In Episode 2 of our Capital Cyclists podcast Roman Cassini, our Head of ESG, talks to Rob West, founder and lead analyst at energy transition research firm Thunder Said Energy.
The energy transition is the world’s largest construction project - but most construction projects overrun in both time and cost. In this episode, Roman and Rob discuss how investors can navigate this critical period, highlighting how active managers may be particularly well placed to unearth opportunity amidst complexity.
In addition to listening to the podcast, we recommend this recent Thunder Said Energy piece (available for free), which expands on the points Rob raises: https://thundersaidenergy.com/2023/09/06/energy-transition-active-duty/
5 September 2023
Energy Transition: Active Duty?
Episode 2 of our Capital Cyclist podcast, with Rob West