Evercore ISI's Mark Mahaney & James West: Big Tech, Big Oil, Digital Ads, Clean Energy, & Their Top 2024 Picks
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Evercore ISI's Mark Mahaney & James West: Big Tech, Big Oil, Digital Ads, Clean Energy, & Their Top 2024 Picks
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Description
Mark Mahaney is senior managing director and head of Internet research at Evercore ISI. His colleague James West is senior managing director and partner, and a specialist on the energy...
show moreJames takes his turn at the microphone next to discuss trends in the traditional oil and gas industries as well as the clean energy arena. He covers the concepts of “energy poverty” and “energy abundance,” the growing demand for electricity driven in part by tech-linked consumption, and the difference between an energy “revolution” and an energy “evolution” – as well as what impacts those will have on sector companies and investors over the next few years. He then lays out a bullish case for a handful of oil services firms active in the international markets, as well as a trio of software, integrator, and rooftop solar plays in clean energy. Plus, James discusses important topics on the energy transition front, from carbon capture and storage to battery/energy storage to hydrogen and its potential applications in things like steel and cement manufacturing. And he recaps the geopolitical and political forces that could impact energy supply and pricing.
Finally, Mark and James provide a preview of what they plan to discuss at the MoneyShow/TradersEXPO Las Vegas, set for Feb. 21-23 at the Paris Las Vegas resort. Click here to register: https://conferences.moneyshow.com/moneyshow-las-vegas/?scode=061246
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