166. Green Equities Performance: Core vs Periphery - Jan 2025

166. Green Equities Performance: Core vs Periphery - Jan 2025

For the first episode of 2025, Gerard and Laurent have the pleasure of welcoming Shanu Mathew. Shanu is a Senior Vice President at Lazard Asset Management and Portfolio Manager/Analyst on US Sustainable Equity.

We are going to analyse the performance of “Cleantech” Equities throughout 2024 and discuss what to expect for 2025. Let’s be honest: 2024 was an annus horribilis for “Core” Cleantech with major indices (S&P Global Clean Energy Index) down 20%. But 2024 was also an exceptional year for “Periphery” (or adjacent) Cleantech with companies like Siemens Energy and GE Vernova being star performers.

Why such a divergence between “Core” and “Periphery”? What fundamentals are sustaining such trends? Beside interest rates, political uncertainties, competition of China, there are some green shoots that certain segments have better captured than others.

And of course, we are talking about load growth and the rise of datacenters. A rising tide lift all boats, and Core Cleantech having been so much slaughtered in recent years due to past excesses, we foresee a positive rebalancing in 2025.

Overall, a very vast panorama of how the market values the future of the Energy Transition.

Episoder(185)

226. Energy trends and shocks: from “range anxiety” to “pump anxiety” - Apr26

226. Energy trends and shocks: from “range anxiety” to “pump anxiety” - Apr26

Ember released its 2026 Global Electricity Review (GER26) last week—an extraordinary report showing that 100% of new global electricity generation has been met by renewables. At the same time, the dec...

27 Apr 28min

225. US Utilities vs Hyperscalers - Apr26

225. US Utilities vs Hyperscalers - Apr26

In episode 219, we analysed the relationship between hyperscalers and US utilities from the hyperscaler perspective. To complete the picture, we revisit the debate from the utility’s point of view.Ger...

20 Apr 33min

224. From Wind farms (yield) to Datacenters (growth) - Apr26

224. From Wind farms (yield) to Datacenters (growth) - Apr26

Laurent and Gerard sit down with Paul O’Donnell, Partner at SchrodersGreencoat, a fund manager that has invested more than €13 billion and controls over 400 renewable energy assets across Europe, the ...

13 Apr 29min

223. Solar + Storage: The Economic Core of the Future Grid - Apr26

223. Solar + Storage: The Economic Core of the Future Grid - Apr26

Gerard is invited by Ana Conde from PVcase to make the case for solar paired with storage as the economic foundation of the future energy system.We are in the midst of a technological revolution drive...

6 Apr 31min

222. Understanding Energy and Technology in China - Mar26

222. Understanding Energy and Technology in China - Mar26

Laurent and Gerard speak with Dr. Michal Meidan, Head of China Energy Research at the China Energy Research Programme at the Oxford Institute for Energy Studies, about the profound transformation resh...

30 Mar 32min

221. LNG – Hormuz – “Apocalypse Now” - Mar26

221. LNG – Hormuz – “Apocalypse Now” - Mar26

Gerard and Laurent host Ira Joseph, a leading expert on gas and LNG markets at the Columbia Center on Global Energy, to explore how the Middle East conflict is reshaping the industry.In normal times, ...

23 Mar 26min

220. Deal Trends for M&A and Energy Financing - Mar26

220. Deal Trends for M&A and Energy Financing - Mar26

Six years after her last appearance on the podcast (Episode 28, 15 June 2020), Natasha Luther-Jones  returns to join Laurent and Gerard for a lively catch-up on how both her career and the energy sect...

16 Mar 28min

219. Hyperscalers vs US Utilities - Mar26

219. Hyperscalers vs US Utilities - Mar26

While Gerard is fixing his knee, Laurent invites Chris Seiple, Vice Chairman of WoodMac Power & Renewables group, to try to make sense of the scale of the coming power demand surge and the strain it i...

9 Mar 30min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengepodden-2
pengesnakk
finansredaksjonen
rss-politisk-preik
utbytte
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
rss-markedspuls-2
rss-sunn-okonomi
lederpodden
rss-pa-konto
okonomiamatorene