Pavel Molchanov

Pavel Molchanov, an Investment Strategy Analyst at Raymond James & Associates, and Patrick Kennedy, Founding Partner at AllSource Investment Management, dive into the soaring oil prices amid rising tensions between Israel and Iran. They discuss the implications of geopolitical strife on oil markets and inflation, and how these factors could impact the Federal Reserve's upcoming decisions on interest rates. The conversation also touches on strategies for investors amid market uncertainties and the evolving role of natural gas as a key energy source.

Pavel Molchanov, an Investment Strategy Analyst at Raymond James with two decades in energy markets, shares compelling insights on climate tech economics. He discusses the staggering 90% drop in solar panel costs, highlighting its role in making clean energy viable. Pavel emphasizes that economic viability matters more than mere technical advancements. He explores the dual impact of AI on energy demand and grid management, the importance of geography in solution selection, and consumer actions like adopting EVs and solar power. His cautious optimism about net zero underscores the urgency for adaptation.