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Maad Osta

Maad Osta

Research Specialist - Energy (Scientific Research)
Sustainable Future

11 December 2025

GE Vernova just confirmed what most of the market missed
GE Vernova just delivered one of the strongest analyst days in the power sector in years, confirming the start of a mult...
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Sustainable Future

26 November 2025

Can the U.S. power the AI boom?
AI is growing faster than the U.S. grid can keep up. A historic buildout of generation, transmission and storage is now...
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Sustainable Future

12 November 2025

Korean grid stocks surge as our thesis plays out
As grid investments accelerates worldwide, Korean manufacturers are emerging as key winners, with our portfolio position...
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Sustainable Future

25 September 2025

Washington focuses on the power grid
Two new federal initiatives aim to speed up approvals for transmission and generation projects, reinforcing demand for g...
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Sustainable Future

17 September 2025

China’s big bet on battery storage
China’s storage buildout is redefining the battery industry, turning energy storage into the fastest-growing use c...
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09 September 2025

Sustainable Future: shifting to infrastructure and reliable power
This note explains our recent portfolio changes and why we believe they position us and our clients well for the future...
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24 June 2025

Sustainable Future: Under the radar, above the noise
Cleantech fundamentals are strengthening, policy visibility is improving, and valuations remain attractive, setting the...
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Sustainable Future

17 June 2025

Everyone thought Trump would kill the IRA, the Senate says: not so fast
The Senate Finance Committee has just released its version of the Inflation Reduction Act (IRA) reform bill, offering a...
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Sustainable Future

22 May 2025

Everyone thought Trump would kill the IRA, then the House took a shot
The House just passed an amended version of the budget reconciliation bill, and it’s tougher than the initial one.
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