Shanu Matthew
Public markets portfolio manager specializing in clean energy equities, providing market analysis on equipment suppliers versus utilities, data-center driven demand, and emerging technologies like SMRs and enhanced geothermal.
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Feb 16, 2026 • 34min
216. Clean Energy Equities Market: "Dancing While the Music Plays" - Feb26
Shanu Matthew, a public markets portfolio manager focused on clean energy equities, offers market analysis on equipment suppliers versus utilities. He explores why kit makers have surged while utilities lag. The conversation covers hyperscaler-driven data center demand, speed-to-power hardware like fuel cells, and emerging tech such as SMRs and enhanced geothermal.
