Turbulent. Equilibrating. Those are the words that investors Gabriel Kra and Carly Anderson use to describe the last year for venture capital in climate tech.
We now have a full picture of the year for climate tech venture investing in 2023. Fresh data from Sightline Climate shows a decline in deal counts, round sizes, and a dropoff in repeat investors.
It ... Show More
Dec 17
Sage Geosystems' bet on underground energy storage
About 90% of global energy storage is pumped storage hydropower – which requires a mountain, a lake, and a whole lot of permitting. While lithium batteries have gotten drastically cheaper over the last decade, they’re still expensive for longer durations. But Cindy Taff and her t ... Show More
38m 7s
Mar 2023
A theory of change for climate investing [partner content]
Last year’s surge in oil prices brought record windfall profits for oil majors, and a boon for investors. But historic trends don’t favor fossil fuels.
From 2010 to 2020, the oil & gas sector underperformed the broader S&P 500 index. The sector gained 6% over that period, while t ... Show More
23m 40s
Feb 2024
2023 was a tough year for clean energy investment. Will 2024 be better?
<p>There are no two ways around it: 2023 was a difficult year for low-carbon energy investment, and 2024 has so far carried on in very much the same vein.</p><p>Rising interest rates, fears around future energy policy, cost inflation in some sectors, and perhaps a correction to s ... Show More
1 h
Jan 2023
10 Predictions For 2023 (EP.290)
On today's show we discuss the terrible no good year that was 2022 for financial markets, some thoughts on what might happen in 2023, the 4 factors that should impact markets and the economy next year, why investors are still pouring money into Tesla shares, when luxuries turn in ... Show More
50m 24s
Jan 2022
Andrew Sheets: New Wrinkles for the 2022 Story
<p>The start of 2022 has brought a surge in COVID cases, new payroll data, increased geopolitical risks, and shifts from the Fed. Despite these new developments, we think the themes from our 2022 outlook still apply.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Though ... Show More
3m 27s
<p>World oil demand is slowing, non-OPEC supply remains strong and OPEC is likely to follow through on planned cuts. Here’s how investors can understand this precarious balance.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Ma ... Show More
<p>At the start of each new year, we identify 10 overarching themes for the year and beyond. So what should investors be keeping an eye on in the coming months?</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Ed Stanley, Morgan Stan ... Show More
