Ascend Analytics’ Post

Why is Opportunity Cost Forecasting (vs production cost forecasting) so critical in the Energy Power Markets? Listen to this USEA podcast to learn more about why this Forecasting Framework is critical in helping the power industry keep the lights on at home. #renewableenergy #energyanalytics

Capitalizing on the Surge in Global Energy Demand: 50% Consumption Growth & How Investors Can Benefit. Here's my latest podcast with Steve Larke (Topaz/Headwater/Vermilion Energy) & Dave Szybunka (Canoe Financial). With Steve and Dave’s decades of expertise in energy strategy, finance, and capital markets, this episode is packed with valuable insights for investors, policymakers, and anyone interested in the future of energy. 🎙️ Listen here: https://lnkd.in/egMZJAXm #energy #investing

In today's episode of InFocus, Mike Gassewitz, President and CEO at TriCert Financial Group, is joined by TriCert Investment Counsel Portfolio Manager Grayson Waechter, CFA, to discuss the energy and materials sectors. Listen: https://lnkd.in/grfXXXMd #integrationdeliversresults #wealthmanagement  #investmentmanagement #portfoliomanagement #podcast

A good listen on the Energy Sector

Flattered to get a shoutout as an “extraordinary” American company from the one and only Jigar Shah on the Heatmap News podcast! All worth a listen, and about ~30 minutes in he talks about one of our favorite microgrid applications – facilitating EV charging: "What's happening now is a lot of commercial customers are doubling up their load because they want to charge EVs... And the utility's saying ‘Well, it might take 4 years to connect you to do that, and it's probably going to cost all this extra money.’ And they're finding that building a microgrid on-site is WAY cheaper. So they're just doing it - uniquely American technoloogy… we've got Scale Microgrids, extraordinary companies with extraordinary breakthroughs."

Part of the #nationalsecurity #energypolicy needs to focus on the development of #nextgenerationgeothermal #geothermalenergy #geothermal. Along with #naturalgas and #nuclearpower, geothermal can supply dense, dispatchable, 24/7 energy to #electricgrid and #behindthemeter energy, without dependence on foreign supply chains, #criticalminerals or international prices. Yet #recentlegislation has mostly ignored this pathway to true #energyindependence. Shout out to #quaiseenergy, #fervo, #eavor, #sageenergy, #greenfireenergy, #ormat, #breakthroughenergy, #google, #baseloadcapital, #Chevron and so many others for pushing forward despite the incomprehensible lack of parity with less complete technologies in funding from #doe #departmentofenergy. Kudos to #russfulcher, #Johncurtiss, #youngkim, #franklucas, #jamesrisch, and other supporters in Congress who recognize the value of geothermal for national security and true energy independence. Thanks for this great opportunity, Tyler J. Kemp !

In this special crossover episode of the Women’s Energy Council Podcast and our Investor Series, our Head of Investor Research Tazmyn Chenay Gounden sat down with Callie Hamilton, CFA, Managing Director at Prudential Private Capital. From agricultural economics to leading global energy investments at Prudential, Callie shares her incredible journey into finance, offering deep insights into the dynamic world of energy transition and infrastructure. We explore how her team’s relationship-focused strategies drive success amidst market volatilities and regulatory shifts. This episode is packed with actionable advice, innovative practices, and strategic gems from one of the industry’s leading voices. You don’t want to miss it! 🔗 Tune in now: https://lnkd.in/eNkkszdF #EnergyFinance #EnergyInvestments #WomensEnergyCouncil #EnergyTransition #PrivateCapital #PrivateEquity

🎙️ New Podcast Episode! I had the pleasure of speaking with Callie Hamilton, CFA, Managing Director at Prudential Private Capital, about her inspiring journey into finance and leading global energy investments. Packed with insights on energy transition, infrastructure, and navigating market shifts—don’t miss it! 🔗 Listen here: https://lnkd.in/eNkkszdF #EnergyFinance #EnergyInvestments #WomensEnergyCouncil #EnergyTransition #PrivateCapital #PrivateEquity

Explore the engaging world of Munro Partners with Thomas and Kieran as they venture beyond high-performance computing and digital enterprise to discover other key areas of interest. Get ready to discover how Munro identifies and invests in mega trends that drive structural growth across various industries. In this episode, you’ll learn about Munro’s investments in climate change, digital payments, and innovative healthcare. They discuss how energy efficiency solutions and solar technology are reshaping the industrial landscape. Explore the shift from physical to digital cash in the digital payments sector, and find out why this area excites Munro Partners. Hit that play button and broaden your investment horizons today! In our next episode, Kieran will go over into the exciting world of digital payments. Make sure to catch our upcoming episode scheduled for the following week. For more financial wisdom, check out today’s podcast on Real Wealth with Stefan Angelini, and don’t hesitate to reach out at [email protected]. #FinancialPlanning #GrowthInvesting #ClimateChange #DigitalPayments

What’s going to happen in the #energy market in the second half of 2024? Are bearish fundamentals going to outcompete the bullishness linked to #geopolitics? Or is too risky to be short right now? Tom Marzec-Manser and Matthew Jones helped me make sense of what might happen during the next 6 months and what that means for the energy market. This and more in Ep. 12 of the #EnergyForesight podcast Link to the full episode 👇