Scott Jacobs
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- Milken Institute59 min
Eco Edge: Investing in a Clean Economy | Global Conference 2025
Leslie Kaufman, Areije Al Shakar, Mark Berryman, Nili Gilbert, Scott Jacobs
Representatives from Generate Capital, Carbon Direct, Capricorn, and BE Ventures convened to analyze the $9 trillion real asset opportunity required to decarbonize heavy industry sectors that currently command 40% of global fossil fuel consumption. While market metrics show a strategic shift from mission-driven to profit-driven models with private equity returns reaching the high teens, political uncertainty and the Inflation Reduction Act's implementation remain primary variables for the next 18 months. The panel identified specific growth vectors including AI-driven microgrids, industrial hydrogen, and small modular reactors as critical mechanisms to bridge the gap between economic viability and net-zero targets.
- Milken Institute1h 0m
Peak Oil and Green Energy: Both Fossils?
Greg Dalton, Scott Jacobs, Ian Wright
Energy experts including Scott Jacobs, Kathy Zoy, and Ian Wright discuss a structural decoupling where U.S. economic growth no longer drives electricity demand while oil prices cease to influence marginal power costs. The panel highlights divergent views on the resource revolution, contrasting Ian Wright's skepticism regarding battery scalability with Scott Jacobs' argument that China dominates innovation and U.S. industrial competitiveness relies on efficiency gains rather than new hardware breakthroughs. Financial strategies are shifting from traditional venture capital to project finance and strategic investment to support distributed energy assets, even as policymakers debate the efficacy of carbon pricing and the need to phase out fossil fuel subsidies.