Professional experience includes working at a global asset manager with ~$250+ billion AUM focused on Sustainable Investing. Prior to joining his current role in 2021, Shanu was a Vice President and Head of ESG at First Eagle Alternative Credit, a $20 billion+ alternative asset manager.
Previous experiences include Strategic Finance at Expanse (acquired by PANW for ~$1 billion) and Tech/ Healthcare M&A banking at Evercore (~$40 billion of transaction experience).
Learn more about shanu 
Climate, Investing, NBA, & Rap. SVP, Portfolio Manager – Sustainable Investing. Prev: Head of ESG, HY Credit, Startup (acq.) IB. Own Views. RTs ≠ endorsement.
Financial Services
Chicago, ILInteresting: “In the most mature markets for grid-scale batteries in the US, the owners with the largest portfolios aren't necessarily the same. In fact, none of the top 12 owners of BESS capacity (by total nameplate capacity installed) in ERCOT or CAISO appear in the top 12 of…
2 BNP team vetted 60+ utility pipelines to develop a bottom-up build of load growth thru 2032 by region and by utility.
-They get to a base case for US peak load growth of 141 GW by 2030 (90 GW data center, 50 GW other) vs. 85 GW bear and 222 GW bull
-Load Growth by State (top…
@xiaowang1984 @ShanuMathew93 Haven't looked at the recent LCOE "reports", but from experience, solar projects pay for network upgrades and still pencil at the $55/MWh range.
Would also caution that comparing solar + transmission to CCGT ignores other costs like gas midstream infrastructure.
This is the type the equipment that solves the issue of the massive power fluctuations at a rack level. Supercapacitors + rack-level batteries going to have their moments in the next few years.
AI is transforming the power infrastructure: Pay attention to this component — the supercapacitor BBU
As artificial intelligence (AI) servers drive a revolution in power infrastructure, one critical component is quietly becoming indispensable: the back battery unit, or BBU.…
Nice comparative view of all the major American Frontier Data Center buildouts coming online in the next few years including by total capacity and expected online date.
Each of the big labs with serious $ and GW next 1-2 years (not exhaustive, either):
xAI Colossus 2: 1.4 GW…
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It has been a turbulent month in the financial sector, which could have big implications for the world of energy. Mobilising capital is vital for achieving international goals to curb greenhouse gas emissions and to adapt to the impacts
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