The Virtuous Climate Tech Cycle of 2020

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By The Interchange: Energy Conversations From GTM and Greentech Media. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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?

In this final episode of the year, Host Shayle Kann talks with Sameer Reddy, a partner at Energy Impact Partners.

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.

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