Geothermal – A Hot Topic in Power Markets
By Andrew Wetzlel, CFA®, Managing Director of Sustainable Investing As the Iran conflict grabs attention, with related supply chain dislocations and spiking commodity prices, in the background, the structural growth in demand for power from electrification and AI datacenters continues apace. The conflict is a vivid reminder that the traditional energy system is rooted in […]
Energy Transition: The BESSt Solution
By Andrew Wetzel, CFA, Principal, Managing Director of Sustainable Investments The confluence of factors driving change in the power generation system is enough to make one’s head spin. Some factors such as shifting economics, decarbonization, and electrification have been in place for years, while others like the emergence of Artificial Intelligence (AI) have become impactful […]