It’s been a fantastic yr for “local weather” oriented public corporations. Nearly each clear vitality or local weather firm has dramatically outperformed market indices and most now have record-high fairness worth.
So what is going on on right here? And what may it imply for the subsequent era of local weather expertise corporations?
On this closing episode of the yr, Host Shayle Kann talks with Sameer Reddy, a associate at Vitality Affect Companions.
Sameer sits on the board of corporations like Arcadia Energy, Opus One, and Enchanted Rock. And he, like us, has been marveling over this public market insanity and fascinated about what it would imply.
Shayle and Sameer focus on the state of the market, the components driving inventory costs upward, historic challenges within the sector, and what might go incorrect.
We’re dropped at you by Nextracker. Nextracker is constructing linked energy crops of the longer term by integrating new photo voltaic applied sciences, storage and superior management software program. On the finish of the present, we’ll inform you about some actually essential tech traits in photo voltaic with Nextracker CEO and business veteran Dan Shugar.
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