E38: Renewable Energy — Headwinds and Tailwinds
Rob Rowe talks with Alternative & Renewable Energy Analyst Vikram Bagri about the role of renewables in meeting the energy needs of the world. They touch on tariffs and other implications of U.S. policy, dependence on China, the innovation under way in the nuclear space, and the overall market environment for renewables.
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Rob Rowe, U.S. Regional Director of Research and Head of Global Strategy and Macro Group, Citi
Rob Rowe is Head of the Global Strategy and Macro Group (GSMG) as well as the U.S. Regional Director of Research. GSMG unites all of Citi's economists with fixed income, FX, equity and commodities strategists to create a common team providing research on the world's major economies and asset classes. Rob has been with Citi for 30 years serving in various capacities. He originally joined Smith Barney Harris Upham & Company in 1989, working in investment banking, fixed income sales and research. In addition to his managerial responsibilities, he continues to provide portfolio strategy for select clients as part of his previous role overseeing the Global Bond Portfolio Analysis team. He has written numerous articles and publications on fixed income and portfolio strategy.
Vikram Bagri, Author's Coverage Sector: Alternative & Renewable Energy, Citi Research
Vikram Bagri is a Director at Citi Research covering the Alternative Energy, Renewables and Refining sectors in North America, having re-joined the firm in 2023. Prior to this, he has over a decade of experience on the sell-side covering the Engineering & Construction, Exploration & Production, Midstream Energy and Refining sectors at firms such as Citi, Jefferies and Needham & Company.
