‘The decarbonisation horse is out of the barn’
INTERVIEW: Walter Nasdeo of Ardour Capital and Nick Rohleder of New American Energy discuss market volatility, energy inflation and investment trends
Energy and commodity inflation is running rampant. The post-lockdown bull run is unlike anything the world has seen this century, with markets threatening to overheat. But none of today’s market turmoil can derail the decarbonisation megatrend that is funnelling ever-greater sums of capital into clean energy technologies.
That’s according to Walter Nasdeo, a straight-talking veteran Wall Street cleantech investment analyst. Nasdeo is managing director at boutique investment bank Ardour Capital, headquartered in New York City. He is also chief investment officer of New American Energy, a clean energy technology and infrastructure asset management firm and hedge fund, which is co-founded and co-led by investment strategist Nick Rohleder.
the fallout from surging energy markets
solar PV cost inflation versus materials innovation
the use of forced labour in some Chinese polysilicon factories