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Wednesday, September 2, 2026The Morning Brief →Sign in
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William Blair

In PWD coverage since September 2, 2026 · 1 story
-2Talent net · 12 months0 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Arrivals
None tracked.
Departures
Ted Hamstra
Aug 21 · to Wells Fargo Advisors
Blake Jones
Aug 14 · to Guggenheim Securities
PWD coverage
energy

Fervo-Google deal reads as baseload scarcity; delivery is the test

Analysts read the geothermal tie-up as evidence of baseload scarcity, yet William Blair's risk list puts the doubt in the delivery chain, not the resource.
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