Manage episode 280410435 series 1686960
It’s been a great year for "climate" oriented public companies. Virtually every clean energy or climate company has dramatically outperformed market indices and most now have record-high equity value.
So what's going on here? And what might it mean for the next generation of climate technology companies?
Sameer sits on the board of companies like Arcadia Power, Opus One, and Enchanted Rock. And he, like us, has been marveling over this public market madness and thinking about what it might mean.
Shayle and Sameer discuss the state of the market, the factors driving stock prices upward, historical challenges in the sector, and what could go wrong.
We're brought to you by Nextracker. Nextracker is building connected power plants of the future by integrating new solar technologies, storage and advanced control software. At the end of the show, we’ll tell you about some really important tech trends in solar with Nextracker CEO and industry veteran Dan Shugar.
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