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PODCAST

Truth To Power

Truth to Power is a weekly editorial from IntelStor Founder & CEO, Philip Totaro. It examines data driven insights for the energy sector, with a focus on renewables.

business business news

All Episodes

8:08

Truth to Power - Episode 16

Truth To Power ·

2025/08/20

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro shares some stats on the renewable energy sector in the USA and how the industry can unite to fight the political opposition and protect this trillion dollar industry. Collectively, the renewable energy sector is already a $1 trillion industry in the USA. The onshore wind energy sector has contributed $246 billion in capital costs to build onshore wind farms in the USA. The industry now spends $2.75 billion

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7:56

Truth to Power - Episode Special

Truth To Power ·

2025/08/18

On this special episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro shares an analysis of the proposed changes to the IRS rules for start of construction to qualify for tax credits in the USA. The biggest change is that there are no more Safe Harbors after 2 September 2025. Project developers can still choose to start construction within the 4 year window allotted under the old IRS rules if they already have Safe Harbor equipment, but they have to maintain "Continuous

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9:22

Truth to Power - Episode 15

Truth To Power ·

2025/08/13

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro deconstructs the trend in rising O&M costs for wind energy in Australia, and how they compare to other countries around the world. Australia faces a shortage of workers with the skills to build and maintain wind farms, resulting in higher wages and recruitment costs. Those costs get baked into the prices paid by asset owners for services. IntelStor took a look at the production adjusted maintenance cost over

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7:23

Truth to Power - Episode 14

Truth To Power ·

2025/08/07

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro examine the state of #renewableenergy project development in Mexico and the companies looking to exit and enter the market. The election of Mexican President Claudia Sheinbaum was supposed to usher in a new era of renewable energy project development in Mexico. The reality has been anything but rosy. Lack of adequate transmission, long interconnection queues, uncertainty over power offtake by the CFE, as well as

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8:23

Truth to Power - Episode 13

Truth To Power ·

2025/07/30

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro digs into the local moratoriums being put in place that could block renewable energy projects from starting construction in light of the new PTC and ITC qualification criteria in the USA. The Sabin Center for Climate Change Law at Columbia Law School released an update to their report cataloguing the counties & townships in the USA which have moratoriums or other opposition against renewable energy project

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7:29

Truth to Power - Episode 12

Truth To Power ·

2025/07/21

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro deconstructs the recent #renewableenergy asset sales offerings by bp and EDF, including the profitability of those asset portfolios and what they offer to an acquirer. BP sold off their onshore wind energy asset portfolio to LS Power in the USA. Since 2008, the projects have generated more than $5.5 billion in revenue, including just over $1 billion in Production Tax Credit revenue. All assets have broken even

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8:10

Truth to Power - Episode 11

Truth To Power ·

2025/07/15

On this week’s episode of #TruthtoPower, our Founder & CEO, Philip Totaro looks into the changes to the IRS guidelines in the USA that could impact eligibility for both the investment and production tax credits. The tax and budget bill which was signed into law on the 4th of July 2025 in the USA has left all #renewableenergy companies reeling a bit. But one of the most profound impacts for #windenergy comes in the from a likely change to the standard definition of the “start of construction”

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9:29

Truth to Power - Episode 10

Truth To Power ·

2025/07/08

On this week’s episode of #TruthtoPower, our Founder & CEO, Philip Totaro tackle the impact of the newly signed tax and budget bill in the USA on the revenue, profitability and growth in the market. The cuts made by the new tax and budget bill in the USA will result in approximately $12 – 16 billion less in revenue to #windenergy asset owners. Of the 62.115 GW of projects installed during 2019 - 2022 that were counting on the full value of the PTC, 5.868 GW of projects, or 9.5% of the installed

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8:13

Truth to Power - Episode 9

Truth To Power ·

2025/07/02

On this week’s episode of #TruthtoPower, our Founder & CEO, Philip Totaro shares the ultimate #windturbine buyers guide including the technical and commercial analysis used by the procurement departments of project developers. There are many different ways to leverage data to make informed procurement decisions. The factors being evaluated by procurement departments include capacity factor, historical performance vs energy yield, purchase price per megawatt-hour produced, & OpEx cost per

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8:16

Truth to Power - Episode 8

Truth To Power ·

2025/06/25

On this week’s episode of #TruthtoPower, our Founder & CEO, Philip Totaro explores the improvement in wind energy asset profitability in the USA. In 2023, the USA had 20.3GW of #windenergy assets which were not going to break even during the lifetime of the project on the capital that was initially invested. In 2024, that dropped dramatically to 14.36GW of projects that are still below the profitability line through the planned end of asset life. According to IntelStor #marketresearch, this

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11:46

Truth to Power - Episode 7

Truth To Power ·

2025/06/17

On this week’s episode of #TruthtoPower, our Founder & CEO, Philip Totaro dives into the changes to the production tax credits and manufacturing tax credits in the proposed tax and budget bill in the USA. Since the inception of the renewable energy production tax credit back in the 1990’s the US government has provided more than $150 billion to energy producers in the form of a subsidy that adds on… well, these days it’s $31 / MWhr on top of the PPA for the first 10 years of the operation of the

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9:41

Truth to Power - Episode 6

Truth To Power ·

2025/06/11

On this week’s episode of #TruthtoPower, our Founder & CEO, Philip Totaro examines the potential for #offshorewind in Canada after the recent election which reaffirmed Mark Carney as the Prime Minister. His vision to invest in infrastructure and have Canada become and "energy superpower" has every potential of succeeding given the outright hostility from the United States towards energy technologies including #renewableenergy. Newfoundland & Labrador has ~70 GW of technical potential that

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7:02

Truth to Power - Episode 5

Truth To Power ·

2025/06/04

On this week’s episode of #TruthtoPower, our Founder & CEO, Philip Totaro takes a deep dive into the money being jeopardized by the pending tax and budget legislation, and the lack of government accountability from #renewableenergy industry trade groups and lobbyists. Since the Inflation Reduction Act was passed, a total of $52.78 billion was committed to 181 different renewable energy equipment manufacturing or supply chain development projects. Since January, approximately $2.3 billion of

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7:40

Truth to Power - Episode 4

Truth To Power ·

2025/05/28

On this week’s episode of #TruthtoPower, our Founder & CEO, Philip Totaro deconstructs the patent infringement litigation between 3S Lift and Cooper New Energy on climb assist systems. This new litigation may end up costing Cooper millions in product sales, simply because they did not undertake an IP Risk Certification as part of their go to market launch strategy in the USA. To date, there has been more than $5.2 billion in total commercial loss in the wind energy sector due to patent

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8:09

Truth to Power - Episode 3

Truth To Power ·

2025/05/21

On this week’s episode of #TruthtoPower, our Founder & CEO, Philip Totaro looks at the recent meetings of Brazilian President Lula da Silva in China, and the announcements made by Yunda Wind Power, CGN and Envision Energy to invest in the Brazilian market. More than $1.5 billion was committed to Brazil for renewable energy project development, research & development facilities as well as the potential for new factories targeting the onshore and offshore wind market. We'll also dive into the

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7:43

Truth to Power - Episode 2

Truth To Power ·

2025/05/14

On this week’s episode of #TruthtoPower, our Founder & CEO, Philip Totaro is diving into the Australian election and the impact it will have on the onshore and #offshorewind market. We're also re-affirming IntelStor’s #marketresearch forecast for the wind energy sector in Australia with a total of 115.8 GW projected by 2035. We've made certain assumptions on hydrogen demand as well as permitting for offshore wind, new transmission capacity and also the pace of adoption for consumer storage

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8:03

Truth To Power - Episode 1

Truth To Power ·

2025/05/07

On this week’s premier episode, we’re diving into IntelStor’s latest market research note on the impact of the US administration’s hostility towards the US offshore wind sector.

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