Ep300: Decoding the House Bill: Impacts on En...

Ben Roberts, president of Texel Group, discusses how non‑payment insurance works in project finance and how lenders use it to manage credit risk, allocate capital and support lending activity. 

John Bills and Adil Sener of PEI Global Partners discuss the renewed interest in gas‑fired power assets driven by rising electricity demand, data center growth and supply constraints in power generation. 

Clean energy investment in the US grew $50 billion last year. With interest rates easing and inflation in decline, the market appears to be well positioned to meet skyrocketing power demand from sources like artificial intelligence and data centers. Yet it’s not all smooth sailin ...  Show more

Venture capitalists offer their investors outsized financial returns in exchange for taking on considerable risk. But what if that risk includes backing products where the economics of the end market aren’t clear? Moreover, what if the companies being supported have the non-fi ...

Global energy investment is entering a period of realignment. Tariffs, inflation and geopolitical tensions have disrupted financial models, while a backlash against ESG along with renewed fossil fuel demand, driven partly by AI’s power needs, are redirecting capital flows. At the ...  Show more

Ben Bajarin and Jay Goldberg discuss how semiconductor investors, on the sell and buy side, often think about semiconductor industry stocks and why companies' investor relations strategies struggle to land messages with a broad set of investors.