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INSIGHTS

The Path to Net Zero: Managing the Transition

Rising concerns over climate change are spurring investments into clean energy to help bring the world closer to net zero. But where are we in that transition? And how is that path to decarbonization affecting investments in traditional oil and gas projects? In this episode of Exchanges at Goldman Sachs, Michele Della Vigna, head of natural resources research for Goldman Sachs in EMEA, explains the impact of higher fossil fuel prices on the low-carbon transition and the investment that is required to get to net zero.

INSIGHTS

The U.S. and Europe Are Moving Toward Battery Self-Sufficiency

As the transition to a low-carbon future makes batteries critically important, countries are making significant headway in reducing China’s dominance over the supply chain, according to a new Goldman Sachs Research report. Based on announced projects, Europe and the U.S. could achieve localization of downstream cell manufacturing between 2025 and 2027, the authors project. They also write that the recent passage of the Inflation Reduction Act represents a “strong commitment” from the U.S. government to boost the self-sufficiency of batteries. “Battery capacity addition outside of China is set to accelerate,” which could go a long way toward avoiding supply-chain bottlenecks.

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INSIGHTS

Where the Inflation Reduction Act tailwinds are blowing

Passage late last year of the Inflation Reduction Act (IRA) will impact several sectors, including clean technology, hydrogen, and electric vehicles (EVs). But the effects of the U.S. legislation will extend well beyond those industries, driving investment in other areas including energy services, agribusiness, and financials.

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INSIGHTS

Back and Better Than Ever: Highlights From Our 7th Annual Fintech Demo Day

NYC in fall was the perfect backdrop for our annual Fintech Demo Day, which we hosted at Jazz @ Lincoln Center with our friends at Nyca Partners and QED Investors in mid-October. After several years of virtual events, we decided to lean in this year and leverage this incredible venue with our largest-ever audience and roster of presenting companies. With 500+ attendees, representing leading financial institutions and VCs, 29 presenting companies, and over 250 one-on-one meetings, it was an extremely productive and busy day for all involved.

INSIGHTS

Embedded Finance: What It Takes to Prosper in the New Value Chain

As this market expands, success will hinge on rethinking the risk and brand calculus, embracing different integration models, and understanding where to play.

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INSIGHTS

What’s next for Shopify?

A week and a half ago, Shopify released its Q2 Earning’s report and shares sank 14% on the day after the company announced it plans to lay off 10% of its global workforce (~1,000 employees). CEO Tobi Lutke acknowledged that he and his executive team had overestimated the long-standing success that e-commerce would have in a post-pandemic world, and that the mix of online spend versus in-store would “permanently leap ahead by 5 or even 10 years.” Unsurprisingly, consumer behavior is returning to the new-normal — which is a healthy mix of in-store shopping and e-commerce that is attributing to the 9.1% increase to CPI over the last 12 months (brutal).

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