C.O.B. Tuesday Ep.79 "When In Rome" Featuring Francesco La Camera

Sep 3, 2021

Ask episode

Chapters

Transcript

Episode notes

As we head into the Labor Day weekend here in the US, we have something we think you will find most intriguing for a Close-of-Business Thursday! We were lucky enough today to visit with Francesco La Camera, the Director General of the International Renewable Energy Agency (IRENA). Francesco has over thirty years of experience in climate and sustainability and oversees IRENA's strategy and partnerships with 165 nations that are members of the agency.

IRENA is headquartered in Abu Dhabi. Their focus is to support countries in their transition to a sustainable energy future by providing practical tools and policy advice to accelerate renewable energy development. Francesco joined us from Rome for a fascinating discussion of today's energy, regulatory and technology world from his perspective. With the Glasgow Climate Summit right around the corner, today's discussion was a fascinating survey of the world from a very respected renewable energy perspective. We learned so much and can't thank Francesco enough for his thoughts and time.

As you will hear, we leaned into the lead-in today with more force than usual. Mike Bradley does his usual market update but also provides a year-to-date perspective across all of energy. Matt Portillo gave a detailed update on the "renewables macro" to get our juices flowing prior to our discussion with Francesco. Colin Fenton added his spice with a few comments on global markets and CO2 allowance prices in Europe.

All the best to all of you! Have a great and relaxing Labor Day Weekend!

----------

Copyright 2021, Tudor, Pickering, Holt & Co. The information contained in this update is based on sources considered to be reliable but is not represented to be complete and its accuracy is not guaranteed. This update is designed to provide market commentary only. This update does not constitute an offer to sell or a solicitation of an offer to buy any securities. Nothing contained in this update is intended to be a recommendation of a specific security or company nor is any of the information contained herein intended to constitute an analysis of any company or security reasonably sufficient to form the basis for any investment decision. Past performance is not indicative of future results. Tudor, Pickering, Holt & Co., and its officers, directors, shareholders, employees and affiliates and members of their families may have positions in any securities mentioned and may buy or sell such securities before, after or concurrently with the publication of this update. In some instances, such investments may be inconsistent with the views expressed herein. Tudor, Pickering, Holt & Co. may, from time to time, perform or solicit investment banking or other services for or from a company, person or entities mentioned in this update. Additional important disclosures, including disclosures regarding companies covered by TPH’s research department, may be found at www.tphco.com/Disclosure. Tudor, Pickering, Holt & Co. (TPH) is the global brand name for Tudor, Pickering, Holt & Co. Securities, LLC, Tudor, Pickering, Holt & Co. Securities – Canada, ULC, Perella Weinberg Partners LP, and their affiliates worldwide.

Institutional Communication Only. Under FINRA Rule 2210, this communication is deemed institutional sales material and it is not meant for distribution to retail investors. Recipients should not forward this communication to a retail investor.