logo
episode-header-image
Jan 2025
22m 45s

Public to Private: The Shift in Clean En...

bloomberg
About this episode

Over the past five years, clean energy company valuations have reached new heights. As the ESG hype cycle ends, inflated public market valuations have given way to industry fundamentals. Increasing energy demand aided by the hype around AI and data centers mean that the world needs more clean power than ever before, and project developers are requiring new sources of capital. In response, a new trend is emerging, in which public investments are shifting into private hands. On today’s show, Dana Perkins is joined by BloombergNEF Solar Specialist Pietro Radoia and Sustainable Finance Analyst Ryan Loughead to dive into the recent research note “Listed Clean Energy Firms: Moving Back Into Private Hands”.

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on bnef.com

Links to research notes from this episode:

Listed Clean Energy Firms: Moving Back Into Private Hands - https://www.bnef.com/insights/35367

See omnystudio.com/listener for privacy information.

Up next
Today
AI Data Centers: Making Waves in the Energy Demand Sea
Everyone is talking about how much energy data centers and artificial intelligence will gobble up in the coming years. Yet AI is just one part of a vast, complex and constantly evolving energy landscape. So how will the AI revolution fit into a world where electric vehicles are d ... Show More
30m 22s
Jul 2
China Drives Global EV Sales as US Support Fades
Sales of electric vehicles are set for another record-breaking year. Thanks to falling battery costs and a rise in affordable models, plug-in EVs will represent a quarter of global passenger car sales in 2025. And while a rollback in government support has taken a bite out of EV ... Show More
34m 40s
Jun 25
White House Nuclear Energy Push Meets Uncertain Market
The Trump administration has made no bones about its desire to revitalize the US’s nuclear power industry. With four new executive orders hot off the president’s desk, nuclear is being treated as a silver bullet, capable of meeting AI power demand while shoring up the country’s e ... Show More
36m 19s
Recommended Episodes
May 2024
How One Energy CEO Is Leading a Transition Toward Clean Energy
As the CEO of one of the largest energy holding companies in the U.S., Lynn Good is leading Duke Energy’s aggressive transition to renewables and net zero emissions. It’s a complex undertaking that involves short-term planning and long-term advances in technology as well as manag ... Show More
32m 11s
Apr 15
Keeping cleantech investment alive | With technological, economic and policy challenges mounting, how can we keep energy innovation on track?
These are hard times for investment in low-carbon energy. The lack of progress in international climate negotiations, threats to policy support, and an increased awareness of the challenges of decarbonization, have created some strong headwinds. Everyone agrees that more breakthr ... Show More
53m 10s
Nov 2024
Will today’s election set the energy transition on a new course?
Sonia Aggarwal spent the early years of her career moving between nonprofits and the private sector, supporting renewable energy deployment. But after watching early climate policies fail in Washington D.C., she realized her energy modeling skills could better serve the clean ene ... Show More
20m 59s
Jun 2024
When Will America Get Its $25,000 Electric Car?
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Auto Reporter Keith Naughton shares his insight on EV makers targeting a $25,000 car for US drivers. Bloomberg News Power and Renewable Energy Editor Will Wade discusses Bill Gates saying he’s re ... Show More
53m 23s
Jun 10
Geothermal, dealmaking, and the future of clean energy finance | live from the ACORE Finance Forum in New York
In the third and final special episode recorded live from the ACORE Finance Forum, host Ed Crooks and regular guest Amy Myers Jaffe talk to industry leaders to explore some key issues in renewable energy technology and finance.Amy starts the episode by speaking with David Ulrey, ... Show More
1h 11m
Nov 2024
How Tech is Powering the Clean Energy Transition
Public and private organizations across the globe are taking action to reach net-zero emissions targets—investing heavily in new technology to build resilient and efficient energy systems. Guests discuss the push for cleaner energy, the tech their teams use to develop cleaner ene ... Show More
29 m
Aug 2024
Deep Sector Dive: Top Investor Buys in Energy and Utilities
How is the energy transition going? It depends on who you ask. But for energy investors, plenty of profit opportunities remain in both traditional oil and gas stocks and companies focused on renewable power – and should continue to do so for years. Meanwhile, utilities are quietl ... Show More
31m 15s
Aug 2024
The greenest reason to drill: clean power that's always on
Before he founded the geothermal startup Fervo in 2017, Tim Latimer was a drilling engineer for the oil and gas industry — a job he loved. “Honestly, if it wasn't for climate change, I probably wouldn’t have ever changed my career,” he says this week on Zero. Now Latimer is apply ... Show More
38m 53s
Jan 2025
Four Key Investment Themes for 2025
Our Global Head of Fixed Income & Public Policy Research Michael Zezas discusses how Morgan Stanley’s key themes – deglobalization, longevity, the future of energy, and artificial intelligence – will evolve in 2025 and beyond. ----- Transcript ----- Welcome to Thoughts on the Mar ... Show More
5m 16s
Jan 2025
Big Debates: The State of the Energy Transition
In the latest edition of our Big Debates miniseries, Morgan Stanley Research analysts discuss the factors that will shape the global energy market in 2025 and beyond, and where to look for investment opportunities. ----- Transcript ----- Michelle Weaver: Welcome to Thoughts on th ... Show More
13m 56s