Episode Details
| Title | How AI, tariffs, and the energy transition are reshaping infrastructure investing |
|---|---|
| Date | 5/27/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $SOLAR - Solar energy, especially when paired with battery storage, is becoming cost-competitive without government subsidies, making it an attractive investment in the clean energy sector.
- “Most clean energy technologies are actually cost competitive without subsidies. So when you look at what's called levelized cost of energy, which is really a proxy for the all in cost of of power generation, if you look at, you know, solar generation powered, paired with battery storage, that is cost competitive without any incremental, you know, incentives from the government.” - Tavis (9:41)
- 🟢 $EUINFRA - 🔒
- 🟢 $POWER - 🔒
- 🟢 $ETRANS - 🔒
- 🟢 $DISTGEN - 🔒
- 🟢 $MODULAR - 🔒
- 🟢 $INFRA - 🔒
- 🟢 $DATACTR - 🔒
- 🟢 $ENEFF - 🔒