Shanu Mathew is currently a Portfolio Manager and Research Analyst

Professional experience includes working at a global asset manager with ~$200+ billion AUM focused on Sustainable Investing. Prior to joining Lazard 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).

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Shanu Mathew

Water markets are fragmented and the vast majority systems serve very small communities (on a relative basis to cities)

"the US Water segment is highly fragmented, creating consolidation opportunities, with more than 150k water systems (16% investor-owned, 84% public-owned),…

If you measure primary energy correctly, you’ll realize that human civilization is already almost entirely solar powered.

18 TW of “primary energy” is a rounding error on the 12,000 TW of sunlight that powers our agriculture, to say nothing of the photosynthesis that maintains…

We're finally saying the quiet part out loud!

“Conservatively, you’re seeing five to 10 times more interconnection requests than data centers actually being built,” said Astrid Atkinson, a former Google senior director of software engineering and now co-founder and CEO of grid…

2

Who is working on commercially viable alternatives to this?

"The semiconductor industry is heavily reliant on PFAS chemicals, such as perfluoroalkyl acids (PFA) for photolithography, fluorinated gases for etching and deposition, and fluoropolymers for packaging. According to a…

Coreweave results add to AI bullishness:
-Revenue backlog (including RPO plus other contracted revenue) reached $25.9 billion, +63% YoY
-Network of 33 purpose-built AI data centers across the US and Europe with 420 megawatts of active power. Represents 1.6GW. In 1Q25 alone,…

2

Two non-Lithium battery-DC deals:

"Prometheus Hyperscale and XL Batteries will install what’s known as an organic flow battery at the one-gigawatt data center Prometheus is building in Wyoming. The project will begin as a small pilot in 2027 with plans to install another 25…

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Why Climate Justice is on The Agenda at COP27

57:08

The Energy Gang

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Thank You, Kobe
posts on January, 2020 Read now
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