Pietro Radoia, a solar specialist at BloombergNEF, and Ryan Loughead, a sustainable finance analyst, discuss the intriguing shift of clean energy companies from public markets to private hands. They dive into the soaring valuations of these firms and the impact of rising energy demands fueled by data centers. The conversation highlights the potential of private equity as a stable funding source amid fluctuating public valuations. Key challenges like grid connection bottlenecks are addressed, showcasing the urgency for tailored financing strategies in the clean energy transition.
