Jefferies sat down with Scott Beicke, Americas Co-Head of Power, Utilities, and Infrastructure, to discuss the integration of renewables in the US grid; the role of baseload generation, storage, and transmission; economic opportunities in new grid infrastructure; and more.
There are opportunities to build a cleaner energy system beyond simply transitioning to renewables.
Jefferies’ Sustainability and Transition Team hosted three experts to discuss the trajectory of solar radiation modification and its role in decarbonization.
Jefferies Insights caught up with Greg Chitty and Conrad Gibbins, to discuss the current dealmaking and capital markets environment in oil and gas.
In this piece, we highlight six key reasons why energy storage will be at the center of the global transition, beyond the obvious intermittent issues of wind and solar.
This explosive growth in data centers, coupled with infrastructure and power constraints, presents both challenges and opportunities for a myriad of sectors, including utilities, energy, capital goods, infrastructure/construction, and more. A new report led by Jefferies Utilities and Clean Energy team, with input from more than 20 Jefferies analysts around the world, explores the implications of this growth, the economic dynamics, and the strategic moves needed to sustain the sector’s expansion.
2023 was a paradoxical year for the energy transition, marked by unparalleled progress and notable new challenges. As we begin 2024, a pivotal year for the global transition, Jefferies highlights eight key moments to watch.
The energy transition has been picking up steam for a while. But a confluence of new factors has the potential to further accelerate growth and create unusually promising investment opportunities for private equity.
he Global Gas and LNG markets will start normalizing after 2024 with loose market conditions likely starting in 2026 and persisting until the end of the decade.