed to go into effect in 2026, but CARB announced they won’t punish non-compliant companies that year so long as they make “good faith” data collection efforts (PoliticoPro 🔒).
The New York State Energy Research and Development Authority (NYSERDA) and Clean Path NY agreed to terminate a contract that would have connected New York City to 2 GW of new wind capacity and 1.8 GW of new solar capacity via an $11 billion, 175-mile transmission line. NYSERDA canceled the project after Clean Path sought greater subsidies from ratepayers, citing inflation and rising materials costs (E&E News 🔒).
The Midcontinent Independent System Operator’s (MISO) board approved a $30 billion package for upgrading transmission infrastructure across the Midwest, including $21.8 billion for developing a high-voltage “backbone” of 24 new regional power lines (E&E News 🔒).
Federal permitting reform efforts stalled as Congress failed to reach a compromise on a proposed bipartisan bill (Politico).
The US EPA approved California’s plan to ban gas-powered new car sales by 2035 (The Hill). The decision could also have implications for the 11 other states that adhere to California’s vehicle emissions standards.
Take this first one with a pinch of salt. A 20-minute, AI-generated podcast based on this month’s expert view. Not always accurate, they butcher the pronunciation of MISO and it seems overly reliant on the headings as opposed to the charts. Nonetheless, the conversation between the two “hosts” flows pretty well and captures many of the main points. Produced in 90 seconds (link)
Grid Status on what makes winter unique (link)
This isn’t a new one, but only just appeared on my radar (perhaps to my shame). The Renewables On The Rise Dashboard (link)
An inside scoop on Northvolt from its Chinese partners, sourced from WeChat (link)
Generate’s Scott Jacobs and Obvious Ventures’ Andrew Beebe reflect on the past, present, and future of climate tech (link)
The US Automotive Industry at Risk (link, h/t Reilly Brennan’s Trucks)
A study on grid and ratepayer impacts of continued data center growth (link)
How “tipping points” confuse and can distract from urgent climate action (link)
Five ways climate change is remaking US energy markets (link)
Nick van Osdol on whether the data center story is really that important (link)
Grid Strategies’ National Load Growth Report (link)
Federal Reserve Bank of Dallas report on Texas microgrids boom (link)
The case for connecting North America and Europe (link)
The race for cleantech among Chinese provinces, US states, and European countries (link)
Videos: Inside an AI supercluster (link) and 4D video generation (link)
Director of Market Research
Chief Executive Officer and Co-founder
President, Generate Capital
Senior Managing Director and Head of Capital Markets
Chief Investment Officer, Infrastructure
Head of External Affairs and Impact
Chief Operating Officer
Operating Partner & Head of Asset Management
Principal, Investment Team
VP, Development and Origination
Principal, Generate Credit
Managing Director, Investments
Managing Director, Investments
Managing Director and Head of Underwriting
Soaring solar and storage deployment, escalating trade war, and more US energy and infrastructure news and analysis
Read moreInfra investor sentiment toward the energy transition, trade tensions and tariffs, and more US energy transition news and analysis
Read moreA new investment record, a flurry of executive orders, and more US energy transition news and analysis
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