THE COWEN INSIGHT The need to decarbonize while simultaneously ensuring energy security has driven increased interest in nuclear power. We discuss debates and misconceptions around nuclear and present a proprietary capacity forecast, which could have upside if small modular reactors gain traction. We also explore the policy landscape, how ESG investors view nuclear, and how that may change over time. THE…
THE COWEN INSIGHT This is part IV of a collaborative series examining the global robotics landscape see parts one, two, and three. Climate change is a universal threat that companies are now beginning to formally prepare for and combat. The tools employed will be broad.
Cowen · Cowen Insights | Carbon Storage Evaluation with Core Labbadges/applepodcasts-badge.a{fill:#1ED760;} badgesspotify-badge badges/soundcloud-badge Core Lab’s Larry Bruno, Chairman and CEO, Alastair Crombie, VP of Reservoir Description, and Andrew Benson, VP of Corporate Sustainability Energy Transition discuss how Core’s fossil fuel reservoir analysis is being used to evaluate CO2 storage sites with Marc Bianchi, Industrial Gas Equipment and Energy Oilfield…
Cowen · Cowen Insights | Parachute Brings Premium Accessible Comfort Homebadges/applepodcasts-badge.a{fill:#1ED760;} badgesspotify-badge badges/soundcloud-badge Ariel Kaye, Founder CEO of Parachute, joins Max Rakhlenko, Cowens Retail Fitness Analyst. They discuss the recent growth of the home décor and furniture industries, opportunities to maintain that momentum, and the companys sustainability goals targets. Other topics include…
Cowen · Cowen Insights | Digital Assets: More Than A Passing Fadbadges/applepodcasts-badge.a{fill:#1ED760;} badgesspotify-badge badges/soundcloud-badge In the third episode of Cowen’s Thematic Outlook Podcast Series , David Kroger, Vice President and Digital Data Scientist at Cowen Digital and Bill Bird, Head of Thematic Content discuss increased institutional participation in digital assets and other factors that support the…
It’s May Day—how appropriate. With the strong sell off in US equities at the end of last week, it certainly feels like the markets are in free fall, causing many investors to scream that quintessential signal of distress, “Mayday!” And with good reason. US equity markets have turned in their worst 4-month start to a year…
Cowen · Cowen Insights | Recover’s Recycled Cotton Fiber Unlocks Sustainabilitybadges/applepodcasts-badge.a{fill:#1ED760;} badgesspotify-badge badges/soundcloud-badge Chief Sustainability Officer Helene Smits and board member Samir Shah of Recover, a leading material science company and global producer of low-impact, high-quality recycled cotton fiber, join Cowen’s Retailing, Broadline, and Department Stores Analyst, Oliver Chen. They touch on areas of growth, manufacturing verticalization, product…
Cowen · Cowen Insights | Cryogenics and Carbon Capture with Chart Industriesbadges/applepodcasts-badge.a{fill:#1ED760;} badgesspotify-badge badges/soundcloud-badge In the sixth episode of the Energy Transition Podcast Series, Chart Industries CEO, Jill Evanko, along with Earthly Labs and Sustainable Energy Solutions(SES) Founder/CEOs Amy George and Andy Baxter, join Energy Oilfield Services Equipment Analyst Marc Bianchi to discuss how Chart’s…
Download the Report ESG and sustainability have indisputably moved to the forefront of institutional stock selection. In Cowen’s ESG Best Ideas For 2022 we share stock selections across multiple industries that reflect recommended fundamental picks with strong performance on key ESG metrics. Our report…
Cowen · Cowen Insights | Building a Fewer, Better, and More Responsible Wardrobe with Cuyanas CEObadges/applepodcasts-badge.a{fill:#1ED760;} badgesspotify-badge badges/soundcloud-badge Cuyanas CEO and Co-Founder, Karla Gallardo, speaks with Cowens Retailing, Broadline and Department Stores Analyst, Oliver Chen. on building a brand with a mission of sustainability and elegant design in mind. The podcast covers topics such as…
Cowen · Cowen Insights | Carbon Capture Sequestration Along the Gulf Coast With Talos Energybadges/applepodcasts-badge.a{fill:#1ED760;} badgesspotify-badge badges/soundcloud-badge In the fifth episode of the Energy Transition Podcast Series, CEO Tim Duncan, and EVP of Low Carbon Strategy, Robin Fiedler, of Talos Energy, an upstream oil and gas production company, join Industrial Gas Equipment and Energy Oilfield…
Cowen · Cowen Insights | Exploring Hydrogen and Carbon Capturebadges/applepodcasts-badge.a{fill:#1ED760;} badgesspotify-badge badges/soundcloud-badge Simon Moore Vice President of Investor Relations Sustainability at Air Products joins Cowen’s Sustainability Energy Transition Analyst Marc Bianchi to discuss the company’s role in hydrogen production in steam methane reforming (SMR) and gasification as it relates to hydrogen with carbon capture.