When voters went to the polls last week, one issue rose above the rest: the cost of keeping the lights on. Candidates promising lower energy bills swept key races, signaling that affordability has become a defining political and economic concern. But throughout his career spanning entrepreneurship, policy, and finance, Jigar Shah has consistently argued that affordability and efficiency must be at the heart of the energy transition. While challenges remain, we live in extraordinary times when proven, scalable solutions like solar, batteries, heat pumps, and home weatherization can dramatically improve efficiency and lower costs. In this episode, Jigar and Sanjeev discuss the discipline and creativity required to build fit-for-purpose capital markets and business models that can unlock these technologies, making clean energy more affordable and accessible for all.
Chapters:
03:26 Jigar Shah's Career Journey
04:55 Jigar's Approach to Problem-Solving
06:51 The Role of Communication in Energy Investing
12:38 Jigar's Current Endeavors and Multiplier
15:15 Challenges and Opportunities in Energy Affordability
19:58 The Cost-Benefit Paradox in Energy Efficiency
22:48 Reshaping the Grid Incentive Structure
29:58 Fit for Purpose Capital Markets
34:04 Disciplined Business Models
37:55 The Future of Energy Efficiency
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