Neil Mehta

Managing Director and Head of North American Natural Resources Equity Research at Goldman Sachs, overseeing research coverage across various energy sectors.

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Mar 5, 2025 • 1h 3min

"It’s About Keeping Your Eyes On The Horizon" Featuring Neil Mehta & Carly Davenport, Goldman Sachs

Neil Mehta, Managing Director at Goldman Sachs, and Carly Davenport, Vice President of Equity Research, discuss current trends impacting the energy sector and utilities. Neil highlights a shift toward selective stock performance amid fluctuating commodity prices, emphasizing the need for capital efficiency. Carly delves into the rising power demand boosted by AI and data centers, exploring how utilities are adapting. They also address the critical role of management quality and the complexities of power pricing dynamics, offering valuable insights for investors.