Chaset: Policy Uncertainty Makes Capital-Intensive Climate Tech Uninvestable Near-Term
Nick Chaset · Catalyst Live at SF Climate Week · May 1, 2025 · at 37:41
Nick Chaset responds to a prompt regarding which climate sector benefits most from US politics, arguing high-capex sectors face paralyzing policy volatility.
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“So I would say none of them because they all require Large capital investments that require certainty and we are in a period of massive uncertainty across the board. So I would actually say I'm fairly bearish on all of those in the near term because I actually, I think we are going to continue to see sort of a shift one way and then another way.”
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