Author
Xavier Smith, Director of Research, Energy & Industrials
Xavier serves as the Director of Research, Energy and Industrials at AlphaSense. Before joining AlphaSense, Xavier worked as an equity portfolio manager at various firms including Goldman Sachs, and Gugenheim. Xavier has equity market experience in London as well as New York. Xavier received an MBA from the Wharton School and a BA from Tulane University.
Fermi and the Data Center REIT Market | An AlphaSense Primer
Get your primer on Fermi’s IPO and the competitive forces shaping the data center REIT market.
CATL and the EV Battery Market | An AlphaSense Primer
Get your primer on CATL’s Hong Kong IPO and the competitive forces shaping the EV battery market.
Paris Air Show 2025: Demand, Delays, and Disruptive Tech
We leverage insights from an expert panel call and other perspectives from the AlphaSense platform to predict key themes in the upcoming Paris Air Show.
Long-Term Outlook for Data Center Equipment Growth
Long-Term Outlook for Data Center Equipment Growth
China’s Rare Earth Metals Crackdown: Impact on Energy & Industrials
We leverage expert insights from the AlphaSense platform to gain clarity on China’s crackdown on rare earth metal exports and the potential consequences.
The Impact of Tariffs on Energy & Industrials
Using the AlphaSense platform, we explore the impacts of newly implemented and planned U.S. tariffs on the energy and industrials sectors.
Top 5 Energy & Industrials Trends in 2025
Using our proprietary expert transcript library, we explore the top trends shaping the E&I landscape in 2025.
Expert Insights: AI Adoption Trends in Manufacturing and Energy
Here’s how AI is transforming the manufacturing and energy sectors, according to expert insights found in the AlphaSense platform.
Top 5 Manufacturing Trends in 2025
Discover the top trends shaping the rapidly evolving manufacturing space in 2025, as well as how you can stay on top of new developments.
Expert Insights: Overcoming Roadblocks in Nuclear Adoption
We dive into firsthand perspectives from the AlphaSense expert transcript library to explore the regulatory and supply chain issues holding back nuclear adoption.
Expert Insights: Data Centers Driving Industrial Demand
Here’s how the fast growth of data centers has led to higher power consumption, higher demand for HVAC, and rising usage of AI-driven electrical equipment, according to expert insights found in the AlphaSense platform.
Expert Insights: Energy Trends in the Oil & Gas Sector
Industry experts share their perspectives on top energy trends, from rising global demand to oil production.
Expert Insights: Key Trends for Energy and Industrials in 2024
We use AlphaSense’s Expert Insights content set to uncover the key trends within the E&I sector for 2024.
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