Retreat or Engage? Green Investors’ Big Oil Dilemma
Oil and gas majors have long stated their intention to diversify away from fossil fuels and move toward clean energy production. However, in the last few years, many have wound back these plans, shoot...
2 Nov 202331min
Climate Risks and Rewards: Rating Companies’ Exposure
Climate change and the transition to a net-zero economy presents both opportunities and risks to companies and assets. But how might an investor assess this exposure? On today’s show, Dana sits down w...
25 Okt 202330min
Crises Collide: Balancing Net Zero and Energy Security
Energy security has come into sharp focus over the past two years, as the shifting geopolitical landscape shakes up power markets around the world. To help customers, numerous governments have introdu...
18 Okt 202347min
Pulling Carbon From the Sky: A Pricey Climate Solution
Removing carbon directly from the air might seem like a technology of the distant future, but ‘direct air capture’ is increasingly becoming a reality, especially as companies try to figure out how the...
11 Okt 202342min
Japan Revisits Nuclear But Solar and Wind Are Future
Japan has pledged to achieve net-zero emissions by 2050, yet the pathways to this target are complicated by the country’s recent history. In the aftermath of the 2011 Fukushima meltdown, Japan suspend...
4 Okt 202330min
Winter Gas Outlook: Cautious Optimism as LNG Steps Up
It’s been a volatile year for natural gas. Last winter, global gas prices spiked in the aftermath of Russia’s invasion of Ukraine and European nations rushed to replace sanctioned Russian pipeline sup...
27 Sep 202333min
Lithium Rush: The Key Metal Powering the EV Revolution
Lithium is integral to the majority of electric vehicle battery chemistries, making it one of the world’s most sought-after metals. Once it’s out of ground, who controls the supply of lithium and its ...
20 Sep 202334min
Domino Effect: How Tesla Is Winning the Charging War
When it comes to charging an electric vehicle in the US, drivers face a complex landscape. Tesla currently dominates the sector with its highly efficient stations and ultra-fast chargers, but an array...
13 Sep 202339min
