Energy Gang cover image

Energy Gang

What does financial market turmoil mean for low-carbon energy?

Mar 18, 2025
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.
01:13:44

Podcast summary created with Snipd AI

Quick takeaways

  • Recent financial turmoil has made institutional investors cautious, prompting them to reevaluate their strategies in low-carbon energy investments.
  • The complications faced by clean energy technologies, such as economic viability and operational risks, are heightening scrutiny and hesitancy among stakeholders.

Deep dives

Current Trends in Energy Investment

Investment in the energy sector has experienced significant fluctuations recently, particularly in clean energy. The S&P 500 index has seen a decline of about 5% in 2025, while low-carbon energy companies have faced an even steeper drop, with low-carbon exchange-traded funds falling approximately 20% over the past year. This downturn has raised concerns regarding the overall climate for energy investments, with the conversation shifting to the implications of the energy transition and its effect on market performance. The struggles of the clean energy sector highlight a potential disconnect between ambitious decarbonization goals and the current economic viability of low-carbon technologies.

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