Neil Mehta
Managing Director and Head of North American Natural Resources Equity Research at Goldman Sachs, covering oil & gas, utilities, midstream, metals and mining, and clean technology with expertise in large-cap energy equities.
Best podcasts with Neil Mehta
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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.
Jan 19, 2026 • 1h 5min
"We’re In a Yes-And Environment" Featuring Neil Mehta, Carly Davenport, and Brian Singer, Goldman Sachs
Neil Mehta, Managing Director at Goldman Sachs, Carly Davenport, Vice President, and Brian Singer, Global Head of GS SUSTAIN, dive into the evolving energy landscape. They discuss how the Energy, CleanTech & Utilities Conference has expanded its focus, particularly on sustainability as risk mitigation. Singer emphasizes the transition to a 'yes-and' energy supply model amid rising demand, while Davenport shares insights on stock-picking strategies. The trio also addresses the implications of market trends in Venezuela and the importance of infrastructure investment in tackling affordability and political risks.
