Thomas Boyes

Thomas Boyes is a vice president covering sustainability companies in the bioproduct and environmental services space.

Sustainability & Energy Transition

TD Cowen provides sophisticated, cutting-edge insights alongside superior advisory and capital market expertise across the energy complex that powers the world economy.

John Miller

John Miller covers ESG and sustainability policy for Cowen Washington Research Group.

Gabe Daoud

Gabe Daoud is a Managing Director and senior analyst covering the Sustainability & Energy Transition – Battery Technology & EV Charging and Energy – Oil & Gas Exploration & Production sectors.

Sustainable Energy & Industrial Technology Primer

THE COWEN INSIGHT We have created our 364-page, 5th annual comprehensive primer on the Sustainable Energy Industrial Technology sector to assist investors in navigating its complex and varied subverticals. Given the improving unsubsidized economics, healthier demand, and less reliance on government…

Creating a Next-Generation Transportation Company

VectoIQ’s Business Combination with Nikola Motor Company On June 3, 2020, an important milestone was reached by Nikola Motor (NASDAQ: NKLA), a global leader in zero-emission, heavy-duty transportation, and VectoIQ, a special-purpose acquisition company (SPAC) focused on transportation technology: the closing of their business combination. Nikola develops zero emission, heavy-duty trucks using battery electric (“BEV”) and…

Sustainable Growth in Sustainable Fuels

THE COWEN INSIGHT The biofuels industry is on the cusp of an investment inflection driven by the need to decarbonize air travel, which should present new investment opportunities. We evaluate potential technologies and feedstock sources. We also discuss companies with exposure to various technologies. THE PATH TOWARDS DECARBONIZATION The aviation industrys likely decarbonization path forward involves biofuels, presenting an…

Rob Viola

Rob Viola is a Managing Director in the equity capital markets group, a role that he has held since 2011. Rob is based in New York. He is focused on providing capital solutions for public and private companies in the technology, industrials, energy and sustainability sectors. Rob has executed and advised clients on a…

7th Annual Sustainability & Energy Transition Primer

THE COWEN INSIGHT We have created our 7th Annual Comprehensive Primer on the Sustainability Energy Transition sector (see the 6th 5th). The primer is meant to assist investors in navigating the complex and varied sub-verticals of the sustainability

Mark A. Saraiva

Mark Saraiva is a Managing Director and Head of Cowen’s Transportation group.

John Kernan

John Kernan is a research analyst covering the apparel, footwear, and textiles sector.

AI Infused Growth To Overcome Cyclical Concerns

We believe Application-Specific Computing and Artificial Intelligence (AI) will combine to infuse growth in 4 key markets (Datacenter, IoT/Industrial, Automotive, & Gaming/VR) to the tune of ~8.7% CAGR through 2023, keeping our semiconductor growth estimate strong (~5% CAGR) despite PC/smartphone stagnation and the recent trade-influenced cyclicality.

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