Aniket Shah

How can one separate headlines from on-the-ground data and get a clear picture of global transition strategy in 2026?

Jefferies’ Sustainability & Transition Team set out to address that question in a new note, Energy Transition Download: Practical Tools to Track Macro, Sector & Companies.

As with other disruptive economic or technological shift, the rapid growth of AI is starting to draw backlash, including from U.S. political leaders. Scrutiny is on hyperscalers like Microsoft and Amazon Web Services over the potential impact of data center growth on electricity prices and AI more broadly across society For policymakers and business leaders, […]

By Aniket Shah, Global Head of Washington, Sustainability & Transition Strategy If there was any doubt, recent developments in Venezuela have put it to rest: energy security and industrial policy are back at the center of international competition. U.S. intervention in the country — home to the world’s largest oil reserves — could have significant […]

In September, Jefferies hosted a group of investors in India as part of its annual forum and broader efforts to study the country’s energy transition. Since the last trip two years ago, there were notable shifts across the macro, company, and policy landscape. India — now the world’s fourth-largest renewables market by capacity, with a […]

Jefferies hosted CEOs from fourteen leading carbon removal companies. Their perspectives offer a candid look at the sector’s key risks — and how winners could emerge from this moment of uncertainty.

Decarbonizing Japan’s economy comes with unique challenges and opportunities. The GX plan is specifically designed to address these challenges in five key steps.

New innovations aimed at modernizing the grid are gaining traction—and one, in particular, is turning heads. Infravision’s drone-enabled power line stringing uses unmanned aerial vehicles to install power lines faster and more cost-effectively than traditional methods.

Nearly two years ago, Japan unveiled its Green Transformation Policy (GX), a $1 trillion plan to dramatically reduce emissions over the next decade. Surprisingly, GX has largely flown under the radar of institutional investors.

Jefferies’ Sustainability & Transition Team is entering 2025 with ten key questions, covering the challenges and opportunities shaping the global transition.

It’s been two weeks since the 2024 election, where the presidency and 468 congressional seats were contested. As of last Wednesday, the results are official: the GOP will hold a trifecta under President-elect Trump. While the party’s agenda is still taking shape, one thing is clear—its policies will diverge from the Biden White House and […]

Jefferies’ Sustainability & Transition Team recently sat down with Pierre Friedlingstein, Professor and Chair in Mathematical Modeling of the Climate System at the University of Exeter to discuss what the latest data reveals about the trajectory of climate change.

Jefferies’ latest Human Capital Survey, which compares attitudes in the Japanese labor force to those in the U.S. and U.K., provides valuable insights.