In late June, we argued that a reshaping appeared to be taking place in the sports and energy drink business following the end of the distribution deal between PepsiCo and Bang and reported M&A talks between Monster Beverage and Constellation Brands, a few months after Coca-Cola‘s acquisition of BodyArmor, at a $6.6 billion valuation. We…
In a surprise move, Democratic Senator Joe Manchin, who had walked away from discussions with his own party two weeks ago about the US climate spending package, announced he will support in the Senate a $739 billion package, called the Inflation Reduction Act, aimed at supporting alternative energies and lowering healthcare costs. Even if the overall…
Amid the current energy crisis, nuclear power is making a come-back despite ongoing nuclear waste issues. The idea has gained acceptance as nuclear energy is increasingly considered essential for combating climate change, following the International Energy Agency (IEA) and the Intergovernmental Panel on Climate Change (IPCC) incorporating nuclear in their models and estimates for a…
Back in 2020, plant-based foods and beverages were all the rage, growing 45% year-on-year as consumers shifted their eating habits during the pandemic toward natural and organic products that are perceived as healthy. Two years on, it’s a very different story: the industry’s growth momentum has stalled to just 6% in 2021 and further deceleration…
Amid general concerns about the macro and corporate spending outlook, it appears that cybersecurity remains an area of strong growth and resilience, as illustrated by the latest Morgan Stanley survey of Chief Information Officers that found that spending on security software was the least likely to be cut among the whole Tech categories (software and…
Over the last few months, some cloud software vendors have faced an unexpected and counter-intuitive risk: the rising efficiency of cloud computing platforms such as Amazon’s AWS stemming from improved chip performances. Cloud-based data storage company Snowflake notably came under the spotlight. It uses AWS cloud to store and process its customers’ data which are…
While Europe reconsiders its energy sourcing options amidst the Russia-Ukraine war, which triggers oil import restrictions, alternatives are scarce to alleviate the supply dip. In that context, France and the UK already backed out on their prior plans to gradually diminish nuclear fission power reliance, the former announcing six new reactors in February, the latter…
According to various media reports, semiconductor giant Broadcom is in talks to acquire cloud software infrastructure company VMware. Having started with server virtualization, a software solution that morphs a single and physical server into several virtual ones, VMware gradually added storage and networking virtualization in order to offer a complete infrastructure software stack that allows…
Talking about cleantech, and more specifically about inverters which are tightly linked to solar panels, can appear quite “ambitious” given the ongoing investigation by the US Department of Commerce seeking to determine whether Chinese solar equipment producers circumvent existing tariffs and anti-dumping duties imposed on them by setting up export facilities in Vietnam, Cambodia, Malaysia…
Wind energy players Vestas and Siemens Gamesa and supplier TPI Composites have reported underwhelming earnings and cut guidance in recent quarters due to a combination of weak revenue momentum (flattish installations globally in 2021), cost inflation (steel and resins, logistics) and supply chain issues. And Covid-linked lockdowns in China are unlikely to help in the short-term.…