Shanu Mathew, Senior VP at Lazard Asset Management, discusses the shift in institutional investment strategies towards energy amid market turmoil. Amy Myers Jaffe, Director at NYU's Energy, Climate Justice, and Sustainability Lab, shares insights on cleantech and low-carbon investment hurdles. They explore the departure of major oil companies from renewables, the connection between oil prices and cleantech funding, and the growing impact of data centers on energy demand. Their analysis questions whether the clean energy transition is slowing down or simply recalibrating.
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insights INSIGHT
Clean Energy Investment Underperforms
Clean energy investments have underperformed the broader market.
Negative discourse surrounds the sector's outlook.
question_answer ANECDOTE
Cleantech Accidents
Two major cleantech accidents in the US, a battery fire and an offshore wind incident, impacted the sector.
These events raise questions about societal responses and necessary safety measures.
insights INSIGHT
Cleantech Bubble and SPACs
The 2021 cleantech bubble led to a market correction and risky shortcuts like SPACs.
Many companies relied on corporate acquisitions as exit plans due to a lack of discipline for IPOs.
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The Surprising Connection Between Metabolism and Limitless Health
Calley Means
Casey Means, MD
In 'Good Energy', Dr. Casey Means and her brother Calley Means present a bold new vision for optimizing health by focusing on metabolic function. The book explains how various health conditions such as depression, anxiety, infertility, insomnia, heart disease, and more can be traced back to how well the cells in our body create and use energy. It offers a four-week plan, cutting-edge research, and personal stories to help readers improve their metabolic health. The book covers topics like dietary principles, sleep and circadian rhythm, exercise, cold and heat exposure, and navigating the healthcare system for optimal health. It emphasizes the importance of monitoring and improving metabolic health to prevent and reverse chronic illnesses[1][3][5].
Investors have gone sour on clean energy. In a troubled time for stock markets in general, where is the capital for energy flowing now?
Host Ed Crooks is joined by Shanu Mathew, Senior VP and Portfolio Manager at Lazard Asset Management, and Amy Myers Jaffe, Director of the Energy, Climate Justice, and Sustainability Lab at NYU. Shanu returns to the show to break down how institutional investors, under pressure to deliver returns, are shifting strategies on energy. Amy shares insights on cleantech venture capital trends, and the factors that support investment in low-carbon solutions. With support for renewables under threat, and cutting-edge technologies facing mounting challenges, is the transition to low-carbon energy slowing down or recalibrating?
Meanwhile, Big Oil companies are changing course on their decarbonisation strategies and approaches to addressing climate change. BP and Shell are pulling back from power and renewables and emphasising oil and gas investments instead, after pressure from investors. Are they adapting to market realities, or are they abandoning clean energy too soon? And what will their strategic shift mean for the rest of the industry and for the climate? Amy discusses the close ties between oil prices and capital flows into cleantech.
Finally, there’s no end to the debate around AI’s evolving role in energy infrastructure. Electricity demand growth remains a dominant trend. The hyperscale data centre users, such as major tech firms, have emerged as key players in power demand. But trust issues persist between them and energy providers. The sector has a history of overestimating demand growth, leading to overbuilding. Are we in danger of going through that cycle all over again?
Energy Gang 